New Client Form

Client Details

Title(Required)

First Name(Required)

Last Name(Required)

Date of Birth(Required)

Occupation(Required)

Tax File Number(Required)

Type of Entity

Registered for GST

Yes

No

ABN Number (if applicable)

Business Activity Statement (BAS) Required(Required)

Yes

No

Instalment Activity Statement (IAS) Required(Required)

Yes

No

Address Details

Residential Address

Street Address (Not a PO box)(Required)

Suburb(Required)

City(Required)

State(Required)

Postcode(Required)

Postal Address (for correspondence)

Street Address(Required)

City(Required)

Suburb(Required)

State(Required)

Postcode(Required)

Business Address (if applicable)

Street Address (Not a PO box)

Suburb

City

State

Postcode

Contact Details

Telephone

Mobile Phone(Required)

Work Phone

Business Hours (work)

After Hours (home)

Email

Email Address(Required)

EFT Details (for refunds)

Bank Account Details

Name of Account(Required)

BSB(Required)

Account Number(Required)

Associates

Spouse Details

Do you have a spouse?(Required)

Yes

No

Spouse's Title

Spouse's First Name

Spouse's Last Name

Spouse's Date of Birth

Spouse's Taxable Income

Period that you had a spouse during the year:

Full Year

Period

Children Details (if applicable)

Children Details (Repeater)

First Name

Last Name

Date of Birth

Company(ies)

Companies (Repeater)

ABN

ACN

TFN

Trust(s)

Trusts (Repeater)

ABN

ACN

TFN

Partnership(s)

Partnerships (Repeater)

ABN

ACN

TFN

Super Fund(s)

Super Funds (Repeater)

ABN

ACN

TFN

Are you fully vaccinated for COVID-19?

Yes

No

N/A – I am not attending a face-to-face appointment

To ensure we provide a safe workplace for our clients and team, Modoras have adopted a mandatory full COVID-19 vaccination policy for anyone wishing to attend a Modoras office. If you are not fully vaccinated, have been exposed to a confirmed case of COVID-19, have attended a COVID-19 hotspot in the 14 days prior to your appointment or are experiencing flu-like symptoms, please let us know. We will be happy to either reschedule your appointment or conduct it via zoom.