PoliceTax New Client Onboarding
Secure onboarding form for new and returning PoliceTax clients.
PRIVATE & CONFIDENTIAL
This form allows PoliceTax to collect the information required to onboard you through the ATO Tax Agent Portal.
Client Details
Are you a new or returning client?
Select
New Client
Returning Client
Full Name
Date of Birth
Tax File Number
👁
Email
Mobile Phone
Residential Address
Occupation
Where did you hear about us?
Select
Google
Police colleague
Facebook
Police station material
Returning family client
Other
Prior Tax History
Did you do your tax last year?
Select
Yes
No
Who did your tax last year?
Select
Myself
Tax Agent
PoliceTax
Not Lodged
Do you have late tax years?
Select
No
Yes
How many late years?
Spouse Details
Do you have a spouse?
Select
No
Yes
Does your spouse want their tax done too?
Select
No
Yes
Unsure
Spouse Full Name
Spouse Occupation
Rental Property / Investments / PHI
Do you have Private Health Insurance?
Select
No
Yes
Unsure
Do you have a rental property?
Select
No
Yes
Do you have shares?
Select
No
Yes
Do you have crypto currency?
Select
No
Yes
Authority & Consent
I agree to the PoliceTax terms and conditions.
I agree to PoliceTax acting as my registered tax agent.
I consent to PoliceTax using my information for ATO Tax Agent Portal onboarding.
Submit Onboarding