Tax Agent Engagement Form

If you require any assistance or have any problems, please contact us on 0429 777 228 or

Tax Agent Engagement Form
  • Welcome
  • Income Tax Information
  • Acknowledgement and Confirmation
0% Complete
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We are delighted to accept appointment as your tax accountant.

Before we can begin, we require you to complete the below details.
If you have any questions please do not hesitate to contact us.
M: 0429 777 228

Business Details

Eg. Company Pty Ltd (company). John Smith and Peter Pan (partnership). The Smith Family Trust (trust)
Eg. Bobs Bits and Bobs
Must be 11 digits long
Entity Structure
Is the Business Registered for GST?
Are we to prepare your BAS on your behalf?
Business Address
Business Address
Do you use Xero Accounting Software
Would you consider starting or moving to Xero
Please note that our services are cheaper if you are with Xero
Permission to access your Xero file

We will need access to your Xero file. To do this we will need to be set up as a user.
An invitation will need to be sent to with access to all areas of your file as an Admin/Advisor.
To do so, please follow the steps in the download or call 0429 777 228 or email

Download Xero Invite Instructions

Xero File Invitation

Main Contact

Eg. Amy Dutoit
Eg. Director, Owner, Finance Manager
ID Verification

For compliance purposes, we will need to verify your identity before lodging to Government agencies. You can choose to attach a copy of your ID below now or submit it to us at the later date via email. Please be advised that we cannot make any lodgements until we have a copy of your ID on file. For your protection, this form has been encrypted to prevent unauthorised access to your information.

Proof of ID
Please attached a clear image of your chosen ID

Maximum file size: 134.22MB

Scope of Agreement

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