Client Engagement

Personal Details

Secure your place with us by confirming your details and service expectations upfront.

Name

Title

First Name

Last Name

Date of Birth *

Gender

Contact Information

E-Mail *

Mobile/Phone

Address Information

Secure your place with us by confirming your details and service expectations upfront.

Residential Address

Street

Suburb/City

State

Postcode

Yes

Is your Mailing Address same as your Residential Address?

Mailing Address

Street

Suburb/City

State

Postcode

Tax & Banking Details

Secure your place with us by confirming your details and service expectations upfront.

Tax Information

Tax File Number (TFN)

Do you have an ABN?

Occupation

Banking Details (for refunds/instalments)

BSB

Account Number

Account Holder's Name

Authorizations

Secure your place with us by confirming your details and service expectations upfront.

Authorizations

I authorize Tax Savers Pty Ltd to:

Act as my agent on ATO and ASIC portals

Prepare and lodge Tax Returns

Prepare and lodge Business Activity Statements (BAS)

Prepare and report employee pay runs

File Single Touch Payroll (STP) reports

File Instalment Activity Statements (IAS)

Set up a company in accounting software

Communicate with government departments on my behalf

Verification & Submission

Secure your place with us by confirming your details and service expectations upfront.

Identity Verification

Upload ID Documents

Drop your files here or click here to upload

Accepted: Passport, Driver's License, Student ID. Max size: 11MB each

Additional Information

How did you hear about us?

Comments or Queries

Declaration

I have read and agree to the Terms and Conditions. *

I have read and understood Privacy Policy. *

Signature *