Tax Return Step 2

Thank you for completing Step 1!

Thank you for providing us with your basic information. This will enable to contact the ATO on your behalf and get your previous years’ tax information.

Now, Step 2 (the last step)

Please complete the form below providing us with as much detail about yourself as you can. This will enable us to maximise your tax return.

Paul Madden, our tax return specialist and accountant, will then be in touch with you via Skype, telephone or e-mail.

Note:

1. To save you from re-entering information again, if you have used the form on the sidebar, the fields below which are the same will be already populated. However please check this information to be sure it’s all correct.

2. If your Postal Address differs from that of your Residential Address, please also complete that part of the form below. This is not necessary if they are the same.

Tax Return Form

Name

Tax File Number

E-mail

Phone Number

Date of Birth

Residential Address

Residential Street or PO Box

Residential Town or Suburb

Residential State or Territory

Residential Post Code

Postal Address

Postal Street or PO Box

Postal Town or Suburb

Postal State or Territory

Postal Post Code

Questions about Yourself

1. What is your job description?

2. Are you required to supply any tools or equipment to help you perform your job?*

4. Have you paid for any training materials, books or equipment?*

3. Have you used your motor vehicle for work purposes?*

5. Do you have Private Health Cover?*

6. Have you received JobKeeper or JobSeeker?*

7. Have you sold property or shares during the year?*

8. Have you donated to charitable groups?*

9. Do you have a rental property?*

10. Do you operate a business activity?*

11. Do you have a dependent spouse or children?*

Special Comments (If you would like to add any Special Comments that we should know about, please do so here.)

Thank you for completing Step 1!

Now, Step 2 (the last step)

Tax Return Form

Residential Address

Postal Address

Questions about Yourself

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