• Individual Tax Return Information Form

    If you have additional documents to upload or have any questions, please email directly to: hello@dawsonaccounting.com.au once you have submitted this form.
  • Type of client*

  • Dawson Accounting Tax Client Details Form

  • Date of Birth*
     - -
  • Has your name/address changed since your last lodged return?*
  • Sex*
  •  -
  • What is your preferred method of contact?
  • Are you self-employed/sub-contractor/work under your own A.B.N?*
  • Is this A.B.N. registered for GST/PAYG Withholding?
  • Would you like us to prepare and lodge your Activity Statements (BAS/IAS)?

  • Spouse & Dependent Details

  • Do you have a spouse for tax purposes?*
  • Spouse D.O.B.
     - -
  • Dependents*
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  • Dawson Accounting Client Income & Expenses form

  • Did you work as an employee during the financial year?*
  • How many jobs did you work in?

  • 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.

  • Were you paid any special payments from any employers? ETP, Labour Hire, Employee Share Schemes? If Yes, provide a statement.
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  • Did you travel overnight or interstate during the financial year that you were paid an allowance for by your employer? If yes, enter the number of days travelled and to where on the next page.
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  • Did you receive any government payments or allowances or pensions? (Youth Allowance; Newstart)
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  • Were you paid any share dividends including Dividend Reinvestment Plans (DRP's)?
  • Did you sell any units of shares during the year? If yes please provide both Buy & sell details including dates.
  • Did you receive any Managed Fund Distributions from Trusts? If yes, please upload the tax statement if you have one.
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  • Did you receive a Trust or Partnership distribution from a related trust or a partnership you have equity in? If yes, we will need full distribution details including financial reports and tax returns of the external trust/partnership.
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  • Do you have an ABN where you have earned income from a sole-trader or Subbie? If yes, how much income earned (Gross/Turnover)? I will need to discuss further to make sure we have all of the details.
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  • Do you ever use your car for work? This is travelling to non private places during work hours OR do you need your car to carry tools and/or bulky equipment? If yes, you may be able to claim car kms. What's the car's Make, Model & Rego Number. How many KMS would you travel?
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  • Did you spend any money on Dry-cleaning and/or Protective Clothing (winter jackets, gloves, even sunglasses), Uniform with employer logo or Specific Clothing (Steel cap shoes, Chef Pants)? If yes, list items & their cost.
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  • Did you study during the year that directly related to your job? If yes, provide details - Course name, location, days traveled, cost.
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  • Do you need urgent processing (within 2 business days)?

  • Almost done!

    By clicking submit and agreeing to the terms above, you’re authorising Dawson Accounting & Business Solutions to act as your registered Tax Agent and to access your information via the ATO Tax Agent Portal for the purpose of preparing your tax and/or BAS return.

    As part of our obligations under the Tax Practitioners Board (TPB) and ATO guidelines, we’re required to verify the identity of all new clients. These measures help protect you, your information, and the integrity of the tax system.

    After submitting this form, you’ll receive a secure identity verification link via email and SMS.

    We’ll be able to start work on your return once this verification is completed.

     

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