Client Information Form - BNS Accounting Services
BNS Accounting Services
03 9863 6781
Registered Tax Agents

Client Information Form

    Please fill your information below:


    1- Full name:


    2-Tax file number (TFN):


    3- Date of birth


    4- Email address


    5-Telephone number


    6- Address


    7-Banking details
    Bank name:
    Account name:
    BSB:
    Account number:


    8- Nature of work:


    9- Do you have kids?
    NoYes

    How many kids do you have?

    Child {{people_index}} age:

    10- Do you have a spouse/are you married?
    NoYes

    Spouse Details:

    Spouse full name:

    Spouse date of birth:
    Spouse income:

    11- Do you use a car solely for work/business?
    NoYes

    Spouse Details:

    Car make: Car model:

    12- Have you earned ABN/Sole trader income?
    NoYes

    ABN Number:

    13- Do you have  Medicare card?
    NoYes

    Have you applied for Medicare levy exemption?

    NoYes

    Upload documents here:

    Please apply through this link as soon as possible and keep the document for your future records.

    what colour is your Medicare card?
    GreenYellowBlue


    14- Do you have an Investment property?
    NoYes

    Address:

    Date property first earned rental income:
    The number of weeks the property was rented this year 1-52:
    The number of weeks the property was available for rent this year 1-52:

    Ownership:
    Date purchased:
    Amount paid for the property:

    Rental income for this year(01 July last year to 30 June this year):
    Or
    Upload rental income statement from your real agent:

    ---Expenses---
    *All questions must be answered
    Advertising for tenants:
    Body corporate fees:
    Borrowing expenses:
    Cleaning:
    Council rates:
    Gardening:
    Insurance:
    Interest:
    Land tax:
    Legal fees:
    Pest control:
    Agents fees:
    Repairs:
    Office supplies:
    Water:
    Deprecation: (attach schedule)
    Other Expenses:


    15- Have you traded in share?
    NoYes

    Please upload shares tax report:
    *Note: If you do not have a tax report, contact us for advise.


    16- Have you traded in Crypto currency?
    NoYes

    Please upload Crypto tax report:
    *Note: If you do not have a tax report, contact us for advise.

    17- Select an identification document to upload it:
    PassportDriver's License

    please upload the identification document here:

    Please sign:


    1-I authorise BNS Accounting Services/BNS Tax Consultants Pty Ltd to deal with the ATO and or ASIC on my behalf.
    2-I authorise BNS Accounting Services/BNS Tax Consultants Pty Ltd to act on my behalf and not limited to lodging my Business Activity Statements, Tax Returns and any other document that is required to be lodged with the Commissioner of Taxation and or ASIC.
    3-I knowledge that this authority will be valid until revoked in writing.I declare that I am authorised to make this declaration and give personal assurance for any professional fees charged by BNS Accounting Services/ BNS Tax Consultants Pty Ltd.
    4-I hereby declare that the information given is true, complete and correct and that nothing has been concealed or distorted. And accept all responsibilities for the data provided.