Client Engagement Form

Complete this form so we can set you up as a client and act for you with the Australian Taxation Office. It takes about five minutes.

Step 1 of 2 — your details

Personal details

First name Family name Date of birth Tax file number (TFN)8 or 9 digits. Collected under the TFN Rule and used only for your tax affairs. Current address Suburb State Postcode Postal address is the same as above Mobile number Work / home phone (optional) Email address

Referral (optional)

If a VEDD client recommended us, enter their referral code so they receive their reward. It can only be accepted now, at first contact.

Referral code

Bank details

Used for any ATO refund. The account must be in your name.

Account name BSB Account number

Appointment of tax agent

I appoint VEDD Accounting & Taxation Services Pty Ltd as my registered tax agent with the Australian Taxation Office and ask them to lodge the appropriate forms to reflect the appointments below.

Income tax matters Yes No

BAS / GST matters Yes No

Terms

Account keeping fee

This applies only if fees are not paid as agreed. If an account with VEDD Accounting & Taxation Services Pty Ltd remains outstanding for more than 30 days from the invoice date, we may, at our discretion, charge an additional account keeping fee of $150. Professional fees remain payable even if you choose not to proceed with or complete the requested services, subject to our refund policy and the Australian Consumer Law.

Acknowledgement of terms of engagement

You acknowledge that you have read, understood and agree to be bound by the terms of engagement and fee schedule provided by VEDD Accounting & Taxation Services Pty Ltd, and you appoint VEDD Accounting & Taxation Services Pty Ltd as your authorised tax agent to act on your behalf in matters relating to the Australian Taxation Office as authorised by this engagement. Personal information is handled in line with our privacy policy.

I agree to the account keeping fee terms above. I acknowledge the terms of engagement and appoint VEDD Accounting & Taxation Services Pty Ltd as my tax agent.

Signature

Full name Date

Sent securely to VEDD Accounting & Taxation Services. You will receive an email receipt with your reference number.

Client Engagement Form

Account keeping fee

Acknowledgement of terms of engagement

Thanks — now your photo ID.

All done — thank you.