ATO Registered Tax Agent Services
Client Engagement Forms
Initiate and authorize your professional accounting, tax return, and advisory engagements online with Financially Up Registered Tax Agents.
01
INDIVIDUAL TAX ONBOARDING
Individual Client Engagement Form
Complete your 10-step online engagement onboarding for individual tax returns, investment property deductions, and ATO representation.
Start Engagement Form
02
CORPORATE & TRUST ONBOARDING
Entity Client Engagement Form
Onboard your Company, Trust, Partnership, or SMSF for annual financial statements, tax return lodgements, and BAS compliance.
Start Engagement Form
Advisory
New Client Assistance
Need Help Choosing the Right Engagement?
Speak with our registered tax agents to determine whether you need an individual or entity engagement structure.
100% Online ATO Onboarding
Seamless Tax Agent Transfer