Tax Agents, Bas Agents and Bookkeepers
Advice Line
1300 464 989
1
2
3
4
5
6
Tax Agents, Bas Agents and Bookkeepers
Advice Line
1300 464 989
1
2
3
4
5
6
Completing this online Proposal Form
Please answer all questions giving full and complete answers.
It is the duty of the proposer to provide all information that is requested in this Proposal Form as well as to disclose relevant facts. A relevant fact is a known fact or circumstances that may influence the evaluation of risk by the insurer. If you are uncertain about what a relevant fact is, please contact us.
If renewing an existing policy with Express Insurance, please ensure you check all information and make any necessary changes.
Business Details
Our Policy Complies with all Tax Practitioners Board (TPB) requirements.
Our Policy Complies with all
Tax Practitioners Board (TPB) requirements.
Income Details
Total Annual Income
$
Employee Numbers
Do you employ staff (excluding yourself)?
Yes
No
Please state the total number of staff including yourself:
Business Activity Analysis
Total must be 100%:
Bookkeeping:
%
Tax/BAS Agent Services:
%
In respect of Total Annual Income, please provide a breakdown by State:
Total must be 100%:
NSW
ACT
QLD
VIC
TAS
SA
WA
NT
Overseas
Are you a small business eligible for exemption from paying NSW stamp duty on certain types of Insurance?
Yes
No
Period of Insurance
Policy Start Date
Promotional Code (if relevant)