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New Client Information Form

If you are a new client, we encourage you to complete our New Client Form below to help us get to know you a little better.

Tax Registrations Information

We ask for your tax registration information to access your data with government authorities (i.e. the Australian Taxation Office). We store all your personal information securely and adhere to strict Privacy Policies.

Do you operate a business?If you are currently or recently carried on a business answer 'yes'

Personal Information

Please provide your personal details and your best contact information.

Is your home address the same as your postal address?

Home Address

Family Information

We need this information to work out whether: you'll need to pay the full Medicare levy or the Medicare levy surcharge; you're entitled to tax offsets such as the seniors and pensioners tax offset, super contributions on behalf of your spouse tax offset, zone or overseas forces offset, invalid and invalid carer offsets.

Do you have a spouse?
Do you have any dependant children?

Proof of Identity

To avoid errors and help stamp-out tax fraud through identity crime, we must take steps to check the true identity of individuals asking us to act on their behalf. Please upload either an image of your passport or drivers license.

or drag and drop

PNG, JPG, GIF, PDF up to 4MB

Tax Agent Appointment

I consent to the appointment of TaxDigital as my Tax Agent. I understand appointing TaxDigital as your Tax Agent provides them with authority to prepare and lodge Australian Taxation Office documents and forms on my behalf, where appropriate and at their discretion. The documents and forms may relate to tax agent administration, income tax, Goods and Services Tax (GST), Pay As You Go (PAYG), and activity statement matters.
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