NCF

New Client Form v3.0 — Jewell Moore
Jewell Moore
New Client
Engagement Form
Getting Started Step 1
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Welcome to Jewell Moore

To keep this form relevant, tell us who will be joining as a client. You can select more than one.

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Yourself

Individual tax client, including sole traders

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Spouse / Partner

Add your spouse or partner as a co-client

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Entity

Company, trust, SMSF, or partnership

Select all that apply — your choices determine which sections appear.

Please select at least one option to continue.

Your Details

Personal information for the primary account holder.

1
Personal InformationRequired
Please enter your first and last name.
Date of birth is required.
Please enter a valid email address.
Mobile number is required.
2
Home AddressRequired
Street address is required.
3
Occupation & EstateOptional

Spouse / Partner Details

We'll also send your spouse a separate link to complete their individual tax information.

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Spouse InformationRequired
Please enter your spouse's first and last name.
Date of birth is required.
Please enter a valid email address.
Optional — can be provided separately if preferred.

Tax & Financial Information

Your tax details help us get things set up correctly with the ATO from day one.

1
Tax DetailsRequired
TFN is required.
Please select your tax status.
2
Banking Details for Tax RefundsOptional
Providing your bank account allows the ATO to deposit refunds directly. You can provide this later if you prefer.

Income & Deductions

Select everything that applies for the current financial year to help us prepare your return accurately.

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Income SourcesSelect all that apply
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DeductionsSelect all that apply

Entity Details

Provide details for all entities to be transferred to Jewell Moore, including dormant or trustee entities.

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Director Identity NumberIf Applicable
All company directors must hold a DIN. We'll keep this on file.
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EntitiesRequired
Add each entity below. Up to 6 entities — contact us if you have more.

Review & Declaration

Please check your details before submitting. Your form will be securely sent to our team.

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Your Information Summary
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Anything else to tell us?Optional
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Declaration & ConsentRequired

By submitting this form, I certify that:

  • I authorise Jewell Moore to add me as a client to the ATO Portal under their Tax Agent Number.
  • I authorise Jewell Moore to confirm my identity details with relevant authorities.
  • The information provided in this form is true and correct to the best of my knowledge.
  • I have read and agree to Jewell Moore's Privacy Policy and Terms & Conditions.
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Thank you!

Your new client form has been received. Our team will review your details and be in touch shortly to confirm everything and arrange your initial meeting.