Please complete the following form to allow us to act as your Accountants and tax agents.
This provides us access to Tax Office allowing preparation of tax returns, extentions, tax enquiries and related matters.
| Your Full Name | |
| Your Tax File Number | |
| Your Birth Date | |
| Email Address: | |
| Phone Number: | |
| Are you an existing client? | Yes No |
| Tax Year | 2024 2023 Other Year or Tax Matter |
| Brief Description of your tax situation | |
| Are you a resident for Tax Purposes? | Resident Non Resident Not Sure |
| Taxable Income | |
| Employer Name | |
| Occupation | |
| Gross Pay | |
| Tax Deducted | |
| Government Pensions/Benefits | |
| Super Pension | |
| Lump Sum (Send details) | |
| Allowances | |
| Interest Bank and Other | |
| Dividends | |
| Rental Property(Send details) | |
| Business Income(Send details) | |
| Capital Gains(Send details) | |
| Overseas Income or Pension | |
| Partnership / Trust Distributions | |
| Other Income (Send details) | |
| Any Other Items | |
| Tax Deductions | |
| Tools | |
| Stationery | |
| Computer | |
| Motor Vehicle | |
| Home Office | |
| Newspapers Journals | |
| Associations Memberships | |
| Subscriptions | |
| Protective Clothing | |
| Travel Local | |
| Travel Overseas | |
| Courses | |
| Education | |
| Equipment | |
| Baggage | |
| Interest Paid | |
| Donations | |
| Insurance | |
| Income Protection | |
| Internet | |
| Telephone | |
| Software | |
| Tax Agent Fees | |
| Any Other Items | |
| Other items | |
| Health Fund Name/Membership Number | |
| Spouse Name/Taxable Income | |
| Any Other Items | |
| Email me directly at taxaccounts@gmail.com | |