Questions?
Email us at info@mastinharris.com.au or call 03 9978 3811.
New client information
Welcome to Mastin Harris. Complete the form below so we can set you up in our system and get started on your accounting without delay.
1
Complete this form
Your details, entities, prior accountant
2
We set you up
Added to our system, ATO agent transfer initiated
3
Engagement letter
We'll send through our terms of engagement
4
We get to work
Your first job is underway
ATO agent linking
For companies, trusts, partnerships and SMSFs, the ATO requires you to nominate us via the business portal before we can act. Our tax agent number is 24405 009. ATO instructions →
File uploads
The form lets you attach prior-year tax returns, financial statements, trust deeds and company constitutions. PDFs are preferred.
What to have handy before you start
- Tax file number (TFN)
- Date of birth
- Residential and postal address
- Prior accountant's name and contact details
- Spouse / partner details (if applicable)
- Company name, ABN, TFN and director details
- Trust name, ABN, TFN and trustee details
- SMSF name, ABN, TFN and member details
- Prior-year financial statements (optional)
- Prior-year tax returns (optional)
Your information
Fill in as much as applies to you. Skip any sections that don't apply.
Your information is held securely and used only to provide accounting services.
Not sure if this form is for you?
If you'd like to discuss your situation before completing the form, we're happy to have a quick conversation first.