New Client Form

We would appreciate you taking the time to complete the following details. If you have any questions concerning the form, please do not hesitate to ask for assistance.

Surname First Name Title Tax File Number ABN Directors ID Postal Address Residential Address Email Address Business Name Business Telephone Mobile Phone Home Telephone Date of Birth Place of Birth Bookkeeping Software QuickbooksMYOBXeroOther Interested in Audit Insurance? YesNo

ATO Refund Account Account Name BSB Account Number

How did you hear about GFM Accountants? Do you want to subscribe to GFM's Newsletter? Yes

As of July 1st, 2022, all registered Tax Agents are legally required to verify a new client’s identity. Please confirm your identity by uploading an image of your photo ID next to your face, or presenting your ID to the GFM offices.

Photo ID

Tax Agent Appointment Declaration

I hereby appoint GFM Accountants Pty Ltd registered tax agent number 71268008 to act as my authorised tax agent and representative in relation to all taxation matters with the relevant taxation authorities, including the preparation, lodgement, and management of tax returns, activity statements, and associated correspondence. I authorise the tax agent to obtain and disclose information necessary to perform these services and confirm that the information provided by me is true, complete, and accurate to the best of my knowledge. This appointment remains in effect until revoked by me in writing.

Your Name * Your signature * [signature* signature-100] Date *

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