Accessing the Onboarding Wizard

Initial On-boarding Screen

The first screen of the onboarding wizard will ask you to identify whether you are a:

• 
  New Client
• 
  Existing Client

Note: You can skip the onboarding process by selecting the "Skip On-boarding" option at the bottom of this screen.

On-boarding for New Clients

If you are new to Synkli, follow these steps:

Step 1: Select New Client

Step 2: Continue to Profile Setup

Step 3: Select Purpose of Visit

• 
  Salary/Wages Tax Return: For TFN earned/related income tax returns with applicable deductions.
• 
  Sole Trade Tax Return: For ABN earned/related income tax returns with necessary expense claims.
• 
  Company Tax Return: For companies registered for ABN earning income under the company.
• 
  Partnership Tax Return: For registered partnerships to allocate income to individuals related.
• 
  Trust Tax Return: For trusts registered for ABN earning income under the Trust.
• 
  Company Registration: For legally establishing a business entity with government authorities.
• 
  Partnership Registration: For legally establishing a business partnership.
• 
  Trust Registration: For officially recording a trust for legal recognition and compliance.
• 
  Consultation: For legal advice on tax-related queries, including tax planning.
• 
  Entity GST: For registering GST for companies, trusts, partnerships, etc.
• 
  Sole Trade GST: For GST registration for individuals working on ABN.
• 
  Other: For any other service.

Step 4: Fill Out the Form

• 

  Sample Forms

On-boarding for Existing Clients

If you are an existing Synkli client, follow these steps:

Step 1: Select Existing Client

Step 2: Profile Verification

Step 3: Review and Update Profile

Step 4: Select Purpose of Visit

Completing On-boarding

Once you have completed the onboarding process, you will see a screen with the message "Profile completed successfully." Tap the Ok button to proceed to your dashboard/home screen.