Individual Tax Return Client Intake Form

Individual Tax Return Client Intake Form
As a Personal Income Tax Client, we need to collect the following information from you in order to begin to prepare your income tax return.

Important: We require one form per person per tax year for whom we are preparing taxes. The taxpayer must submit their own information as there are places where they must digitally sign.
Which tax year is this form for? We will require a form for each tax year you are submitting.
My Source of Income
prevnext( X )
TFN Income
Enter description

$60.00 Quantity



ABN Income
(Please note that even if the income is Nil, you need to declare Nil income)

$60.00 Quantity



Partnership Income
$100.00 Quantity



Rental Income
$250.00 Quantity



Share/Dividend/Cryptocurrency
$60.00 Quantity



Education Expense
$250.00 Quantity



TPAR
$150.00 Quantity



Total

$0.00
Personal Information
Full Name

First NameLast Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Residential Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Date of Birth

MonthDayYear
Date
Gender
TFN
Visa Status
Bank Details
BSB
Account Number
Spouse/Dependent Information
Did you have a spouse for the full year?
Name

First NameLast Name
Date

MonthDayYear
Date
TFN
Number of dependent children and students
Deductions

Expenses related to work
Work-related travel expenses
Fill this if you have used public transport to travel between works.
Work-related clothing, laundry and dry-cleaning expenses
Have to substantiate with receipts if the amount is more than $300.
Work-related self-education expenses
Need to provide receipts & last payslip. Additional fees will be incurred.
All Other Expenses
This may include any expenses made for work purpose including union membership fees.
Expenses incurred in managing your tax affairs
Document Upload: Scan ALL your tax receipts, documents & receipts and then upload them below. Multiple files can be uploaded at once. You may take photos to upload, however you will need to ensure the photo is clear for viewing.

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Declaration
Do you have any additional notes or comments regarding your income taxes for us?
I declare that all information provided in this submission is complete and accurate. I also declare that I have supporting documents and receipts as required by ATO and that it is MY responsibility to keep these documents in case of ATO review for a minimum of 6 years from the date of this filing. I understand that Sudarshan Tiwari is completing my return based on the information provided by myself.
Signature
Date

MonthDayYear
Date
Payment
Please make a payment to the account below:

Name: Elite Business Professionals

BSB: 062904

ACC: 10601835

Or,

Pay ID at 0450479534

Pay ID Name: S Tiwari
Upload an ID

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Upload screenshot of the payment

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Should be Empty:

Individual Tax Return Client Intake Form

My Source of Income

Personal Information

Bank Details

Spouse/Dependent Information

Deductions

Declaration

Payment