Kuranda Village Accountancy
(07) 4093 8222 Client portal Get started
New clients

Becoming a client is easy.

Three simple steps — and if you're switching from another accountant, we handle the move for you.

How it works

Three steps, no fuss.

  1. 01

    Tell us about you

    Fill in the short form below — a couple of minutes is all it takes. Or just call (07) 4093 8222.

  2. 02

    We call you within one business day

    A real local accountant will chat through what you need, answer your questions, and book a time that suits — in person or over the phone.

  3. 03

    Bring (or upload) your documents

    We'll tell you exactly what we need — see the checklists below. Can't come in? Use our secure online portal from anywhere.

Step one

Tell us about you.

What do you need help with?
Do you currently have an accountant?

We'll call you within one business day. Switching accountants? We contact your old accountant and arrange the handover — you don't have to.

Your privacy: we never collect sensitive details like your Tax File Number through this form. Once you're in touch, we'll send a secure link to provide your TFN and documents — never by email.

Step three

What to bring.

Don't worry about getting this perfect — bring what you have and we'll guide you through the rest.

Individuals & employees
Photo ID (first visit) · income statements or payment summaries · bank interest and dividend details · private health insurance statement · receipts for work-related expenses and donations · last year's tax return (if we didn't prepare it).
Sole traders & small business
ABN details · business income and expense records (or software login — Xero, MYOB, QuickBooks) · bank statements for business accounts · asset purchases over the year · last year's financials and tax return.
Rental property owners
Rental income statements from your agent · loan statements showing interest · rates, insurance, body corporate and repair receipts · purchase contract and settlement statement (first year).
Companies, trusts & partnerships
Prior-year financial statements and tax returns · constitution or trust deed · ASIC details · bank statements · payroll and super records · details of any loans between the entity and its owners.
Self-managed super funds
Trust deed · prior-year financials and audit report · bank and investment statements · contribution and pension records · property documents if the fund holds property.
Switching from another accountant?
Just bring your accountant's name and your last tax return if you have it. We'll request everything else directly from them — it's a standard, courteous process and you don't need to have an awkward conversation.