Client Verification

Individual Client Verification & IdentificationPlease complete the details below and upload one valid Australian passport or driver licence. Fields marked with an asterisk are required.

1. Client Personal Details

Full Legal Name (as on official ID)

Previous Names / Known Aliases (if any)

Date of Birth

Residential Address

Mobile

2. Tax & Financial Identification Check

Complete the fields that apply to your circumstances.

Tax File Number (TFN) provided to Accutax?

Yes No

Tax File Number (TFN)

Australian Business Number (ABN) – if sole trader

Notice of Assessment (NOA) Reference / Prior Year Details

NOA Date

Client Reference Number

BSB

Account Number

Account Name

3. Primary Proof of Identity

Select either an Australian passport or driver licence and upload a clear copy.

Primary ID Type

Australian Passport Driver Licence

Document / ID Number

State of Issue (driver licence only)

Expiry Date

Upload Passport or Driver Licence

Accepted files: JPG, JPEG or PDF. Maximum file size: 10 MB. Upload one clear, readable document.

4. Additional Supporting Document

Select one additional document. You may optionally upload a copy (JPG or PDF).

Supporting Document Type

Supporting Document / Reference Number (if applicable)

Issue / Expiry Date (if applicable)

Upload supporting document (optional)

Optional. Accepted files: JPG, JPEG or PDF. Maximum file size: 10 MB. This copy will be emailed to Accutax with your submission.

5. Declaration & Acknowledgement

Client Declaration

I declare that the information provided is true and correct. I consent to Accutax using the supplied information and identification document to verify my identity, and I acknowledge that the document will be sent electronically to Accutax.