Client Interview Page 1 - Personal Details
A Consultant will contact you upon the completion of the interview

Client profile form

Client first name *
Client surname *
Spouse name
Address *
Tax file no *
ABN (if applicable)
Telephone / Mobile No *
Fax no
Email address *
Change in marital status
Date of birth *
Change in occupation
Change of address
What is your occupation?
Was last year’s return prepared by a registered tax agent Yes
No

(If answered YES, please state the previous tax agent’s name and address):

Firm name
Details or work done
Last year did you sign an Electronic funds transfer declaration? Yes
No
Did you have any reportable fringe benefits this year? Yes
No
If answered YES, what is the reportable fringe benefits amount shown on your 2007 payment summary?
Dependants? Yes
No
If yes, how many dependants?
Spouse details (if applicable):  
Full Name
Date of birth
Spouse Net Income :
Spouse Income From Wages
Spouse Income From Dividend
Spouse Interest Income
Spouse Rental Income
Spouse CentreLink Payments: Part A
Part B
Do you want to use EFT? Yes
No
If YES, provide bank details BSB
Account Number
Account name:
  
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