Pisani Group – New Client Form

Email Provided to Pisani Group

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Personal Details

Title

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Surname

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Given Names

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Residential Address

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Postal Address

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Date of Birth

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City & Country of Birth

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Home Phone

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Mobile

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Work Phone

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Personal (ATO) Email Address

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Do you have MyGov?

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Email linked with MyGov

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Identification & Tax Details

Tax File Number

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Do you have a Director ID?

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Director ID (if yes)

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Do you have an ABN?

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ABN (if yes)

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Bank Account Details (for Tax Refund Purposes)

Account Name

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BSB

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Account Number

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Employment Details

Occupation / Profession

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Job Title

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Employment Type

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Business / Structure Information (if applicable)

Business Name

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Business Address

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Do you prepare your own BAS/IAS?

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If yes, how often?

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Are your accounts computerised?

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Software used

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Will you provide access to Pisani Group?

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Current Accountant Details

Current accountant name and contact details

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Permission granted for Pisani Group to issue an ethical letter to my current accountant?

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Next of Kin

Next of Kin Name

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Relationship

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Next of Kin Date of Birth

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Referral Information

Were you referred by someone?

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If yes, by whom?

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Do you have Income Protection Insurance?

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Services Required

Terms of Trading

Accounts for individual tax returns must be paid in full prior to lodgement. All other accounts are due within 14 days of invoice unless under a Service Package Agreement. Recovery costs (including management and solicitor's fees) are payable by the client. Pisani Group reserves the right to suspend services or request additional security at any time.

I have read and agree to the Terms of Trading Agreement

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Pisani Group – New Client Form

Personal Details

Identification & Tax Details

Bank Account Details (for Tax Refund Purposes)

Employment Details

Business / Structure Information (if applicable)

Current Accountant Details

Next of Kin

Referral Information

Services Required

Terms of Trading

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