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Bookkeeping – Client Information Verification

Individuals (for personal matters or as representatives of an entity or other person)

Name

Date of Birth

ABN (if applicable)

Private Residence

Contact number

One Original Document (with photo) provided for visual review

(If no photo evidence)

Australian full birth certificate or Australian citizenship certificate and

One of

Entity details / (represented person details)

Name

ABN

Registered Address

Business Premises (if different)

Website URL

Business phone number

Responsible Persons (Directors / Owners)

Responsible Persons Phone

Responsible Persons Email

Your "Authorisation" to act form nominated responsible person (unless self)

Entity Document

NEW client for an ATO purpose/s

AUTHORITY FOR BAS Agent:

To act on behalf of the taxpayer (named above) in respect to the taxpayer’s dealings with the Australian Taxation Office. This authority extends to all areas agreed between the taxpayer and the BAS agent which the BAS agent is permitted to undertake by law, including but not limited to:

Adding the taxpayer to the client list of the BAS agent on the ATO online services
Verifying and managing client information with the ATO
Representing the taxpayer in their dealings with the Commissioner in relation to permitted BAS agent services
Preparing and lodging activity statements
Having access to activity statement and related information that may be provided via access to ATO online services, business software or the BAS agent practice management software

I hereby provide the above authorisation until revoked in writing
I declare that the above information is complete, true and correct
I am authorised to make this declaration

Authorisation signatures

Name of business representitive

Date of signing

Capacity