Client Registration Update Form Use this form to update details for an existing Company, Trust or SMSF. Form being completed by:*Aintree Group Team MemberClientThird PartyWritten consent must have been provided by the client to authorise an Aintree Group team member or other third party to complete this form and "sign" for consent on their behalf.Client Name*Client Code:*Changes to RegistrationTax File Number (TFN):*AddModifyN/AAdd TFNFrom what date required:* Date Format: DD slash MM slash YYYY Main Business Activity*Modify TFNEffective from what date:* Date Format: DD slash MM slash YYYY Main Business Activity*Australian Business Number (ABN):*AddRemoveModifyN/AAdd ABNFrom what date required:* Date Format: DD slash MM slash YYYY Main Business Activity*Remove ABNEffective from what date:* Date Format: DD slash MM slash YYYY Modify ABNEffective from what date:* Date Format: DD slash MM slash YYYY Main Business Activity*Goods & Service Tax (GST)*AddRemoveModifyN/AAdd GSTDate of Registration* Date Format: DD slash MM slash YYYY Estimate of Annual Turnover*Monthly, Quarterly or Annually?*MonthlyQuarterlyAnnuallyCash or Accrual?*CashAccrualDoes the entity import goods into Australia?*YesNoRemove GSTEffective from what date:* Date Format: DD slash MM slash YYYY Select reason for cancellation:*The entity has never operated on a GST registered basisThe entity is stopping operating on a GST registered basisModify GSTEffective from what date:* Date Format: DD slash MM slash YYYY New Estimate of Annual Turnover*Monthly, Quarterly or Annually?*MonthlyQuarterlyAnnuallyCash or Accrual?*CashAccrualDoes the entity now import goods into Australia?*YesNoPAYG Withholding:*AddRemoveModifyN/AAdd PAYG WithholdingNumber of Employees*Estimated annual tax withheld:*If greater than $25,000 then the entity will be registered for monthly PAYG reporting.Register entity for monthly PAYG reporting.Date of Commencement:* Date Format: DD slash MM slash YYYY How will annual payment summary be lodged with the ATO?*ElectronicallyManuallyWill royalties, dividends or interest be paid?*YesNoMain Business Industry:*Remove PAYG WithholdingEffective from what date:* Date Format: DD slash MM slash YYYY Modify PAYG WithholdingEffective from what date:* Date Format: DD slash MM slash YYYY Number of Employees*New estimated annual tax withheld:*If greater than $25,000 then the entity will be registered for monthly PAYG reporting.Register entity for monthly PAYG reporting.How will annual payment summary be lodged with the ATO?*ElectronicallyManuallyWill royalties, dividends or interest be paid?*YesNoMain Business Industry:*WorkCover required?*AddRemoveModifyN/AAdd WorkCoverAnnual remuneration estimate:*Will you be employing outside of Victoria?*YesNoPlease see manager for job.Complete the following online form: Application for WorkCover InsuranceModify WorkCoverEffective from what date:* Date Format: DD slash MM slash YYYY Annual remuneration estimate:*Will you start/continue employing outside of Victoria?*YesNoPlease see manager for job.Complete the following online form: Application for WorkCover InsuranceRemove WorkCoverEffective from what date:* Date Format: DD slash MM slash YYYY Payroll:*AddRemoveModifyN/AAdd PayrollWill you be employing outside of Victoria?*YesNoPlease see manager for job.Complete the following online form: Payroll Tax RegistrationWill estimated remuneration be in excess of $650,000?*YesNoModify PayrollWill you continue/start employing outside of Victoria?*YesNoPlease see manager for job.Complete the following online form: Payroll Tax RegistrationWill estimated remuneration be in excess of $650,000?*YesNoRemove PayrollEffective from what date:* Date Format: DD slash MM slash YYYY Update Systems - Aintree Group Internal Use OnlyUpdate the following systems:* CAS360 - For changes to TFN and ABN XPM - For changes to TFN, ABN and WorkCover Xero Ledger Xero Tax If Xero Tax is required, ensure entity is set up as a Tax Client in XPM: 1. Select Agent 2. Check “Prepare Tax Form” box 3. Check “Active ATO Client” box Is Job Set Up Required?*YesNoWhat Job Code does the Compliance Administrator put time down to?*Job Set Up - Aintree Group Internal Use OnlyPartner:*Please select oneShane McKennaAshley WignellGraham HaydarManager:*Contact Group:*Billing Entity:*Invoice Details - Aintree Group Internal Use OnlyHas the client been quoted?*YesNoWhat was the amount quoted?*Excluding GST.Is a Structure Diagram required?*YesNoNeeds UpdatingOnce structure is set up, Compliance Administrator must notify relevant Executive Assistant.Notes:Completed By:* First Name Last Name Contact Email:*This will be used to send you a completed copy of the form once it is approved by your nominated Partner. Partner to review:*Once you have completed the form, please nominate the relevant Aintree Group Partner to review and give final approval. Then click "Save and Submit for Review". Please select oneShane McKennaAshley WignellGraham HaydarCompleted by Partner - Review not necessaryNo review necessary, click "Approved" when form is completed. Final Review & ApprovalTo be completed by relevant Aintree Group partner only! Once you have review the form and confirmed all fields are correct, please fill in your details below and click "Approved" button. Approved By:*Please select oneShane McKennaAshley WignellGraham HaydarDate* Date Format: DD slash MM slash YYYY
