Existing Client Tax Individual Form

Title *

Mr

Mrs

Miss

Ms

Surname (as shown on your Passport) *

First Given Name (as shown on your Passport) *

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

Mobile Phone *

Email Address *

Has your Address changed since your last Tax Return? *

Yes

No

Street Address *

City *

State *

Country *

Postal code *

Postal Address (Street Name, Number, City, State & Post Code) - if different from Residential Address

What is your Nationality? *

Are you Australian Resident for Tax Purposes? *

Yes

No

What type of Visa do you hold on this FY?

Please specify

Is this your Final Tax Return? (if known)

Yes

No

If you answer Yes to the last question, which day did you leave Australia? (if known)

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

Do You have any type of Investments? *

Name of your Main Occupation *

Business Name - if applicable

Business Main Activity - if applicable

Has your bank account details changed?

Yes

No

Bank Account Name *

BSB *

Bank Account Number *

Bank Name *

Marital Status *

Spouse Details (full name as shown on passport) - if applicable

Spouse Date of Birth - if applicable

Did you have a Spouse for the whole year - if applicable

Yes

No - please write down the number of days you have had a spouse

Please specify

Do you have Medicare? *

Yes

No

Which day have you been granted the Medicare? (if applicable)

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

Have you made concessional super contributions to your super and wish to claim a deduction on this FY?

Yes

No

N/A International Student

Has your Super Fund details changed?

No

Yes

Name of Super Fund

Super Fund ABN

Super Fund Account Number

Have you provided the Super Fund a notice of intent to deduct the contribution?

Yes

No

Has this notice been acknowledged by the Super Fund?

Yes

No

Are you an Australian Permanent Residents or Citizen?

Yes

No

Do you have a dependent spouse?(without dependent child or student) receiving an invalid pension?

Yes

No

Are you a Senior Australian?

Yes

No

Are you a Pensioner?

Yes

No

Are you a Single Parent?

Yes

No

Did you have private hospital cover insurance for the whole financial year?

Yes

No

Did you receive any Reportable Fringe Benefit during the FY?

Yes

No

Did you pay Child Support during the FY?

Yes

No

Other Tax Offsets (please specify)

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