Complimentary Accounting Advice Discovery Form for NDIS Providers (Vertex360 Platinum Plan)

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Complimentary Accounting Advice Discovery Form for NDIS Providers (Vertex360 Platinum Plan)

Client Information

Business Name: ABN (Australian Business Number): Contact Person: Position/Role in Organisation: Phone Number: Email Address: NDIS Provider Number (if applicable):

Tax Strategy Review Details

Do You Have an Existing Tax Strategy? YesNo If Yes, Please Provide a Brief Description or Attach Relevant Documents: Key Areas for Review: Income Tax ManagementBusiness Structure EfficiencyDeductions and Allowances OptimisationOther (Please specify): If "Other", please specify: Do You Have Any Specific Concerns or Questions About Your Current Tax Strategy?

Additional Services (Optional)

Do You Require Recommendations, Advice, or Implementation Beyond the Standard Review? YesNo If Yes, Please Specify the Services Required: Acknowledgement of Additional Costs: I understand that recommendations, advice, implementation, and additional accounting strategies will incur charges, and a quote will be provided based on the complexity of the matter.

Terms and Acknowledgements

Terms of Complimentary Service:

The complimentary service is limited to a standard, once-a-year tax strategy review.
Additional services such as recommendations, advice, implementation, planning, or specialised strategies (e.g., Family Trusts) will incur charges based on the complexity.

Acknowledgement: I understand the terms of the complimentary service and the associated costs for additional services. Signature (Electronic signature or name and date):

Submission

Please review your information before submitting.

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