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Distinct Accounting & Tax Services | Individual Client SignUp

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PERSONAL DETAILS

Name
Date Of Birth

Family Information

Do you have Medicare card?
Medicare Start Date
Do you have Private Health Insurance?
Private Health Insurance Start Date
Spouse DOB

HOME ADDRESS

Address

POSTAL ADDRESS

Same as Above
Postal Address

FORMER ACCOUNTANT DETAILS

Firm Address

Engagement Confirmation

Thank you for making the decision to engage Distinct Accounts. Please use this form to complete the engagement process.

STEP 1 - ENTER YOUR NAME
Name
STEP 2 - ENTER YOUR TFN & ABN NUMBER:
If Applicable
STEP 3 - CONFIRMATION OF ENGAGEMENT
STEP 4 - UPLOAD PHOTO IDENTITY DOCUMENT
( for personal verification Purposes)
Click or drag files to this area to upload. You can upload up to 6 files.
Upload Documents
STEP 7 - BANK ACCOUNT DETAILS FOR (INDIVIDUAL) TAX REFUND:

List Possible Deductions

Hint - Any Expense Incurred to generate this income
Examples.

Maximize wealth, minimize tax. Expert accounting, tailored advice. Your path to financial success starts with Distinct Accounts. Contact us today.

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