IKCA Tax Form

IKCA Tax Form

Tax Preparation Client Intake Form
Thank you for allowing us to assist with your personal tax return this year. We’re committed to making the process as smooth and efficient as possible.

If you are an existing client, please proceed with completing the IKCA Tax Form.

If you are a new client, please ensure you first complete the IKCA New Client Form before filling out the IKCA Tax Form.

The New Client Form allows us to register you with the ATO as a client of IKCA.

To request the New Client Form, please contact us on (03) 9115 1453 or email hello@ikca.com.au.

If you are operating as a company, trust, or partnership, please do not use the IKCA Tax Form to report your business income and expenses. Instead, please provide access to your business records—this may include access to accounting systems such as Xero, MYOB, or similar platforms. Alternatively, contact us directly to confirm the most appropriate way to provide your business income and expense details.

As a business owner, you still need to complete the IKCA Tax Form for your personal individual tax return.

If you’re unsure what applies to your situation, we’re happy to help—just give us a call or email.

Kind regards,
The IKCA Team
(03) 9115 1453 | hello@ikca.com.au

Name*

First NameLast Name
Age*
Date of Birth*

DayMonthYear
Date
Phone Number*
Please enter a valid phone number (mobile).Format: 0000-000-000.
Email*
example@example.com
Address*

Street Address

Street Address Line 2

CityState / Territory

Postcode
Occupation*
Are you Australian resident?*

YesNo
The dates you were Australian resident, if not for full year (From date)

DayMonthYear
From date
The dates you were Australian resident, if not for full year (To date)

DayMonthYear
To date
Have your bank account details changed since last year?*

YesNo
If your bank account details have changed since last year, please do not include them in the online form. Instead, contact IKCA directly on (03) 9115 1453 to provide new details to us by telephone. At IKCA, we take the protection of your personal information seriously and are committed to keeping your data safe and secure.
Has your address changed since last year?*

YesNo
If your address has changed, what is your new address?

Street Address

Street Address Line 2

CityState / Territory

Postcode
Filing Status*

SingleMarried or De facto

Spouse Name*

First NameLast Name
Spouse Taxable Income*
Please enter your spouse taxable income.
Date of Birth*

DayMonthYear
Date
Is your spouse Australian resident for tax purposes?*

YesNoNot applicable
Did you have a spouse for the full year?*

YesNoNot applicable
The dates you had a spouse, if not for full year (From date)

DayMonthYear
From date
The dates you had a spouse, if not for full year (To date)

DayMonthYear
To date

Number of dependent children and students*
i.e. any child under 21 years old you maintained who was not a full time student; or any full time student under 25 years old at a a school, college or university
For the whole of the financial year, have you had a private health insurance?*

YesNo
The dates you had a private health insurance, if not for full year (From date)

DayMonthYear
From date
The dates you had a private health insurance, if not for full year (To date)

DayMonthYear
To date

If you have an investment property, please provide Rental Income and Expense Statement for year ended 30 June 2025. Please email the Rental Statement to hello@ikca.com.au
Do you have an investment property?*

YesNo
Did you receive any rental income from your investment property during the year?*

YesNoNot applicable
Was your investment property rented out during the year?*

YesNoNot applicable
What is the address of your investment property?

Street Address

Street Address Line 2

CityState / Territory

Postcode
How long has the property been rented out during the year?
# of weeks
How long has the property been available for rent during the year?
# of weeks
Your percentage % ownership
Enter percentage
What is the annual rental income?
Enter amount

Total rental expenses*
👉 You must have spent the money yourself and not been reimbursed by your employer; 👉 The claim must be directly related to earning your income, and you can only claim the work related portion of an expense and 👉 You must have a record to prove it.
If you have more than one investment property, contact IKCA on (03) 9115 1453 or email hello@ikca.com.au, and provide rental income and expense information on additional properties.

Please fill-up the information within the current tax year only, that is year ended 30 June 2025.
Briefly describe what do you do at work - what are your duties, what is your typical day like:*
If your work requires you to travel to multiple work sites - please provide details on what work sites have you worked during the year (from 1 July 2024 to 30 June 2025):*
How many weeks you had time off work - including annual leave, sick leave, Christmas shutdown, any other time off work during the year?*
# of weeks
Did you need to use your own car to travel between multiple places of employment – for example, to carry bulky tools, travel between different workplaces, visiting clients, attending training and conferences, going to head office for training, going to the bank, buying supplies for work?*

YesNo
If you needed to carry bulky tools to work, please provide a list of tools and equipment used for work:*

Total motor vehicle and travel expenses*
👉 You must have spent the money yourself and not been reimbursed by your employer; 👉 The claim must be directly related to earning your income, and you can only claim the work related portion of an expense and 👉 You must have a record to prove it.

Rows	Detail
Motor vehicle - type / model
Purchase Date
Logbook Kept in FY 2025 (yes / no)
Petrol or Diesel
Kilometres travelled during the year - TOTAL
Kilometers travelled during the year - Work related only
Fuel cost per year - please specify
Service / maintenance cost
Insurance cost
Registration cost
Cleaning / car wash cost
Parking cost per year - please specify
Toll charges per year - please specify
Other motor vehicle expenses - please specify

All other Work related Expenses*

Rows	Amount
Clothes for work - please specify if: 1) compulsory with work logo, or 2) protective like steel cap boots, apron, non slip rubber shoes, or 3) occupation specific clothes Note: You can't claim the cost to buy, hire, repair or clean Conventional Clothing you wear to work, even if your employer requries you to wear it, and you only wear these items of clothing for work. Conventional clothing is everyday clothing worne by people - for example, black pants or a black skirt.
Safety Boots
Other uniform items for work
Union fees
Tools and equipment purchased during the year - less than $300, per item
Tools and equipment purchased during the year - greater than $300, per item - Please list all items purchased
Phone cost per month
Phone percentage % usage for work
Internet cost per month
Internet percentage % usage for work
Any costs incurred if working outdoor, for example: - sun protection, - sunscreen cost, - sunglasses, - hats for work
Cost of any courses, licences or professional development
Any personal superannuation contributions made during the year?
Gifts and/or donations
Laundry expenses
Expenses incurred in overnight travel
Any other work related costs not listed above

Total all other work related expenses*
👉 You must have spent the money yourself and not been reimbursed by your employer; 👉 The claim must be directly related to earning your income, and you can only claim the work related portion of an expense and 👉 You must have a record to prove it.

Did you work from home for your employer?*

YesNo

Rows	Detail
Dates worked from home (from/to)
How many hours per day?
Have you purchased any items to be able to work from home?
Please list the items purchased and cost
Have you got a room, space dedicated to work from home? Y/N
Size of this room, in square metres or squares
House size, in square metres or squares
Electricity cost, per month (for period you worked from home)
Gas cost, per month (for period you worked from home)

Business name*
Description of business*

Please complete this section only if you are keeping manual records for your business.If you are using Xero or other accounting software, you do not need to duplicate entries here. Instead, only include any business expenses that are not already recorded in your accounting system.This helps avoid duplication and ensures we have accurate and complete records for your tax return. *

Rows	Amount
Total sales revenue earned (1 July 2024 - 30 June 2025)
Materials and supplies
Tools
Travel
Advertising and marketing
Subscriptions
Equipment hire, tool hire
Rent
Insurance
Accounting
Legal
Wages
Contractors
Superannuation
Interest expense
Depreciation
Repairs and maintenance
Any other business expenses

Total business expenses*
👉 You must have spent the money yourself and not been reimbursed by your employer; 👉 The claim must be directly related to earning your income, and you can only claim the work related portion of an expense and 👉 You must have a record to prove it.

I confirm that all information I entered here is true and correct. I confirm that I have disclosed income from all sources, in and out of Australia, including net capital gains received, for the year of income in my tax return. I also confirm that I have all receipts or documentation necessary to substantiate my work-related and other claims, and I will make them available if required by the Australian Tax Office. I understand that it is my responsibility and commitment to have the necessary substantiation documents for the deductions and to keep all records for five years after the Notice of Assessment is issued. These include receipts for expenses, kilometres logbooks, and other records. I allow IKCA to capture my sensitive data like personal details and other information. I have read the terms and conditions and privacy policy of IKCA. By signing below, I acknowledge that I have read and understood my responsibilities for the preparation of my tax return.
Date Signed*

DayMonthYear
Date
Taxpayer Signature*
Should be Empty:

Rows	Amount
Agent fees
Advertising for tenants
Body corporate fees
Borrowing expenses
Cleaning
Council rates
Depreciation
Gardening
Insurance
Interest expense
Land tax
Legal fees
Pest control
Repairs
Office supplies
Travel
Water rates
Any other rental expenses