Tax Returns Online

Once you submit the details below, your tax return will be completed by a qualified accountant, CPA and registered tax agent.

You will be contacted by telephone to discuss the tax return and maximise your refund.

Our Fees are deducted from your tax refund.

Tax Agents Fee – personal tax return by internet	$100.00 - this fee is tax deductible
Finance fees to have your tax refund within 24 hours	$50.00 - optional & conditions apply

Optional On the Spot Refund has a $1,000 cap for immediate payment – balance from ATO in approx 14 days.

Please complete the following details:

Year of Tax Return *

Surname *

First Name *

Middle Name

Email address *

Home Phone No *

Work Phone No

Mobile Phone No

Street Address *

not a PO Box

Suburb *

State *

Postcode *

For New Clients Only:

Date of Birth

Tax File Number

Job Title

List out your PAYG Summaries:

Employer	ABN	Gross Income $	Allowances $	Tax Deducted $	FBT $
Employer	ABN	Gross Income $	Allowances $	Tax Deducted $	FBT $
Employer	ABN	Gross Income $	Allowances $	Tax Deducted $	FBT $
Employer	ABN	Gross Income $	Allowances $	Tax Deducted $	FBT $
Employer	ABN	Gross Income $	Allowances $	Tax Deducted $	FBT $
Employer	ABN	Gross Income $	Allowances $	Tax Deducted $	FBT $

List out dividends from shares (whole dollars only):

Company	Unfranked Dividend $	Franked Dividend $	Imputation Credit $
Company	Unfranked Dividend $	Franked Dividend $	Imputation Credit $
Company	Unfranked Dividend $	Franked Dividend $	Imputation Credit $
Company	Unfranked Dividend $	Franked Dividend $	Imputation Credit $

Rental Property Schedule:
Each investment property incurs an extra fee for the tax agent of $30.00

	Rental Property 1	Rental Property 2	Rental Property 3
Gross Income	$	$	$
Expenses
Council Rates	$	$	$
Gardening	$	$	$
Insurance	$	$	$
Interest on Loans	$	$	$
Land Tax	$	$	$
Property Agent's Fees	$	$	$
Repairs & Maintenance	$	$	$
Travel Expenses	km or $	km or $	km or $
Water Rates	$	$	$
Sundry & Other Costs	$	$	$
Depreciation	Discuss with the Accountant
Borrowing Costs	Discuss with the Accountant

Other Income:

Interest Earned	$
If you have managed funds – the tax statement will need to be faxed to our office when we phone you. If you have any capital gains from the sale of property or shares then discuss with the Accountant.
If you have private medical cover:	Provider	Member Number
Any other income	$
List out items you think are a tax deduction (but we will ring you to discuss this item)	Expense Item	Amount $
	Expense Item	Amount $
	Expense Item	Amount $
If we plan to claim motor vehicle expenses on the actual expense basis or the km rate, we will need to discuss the details with you.

Comments/Other Information:

Do you have a preference to which office completes this tax return:

Office

Staff Member