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Client Onboarding
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Client Onboarding
Name
*
Date of Birth
*
TFN Number
*
ABN Number
BSB Number
Account number
Email Address
*
Phone
*
Current Address
*
Main Job Occupation
*
ABN income & work related expenses for this Year
Do you have a Medicare Card?
*
Yes
No
If no, have you applied for a Medicare Card?
Yes
No
Private Health Insurance details if you have
Vehicle And Travel Expenses
Car Model
Car Make
Maintenance
Fule & Oil Expenses
Vehicle Registrations & Insurance
Public Transport Fares & Other Expenses
Parking Fees & Tolls
Home Office Expense
Home Office Equipment
Electricity & Gas
Internet and Phone Costs
Office Furniture
Professional Development and Education
Course Fees
Travel Expenses for Attending Courses
Textbooks and Study Materials
Clothing and Laundry
Protective Clothing
Laundry and Dry-Cleaning Costs
Uniforms
Tools and Equipment
Purchase of Tools and Equipment
Depreciation of Tools and Equipment
Repair and Maintenance of Tools
Other Deductible Expenses
Union Fees
Subscriptions to Trade Journals and Publications
Stationery and Office Supplies
Cost of Managing Tax Affairs
Spouse Details
Spouse Name
Spouse Date of Birth
Spouse Assessable Income
Number of Kids
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