Client Authorisation Form
Authorising Person's (Acting on behalf of Business) Details:
Title
Tax File Number
Given Name
Last Name
Date of Birth
Mobile Number
Driving Licence
Passport No
Email
Residential Address
Business Address
I authorise TAXSIGHT to act on my behalf for all my accounting & tax related matters from now onwards.
Business Entity Details:
Company Name
Business Name
Tax File Number
ABN
Phone No
Fax No
Email
Business Address
Postal Address
I authorise TAXSIGHT to collect all information related to myself and my business from Australian Taxation Office (ATO), Australian Securities and Investments Commission (ASIC) & other agencies as deemed fit by you, for current year and previous years and also to collect all my group certificate (PAYG payment summary) details from various sources and agencies.
In the event that the Annual Tax Returns, Activity Statements or Financial Documents have to be lodged with the ATO or ASIC, I authorise TAXSIGHT to lodge the same on my behalf.
Regards,
Business Analysis
Business Activity
GST Registered
PAYG Registered
Cash/Accrual
No of Employees
Activity Statement Cycle
Business Current Records
Estimated Turnover ($)
Assets:
| Asset Type | Year of Purchase | Cost | Current Value | |
|---|---|---|---|---|
| 1. | ||||
| 2. | ||||
| 3. | ||||
| 4. |
Liabilities/Loans:
| Liability Type | Loan Amount | Interest Rate | Security | |
|---|---|---|---|---|
| 1. | ||||
| 2. | ||||
| 3. | ||||
| 4. |
Business Insurances:
| Insurance Type | Insurer | Insured Amount | Annual Premium |
|---|---|---|---|
| Workers | |||
| Public Liability | |||
| Business Insurance | |||
| Professional | |||
| Other |