Onboarding Form

Client Onboarding Form

Getting Started with Your Tax Services

Email *

Phone *

Entity Type *

Director Details

Number of Directors *

Director 1 Details

Title

First Name

Middle Name (Optional)

Last Name

Contact Number

Date of Birth

TFN (Australian Tax File Number)

Director IDDirector Identification Number

ID Proof

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Please upload Passport or Driving license.

Director 2 Details

Title

First Name

Middle Name (Optional)

Last Name

Contact Number

Date of Birth

TFN (Australian Tax File Number)

Director IDDirector Identification Number

ID Proof

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Please upload Passport or Driving license.

Director 3 Details

Title

First Name

Middle Name (Optional)

Last Name

Contact Number

Date of Birth

TFN (Australian Tax File Number)

Director IDDirector Identification Number

ID Proof

Browse

Please upload Passport or Driving license.

Director 4 Details

Title

First Name

Middle Name (Optional)

Last Name

Contact Number

Date of Birth

TFN (Australian Tax File Number)

Director IDDirector Identification Number

ID Proof

Browse

Please upload Passport or Driving license.

Director 5 Details

Title

First Name

Middle Name (Optional)

Last Name

Contact Number

Date of Birth

TFN (Australian Tax File Number)

Director IDDirector Identification Number

ID Proof

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Please upload Passport or Driving license.

Company Documents

The Company Registration Certificate

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ABN Advice letter

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The latest ASIC Extract (if available)

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Trust Information

Trust Name

ABN (Australian Business Number)

TFN (Australian Tax File Number)

Trustee Company Name

ACN (Australian Company Number)Enter the 9-digit ACN of the company acting as the Trustee.

Which accounting software are you using?If you use Xero, QuickBooks, MYOB, or Zoho, please provide user access to yuvraj@cleartax.com.au

Other Software

Beneficiary Details

Number of Beneficiaries *

Beneficiary 1 Details

Title

First Name

Middle Name (Optional)

Last Name

Contact Number

Date of Birth

TFN (Australian Tax File Number)

ID Proof

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Please upload Passport or Driving license.

Beneficiary 2 Details

Title

First Name

Middle Name (Optional)

Last Name

Contact Number

Date of Birth

TFN (Australian Tax File Number)

ID Proof

Browse

Please upload Passport or Driving license.

Beneficiary 3 Details

Title

First Name

Middle Name (Optional)

Last Name

Contact Number

Date of Birth

TFN (Australian Tax File Number)

ID Proof

Browse

Please upload Passport or Driving license.

Beneficiary 4 Details

Title

First Name

Middle Name (Optional)

Last Name

Contact Number

Date of Birth

TFN (Australian Tax File Number)

ID Proof

Browse

Please upload Passport or Driving license.

Beneficiary 5 Details

Title

First Name

Middle Name (Optional)

Last Name

Contact Number

Date of Birth

TFN (Australian Tax File Number)

ID Proof

Browse

Please upload Passport or Driving license.

Trustee Company Documents

The Company Registration Certificate

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Trust Deed

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If any variations to the trust deed have occurred since the trust was established, please also provide copies of all relevant deeds of variation as well.

The latest ASIC Extract (if available)

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Previously lodged Trust financials and tax returns (If applicable)

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SMSF Information

SMSF Name

ABN (Australian Business Number)

TFN (Australian Tax File Number)

SMSF Trustee Company Name

ACN (Australian Company Number)Enter the 9-digit ACN of the company acting as the Trustee.

Bare Trust

YesNo

Bare Trust Name

Bare Trustee Company Name

ACN (Australian Company Number)Enter the 9-digit ACN of the company acting as the Trustee.

Member Details

Number of Members *

Member 1 Details

Title

First Name

Middle Name (Optional)

Last Name

Contact Number

Date of Birth

TFN (Australian Tax File Number)

Director IDDirector Identification Number

ID Proof

Browse

Please upload Passport or Driving license.

Member 2 Details

Title

First Name

Middle Name (Optional)

Last Name

Contact Number

Date of Birth

TFN (Australian Tax File Number)

Director IDDirector Identification Number

ID Proof

Browse

Please upload Passport or Driving license.

Member 3 Details

Title

First Name

Middle Name (Optional)

Last Name

Contact Number

Date of Birth

TFN (Australian Tax File Number)

Director IDDirector Identification Number

ID Proof

Browse

Please upload Passport or Driving license.

Member 4 Details

Title

First Name

Middle Name (Optional)

Last Name

Contact Number

Date of Birth

TFN (Australian Tax File Number)

Director IDDirector Identification Number

ID Proof

Browse

Please upload Passport or Driving license.

Member 5 Details

Title

First Name

Middle Name (Optional)

Last Name

Contact Number

Date of Birth

TFN (Australian Tax File Number)

Director IDDirector Identification Number

ID Proof

Browse

Please upload Passport or Driving license.

SMSF Trustee Company Documents

SMSF Trust Deed

Browse

If any variations to the trust deed have occurred since the trust was established, please also provide copies of all relevant deeds of variation as well.

The Company Registration Certificate

Browse

The latest ASIC Extract (if available)

Browse

Bare Trust Documents

Bare Trust Deed

Browse

If any variations to the trust deed have occurred since the trust was established, please also provide copies of all relevant deeds of variation as well.

The Company Registration Certificate

Browse

Company Information

Director Details

Company Documents

Trust Information

Beneficiary Details

Trustee Company Documents

SMSF Information

Member Details

SMSF Trustee Company Documents

Bare Trust Documents

Previous Accountant Details

Company Information

Director Details

Company Documents

Trust Information

Beneficiary Details

Trustee Company Documents

SMSF Information

Member Details

SMSF Trustee Company Documents

Bare Trust Documents

Previous Accountant Details

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