New Client Form

New Client ID Verification *

Drag & Drop Files, Choose Files to Upload You can upload up to 2 files.

Front and Back: Drivers Licence / Photo Card / Passport

Mr / Mrs / Ms / Miss *

Legal Name *

First

Last

Preferred Name

Date of Birth *

Mobile Number *

Email *

Residential Address *

Suburb *

State *

Postcode *

Tax File Number *

Please ensure your TFN is entered correctly. An incorrect TFN may cause delays with your appointment and we are unable to proceed without it.

Account Name *

BSB *

Account Number *

These bank details are collected solely for the purposes of lodging your tax return with the ATO. These will only be used by the ATO to deposit any refundable tax result directly into your nominated account.

Completing this form authorises Z Wealth Accountants to be nominated as your tax agent. *

I agree

Payment is required upfront prior to your appointment. If your appointment is over the phone, please have your card details ready to avoid any delays. *

I agree

If you would like someone to complete the appointment on your behalf, please provide their details below.

I consent for the below nominated individual to act on my behalf.

Single Line Text

If not completed accurately, we cannot allow an unauthorised individual to act on your behalf.