• Tax Details Form

    Please provide as much information below as you can. If you are unsure, please leave it blank. Our team will get in touch with you to discuss.
    • Taxpayer Information 
    • Date of Birth*
       - -
    • Do you maintain an Accounting Software?
    • Do you employ people?
    • Do you work from home?
    • Do you trade cryptocurrencies?
    • Do you receive distributions from trust/s?
    • Do you receive distributions from a partnership?
    • Do you have work related car travel?
    • Do you have self education expenses?
    • Have you made any personal super contributions?
    • Do you have foreign income?
    • Do you work as a Subcontractor?
    • Do you work in the Gig Economy (Uber, UberEats, Airtasker, etc.)?
    • Do you run your own business as a Sole Trader?
    • Are you GST Registered for your ABN?
    • Do you have a spouse?
    • Do you own shares, managed funds, investments, etc.?
    • Are you a director or shareholder of a company?
    • Do you own rental property or properties??
    • Your Tax Residency 
    • Are you a tax resident of Australia?*
    • Did you become a resident for tax purposes during the year?
    • Australian Residency Start Date
       - -
    • Did you cease to be a resident for tax purposes during the year?
    • Australian Residency End Date
       - -
    • Are you on a working holiday visa?
    • Residency Status*
    • Did your visa change during the tax year?
    • Other Details 
    • Are you a veteran or war widow(er)?
    • Do you run a business under ABN as a Sole Trader or in a company, trust or partnership?*
    • Are you totally and permanently disabled?
    • Do you have a spouse?*
    • Did you have a spouse during the financial year?
    • Date of Birth
       - -
    • Format: 04 000-0000.
    • Has your marital status changed during the financial year?
    • Any material changes in their tax affairs during this year? Sale of property, sale of shares, etc.
    • Dependents 
    • Do you have any dependents?*
    • Rows
    • Private Health Insurance 
    • Did you maintain an appropriate private health insurance cover for the entire financial year?
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Your Income Details 
    • Please select all your income sources*
    • Do you have any share transactions?
    • Do you have any cryptocurrency transactions?
    • Do you have any trust, partnership or managed funds income?
    • Do you have any foreign income?
    • Overseas assets over $50K? (During the year did you own, or have an interest in, assets located outside Australia which had a total value of AUD$50,000 or more?)
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Rental Properties 
    • Do you have Rental Properties?*
    • Rows
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Rows
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Rows
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Rows
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Rows
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Rows
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Rows
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Rows
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Rows
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Rows
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Expenses 

    • Work Related Car Travel

    • Did you have work related car travel? Travel between home and principal place of work is not tax deductible except in very limited circumstances. You can claim travel between work sites, seminars, client visits, etc.*
    • Select your claim type
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Rows

    • Work Related Travel Expenses

    • Do you have work related travel expenses? Domestic or International.
    • Rows

    • Work-related clothing, laundry and dry cleaning expenses

    • Do you have a compulsory work uniform with a company logo?*
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Work related self-education

    • Did you have any self education expenses?
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Other work related expenses

    • Did you have any other work related expenses?*
    • Did you make any tax deductible donations?
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Did you make any personal superannuation contributions during the financial year?
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Tax Offsets 
    • Are you eligible for Early Stage Investor and Venture Capital Limited Partnership Tax Offset?
    • Do you have Medicare card or were you entitled to Medicare benefits?
    • Do you have Private Health Insurance which covers Hospital?
    • Did you have medical bills over $2000 (after rebates)? Medical expense tax offset only applies to income years from 2015–16 to 2018–19
    • Did you maintain an invalid or an invalid carer who is 16 years old or older?
    • Did you work or live in a remote area?
    • Do you pay child support? (This question is about amounts you pay or benefits you provide to another person other than your partner for the maintenance of your natural or adopted child.
    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof
    • Bank Details (for tax refund to be deposited) 
    • Acknowledgment & Signature 

    • I confirm that the information is a true representation of my taxation summary and further permit Maximum Tax Refund (Agent Number 25904947) to act as my registered tax agent and to confirm the validity of such information. I also authorise Maximum Tax Refund to lodge my tax return or any future amendments electronically with the Australian Taxation Office based on the information provided by me.

       

      I agree to and accept the terms and conditions of service above and as written online at www.maximumtaxrefund.com.au and to any changes in the terms and conditions which Maximum Tax Refund may affect from time to time, and to the fees of Maximum Tax Refund which represents the services I have requested and which are provided by Maximum Tax Refund.

    • Date Signed
       - -
    •  
    • Should be Empty: