New Client Forms

We are so excited to have you on board and look forward to a long standing relationship with you.

Please complete the applicable form below. This gives us permission to associate your tax profile with our ATO profile in order for us to view your ATO tax information.

Once your form is complete and submitted we will receive a notification. Our lovely admin team will set you up within the next 72 hours and will be in touch to provide you access to your own dedicated secure CLIENT PORTAL folder through SuiteFiles Connect.

The CLIENT PORTAL allows you to securely and conveniently share files with us while protecting your sensitive tax and accounting information. It also allows us to share sensitive documents securely with you too.

If you require any assistance please don’t hesitate to call or email us and we can help walk you through.

We look forward to working with you!

Please note: When onboarding to our tax agent profile  you form part of our tax agent lodgement program, and this on time lodgement is monitored by the ATO.

If we fail to achieve these targets then we can have our tax agent status revoked or be placed on performance management with the ATO and Tax practitioners board. It is an expectation that clients that onboard fulfil their obligations to provide us with information on time in order for us to fulfil the compliance reporting requirements on their behalf.

The 85 per cent on-time lodgement requirement is a performance benchmark that tax agents are expected to meet in order to retain access to the lodgement program, which can be revoked by the ATO if practitioners repeatedly post poor lodgement results.