Acme Inc.

Accounting Client Onboarding Checklist - Individual (AUS)

  1. Instructions

    1. Instructions

  2. Personal Information

    1. *Full Name

    2. *Date of Birth

    3. *Residential Address

    4. *Phone Number

    5. *Email Address

    6. *Occupation

    7. Tax File Number (TFN)

    8. Australian Business Number (ABN) (if applicable)

  3. Marital Status and Dependents

    1. Marital Status

    2. Spouse/Partner's Information

    3. Dependent(s)

  4. Income Sources

    1. Employment Income(s)

    2. Business Income(s)

    3. Investment Income(s)

    4. Other Income

  5. Investment and Asset Information

    1. Bank Accounts

    2. Shares and Securities

    3. Property Assets

    4. Other Investments

  6. Liabilities and Loans

    1. Home Loan(s)

    2. Personal Loan(s)

    3. Credit Card(s)

    4. Other Liabilities

  7. Tax Information

    1. Previous Tax Returns

    2. Deductions and Offsets

    3. Business Activity Statements (BAS) Lodgements (if applicable)

    4. Have a GST Registration?

  8. Insurance Information

    1. Health Insurance

    2. Life Insurance

    3. Income Protection Insurance

  9. Curious

    1. Are You Coming to Us from Another Accounting Firm?

    2. How Did You Hear About Us?

    3. Is There Anything Else We Should Know About Your Company?

Accounting Client Onboarding Checklist - Individual (AUS)


Accounting Client Onboarding Checklist - Individual (AUS)

Acme Inc.



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*Response requiredFull Name

*Response requiredDate of Birth

*Response requiredResidential Address

*Response requiredPhone Number

+31

*Response requiredOccupation

Tax File Number (TFN)

Australian Business Number (ABN) (if applicable)

Marital Status

  • Single

  • Married

  • De facto

  • Divorced

  • Widowed

Spouse/Partner's Information

    • Spouse/Partner's Name

    • Spouse/Partner's Date of Birth

    • Spouse/Partner's TFN

  • Add an item

Dependent(s)

Employment Income(s)

    • Employer Name

    • Employer Address

    • Position/Title

  • Add an item

Business Income(s)

Investment Income(s)

Other Income

    • Pension/Superannuation

    • Government Benefits

    • Other (e.g., royalties, foreign income)

  • Add an item

Bank Accounts

Shares and Securities

Property Assets

Other Investments

Home Loan(s)

Personal Loan(s)

Credit Card(s)

Other Liabilities

Previous Tax Returns

Choose filesor drag files here

Deductions and Offsets

E.g. Work-related, investment, charitable, medical, etc.

Choose filesor drag files here

Business Activity Statements (BAS) Lodgements (if applicable)

E.g. Work-related, investment, charitable, medical, etc.

Choose filesor drag files here

Have a GST Registration?

  • Yes

  • No

Health Insurance

Life Insurance

Income Protection Insurance

Are You Coming to Us from Another Accounting Firm?

  • Yes

  • No

How Did You Hear About Us?

Is There Anything Else We Should Know About Your Company?