Personal Details

Tax File Number *

Australian Business Number

Enter your 11-digit ABN

Address

Street Address *

City *

State *

Country *

Postal Code *

Bank Details

BSB

Account No:

Account Holder's Name

Income Sources *

Do you have investments? *

Yes

No

Elaborate here

Upload your primary ID *

Please upload your passport or drivers license

PDF, PNG, JPEG or JPG

Upload a secondary ID

PNG, PDF, JPEG or JPG

Note: The bank information is taken from you so that the ATO would be able to transfer the funds directly to your account within 14 days of the tax lodgment.

Kindly read the Engagement Letter before you proceed.

I agree to the Terms & Conditions and Engagement letter, and authorise P&D Accountants (Tax Agent Number 26248095) to act as my registered tax agent and represent me in all dealings with the Australian Taxation Office. By providing my phone number, I also consent to receive SMS communications from P&D Accountants regarding my enquiry, tax matters, and related services.

By providing my signature below, I acknowledge that I have read, understood, and accepted the terms and conditions contained in this Engagement Letter. *

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