In Australian Tax Agent Services ACT 2009, Samantha Brown a tax agent, has referred the details to a credit provider. The client mentioned they were looking for a loan. Samantha obtains a referral form which was signed by the client, that they are happy to receive a call from the credit provider. What other information needs to be noted on the referral form to demonstrate good practice, confidentiality and professionalism? No need to follow this practice as your word is satisfactory. The name of the client and contact details are sufficient. Your tax agent paperwork covers all the clients information, so it's okay to send this to the credit provider. Basic information about the client such as, name, preferred contact details, brief note of what they are looking at and the name of the person contacting them. Also, the timeframe for which the credit provider will contact the client