Client Authority Form

Third Party Referral for Individual Tax Return Services

As of 31 January 2024, Hannans360 are no longer providing individual tax return services to clients.

To support our existing clients and assist any new client enquiries, we have created a referral pathway with a trusted and registered tax accountant, Solutions Accounting.

Please complete this online form should you wish Hannans360 to refer you to Solutions Accounting, who will then contact you to schedule an appointment.

With your authority, we will provide the following information to Solutions Accounting:

This signed Client Authority Form
A shared folder with your relevant tax records held by Hannans360 (this includes your personal information and your tax file number (TFN)

Client Agreement

I agree for Hannans360 to share my contact details and relevant financial information, including my tax file number, with Solutions Accounting & Bookkeeping Services.

Signatory 1

Name(Required)

Full Name

Date of Birth(Required)

Phone(Required)

Email(Required)

Signature(Required)

Date(Required)

Signatory 2

Not required, it's just me

Name

Full Name

Date

Phone

Signature

Date

Client Authority Form