Personal Information
Full Name
*
First Name
Last Name
Date of Birth
*
-
Day
-
Month
Year
Date
New Client?
*
Yes
No
Select the financial year for the tax return
*
Please Select
01/07/2024-30/06/2025
01/07/2023-30/06/2024
01/07/2022-30/06/2023
01/07/2021-30/06/2022
Gender
*
Male
Female
Tax File Number
*
9 digits
Occupation
*
Bank Account for Tax Refund
*
First Name
Last Name
BSB
*
6 digits
Account Number
*
Australian Citizen or PR?
*
Yes
No
Change of Address?
Yes
No
Residential Address
*
Street Address
Street Address 2
City
State
Postal
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
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The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
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Guinea
Guinea-Bissau
Guyana
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Honduras
Hong Kong
Hungary
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India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
Same as the Poastal Address?
*
Yes
No
Postal Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
E-mail
*
Full Year Private Hospital Health Insurance
*
Yes
No
Has a Spouse?
*
Yes
No
Spouse's Name
*
First Name
Sure Name
Spouse's Date of Birth
*
-
Day
-
Month
Year
Date
Spouse's Taxable Income
*
Number of Dependents
*
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Income
Gross Earnings(PAYG)
*
Tax Amount
*
Interest
Dividends(Franked)
Dividends(Unfranked)
Do you have an ABN Income
*
Yes
No
Rental Income?
*
Yes
No
No of Rental Properties (we will contact you if there are more than 2)
*
1
2
Deductions (none ABN)
Vehicle Milage in km
Travel
Clothing & Uniforms
Self Eductation
Union, Subscriptions, Professional Fees
Internet
Internet (%) For Work
Phone
Phone (%) for Work
Home Office Hours per Week
Donation
Last Financial Year Accountant Fee
*
Others 1
If any, add descriptions
Others 1 ($)
Other 2
If any, add descriptions
Others 2 ($)
ABN Income and Deduction
ABN Number
*
ABN Income
*
Vehicle Milage in km
Internet (%) For Work
Phone
Phone (%) for Work
Home Office Hours per Week
ABN Others 1
If any, add descriptions
ABN Others 1 ($)
ABN Other 2
If any, add descriptions
ABN Others 2 ($)
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Rental Property 1
Rental Property 1 Address
*
Street Address
Street Address Line 2
Surburb
State
Postal
Purchase Price (Not required, if included in the previous tax returns with us)
Purchase Date (Not required, if included in the previous tax returns with us)
-
Day
-
Month
Year
Date
Date Property First Earned Rental Income (Not required, if included in the previous tax returns with us)
-
Day
-
Month
Year
Date
Number of Weeks Available for Rent
*
100% Ownership in Your Name?
*
Yes
No
In Joint Names (Please all names and % of ownership)
Has a Depreciation Report
*
Yes
No
Gross Rent
*
Other Income
Advertisement
Body Corporate
Cleaning
Council Rates
*
Gradening
Insurance
Interest
*
Legal
Pest Control
Agent Fees/Commission
Repair and Maintenance
Water
Electricity
Internet
Others (Please specify)
Depreciable Items (Name, purchase date, amount)
Please Click Next Page
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Rental Property 2
Rental property 2 Address
*
Street Address
Street Address Line 2
Surburb
State
Postal
Purchase Price (Not required, if included in the previous tax returns with us)
Purchase Date (Not required, if included in the previous tax returns with us)
-
Day
-
Month
Year
Date
Date Property First Earned Rental Income (Not required, if in the previous tax returns with us)
-
Day
-
Month
Year
Date
No of Weeks Available for Rent
*
100% Ownership?
*
Yes
No
In Joint Names (Please all names and % of ownership)
Has a Depreciation Report?
*
Yes
No
Gross Rent
*
Other Income
Advertisement
Body Corporate
Cleaning
Council Rates
*
Gardening
Insurance
Interest
*
Legal
Pest Control
Agent Fees/Commission
Repair and Maintenance
Water
Electricity
Internet
Others (Please specify)
Depreciable Items (Name, purchase date, amount)
Submission
Do you have a question, or something else to add but you're not sure where it goes?
Just add your questions or extra details here. An accountant will read your notes, update your return, and reply to you if needed.
Attach any other files or receipts
Browse Files
ex. PAYG summary, shares bought and sold statement, laptop invoice, settlement statement, depreciation report, agent report, loan interest statement, private health insurance annual statement.
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