Given Names* Surname
Title MrMrsMsMiss Date of Birth
Address Suburb
State Postcode
Telephone No Email*
Occupation Tax File Number
ABN How did you find us? Friend/FamilyFacebookGoogleWalked PastOther
Given Names Surname
Account Name BSB
Account Number Service Fee from Refund? YesNo
Group CertificatesPAYG SummariesGovernment PaymentsInterest DetailsDividend DetailsRental PropertyTrust DistributionForeign IncomeHECS/HELP/SFSS LoanCGT AssetsWork ExpensesUniform ExpensesSelf EducationTools/EquipmentHome Office
Dependent Children? YesNo If yes, number
Paid tax agent last year? YesNo Donations made? YesNo
Private Health Insurance? YesNo
1. In these terms and conditions, the terms us, we and our refer to ALASHI PTY LTD (ABN 68 169 414 822) 2. Our fees are an estimate only and do not constitute a quote. Costs are based on an hourly rate and may differ from estimates provided based on the requirements of work undertaken. Unless otherwise agreed in writing, all work relating to your tax return will be charged to you. 3. You can terminate our services at any time for any reason. You acknowledge that you will be billed for any work completed up until you notify us of this termination. 4. You agree that we can cease acting for you as a client at any time should your accounts be outstanding, or if in our opinion, the trust and confidence in our working relationship has broken down. 5. ALASHI PTY LTD takes no responsibility for any original documents lef in our possession. Please provide copies of documents only. 6. ‘Pay nothing now’ allow us to subtract our fees from your refund when it is received from the Australian Taxation Office. This offer does not apply if you are not due a refund. If you are not paid a refund and you have used our service, you will still be liable for our fees. 7. ‘Maximum Refund Guarantee’ means that if you provide writien evidence from another registered tax agent that they could have got you a larger refund, we will give you double your tax preparation fees back. The evidence must be based on the same data and tax year used to prepare your initial return and all positions taken on all returns must be in compliance with applicable law. The evidence must list the other agent’s service fee and expected refund. 8. If you choose to have your fees taken from your tax refund, you authorise us to pay any outstanding fees for services provided by us from your tax refund as paid into our trust account. 9. If your tax refund does not cover the cost of our fees, we may obtain the fees via direct debit. If direct debit is unsuccessful, we may take such action necessary to recover that amount including enforcement action. 10. The information provided by you to us for the preparation of your tax return, including any applicable schedules is true and correct. 11. You authorise your refund to be paid directly into your specified bank account. BY SIGNING THE BELOW YOU ARE AGREEING TO THE ABOVE TERMS AND CONDITIONS AND AUTHORISE US TO REPRESENT YOU AS YOUR REGISTERED TAX AGENT IN ALL DEALINGS WITH THE AUSTRALIAN TAXATION OFFICE.
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