New Entity – 4You Accounting & Taxation

New Entity Form

4You Accounting & Taxation

What type of entity is this?

Select the entity type to tailor the form.

Company

A Pty Ltd or Ltd company registered with ASIC.

Trust

A discretionary, unit, or other trust structure.

SMSF

A self-managed superannuation fund.

Partnership

Two or more individuals or entities carrying on business together.

Individual

A personal tax return or individual client — use our standard new client form.

↗ New client form

Entity details

Basic registration information.

Entity name *

Please enter the entity name.

Business / trading name (if different)

ABN

ABN checksum invalid — please check.

TFN *

TFN is required.

Contact details

How should we reach you?

Phone *

Phone number is required.

Email *

A valid email is required.

Physical address

Address line 1 *

Address is required.

Address line 2

City / Suburb *

City is required.

State

Postcode

Postal address is different to physical address

Bank details

For directing any ATO refunds.

Include bank details for potential refunds

BSB *

BSB must be 6 digits (e.g. 062-000).

Account number *

Account name *

Bank name *

Parties

Add all relevant parties below.

Previous accountant & ATO

Two final questions before we submit.

Have you previously used an accountant or tax agent? *

ATO nomination

Have you nominated 4You Accounting & Taxation as your tax agent? *

We need to be nominated to access your ATO records and lodge on your behalf.

✓

Form submitted

Thank you — our team has been notified and will be in touch shortly.

A confirmation has been sent to your email address.

Welcome!

New Entity Form

Form submitted