Business | Excel Tax

Business Client Information Form

Companies, trusts and partnerships should complete this form so we can provide accurate and tailored tax and accounting advice based on your organizational details.

Business Structure

Business Details

Full Business Name

Australian Business Number (ABN)

Tax File Number

Personal Details

Contact Person Name

Contact Email

Contact Phone Number

Multi-line address

Country/Region

Address

City

Zip / Postal code

Is your postal address the same as your business address?

Yes

Bank Details

BSB No.

Account Number

Declaration

By submitting this form, I confirm I am authorised to share this information with Excel Taxation Pty Ltd. I agree to its use in their internal systems and for official lodgements with the ATO, ASIC, and other necessary departments to manage my business and tax affairs.

Name of Declarer

eSignature

Drawing mode selected. Drawing requires a mouse or touchpad. For keyboard accessibility, select Type or Upload.

Date and time

Day

Month

Year

Time

HoursMinutes