Client Engagement Form

Individual Client Engagement / Update Form

I hereby authorize H&R Accountants & VAC Tax to add as a client in ATO portal, Update tax registrations & other details and prepare the Income-tax return.
Name*
Surname*
Email*
Mobile / Phone*
Date of Birth*
Tax File Number*
Bank Details: BSB*
Bank Details: Account Number*
Bank Account Holder/s Name
Bank or Financial Institution Name*
Current Address: Street Number and Name*
Suburb/town*
State*
Postcode*
Occupation

The occupation you have made the most income during the year.
Evidence of Identity
Max. file size: 8 MB.
Please include an evidence of identity (Eg. Passport, Driving license, student id Card etc..)
Please Specified your best time to contact
Date
Time
Select Preferred Tax Consultant
Referred By:
Queries and Comments:
Term of Engagement
H&R Accountants will commence your work after confirmation of the required task, service fees and terms and conditions. We will advise you in detail by email shortly.
Signature*