New Client Form - EBS Group

New Client Details Form - EBS Group

Step 1 of 4

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*
ABN
Are you on a Working Holiday Visa?*
- Yes
- No
- Unsure
What was the last year you completed and lodged a return?*
How did you hear about us?*
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*
DD slash MM slash YYYY
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
MM slash DD slash YYYY
Spouse's Tax File Number
Dependant Children's Details - Name & Date of Birth
Bank Account Details:
BSB:*
Account Number:*
Account Name:*
Bank Name:*

Employment and Financial Overview
What sources of income do you have?*
- Salaries & Wages from Employment
- Income From Sole Trader Business
- Income From Government Sources eg Newstart
- Other Sources of Income Not Listed
Description of Main Occupation*
Employer Name - (Salaries & Wage Income)*
Do you have more than one employer?*
- Yes
- No
Employer Name*
Sole Trader - Business Name*
Sole Trader - ABN*
Business Telephone
Website Address
Details of Government Source Income*
Details of Other Sources of Income*
Details of Investments (Property, Shares, SMSF's etc)*
Approximate Annual Income*

Identification
All clients need to verify their identification when onboarding with EBS Group Aust Pty Ltd. This is how we make sure we're safe and secure for all our clients, as well as compliant with all of the relevant ATO requirements. *Please note - your images are not stored and are only for verification purposes.*
Photo of ID*
Max. file size: 64 MB.
Please upload a photo of your drivers license or passport on a neutral background.
Photo of yourself holding your ID*
Max. file size: 64 MB.
How to take a photo of yourself holding your ID: 1. Take the photo in a room with enough light. 2. Select the highest photo quality on the device you use to take the photo. 3. Hold up the document next to your face. 4. Make sure both your face and ID are clear on the photo — nothing on the ID can be covered or censored.
Client Declaration & Lodgement
Client Declaration
I hereby appoint Empire Industry Finance Services as my tax agent and authorise them to access the ATO portal to gather necessary information to complete my tax return and handle tax affairs on my behalf, for the period of which I am a client. I consent to my postal address being updated to the practice postal address which will receive all communications from the ATO.
Name of Client Making Declaration*
Title First Last
Date of Submission*
DD slash MM slash YYYY
Name
This field is for validation purposes and should be left unchanged.

QLD - Level 9, Wyndham Building/1 Corporate Ct, Bundall QLD 4217

VIC - Suite 62 / 3 Albert Coates Lane, Melbourne, VIC 3000

NSW - Suite 28 / 285A Crown St, Surry Hills NSW 2010, Australia

03 9088 7503

contact@ebs-group.com.au

PO Box 74, Yarram VIC 3971

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COMPANY NEW CLIENT FORM

INDIVIDUAL NEW CLIENT FORM

SCHEDULE OF FEES

We acknowledge the Traditional Custodians, whose land we work upon and we pay respect to Elders past and present. Liability limited by a scheme approved under Professional Standards Legislation.

SCHEDULE OF FEES

Concession ITR $129
Basic ITR $169
Basic Sole Trader $309
Premium Sole Trader $499
Deluxe ITR $349 – Includes two schedules
Deluxe Sole Trader $849
Rental Schedule $179
Capital Gains Tax Schedule $179
Crypto Calculations $179
PDF Conversion Fee from $79
Fee From Refund $50
Logbook Calculation $129

New Client Details Form - EBS Group

Step 1 of 4

Personal Details

Employment and Financial Overview

Accounting Overview

Identification

Client Declaration & Lodgement

QLD - Level 9, Wyndham Building/1 Corporate Ct, Bundall QLD 4217

VIC - Suite 62 / 3 Albert Coates Lane, Melbourne, VIC 3000

NSW - Suite 28 / 285A Crown St, Surry Hills NSW 2010, Australia

SCHEDULE OF FEES