Follow the steps to successfully complete the Business Details Form.

1. Press the ‘Get Form’ button to retrieve the form and open it in your preferred editor.
2. In Section 1, enter your current customer details including your MYOB product serial number and trading name.
3. Proceed to Section 2 to provide any new business name details, ensuring to enter the new trading name under which your business will operate.
4. In Section 3, fill out your new business contact details, including the street address, suburb, state, phone number, fax, and postcode. If your postal address differs, include that information as well.
5. Move to Section 4, where you'll indicate any new or removed principals or directors. Specify the name and role of each person, indicating whether you are adding or removing them. Ensure you include a signed letter from any person being removed.
6. In Section 5, identify the primary and alternate contacts for MYOB M-Powered Services by providing their names, job titles, phone numbers, and email addresses.
7. For invoicing changes, go to Section 6, where you can specify the email address for payment notifications, the business name used for credit card payments, and set a new maximum credit card payment amount.
8. In Section 7, indicate the limits for superannuation contributions including the amount and the specified period.
9. If you require a copy of remittance advices for your suppliers, fill out Section 8 with the necessary email for receiving those copies.
10. In Section 9, ensure the declaration is signed by two ongoing directors if the customer is a company, or by the principals for others. Confirm all authorizations and the accuracy of the information provided before signing.
11. Lastly, review the checklist to confirm that all required sections are completed, then save changes, download, print, or share the form as needed.

Complete your Business Details Form online today to ensure your information is up to date.