Client Engagement Form

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Full Name

First

Last

Date of Birth

TFN / ABN

Mobile / Phone

Referred By

Your Street Name and Number

Address Line 1

City

State / Province / Region

Postal Code

Country

Spouse Name (If applicable)

Spouse D.O.B.

Dependents

Do you want to provide your bank details to get the refund from ATO or to make installment plan?

Do you have any Medicare Card?

I declare that I am authorized to make this declaration:

I declare that the information I provided to Tax Advisors Group in relation to tax lodgements is true and correct. I have authorised Tax Advisors Group to work as my tax agent on my behalf.

Upload Necessary Supporting Documents

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Signature

Clear Signature

Industry Association