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Client Forms.

Choose the form that applies to you below. New clients can complete the relevant Terms of Engagement to get started, while existing clients can complete the End of Year Questionnaire. If you're unsure which form you need, our friendly team is happy to help.

─── END OF YEAR QUESTIONNAIRE ───

End of Year Questionnaire.

Complete our end of year questionnaire to help us prepare your annual accounts and tax returns. It tells us about your income, expenses and any changes during the year. 

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You can complete it online or download a PDF to fill in later.

─── TERMS OF ENGAGEMENT ───

Terms of Engagement. 

Our Terms of Engagement outline the services we provide and authorize us to act as your tax agent. New clients must complete the relevant Terms of Engagement before we can act on their behalf.

Individual Terms of Engagement

Individual's need to complete this form to sign up with us as your tax agent.

Company/Trust Terms of Engagement

Companies, trusts and other entities need to complete this form to sign up with us as your tax agent.

Not sure which forms you need?

Get in touch with our friendly team - we're happy to help.

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