New Client Questionnaire

New Client Questionnaire

This form is used to gather some info to get a better understanding of your service level needs.

First Name*

Last Name*

Email*

Phone*

Phone

Post Code (Residential)*

Main Occupation?*

Spouse's Tax Return too (if applicable)?

Tick if you would like us to prepare your Spouse's Tax Return too.

Spouse Full Name

Preferred Meeting Location*

Phone/Video Call and Email

Joondalup/Mandurah Office

In person at your preferred location - an extra charge of $30

Source(s) of Income

Wages

Property Rental Income

Business (ABN/Hobby)

SMSF

Foreign Income

Working Holiday Maker / Overseas Student

Shares Investments (Dividends)

Capital Gain/Loss (Sold Property, Shares, Crypto)

Interest

Other Income (inc Pension)

Rental Property

How many Rental Properties earned income?

Do you have an Airbnb Rental? It yes, tick.

Business Info

Business Type

Select or enter value

What is the average annual Turnover?*

GST Registered? If yes, tick.

Employing Staff? If yes, tick.

How many Staff members? (current)

Business Bookkeeping, required?

Note, we provide limited free bookkeeping support and can quote regular tasks (tick if regular bookkeeping is required).

Business Software (Select)

Select or enter value

Any Overdue BAS or Tax Returns? If yes, tick.

Any specific reason for the overdue BAS or Tax Returns?

Home Office or Leasing Premise/Shop/Warehouse?

Working from Home Office

Leasing a Premise/Shop/Warehouse

Business Postcode

Past Financial Statements (for Quote) - Upload (This is a secured page, Confidential).

Drag and drop files here or

Share more info about your Other Income Source

Have you been Referred to us?

If yes, tick and enter Full Name.

Referred By

Please provide any additional information you may consider important and if you have specific tax questions.

Send me a copy of my responses

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