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Individual- Income Tax Return Online Interview
1st July 2025 to 30th June 2026- The ATO Require receipts, please have relevant receipts ready to upload.
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1
Please provide your details
*
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First Name
Last Name
Tax File Number (TFN)
D.O.B
Mobile Number
Email Address
Place of Birth
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2
Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
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
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
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
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
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
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
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
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3
Did you receive Salary & Wage Income?
This included salary and wages, commissions, bonuses, income from part-time or casual work, parental leave pay, dad-and-partner pay and amounts shown on an income statement or payment summary for lost salary or wages paid under an income protection policy, a sickness or accident insurance policy or a workers compensation scheme.
YES
NO
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4
What was your Main Occupation?
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5
Please select any other Income you have received
Allowances, Earnings, Tips or Directors Fees
Lump Sum Payments OR Employment Termination Payments (ETP)
Government and/or payments
Government Pensions & Allowances
Australian annuities and superannuation income streams
Australian superannuation lump sum payments
Interest Income
I do not have any other income
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6
Did you receive any Dividend Income?
Dividend Income includes dividends applied under a dividend reinvestment plan, dividends that were dealt with on your behalf, bonus shares that qualify as dividends, distributions by a corporate limited partnership, dividends paid by a corporate unit trust, dividends paid by a public trading trust and dividends paid by a listed investment company.
YES
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7
Please upload Dividend Statements
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: 10.6MB
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8
Please select any other Investment Income you have received
Employee Share Scheme Income
Investment Management Schemes Income
Foreign Income
I have no other Investment Income
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9
Have you sold any Land, Shares, Investment Properties or other Investments?
Do you have any Capital Gains Tax?
YES
NO
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10
If 'Yes' Please specify what Investment Asset you have sold:
Please Select
Sold Land
Sold Shares
Sold Investment Property
Sold Other Investments
Please Select
Please Select
Sold Land
Sold Shares
Sold Investment Property
Sold Other Investments
Please provide details of Investments sold
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11
Did you have any Cryptocurrency Investments (Bitcoin etc)?
The term cryptocurrency is generally used to describe a digital asset in which encryption techniques are used to regulate the generation of additional units and verify transactions on a blockchain. Cryptocurrency generally operates independently of a central bank, central authority or government. 'cryptocurrency' refers to Bitcoin, or other crypto or digital currencies that have similar characteristics as Bitcoin. A capital gains tax (CGT) event occurs when you dispose of your cryptocurrency. A disposal can occur when you: sell or gift cryptocurrency, trade or exchange cryptocurrency (including the disposal of one cryptocurrency for another cryptocurrency) or you convert cryptocurrency to fiat currency (a currency established by government regulation or law ), such as Australian dollars, or use cryptocurrency to obtain goods or services.
YES
NO
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12
If 'Yes' please give details
*
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Please Select
Yes- I sold some Crypto Currency & May have a Capital Gain
Yes- But only for the use of Private Purposes (e.g Payment of Concert Tickets ect)
I am not sure
Please Select
Please Select
Yes- I sold some Crypto Currency & May have a Capital Gain
Yes- But only for the use of Private Purposes (e.g Payment of Concert Tickets ect)
I am not sure
Please Select
I use CoinSpot to Trade
I Use Coinbase to Trade
I use Binance to Trade
I use Something else to trade
Please Select
Please Select
I use CoinSpot to Trade
I Use Coinbase to Trade
I use Binance to Trade
I use Something else to trade
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13
Did you have any work related Car Expenses
YES
NO
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14
What Work-related purposes did you use your Motor Vehicle for?
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15
Which method are you claiming?
Method 1- Cents per Km Method
Your claim is based on a set rate for each business kilometre. You can claim a maximum of 5,000 business kilometres per car, per year. You do not need written evidence, but you need to be able to show how you worked out your business kilometres.
Method 2- Logbook Method
To work out your business use percentage, you need a logbook and the odometer readings for the logbook period of 12 consecutive weeks. You can claim fuel and oil costs, repairs & maintenance, interest, depreciation, registrations, insurances and borrowing costs. You need written evidence for all expenses.
Method 1- Cents per Km Method
Method 2- Logbook Method
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16
How many Km did you travel for Work-Related Purposes?
Max 5,000 per Motor Vehicle
Total Km Travelled
Make & Model Of Motor Vehicle
Registration Number of Motor Vehicle
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17
Please select the Motor Vehicle deductions to be claimed
*
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Please provide details of Motor Vehicle Logbook Expenses
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18
Please provide 'Other' Details for Motor Vehicle Logbook Claim
Please provide Total Km Travelled (Both Business & Personal) for the whole 2024 F/year (E.g 22,000km)
Please provide Closing Odometer Reading for the Motor Vehicle as at 30th June 2024
Please provide any other details to assist us with this claim
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19
Please provide all Logbook Invoices & Receipts (Registration, Insurance, Repairs ect)
*
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All deductions from 01/07/2025 to 30/06/2026 (Including the copy of Logbook)
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: 10.6MB
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20
Do you have any work related travel Expenses
Travel expenses you incur in performing your work as an employee include public transport, air travel and taxi fares, bridge and road tolls, parking fees and short-term car hire, meal, accommodation and incidental expenses you incur while away overnight for work, expenses for motorcycles and vehicles with a carrying capacity of one tonne or more, or nine or more passengers, such as utility trucks and panel vans, actual expenses, such as petrol, repair and maintenance costs, that you incur to travel in a car that is owned or leased by someone else.
YES
NO
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21
Please provide details of Travel Expenses incurred
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22
Please upload all invoices & receipts of work-related Travel Expenses
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: 10.6MB
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23
Do you have any Work-related clothing, laundry and dry-cleaning expenses
You can also claim the cost of occupation-specific clothing which allows people to easily recognise that occupation (such as the checked pants a chef wears when working) and which are not for everyday use. Protective clothing and footwear to protect you from the risk of illness or injury, or to prevent damage to your ordinary clothes, caused by your work or work environment. Items may include fire-resistant clothing, sun protection clothing, safety-coloured vests, non-slip nurse's shoes, steel-capped boots, gloves, overalls, aprons, and heavy duty shirts and trousers (but not jeans).
YES
NO
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24
Please select what PPE Deductions you have:
*
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25
Please upload all PPE Deduction Invoices/Receipts:
*
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From 1st July 2025 to 30th June 2026
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: 10.6MB
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26
Do you have any Work-Related Self Education expenses?
Self-education expenses that are related to your work as an employee, and that you incur when you do a course to get a formal qualification from a school, college, university or other place of education. To claim a deduction for self-education expenses, you must have met one of the following conditions when you incurred the expense: The course maintained or improved a skill or specific knowledge required for your then current work activities, you could show that the course was leading to, or was likely to lead to, increased income from your then current work activities, or other circumstances existed which established a direct connection between the course and your then current work activities. You cannot claim a deduction for self-education for a course that relates only in a general way to your current employment or profession, or will enable you to get new employment.
YES
NO
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27
Please select what Self-Education Deductions you have:
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28
Please upload all Self-Education Invoice/Receipts:
*
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From 1st July 2025 to 30th June 2026
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: 10.6MB
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29
Do you have any 'Other' Deductions to Claim?
Union Fees, Tools & Equipment, Coal Board Medicals ect.
YES
NO
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30
Please select what 'Other' Work-Related Deductions you have:
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31
Please upload all receipts/Invoice for your 'Other Work-related' Deductions:
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From 1st July 2025 to 30th June 2026
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32
Did you use your personal Mobile Phone or Internet for Work-Related Purposes?
To claim a deduction for mobile phone calls and mobile internet (data), you must meet all of the following conditions: You must incur the cost and make the phone calls or use the data to perform your work duties. You must have a record of your expenses showing how you calculated your work-related phone calls and data. You can only claim the work-related portion of your expenses as a deduction. Similar rules exist for
home phone and internet expenses
for work purposes.
YES
NO
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33
Please provide details of your work-related Mobile & Internet Use:
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34
Do you have any Gifts or Donations expenses?
You can only claim a tax deduction for a gift or donation to an organisation that has the status of a
deductible gift recipient
(DGR). To claim a deduction, you must be the person that gives the gift or donation and it must meet the following 4 conditions: It must be made to a DGR, It must truly be a gift or donation – that is, you are voluntarily transferring money or property without receiving, or expecting to receive, any material benefit or advantage in return. A material benefit is something that has a monetary value, It must be money or property – this can include financial assets such as shares. It must comply with any relevant gift conditions – for some DGRs, the income tax law adds conditions affecting the types of deductible gifts they can receive.
YES
NO
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35
Please provide details of Gifts & Donations
*
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36
Please upload all Invoices/Receipts for Gifts & Donations:
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: 10.6MB
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37
Do you have any Costs of Managing Tax affairs expenses?
These expenses include managing your tax affairs, including fees paid to a recognised tax adviser for doing your tax return, costs of applications made to the Administrative Appeals Tribunal or appeals to the courts about your tax affairs (litigation costs), an interest charge the ATO imposed on you, amounts the ATO charged you for underestimating a varied goods and services tax (GST), instalment or pay as you go (PAYG) instalment and expenses for complying with your legal obligations relating to another person's tax affairs.
YES
NO
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38
Please provide details of Costs of Managing tax affairs expenses
*
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39
Did you pay any personal superannuation contributions after Tax?
This is not Salary Sacrificed Super Deductions- this is Post Tax Superannuation Contributions
Please Select
Yes- I have lodged a Notice of intent to Claim Notice of intent to claim or vary a deduction for personal super contributions or vary a deduction for personal super contributions,
Yes- but I need help to lodge a Notice of intent to Claim Notice of intent to claim or vary a deduction for personal super contributions or vary a deduction for personal super contributions,
No,
Not Sure
Please Select
Please Select
Yes- I have lodged a Notice of intent to Claim Notice of intent to claim or vary a deduction for personal super contributions or vary a deduction for personal super contributions,
Yes- but I need help to lodge a Notice of intent to Claim Notice of intent to claim or vary a deduction for personal super contributions or vary a deduction for personal super contributions,
No,
Not Sure
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40
Please upload your 2026 Notice of Intent to claim verification
*
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41
Did you pay any insurance premiums paid for income protection, sickness and accident cover? (This does not include payments made by your Superannuation Fund)
YES
NO
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42
Please upload your Tax Statement for your Income Protection Insurance, Sickness & Accident Cover
*
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43
Do you have any private Health Insurance?
Please Select
Yes- Single Policy
Yes- Family Policy
No
Not Sure
Please Select
Please Select
Yes- Single Policy
Yes- Family Policy
No
Not Sure
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44
Did you have a spouse from 1st July 2025 to 30th June 2026?
Please Select
Yes
Yes- but Separated in the 2026 Financial year
No
Not sure
Please Select
Please Select
Yes
Yes- but Separated in the 2026 Financial year
No
Not sure
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45
Please provide Spouse Details
*
This field is required.
Spouse First Name
Spouse Last Name
Spouse D.O.B
Please provide your spouse 2026 Taxable Income
Please Select
Your spouse's section 98 trust income – not included in spouse's taxable income
Distributions to your spouse on which family trust distribution tax has been paid
Total reportable fringe benefits amount from employers exempt under section 57A
Total reportable fringe benefits amount from employers not exempt under section 57A
Amount of any Australian Government pensions and allowances received by your spouse in the year of the return
Amount of any exempt pension income received by your spouse in the year of the return
Spouse reportable superannuation contributions
Other specified exempt payments that your spouse received
Your spouse's target foreign income
Your spouse's total net investment loss
Child support your spouse paid
None Other
Please Select
Please Select
Your spouse's section 98 trust income – not included in spouse's taxable income
Distributions to your spouse on which family trust distribution tax has been paid
Total reportable fringe benefits amount from employers exempt under section 57A
Total reportable fringe benefits amount from employers not exempt under section 57A
Amount of any Australian Government pensions and allowances received by your spouse in the year of the return
Amount of any exempt pension income received by your spouse in the year of the return
Spouse reportable superannuation contributions
Other specified exempt payments that your spouse received
Your spouse's target foreign income
Your spouse's total net investment loss
Child support your spouse paid
None Other
Please select if your spouse received any of the following in 2026
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46
Please provide date of Separation (between 1st July 2025 to 30th June 2026)
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47
Do you have any dependant Children?
Note- a dependent child is your child who is: under 21 years old, or 21 to 24 years old and a full-time student at a school, college or university. The child must be an Australian resident and you must have contributed to their maintenance. (So if you do not have custody of your child but pay child support for that child, they are classed as a dependant child)
Please Select
Yes
Yes - I Pay child Support
No
Please Select
Please Select
Yes
Yes - I Pay child Support
No
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48
How much child support did you pay from 1st July 2025 to 30th June 2026?
*
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This include private agreements
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49
Please provide details of Dependant(s)
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50
Did you have any of the following:
Received any income from a Partnership and/or Trust
Received any Personal Services Income
Net Income or Loss from a Business
Capital Gains Tax (Sale of Shares, Investments, Land, Investment Properties, Cryptocurrency)
Foreign Income
Rent from Investment Properties
Bonus from Life Insurance Companies
Any other Income
No
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51
How would you like to pay for your fees to Action Tax Services?
*
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Fee from Refund Eligibility:
To be Eligible for the Fee from refund you must not have any of the following: Child Support Obligations Centrelink Debt ATO Debt Any other Government Department Debts Insufficient refund to cover the Fees
Please Select
Please provide an Invoice - I wish to pay via Direct Debit or Credit Card
Cash- I will come into the office & pay with cash
Fee from refund (No Payment Upfront - Only Available to Eligible clients)
Not Sure
Please Select
Please Select
Please provide an Invoice - I wish to pay via Direct Debit or Credit Card
Cash- I will come into the office & pay with cash
Fee from refund (No Payment Upfront - Only Available to Eligible clients)
Not Sure
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52
Fee from Refund Eligibility:
*
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Fee from Refund Eligibility:
To be Eligable for the Fee from refund you must not have any of the following: Child Support Obligations Centrelink Debt ATO Debt Any other Government Department Debts Insufficient refund to cover the Fees
I understand & agree I am Eligable
Oops - I am NOT Eligible
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53
Please provide your bank details
*
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Name of Account (This is not 'Savings' - This is the name of the person the account belongs to)
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54
Would you like to book an appointment with our Accountant to discuss any queries you may have?
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55
Please upload any other receipts, Invoices & other documentation.
You can also send any information to your secure client portal by clicking on the following link: https://app.financial-cents.com/client-portal
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56
Do you understand that some ATO communications may be sent or retrieved digitally to our office while others will be sent by post?
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57
How would you rate the service at Action Tax Services?
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58
How did you hear about Action Tax Services?
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59
Please Review Action Tax Services Price List
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60
Have you reviewed our Fee list and understand the Fee's payable upon engaging with Action Tax Services?
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61
Please Review Action Tax Services Billing Policy
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62
Have you reviewed our Billing Policy and understand the Credit Fee's that will apply if fees are not paid by the strict 7 day Terms with Action Tax Services?
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63
To complete the client verification as per TPB Note 5/2022 Proof of identity requirements for client verification, please upload a minimum of 2 Visual identity documents (Eg. Drivers Licence, Medicare Card, Passport)
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64
Acknowledgment of terms of Engagement: I confirm that I understand and agree to your terms of engagement and I also acknowledge that I have been provided a copy of “Clients Rights and Obligations under Taxation Laws” and agree to the terms.
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