Client details form

Client details form. Takes about 5 minutes. Fields marked * are required.

Personal details

First name *

Last name *

Date of birth *

Tax file number (TFN) *

Used only to lodge with the ATO. Never email your TFN — bring PAYG summaries to your appointment or call us.

Contact number *

Email *

Referred by (optional)

Address

Street address *

City / suburb *

State *

Postcode *

Spouse and dependents

Spouse name

Spouse date of birth

I have dependents

Bank details for tax refunds

Only used for ATO refunds. Leave blank if unsure — we confirm before lodging.

Account name

BSB

Account number

Medicare, declaration and documents

Do you have a Medicare card? *

YesNo

I declare the information I have given to Auz Taxation is true and correct, and I authorise Auz Taxation to work on my file. *I have read the privacy policy and agree to the terms and conditions. *

Liability limited by a scheme approved under Professional Standards Legislation.

Professional standards disclosure

Supporting documentsClick or drag files here to upload

Files stay on this device for now — nothing is uploaded until a backend is connected. Max 10MB per file.

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