New Individual

Employment and Financial Overview
What sources of income do you have?*
- Salaries & Wages from Employment
- Income From Sole Trader Business
- Income From Government Sources eg Newstart
- Other Sources of Income Not Listed
Description of Main Occupation*
Employer Name - (Salaries & Wage Income)*
Do you have more than one employer?*
- Yes
- No
Employer Name*
Sole Trader - Business Name*
Sole Trader - ABN*
Business Telephone
Website Address
Details of Government Source Income*
Details of Other Sources of Income*
Details of Investments (Property, Shares, SMSF's etc)*
Approximate Annual Income*

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: 200 MB.
Please upload a photo of your drivers license or passport on a neutral background.
Photo of yourself holding your ID*
Max. file size: 200 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
Date of Submission*
DD slash MM slash YYYY
Engagement letter terms*
I have read the engagement letter terms
Read the engagement letter here
Phone
This field is for validation purposes and should be left unchanged.

New Individual

New Client Details Form - Individual

Step 1 of 4

Personal Details

Employment and Financial Overview

Accounting Overview

Identification

Client Declaration & Lodgement

SCHEDULE OF FEES