NTrust Accountants New Client Engagement Form

Title

First Given Name

Surname (Family Name)

Other Given Names

Date of Birth

Current Address

Phone Number

Tax File Number (TFN)

ABN Number (if any)

Medicare No

Driver Licence No

Occupation

No of Dependent Children

Rental Properties

Do you have Rental Properties?

Private Health Insurance (If Applicable)

Private Health Insurance Membership No

Private Health Insurance Fund Name (if any)

Spouse Details (If Applicable)

Spouse’s Name

Spouse’s Date of Birth

Spouse’s Taxable Income per Annum

Bank Details for Tax Refund

Bank Account Number

Bank BSB No

Bank Account Name

Declaration

"I declare that the information provided to NTrust Accountants Pty Ltd for the preparation of my tax return is true and correct. I hereby give my authority to Prepare and lodge my tax returns."

Digital Signature

Date

Rental Properties

Rental Property 1

Private Health Insurance (If Applicable)

Spouse Details (If Applicable)

Bank Details for Tax Refund

Documents & Verification

Declaration