New Client Form - Clover Taxation Services

Full Name *

Tax File Number *

Date of Birth *

Phone/Mobile *

Your Email *

Main Occupation *

Residential Address *

Suburb *

Postcode *

Country if not Australia

Postal Address as above? *

Yes

No

If No, please provide your postal address below.

Postal Address

Suburb

Postcode

Country if not Australia

Do you have Medicare Card? *

Yes

No

I am eligible but I have not applied yet.

Residency Status *

I am Australian Citizen

I am Australian Permanent Resident (PR)

I am New Zealand Citizen

I am on Working Holiday Visa 417

I am on Work & Holiday Visa 462

I am on Student Visa 500

I am on Graduate Visa 485

I am on Bridging Visa (please specify your previous visa type below)

I am on other Visa (please specify your visa type below)

Do you have a spouse? *

Yes (please provide spouse details below)

No

A spouse is someone:
- who is legally married to you, or
- In a registered relationship with you under a prescribed state or territory law, or
- Not legally married to you but lives with you on a genuine domestic basis in a relationship

Spouse's Full Name

Spouse's Date of Birth

Spouse's Gender

Male

Female

Other

Please upload one of your government issued ID documents:

A valid ID document can be Australian/Foreign Passport, Driver's License, Medicare Card, Proof of Age Card, Work with Children Check Card, etc.

Alternatively, you can email your ID to id@clovertax.com.au

Please note, without a valid ID, we are unable to lodge your tax return.

Bank Account BSB: *

Bank Account Number: *

Bank Account Name: *

I consent to receive my tax refund in the bank account above.

I confirm the information I provided in this form is true and accurate.

New Client Contact Form