Client Intake Form

Please fill this form to get started your tax return journey with us.

Contact: 03 9569 5775

info@thinkbigaccountants.com.au

https://thinkbigaccountants.com.au

The following guide helps you complete this form correctly & efficiently. Please do not rush/submit insufficient information,

- New to Australian Tax? Our financial year starts on 1 July & ends on next 30 June.

To save time & costs, kindly be honest about income &/or disposals of:

- Cryptocurrencies / Shares / ETFs / Bonds / Options etc.

- Contracting services: Sole Trade / Personal Services Income.

- Rental Income & Sale of Rental Properties.

- Sharing Economy: Airbnb, Uber, Didi, Ola, Uber Eats, Deliveroo, etc…

ATO works with, collects, and cross-checks data from your business clients’ TPAR, Share Brokers, Crypto Exchangers, DPS, AUSTRAC, SRO, Landata, ASIC, Joint Chief Global Tax Enforcement (J5) and Sharing Economy companies to fight against tax crimes.

First Name *

Middle Name

Last Name *

Date of Birth *

Gender *

Male

Female

Other

Please select your gender.

Mobile *

Email *

Tax File Number *

If you don't have your TFN number handy, please provide your ABN in next question. please enter 000000000 here.

0/9

ABN Number

Please enter your ABN here, if you don't have TFN handy.

0/11

Residential Address *

Suburb *

State *

Post Code *

Bank Account Details

Account Number

Marital status *

Do you have Medicare Card ?

ID Document *

Click to choose a file or drag here

Size limit: 50MB per file

Please upload a Photo Identification e.g. Driving Licence or Passport or Medicare Card