Client Questionnaire

To reduce Face to Face time due to COVID, please complete the form below prior to our meeting.

NB: All details below should relate to Financial Year 01.07.21 to 30.06.22.

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1. Contact Details

First Name *

Surname *

Street Address

City/Town

State

Postal Code

Email Address *

Phone Number *

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2. Date of Birth

Please provide your Date of Birth below:

Date

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3. Tax File Number (xxx-xxx-xxx) [NB: Please ignore if already provided]

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4. D1 Work Related Car Expenses: Do you use your motor vehicle for work (apart from commuting directly to/from work)? Examples include buying work-related goods using your car, carrying tools, travelling between sites, etc.

Yes

No

Unsure/discuss