Checklists that help you avoid the hassle

Thank you for your enquiry, to engage our services we will send through our engagement via practice ignition.  For new clients on acceptance, we will create a MYOB Portal secure platform for you.

From February 2022 we need to meet our proof of identity guidelines which basically means we need to verify your full name, residential address, and date of birth. You will be required to provide us with your TFN and/or ABN so we can also add you on to our tax portal.

You can choose to upload a certified copy of your driver’s licence or Australian passport on your MYOB portal, or we can have a zoom, Facetime meeting verifying these documents if you cannot visit our office.  This direction is a means of improving security primarily against identity theft and associated tax fraud.

Thank you for your interest! And we are looking forward to working with you. 

Download Tax Checklists below ⇓