Individual Tax Return Information Form
2025 Tax Year
Type of client
*
New
Existing
Existing client but details need updating
Back
Next
Tax Client Details Form
Title
Please Select
Mr.
Mrs.
Miss
Ms
Dr.
Name
*
First Name
Last Name
Middle Name
Date of Birth
*
-
Month
-
Day
Year
Date
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Has your name/address changed since your last lodged return?
*
Yes
No
Sex
*
Male
Female
Address
*
Street Address
Street Address Line 2
City/Suburb
State
Postcode
Email
*
example@example.com
Postal Address
*
Same as above
Other
Back
Next
Postal Address
*
Postal Street Address / PO Box
Postal Street Address Line 2
Postal City/Suburb
Postal State / Province
Postcode
Back
Next
Social security number
*
Work Status
Please Select
Full-time
Part-time
Casual
Contract
Labour-hire
Occupation/Job Title
*
Are you self-employed/sub-contractor/work under your own A.B.N?
*
Yes
No
Back
Next
Bank Name for direct deposit
*
Account number
*
Routing number
*
Back
Next
Spouse
*
Yes
No
Back
Next
Spouse Name
Spouse D.O.B.
-
Month
-
Day
Year
Date
Spouse's Taxable Income ($)
Back
Next
Dependents
*
Yes
No
Back
Next
Names and D.O.B.'s of all Dependent Children
Rows
Name
DOB
Ssn
Child 1
Child 2
Child 3
Child 4
Child 5
Back
Next
How many jobs did you work in? (You need to obtain a Payment Summary for each job)
1
2
3
4
more than 5
Back
Next
For any item you tick "Yes" to - you need to provide documentation to verify it. These can be copies or photo's of documents, providing they're legible and the original accessible if needed.
App "CamScanner" is very good.
Back
Next
Upload your statement here:
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Back
Next
Did you ever travel in 2025 that you were paid an allowance for by your employer? If yes, I need days travelled and to where.
Yes
No
Back
Next
Rows
Name of Place
Days
Location 1
Location 2
Location 3
Location 4
Location 5
Back
Next
Did you receive any government payments or allowances or pensions? (Youth Allowance; Newstart) If yes, I need the statement.
Yes
No
Back
Next
Upload your statement here:
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Back
Next
Submit
Should be Empty: