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First Name
Last Name
Date of Birth
Gender
Male
Female
Contact Phone Number
Email Address
Postal Address
Has your postal address changed since your last tax return
Yes
No
Residential Address
Tax File Number
ABN (If applicable)
Occupation
Please advise your spouse's name, date of birth and taxable income if applicable
Please advise dependents' names and dates of birth if applicable
Any work related car expenses?
Yes
No
Any work related travel expenses?
Yes
No
Any work related clothing, laundry, dry cleaning expenses?
Yes
No
Any work related self-education expenses?
Yes
No
Other work related expenses?
Yes
No
Gifts or donations?
Yes
No
Personal superannuation contributions?
Yes
No
Cost of managing tax returns - last year's tax agent fee?
Medicare - are you exempt? If so, do you have a Medicare Entitlement Statement?
Yes
No
Medicare - For the whole of the financial year, were you and all your dependents (including your spouse), if you had any, covered by private patient hospital cover?
Yes
No
Do you have a business?
Yes
No
Do you have one or more rental properties?
Yes
No
Please upload any documents you would like to
provide here. i.e. PAYG Summary, Private
Health Insurance Statement, bank statement,
receipts etc.
Please provide any further questions or
comments
Please specify how you would like to be
contacted
Email
Facebook Messenger
Online Zoom Meeting
In Person
Phone
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