Companies, trusts and partnerships should complete this form so we can provide accurate and tailored tax and accounting advice based on your organizational details.
Mandatory AML/CTF Compliance Notice: To comply with current AML/CTF rules, we must verify the identity of all clients and establish the purpose of the business engagement before performing designated services. Ensure all entries reflect accurate legal identifications.
Business Details
Personal Details
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Bank Details
Declaration
ATO Portal Access Authority: I agree that Prestige Accounting Solutions Pty Ltd T/A Prudent Tax may access the Australian Taxation Office Tax Agent Portal and gather information necessary to complete my tax returns and handle my tax affairs for the period that I am a client of Prestige Accounting Solutions Pty Ltd T/A Prudent Tax.*
AML/CTF Identity Verification Consent: I explicitly authorize the practice to conduct digital KYC validation checks against independent registers, global PEP registers, and Sanction watchlists to maintain compliance with the Anti-Money Laundering and Counter-Terrorism Financing Act 2006.*