Client Onboarding Portal

Section 1: Individual Details

Full Legal Name

Date of Birth

Tax File Number (TFN)

Occupation/Job Description

Residential Address

Postal Address (if different)

Phone (Mobile)

Email

Section 2: Family Details

Marital Status

Single Married / De Facto Separated / Divorced

I have children.

Section 3: Entity Details

Do you have any entities (e.g., Company, Trust) that require accounting services?

No Yes

Section 4: ATO Authorization

To enable us to act as your registered tax agent with the Australian Taxation Office (ATO), we are required to be formally linked to your records.

This process is a mandatory step that allows us to:

Access your tax information.
Lodge your tax returns and BAS statements.
Communicate with the ATO on your behalf.

Client to Agent Linking Process:

Preparation: We will use the details you have provided to prepare a linking request.
Notification: The ATO will send a notification to your myGov account.
Client Action: You must log in to myGov, navigate to your ATO account, find the "Agent requests" or "Practice nomination" section, and accept our request.
Confirmation: Once accepted, we will be able to begin working on your tax matters.

I give permission for Adamsons Tax & Accounting Services to link to my individual and/or entity records with the Australian Taxation Office (ATO) and act as my registered tax agent.

Final Review

Please review all the information you have provided. Click 'Previous' to make any changes.

New Client Onboarding

Section 1: Individual Details

Section 2: Family Details

Spouse / De Facto Partner Details

Children Details

Section 3: Entity Details

Section 4: ATO Authorization

Client to Agent Linking Process:

Final Review

Thank You!