Final Client Tax Individual Form

Title

Mr

Mrs

Miss

Ms

First Given Name (as shown on your Passport) *

Middle Name (as shown on your Passport) - if applicable

Surname (as shown on your Passport) *

Are you an existing client?

Yes

No, I'm a new client

Date of Birth *

Place of Birth (City & Country if not in Australia)

Mobile Phone

Email Address *

Street Address *

City *

State *

Country *

Postal code

Last Australian Address (Street Name, Number, City, State & Post Code)

Has your last Australian Address changed since your last Tax Return?

Yes

No

What is your Nationality?

Is this your Final Tax Return as a Future-year Tax Return? (future year is when we process your tax return before the current financial year has ended. Last date is 14 June each calendar year)

Yes

No

When did you leave in Australia?

When did you visa has expired?

What type of Visa did you hold on this FY?

Were you an Australian Resident for Tax Purposes during this last financial year?

Yes

No

What type of Tax Return are you applying for?

What type of Income did you have? (Please select all options here)

Do You have any type of Investments?

ABN Number - if applicable

Bank Name

Bank Account Name

BSB

Bank Account Number

Marital Status

Please specify

Work Related Car Expenses

Work Related Travel Expense

Work Related Uniform and Other Clothing Expenses PLEASE NOTE: if you do not have receipts to substantiate these expenses, we won't be able to claim them on your Tax return

Other Work Related Expenses (please select all you have) PLEASE NOTE: if you do not have receipts to substantiate these expenses, we won't be able to claim them on your Tax return

Any Other Work Related Deductions (please select all you have) PLEASE NOTE: if you do not have receipts to substantiate these expenses, we won't be able to claim them on your Tax return

By Signing this form, you declare that all information given is TRUE and you agree for us to collect your personal details, including your TFN to collect your tax data on the ATO's portal and act on your behalf for your Tax Return purposes. You also agree to pay BAS & Books for You the Tax Return lodgement fees as described on your booking details. We won't proceed with your Tax Return preparation and lodgement without your consent. If you do not agree with these conditions, then do not submit this form. Electronic signatures count as original for all purposes.

Please note: on our online meeting you will be required so show an Identification Document (Passport or Australian Driver's Licence).

Signature *

Clear