Individual

New Client Form

"*" indicates required fields

Step 1 of 3

Company

This field is for validation purposes and should be left unchanged.

Getting Started

Please fill out the following form. Why do we need this info from you? We know this is sensitive information but in order to offer you the best service possible we need to first understand your situation. To see what you have outstanding with the ATO we need your tax file number and birthdate to add you to our portal. From there we can see how we can best assist you with getting on top of your tax and finances. This data is kept confidential and will be discarded should you decide not to become a client with us.

Have you already met with one of our accountants?*

I've already spoken with someone at Empire.

I have a call booked.

I need to book an appointment.

I'm just registering for my next tax return.

If you haven't please book in a time here: https://calendly.com/empire-business-solutions-1/10-minute-chat

Who did you speak with?*

Preferred Pronouns*

Full Name*

First Middle Last

What area of the industry do you work in?*

Stage Name

Instagram Handle*

Tax File Number*

ABN

What was the last year you completed and lodged a return?*

Are you on a Working Holiday Visa?*

Yes

Unsure

Residential Address*

Street Address Address Line 2 City State Post Code Country

Is your Postal Address the same as your Residential Address?*

Yes

Postal Address*

Street or PO Box Address Line 2 City State Post Code Country

Email*

Mobile*

Date of Birth*

Bank Account Details:

BSB:*

Account Number:*

Account Name:*

Bank Name:*

Identification

All clients need to verify their identification when onboarding with EBS Group Aust Pty Ltd. This is how we make sure we're safe and secure for all our clients, as well as compliant with all of the relevant ATO requirements. *Please note - your images are not stored and are only for verification purposes.*

Photo of ID*

Max. file size: 64 MB.

Please upload a photo of your drivers license or passport on a neutral background.

Photo of yourself holding your ID*

Max. file size: 64 MB.

How to take a photo of yourself holding your ID: 1. Take the photo in a room with enough light. 2. Select the highest photo quality on the device you use to take the photo. 3. Hold up the document next to your face. 4. Make sure both your face and ID are clear on the photo — nothing on the ID can be covered or censored.

Client Declaration & Lodgement

Client Declaration

I hereby appoint Empire Industry Finance Services as my tax agent and authorise them to access the ATO portal to gather necessary information to complete my tax return and handle tax affairs on my behalf, for the period of which I am a client. I consent to my postal address being updated to the practice postal address which will receive all communications from the ATO.

Name of Client Making Declaration*

Title First Last