Client Details for Tax Return

Your Tax Return Starts Here
First Name
Middle Name
Last Name
Phone
Please enter a valid phone number.Format: (000) 000-0000.
Email
example@example.com
Tax File Number
Australian Business Number
If you operate as a sole trader, enter your 11 digit ABN
Street Address

Street Address

Street Address Line 2
CitySuburbPost CodeCountry
Job Title
Spouse's Name

First NameLast Name
Spouse Income
Your Refund Details
BSB
Account No
Account Holder's Name

First NameLast Name
Why we ask for this: your BSB and account details allow the ATO to deposit your refund straight into your bank account, usually within 14 days of lodgment. We never use these details for any other purpose.
Your Income and Investments
Tell us about your income sources
For example salary and wages, business income, rental income, dividends or interest
Do you have investments?
What types of investments do you hold?
Verifying Your Identity
Upload your primary ID

A current passport or drivers licence works best. We accept PDF, PNG, JPEG or JPG files.
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Secondary ID

Optional, for example a Medicare card. We accept PDF, PNG, JPEG or JPG files.
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Authorising Arithma to Act for You
Before you sign, please take a moment to read our Terms of Engagement. It explains how we work together, what you can expect from us, and what we ask of you.
Consent and Agreement

I have read and accept Arithma's Terms of Engagement. I authorise Arithma Accountants to act as my registered tax agent, to add me to its tax agent client list with the Australian Taxation Office, to access information the ATO holds about me for the purpose of managing my tax affairs, and to represent me in all dealings with the ATO. I also consent to receiving SMS updates from Arithma Accountants about my tax matters and related services.
Your signature confirms that you have read, understood and accepted our Terms of Engagement.

Please sign to complete your authorisation.
Liability limited by a scheme approved under Professional Standards Legislation.
Should be Empty:

Your Tax Return Starts Here

Your Refund Details

Your Income and Investments

Verifying Your Identity

Authorising Arithma to Act for You