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ONBOARDING & CLIENT UPDATE FORM

Client Update Form

Client Update Form

Welcome!

 

We at BloomWealth truly appreciate you for considering us in handling your taxes and finances. 

To start the process, please complete the Client Update Form so we can add you as a client in the taxation portal. Below are the information that you will need in order to complete this form:

  1. Full Name/Organization Name
  2. Tax File Number
  3. Date of Birth
  4. Australian Business Number (if company/trust)
  5. Address
  6. Email Address
  7. Phone Number

Should you have any questions, please do not hesitate to contact us at 

tax@bloomwealth.com.au or 1300 79 61 60.

Once again, thank you for choosing BloomWealth. We look forward to to have the pleasure of doing business with you.


Sincerely,
BloomWealth Team


Individual (Details)


Non-Individual (Details)


Agent Information


Declaration

By submitting this form and accepting Bloomwealth's terms and conditions, the taxpayer acknowledges and understands that they are granting Bloomwealth Accounting permission to register them as a tax client with the ATO.


Terms and Conditions

  • I, the undersigned, hereby request and authorise BloomWealth Accounting to access  information specified above to manage my tax affairs
  • I guarantee that all information provided above is true and correct and I understand that this information will be given to relevant Australian authorities.
  • I agree to pay any fees charged by BloomWealth Accounting in related to this service as per a tax invoice provided separately.
  • I understand that I am responsible to inform BloomWealth Accounting of any changes to the details I have provided above. 
  • I understand that I may need to provide further information in regards to other tax matters, and that Bloomwealth Accounting may need to share my data with team members who reside in other countries to help process the work.
  • I understand that if I wish to stop this service I may do so by sending a written notice to  BloomWealth Accounting