New Client Form - Non Individual Entities

Organisation Overview
We would appreciate you taking the time to complete the following details. If you have any questions in relation to the form, please do not hesitate to ask for assistance.
Legal Entity Name*
Business Trading Name (if different from above)
Type of Entity*
Name of Trustee of Trust/SMSF (Individual or Company)*
Date & State of Incorporation or Registration of Entity*
Australian Company Number (ASIC)*
Australian Business Number (ABN)
Is the Entity a Resident for Tax Purposes?*
- Yes
- No
Tax File Number*
Number of Directors/Partners*
Please enter a number from 0 to 5.
Name of Director/Partner 1*
First Last
Name of Director/Partner 2
Prefix First Last
Name of Director/Partner 3
Prefix First Last
Physical Business Address/Office*
Street Address Address Line 2 City State Post Code Country
Postal Address same as Physical Address?*
- Yes
- No
Postal Address
Street or PO Box Address Line 2 City State Post Code Country
Business Telephone*
Email Address For Documents
Website Address
How did you hear about us?*

Client Declaration & Lodgement
Client Declaration
I, hereby appoint Empire Industry Finance Services as tax agent and authorize them to access the ATO tax portal to gather necessary information to complete my tax return and handle tax affairs for the period that I am client of L&J Accounting Services. By completing and submitting this form on behalf of the above named organisation, I confirm that I have the authority to enter into this engagement.
Name of Person Making Declaration*
Title First Last Position
Date of Submission*

DD
MM
YYYY
Phone
This field is for validation purposes and should be left unchanged.

Organisation Overview