ITR TAX AUTHORISATION FORM

1

Is this your first time to use our service?

YESNO

2

EMAIL MANAGER

example@example.com

3

Your Full Name* This field is required.

First Name

Last Name

4

DATE OF BIRTH* This field is required.(DD/MM/YYYY)

Date

5

Gender

6

Email* This field is required.

example@example.com

Confirm Email

7

Phone Number

8

TAX FILE NUMBER* This field is required.TFN

9

ADDRESS* This field is required.PHYSICAL/POSTAL

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Country

10

BANK ACCOUNT DETAILS FOR REFUND (IF APPLICABLE)* This field is required.ACCOUNT NAME, BSB, ACCOUNT NUMBER, BANK NAME

ACCOUNT NAME

BSB

ACCOUNT NUMBER

BANK NAME

11

What is your main Job?* This field is required.For example: Factory Worker, Delivery Driver, Accountant

12

Source of Income during the Financial Year?* This field is required.Please select all applicable.

Salary and Wages (Employment including director fees)

Businesses (get paid via ABN such as Uber Driver, Cleaners, Subcontractors)

Rental Income (Property)

Capital Gains (Example: Sell Shares, Cryptocurrencies, Properties,..)

Bank Interest

Dividend (Income From Shares, private company

Government Services Payment (Centrelink)

Partnership or Family Trust Distribution

Other

13

Please upload all the receipts you have (optional)?

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

14

Anything else that you want to share?

15

Please authorise* This field is required.

I authorise CLARITY ADVISOR (ABN : 28 631 299 397) to have access to my information on the ATO Tax Agent Portal and lodge my tax return.

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Please read this before submitting the form* This field is required.Please tick if you agree with the below

As your tax agent, we are committed to acting in your best interest by providing clear and accurate information on Australian tax legislation. We prepare your tax return based on current laws, ensuring that your final tax position accurately reflects your individual circumstances. While we strive to maximise your tax outcome, the final refund may not always meet your expectations due to specific factors in your situation.We guarantee that your tax return will be fully compliant with tax legislation, reducing the risk of any issues with an ATO audit.If you are seeking a tax agent who prioritises a high refund regardless of your situation or tax legislation, we may not be the right fit for you.Please only click Submit if the above aligns with your needs.

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SIGNATURE* This field is required.SIGN HERE