This form is intended for individual clients only. Companies, trusts, and partnerships should not use this document for their information submission.
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.
Personal Information
Address
Contact Details
Engagement Confirmation
Step 1: Enter your TFN & ABN Number (If applicable)
Step 2: Upload Photo Identity Document (for Personal Verification Purposes)
Step 3: Bank Account Details for (Individual) Tax Refund
Step 4: Confirmation of Engagement
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.*