Individual Online Checklist

Individual Online Checklist

Fill out the form carefully
Basic Details
Title*
Name*

First NameMiddle NameLast Name
Birth Date*

DayMonthYear
Address*

Street Address

Street Address Line 2

SuburbState

Postal Code
E-mail*
example@example.com
Mobile Number*
Occupation
What is your residency status (PR, Citizen, Working Holiday Visa, Student, NZ Citizen-please specify):
Bank Details for refund
BSB*
Account number*
Account Owner Name*
Family Details(if applicable)
Name of Spouse
Date of Birth of Spouse
Spouse taxable income for 2024 financial year
Do you have any dependent children, if yes, please specify number
Tax Circumtances
Others, Please click if applicable
Additional Comments
By completing and sending this checklist back to us means you are agreeing to the engagement terms and conditions as mentioned below and authorising us to deal with ATO on your behalf for your tax related matters:

Note: For engagement terms & conditions, please visit our website:

Engagement Terms & Conditions
Should be Empty: