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1234 5678 234
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Client Area
Xero Login
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Onboarding Form
Step
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25%
First Name
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Last Name
Date of Birth
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Your Postal Address
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Email
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Phone Number
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Company Structure
What is your company structure?
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Individual
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INDIVIDUALS
Individuals - What is your TFN?
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Individuals - Year of Last Tax Return Lodged
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TRUST
What is your Trust TFN?
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Year of Last Tax Return Lodged for your Trust
*
Please Upload Your Trust Deed
Max. file size: 100 MB.
Last Set of Financials for your Trust
Max. file size: 100 MB.
BUSINESS
What is your Business TFN?
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Year of Last Tax Return Lodged for your Business
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Last Set of Financials for your Business
Max. file size: 100 MB.
COMPANY
What is your Company TFN?
*
Year of Last Tax Return Lodged for your Company
*
Last Set of Financials for your Company
Max. file size: 100 MB.
SOLE TRADERS
What is your Sole Trader TFN?
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Sole Traders - Year of Last Tax Return Lodged
*
Last Set of Financials for Sole Traders (if applicable)
Max. file size: 100 MB.
Entity Details
Entity Name
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Full legal name of your company, partnership, trust or self managed super fund.
What is your ABN?
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Registered Address
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Your entity's registered address
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City
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Confirmation
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