Client resources

Forms, without
the runaround.

Begin your onboarding, review the documents that apply to you, or find the software and government services you use most often.

01

New client form

Tell us about you, your circumstances and the support you need.

02

Client quick links

Open your accounting software, ATO services and other useful client resources.

03

Engagement terms

Review the engagement terms for individual and sole trader taxation services.

PDF
04

Individual tax return pricing

Review the service scope, standard pricing and possible additional fees.

PDF
05

Nominate your tax agent

Follow the illustrated guide to nominate Amie through ATO Online services for business.

PDF
06

Invite Amie to Xero

Use the step-by-step instructions to invite Amie to your Xero organisation.

PDF

Not sure which form you need?

Send us a quick note and we’ll point you in the right direction.