NCF

New Client Form v4.0 — Jewell Moore

New clients · Jewell Moore

New client engagement form

Tell us about yourself and anyone joining Jewell Moore with you. Most people finish in 10 to 15 minutes. You can upload documents as you go, and check them all before you submit.

Getting started Step 1
Upload not configured. Set CONFIG.UPLOAD_URL at the bottom of this file to enable delivery to SharePoint.

Who is joining Jewell Moore?

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

Yourself

Individual tax client, including sole traders

Spouse or partner

Add your spouse or partner as a co-client

Entity

Company, trust, SMSF or partnership

Select all that apply. Your choices decide which sections appear.

Please select at least one option to continue.
Have your documents handy?

You can upload photo ID, your latest tax return or notice of assessment, and entity documents as you go. Look for the upload boxes on each step. Uploads are optional, and you can add more than one file of each type.

Your details

Personal information for the primary account holder.

Personal information

Required
Please enter your first and last name.
Date of birth is required.
Please enter a valid email address.
Mobile number is required.

Home address

Required
Street address is required.

Occupation and estate planning

Optional

Upload your photo ID

Optional

Spouse or partner details

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

Spouse or partner information

Required
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.

Upload your spouse or partner’s photo ID

Optional

Tax and financial information

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

Tax details

Required
TFN is required.
Please select your tax status.

Banking details for tax refunds

Optional
Providing your bank account allows the ATO to deposit refunds directly. You can provide this later if you prefer.

Upload your latest tax return or notice of assessment

Optional

Income and deductions

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

Income sources

Select all that apply

Deductions

Select all that apply

Upload income or deduction records

Optional

Entity details

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

Director ID

If Applicable
All company directors must hold a DIN. We'll keep this on file.

Entities

Required
Add each entity below. Up to 6 entities — contact us if you have more.

Upload entity documents

Optional

Check your documents

Here is everything you have uploaded so far. You can add or remove files below. Uploads are optional, and you can send documents to us later.

Your uploaded documents

Optional
Accepted file types: PDF, JPG, PNG, HEIC (iPhone photos), Word (.docx) or Excel (.xlsx). Up to 10 MB per file and 15 files in total. Clear phone photos are fine.

Review and declaration

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

Your information summary

Anything else to tell us?

Optional

Declaration and consent

Required

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.

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.

We couldn't send your form

Something went wrong while sending your details to our team. Your answers have not been lost. Please try again, or download your copy and email it to us.