INDIVIDUAL TAX RETURN FORM

INDIVIDUAL TAX RETURN
New CustomerExisting
YesNo
Taxable Year*
You can file back taxes for any past year, e.g., 2023, 2022, 2021...
Contact Info
Name*

TitleFirst NameLast Name
Date of Birth*

DayMonthYear
Date
Tax File Number*
A Tax File Number (TFN) is a personal reference number in the tax system of Australia. It is a 9-digit number.
Australian Business Number (optional)
The Australian Business Number (ABN) is a unique 11-digit identifier.
Phone Number*
Please provide your valid phone number
Email*
example@example.com
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Student visaWorking Visa (482)Graduate Visa (485)Working and Holiday Visa (417)Working and Holiday Visa (462)Temporary Resident VisaPermanent Resident/CitizenshipOther
Bank Account Detail

We are a registered tax agent in Australia, qualified professionals authorized by the Tax Practitioners Board (TPB) with the TPB number 26164315. To facilitate the issuance of your refund, we kindly request your current Australian bank account details, including your account name, BSB, and bank account number. This information will allow us to report to the Australian Taxation Office (ATO) and expedite the refund process for you.
Account Name*
e.g.,Jane Smith
Bank Name*
e.g.,Commonwealth, Westpac, ANZ, NAB
BSB*
A Bank State Branch (BSB) number in Australia typically consists of six digits.
Account No*
Income Detail
Job Position*
Second Job Position (optional)
Bank Interest Income ($AUD)
Other Income ($AUD)
e.g.,Share investment, rental investment, Crypto

Please provide the amount you wish to claim for each of the following work-related expenses:

Rows	$AUD
Work uniform with logo
Protective shoes and clothes
Training and membership fees
Work-related education expenses
Accountant fees from the previous year
Transport expenses (between two jobs)
Work-related accessories (e.g., computer, internet, mobile bills, tools)
Car expenses (excluding home-to-work travel)
Other expenses

NoYes
NoYes
* Please note that OSHC is not a Medicare card
NoYes
* If you select 'Yes' for the Medicare Levy application and hold a temporary visa with an income more than $27,222, we will prepare a Medicare Levy Exemption Certificate application for you.
SPOUSE'S DETAILS

If you are married or in a de facto partnership, please complete this section
Name

TitleGiven NameFamily Name
Date of birth

MonthDayYear
Date
No. of Children
Period
Spouse's Taxable Income($AUD)
Other Tax Offset
By proceeding, you acknowledge that you have read, understood, and agreed to the following terms and conditions:
- Privacy Assurance: We are committed to safeguarding your privacy and protecting your personal information. We will not disclose your confidential data to third parties without your explicit consent unless required by law.
- Medicare Levy Exemption: For clients seeking Medicare Levy exemption, it is imperative to provide all necessary documents as per the checklist we have emailed to you after you submit this form. Failure to do so may result in a delay in processing your request. Please note that we are not responsible for any additional costs incurred if you do not provide all required documents.
- Australia Tax Agent Consent: This service is provided by a registered Australian Tax Agent, and all tax-related advice and assistance will be in accordance with the laws and regulations of the Australian Taxation Office (ATO).
If you have any questions or concerns, please contact our office for assistance at 0291694840.
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INDIVIDUAL TAX RETURN

Contact Info

Bank Account Detail

Income Detail

SPOUSE'S DETAILS