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Complete a Referral

Tax Debt Manager - Ethical experts in curing your ATO pain.

Helping Your Clients Facing ATO Debt

With a Fair and Stress Free Solution.

Thank you for taking the time to refer a client to Tax Debt Manager.

Please use our referral form below to allow us to prepare thoroughly. This should only take approximately five (5) minutes

Contact ID

Section 1: Referral Partner

Referral Partner Business *

Referral Partner Email *

Referral Partner Name *

Referral Partner Phone *

Referral Fee ($500 for matters over 70K and 100K for matters under.)

Yes

Section 2: Client Information

Industry *

Entity Name (where the debt sits) *

Entity Type (e.g. Company, Sole Trader, Trust, Individual) *

City *

State *

Phone *

Email *

Name of Accountant Firm (if known)

Property Owner

Yes

Approx ATO Debt Amount *

GICs if known

Section 3: ATO Debt Overview.

Are ATO Lodgments up to date? *

Yes

Unsure

Monthly cashflow for ATO

Referrer’s Notes - Why the debt arose (Bullet points)

Section 4: ATO Action

Super Outstanding? *

Yes

Unsure

Latest action from ATO? *

General Debt Reminder Letter

Orange Warning Letter

Red Warrning Letter

Firmer Action Warning Letter (FAWL)

Credit Reporting Warning Letter

Letter confirming debt has been reported to the Credit Reporting Bureau

Garnishee

Directors Penalty Notice (DPN)

Statutory Demand/s459 Notice an Option

Summons/Statement of Claim an Option

Wind Up Notice

Bankruptcy Notice

Unsure

Section 5: Submission

Referring Partner Signature *

Clear

Date Submitted *

I confirm that I want to receive updates from Tax Debt Manager using the contact information provided.

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Tax Debt Manager

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Tax Debt Manager - Ethical experts in curing your ATO pain.

Helping Your Clients Facing ATO Debt

With a Fair and Stress Free Solution.

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Contact Us

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