New Individual | L&J Partners

Personal Details

We would appreciate you taking the time to complete the following details. If you have any questions in relation to the form, please do not hesitate to ask for assistance.

Full Name*

Prefix First Middle Last

Tax File Number*

Are you a resident for tax purposes?*

Yes
No
Unsure

What was the last year you completed and lodged a return?*

Residential Address*

Street Address Address Line 2 City State Post Code Country

Postal Address same as Residential Address?*

Yes
No

Postal Address*

Street or PO Box Address Line 2 City State Post Code Country

Email*

Home Telephone

Mobile*

Date of Birth*

Do you have a spouse or dependant children?*

Spouse & Child/Children
Spouse Only
Child/Children
None

Spouse's Full Name

Spouse's Date of Birth

Spouse's Tax File Number

Dependant Children's Details - Name & Date of Birth

Do you have private health insurance?*

Yes
No

Name of Provider, Member Number and Type of Cover*

Financial Institution Details*

Name of Bank, Account Name, BSB and Account Number

New Client Details Form - Individual

Step 1 of 3

Personal Details

Employment and Financial Overview

Accounting Overview

Client Declaration & Lodgement

L&J Partners Accounting Services & Solutions.

Accounting firm servicing Victoria, Northern NSW & South Eastern Queensland.

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