New Client Form
We would appreciate you taking the time to complete the following details. If you have any questions concerning the form, please do not hesitate to ask for assi contact us.stance.
As of July 1st, 2022, all registered Tax Agents are legally required to verify a new client's identity. Please confirm your identity by uploading an image of your photo ID next to your face, or presenting your ID to the GFM offices.
Your Details
Fill in the form below and a member of our team will be in touch to confirm your registration and next steps.
What Happens Next
Once we receive your completed form, one of our accountants will review your details and reach out to confirm your onboarding. We aim to respond within one business day.
Your identity verification is a legal requirement under Australian Tax Agent regulations. You can satisfy this by uploading a clear photo of yourself holding your photo ID, or by visiting our offices in person. Accepted documents include a current Australian passport, driver licence, or Medicare card paired with a secondary document.
If you are unsure which documents to bring or upload, contact our office directly and we will walk you through the process before your first appointment.
Working with GFM Accountants
GFM Accountants has been helping individuals, families, and businesses across Australia manage their tax and financial obligations with clarity and care. We take the time to understand your situation before offering advice, so the guidance you receive is specific to you, not generic.
Whether you are lodging a personal tax return for the first time, managing a small business, or navigating a more complex financial structure, our team brings the same level of attention to every engagement. We believe good accounting is built on a relationship, not a transaction.
Completing this form is the first step. It gives us the context we need to prepare for your initial consultation and ensures we can serve you efficiently from day one.
Identity Verification Requirements
The Australian Tax Practitioners Board introduced mandatory client identity verification for all registered Tax Agents from 1 July 2022. This requirement applies to every new client engagement, regardless of the services requested.
The verification process is straightforward. You will need to provide one primary photographic document, such as a current passport or driver licence, or a combination of secondary documents that together confirm your identity. Our team handles this information with strict confidentiality and in accordance with the Australian Privacy Act.
If you prefer to verify in person, you are welcome to visit our offices during business hours. Bring your original documents and a team member will complete the verification with you directly. No appointment is necessary for identity verification alone, though we recommend calling ahead to confirm availability.
We understand that sharing personal documents requires trust. GFM Accountants takes data security seriously. Documents submitted digitally are handled through secure channels and are not retained beyond the period required by law.
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