Tax advisory and signature details
Tax adviser details are for memo purposes and are no longer included on the Tax Return.
Tax adviser
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Choose tax adviser branch / office / dept - select from the drop-down list of offices, branches or departments in order to select the tax adviser that you wish to include on the Tax Return.
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Name of tax adviser - this field shows the name of the selected tax adviser.
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Phone number - this field shows the tax adviser phone number.
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Address - this field shows the tax adviser address.
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Reference - enter the reference that you would like to see in the Tax adviser reference box of the Tax Return.
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Client’s daytime telephone - this field will be used to populate the Client’s Daytime Telephone Number box on the Tax Return. This can be left blank if required.
Signatory
Use this section when a signatory is signing on behalf of the tax payer.
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Date signed - enter the date signed.
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Name of signatory - enter the name of the signatory.
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Address of signatory - select Change address to enter the address of the signatory.
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Capacity in which signing - enter the capacity in which the signatory is signing the Tax Return (for example, Executor).