You may wish to read our guide to joining the Chromatic family here.

Type of Structure *

Individual

Company

Partnership

Trust

Company/Partnership/Trust Name

E.G. Smitty Pty Ltd T/A Smitty's Barber Shop OR A Smith & B Jones T/A Smitty's BArber Shop OR Smitty Pty Ltd ATF Smith Family Trust T/A Smitty's Barber Shop

Position (e.g. Company director, sole trader, CFO)

Chromatic Tax is an all-welcoming business, and we do our best to adjust our practices where we can to encompass more diversity. As it stands however, the required questions such as full name and sex pertain to the legal way the government currently addresses you, and you are identified on documents such as birth or marriage certificates or driver's license. We acknowledge that this is made more difficult by State legislation around correcting identity documents, however we collect this information in order to be able to connect smoothly with the ATO, ASIC and other bodies you may authorise us to contact on your behalf.

Title *

Last Name (as per photo ID) *

First Name (as per photo ID) *

Preferred Personal Name

Date of birth *

Email *

Secondary Email

Primary Phone *

Secondary Phone

Street Address *

City *

State *

Post code *

Is postal address the same as your physical address above? *

Yes

Postal Address (please include street/PO box address, city, state and postal code)

Do you have any additional addresses not already listed?

Yes

Additional Addresses (please include address type e.g. rental property address)

Tax File Number

Are you a Non-Resident for tax purposes?

Yes

Unsure

Are you moving to Chromatic Accounting and Tax from another accounting firm or tax agent? *

Yes

A Note on changing Tax Agents

For partnerships, trusts, and companies, changing or nominating a Tax/BAS Agent now starts with you.

When you are ready, but before we can see any ATO records, you will need to access the ATO's Online Services for Business and nominate Helen Bell as your new agent.

We cannot do this process for you, but will guide you the best we can! If you are not quite ready, we will discuss this directly with you as part the onboarding process.

The ATO's instructions can be found here.

Please email info@chromatictax.com.au to confirm when you have made the nomination and ensure the TFN and ABN have been

provided in order for us to complete the linking process.

Former Accountant or Tax Agent's Contact Details

Business Details

Do you run a business? *

Yes

Industry

Website

Date business started (approximate is fine)

Accounting Software you currently use

Who manages and updates your accounts on a day-to-day basis?

Number of employees

Are you GST Registered?

Yes

Is Chromatic Accounting and Tax helping you with your BAS?

Yes

GST Period (how often do you submit a BAS)

Monthly

Quarterly

Annual

GST Basis?

Cash

Accruals

Unsure

ABN (Australian Business Number)

ABN Division - this can be found on a statement of account after your ABN - please leave blank if you are unsure

ACN (Australian Company Number - if applicable)

Would you like Chromatic to act as ASIC Agents? (assist with annual renewals, update addresses and details as required, etc.)

Yes

Unsure

ASIC Annual Company Review Date (if applicable)

Comments, Proof of Identity, and Submission

To protect you from fraud, and to ensure Chromatic meets it's professional obligations, we need to perform some simple Proof of Identity procedures when taking on new clients and at certain other times.

Please refer to this information about what identification you may need to show us.

Please note this is now a legal requirement and must be completed before we connect to your ATO account or provide any advice.

How would you prefer to connect for proof of identity procedures? *

By video call (preferred - an email will be sent to you with a calendar to choose from)

In Person (we are based in North West Sydney NSW)

When is good for you? If applicable - where shall we meet? (Our Principal Tax Agent is very partial to good coffee)

We'll be in touch to confirm your appointment.

Please include any other information or questions you may have

Permissions and Declarations *

I am authorised to instruct Chromatic Accounting & Tax on behalf of the above entities

I understand I will need to provide Proof of Identity and may be contacted for additional information if required

I request and authorise Chromatic Accounting & Tax to access ATO records of the above entities for the purposes of assessing our engagement and acting as our Registered Tax Agent

I declare that the information provided is true and correct

Signature *

Clear