Proof of Identity for New Clients

Photo Identification:

At least one of the following:

  • Passport
  • Drivers Licence
  • Government or Student Identity Card, if applicable.

Identifying Documentation:

At least one other piece of identifying documentation including:

  • Last year’s Notice of Assessment
  • Birth Certificate
  • Medicare Card
  • Recent bank statement (not credit card)

Temporary Residents:

You will need to provide a current valid passport.

Lodge via Email:

If you are a new client lodging via email you will need to prove your identity by validating your information against existing ATO information.

You may need to provide some or all of the following details:

  • Tax File Number (TFN)
  • Full name
  • Date of birth
  • Current residential address
  • Current contact telephone number.
  • Medicare number
  • Current bank details
  • Employment details (including the employer’s address and phone number) where applicable.