Individual Tax Return Form
First Name
Last Name
Your email
Mobile Number
Date of Birth
Job title
Bank Details
Account Name
Account Number
BSB Number
Current Home Address
Income Checklist
Payment Summaries
Sole – Trader (ABN) Income
Interests Income
Rental Investments
Other Incomes
Expenses Checklist
Car Make & Model if you use car at work
Training Expenses for work
Laundry/Uniforms
Mobile plans, Internet, Laptop
Last year Accounting Fees
Donations & any other deductions
Visa Status
PR/Citizen
Student
Others
Other Relevant Information
Relevant Documents to upload:
I have read and understood
engagement documents
& authorise company name to manage my taxation affairs including lodging & liaising with ATO.