New Client Onboarding

Become a client of Nanak Accountants and Associates

Welcome to Nanak Accountants and Associates. Use this form to become a client if you are an individual or sole trader - for tax returns (including overdue years), BAS and bookkeeping. It takes about 10 minutes and there is no charge to complete it - we will quote any fees before we start work.

Have ready:

• Your driver licence or passport (photo or scan)

• Your tax file number (TFN)

• Your ABN, if you are a sole trader

• Your previous accountant's details, if you had one

After you submit, we will email you a checklist of the documents we need for the years you select.

Running a company, trust, partnership or SMSF? Please use our New Entity Enquiry form instead.

You can save your progress and finish later.

Tax file number collection notice

We ask for your TFN because, as your registered tax agent, we need it to identify you to the Australian Taxation Office (ATO), access your ATO records and prepare and lodge your returns. Collection of TFNs is authorised by the Taxation Administration Act 1953 and the Income Tax Assessment Act 1936, and we handle it under the Privacy (Tax File Number) Rule 2015.

We need your TFN to act as your tax agent, so this question is required. It is not an offence not to provide your TFN, but without it we cannot identify you to the ATO or lodge on your behalf.

Your TFN is stored securely on Australian servers, is only used for tax purposes and is never included in emails.

We use this account on your tax return so the ATO can pay any refund. It must be an Australian account in your name. It is stored securely and never included in emails.

We must confirm who you are before we can act for you or access your ATO records. Upload a clear photo or scan of the front (and back, for a licence) of your Australian driver licence or your passport.

Our engagement

Nanak Accountants and Associates (registered tax agent 26019867) will act as your registered tax agent and prepare and lodge your tax returns for the financial years you have selected, plus any other services you later ask for in writing. This engagement follows the Tax Agent Services Act 2009, the Tax Agent Services (Code of Professional Conduct) Determination 2024, APES 110, APES 220 and APES 305. It continues each year until either of us ends it in writing.

Disclosures required by the Tax Practitioners Board (TPB)

• In the last five years no events have occurred that could significantly influence your decision to engage us, and there are no conditions on our registration. We will tell you if this changes.

• You can check our registration on the TPB public register at tpb.gov.au/public-register.

• Complaints: please raise any concern with us first by emailing info@nanakaccountants.com.au. A senior staff member not involved in the matter will review it and we aim to resolve it within 14 days. If it is not resolved, you can complain to the TPB (tpb.gov.au/complaints) or the Institute of Public Accountants.

Our responsibilities

• We act honestly, with integrity and competence, keep your information confidential and act in your best interests.

• Our duty to comply with the law comes first. We cannot lodge anything we believe is false or misleading. If we find a false or misleading statement was made to the ATO, we may need to advise you to correct it, and may have to stop acting for you.

• We keep you informed of matters relevant to our services.

Your responsibilities

• Give us complete, accurate and timely information, and keep records for five years.

• Tell us about all income, deductions and relevant changes in your circumstances.

• You remain responsible for the accuracy of your returns and for paying any tax, penalties and interest.

• We are not engaged to audit your information or review returns prepared by others unless agreed.

Fees

We quote fees before starting work. Fees include GST. Once a draft return is prepared, 50% of the fee is payable even if the return does not go ahead. Extra work is charged separately. Unless agreed otherwise in writing, fees are payable on completion.

Privacy and records

We handle your information under the Privacy Act 1988 and may use secure cloud and outsourced service providers. We may communicate with you by email and SMS. Our full engagement letter is available on request.

By ticking the box below you authorise Nanak Accountants and Associates to:

• add you to our ATO client list and act as your registered tax agent and BAS agent;

• access your ATO records, prefilling information, statements and correspondence, and deal with the ATO on your behalf;

• lodge returns, statements and forms you have approved;

• contact your previous accountant to request records and arrange the handover.

If the ATO asks you to confirm us as your agent in the ATO app or myGov, we will send you instructions - our agent number is 26019867.

I declare that:

• the information I have given on this form is true and correct;

• I am the person named on this form, or I am authorised to act for them;

• I have read and accept the terms of engagement above;

• I will tell Nanak Accountants and Associates promptly if any of this information changes.