Get Individual-tax-agent-appointment-form

Filling out the INDIVIDUAL-Tax-Agent-Appointment-Form online is a straightforward process designed to help users appoint a tax agent efficiently. This guide provides detailed instructions to assist you in completing each section of the form with ease.

Follow the steps to complete the form correctly.

1. Click the ‘Get Form’ button to obtain the form and open it in your preferred online editor.
2. In the 'Your Details' section, provide your full name, Tax File Number, date of birth, and current address. Ensure that all information is accurate and up-to-date.
3. Enter your mobile number, work email, and personal email in the respective fields. This information is crucial for communication regarding your tax matters.
4. In the 'Your Bank Account for your Tax Refund' section, fill in the BSB and account number where you would like your tax refund to be deposited.
5. Provide your credit card details to pay for your tax return. Include the payment amount, credit card number, expiry date, and CVV. Confirm that your card details are correct to avoid payment issues.
6. Read the declaration regarding the appointment of the tax agent and ensure you understand your agreement. This section authorizes Ben Collins Pty Ltd to act on your behalf.
7. Indicate the date of signing by writing in the 'Signed on' section. This must include the day and year.
8. Review all fields for accuracy and completeness before proceeding. Make any necessary changes.
9. Once satisfied with your entries, you can save changes, download, print, or share the form as needed.

Take the next step in managing your taxes by completing the INDIVIDUAL-Tax-Agent-Appointment-Form online today.