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02 95691155
02 95691155
Client Area
New Client Form
Terms of Engagement Form
Xero Login
Follow us on:
Home
Our Vision
Who we are
Why Axis
Does your accountant care?
Testimonials
Services
Business Consulting
Individual Taxation
Franchise Accounting
Services for Pubs, Clubs & Restaurants
Self-managed Superannuation Fund
Personal Super
Financial Planning
Finance Broker
Business Packages
Software Solutions
Xero
Xero Resources
Resources
Business Resources
COVID-19 Resources
Thinking about self-managed super
Running a SMSF
Property Investor Brochure
7 steps to an effective business plan
How to Grow Your Business eBook
Blog
Contact Us
New Client Form
Step 1 of 3
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Title
Name
*
First
Last
Tax File Number
*
Date of Birth
*
Date Format: MM slash DD slash YYYY
ABN
*
Residential Address
*
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Postal Address
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Occupation
*
Phone
*
Email
*
Do you have a spouse?
*
Yes
No
Spouse Name
First
Last
Occupation - spouse
Spouse DOB
Date Format: MM slash DD slash YYYY
How did you hear about us?
*
Online Search
Advertising e.g. Flyer
Referral
Other
Referral from
Where did you hear about us?
Bank details for refund
BSB
*
Account Name
*
Account No
*
ATO Proof of identity requirements
Note: Only one document needs to be sighted
Choose a document
*
Passport
Driver’s License
Working/Bridging Visa
Upload an image of the document
*
Any other information about the document you chose
Please tell us which other services you are interested in:
Choose a service or multiple services
*
Select All
Financial Planning
Mortgage Broker/Lending
Wills & Estate Planning
Business Restructure
Consent
*
I hereby appoint Axis Accounting (tax agent number 72602005) as my tax agent.
*
Client Signature
*
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