DP Tax

    Personal Details

    First Name *
    Middle Name
    Last Name *
    Gender *
    Email *
    Number of Dependents *
    Date of Birth *
    Phone Number *
    TFN *
    Address *
    Suburb*
    Post Code *
    State *

    Spouse Details (If applicable)

    First Name
    Middle Name
    Last Name
    Spouse Taxable Income
    Spouse Date of Birth

    ABN Details (If applicable)

    ABN
    Nature of Work Done
    Gross Income Received in Bank

    Bank Details

    EFT Account Name *
    EFT BSB Number *
    EFT Account Number *

    Medicare Information (If Entitled)

    If Entitled, Fully or Partially
    If (partially), from which date you were entitled for Medicare benefit

    Income and Work Related Expenses

    Occupation *
    Assessable Income Categories Salary / Wages Allowances, earnings, tips, director’s fees, etc Employer lump sum payments Employment termination payments Australian Government allowances and payments like Newstart & Austudy Australian Government pensions Australian annuities and superannuation income streams and pensions Net income or loss from business Interest Foreign Source Income Dividends Employment Share Scheme Trust / Partnership Distribution Capital gains or loss, ie sale of shares/ Real Estate Property /Crypto etc. Rental Income Other
    Deductible Expenses Categories
    Work-related car expenses (one of the following):
    Cents per kilometres method (up to a maximum of 5,000 km) You must use the logbook method if you travel more than 5000km
    Other Expenses
    Work Related Travel Expenses Work-related uniform and protective clothing expenses Work Related Self Education Expenses Telephone/mobile phone and Internet Tools and Equipment Journals/periodicals Professional Membership/ Union Fee Sun protection products (i.e., sunscreen and sunglasses) Seminars and courses Home office expenses, Exact number of hours working from home. Gift / Donation Income Protection Insurance Personal Contribution to Super Other

    Additional Information

    Please upload your valid ID (Passport or Drivers License)
    10MB maximum file size
    Please upload any other supporting documents
    10MB maximum file size
    Additional Notes
    I declare that * I affirm that the data supplied to my authorised tax agent, DP Tax and Accounting Services PTY LTD, for the purpose of preparing my tax returns is accurate and truthful. I possess the necessary documentation to substantiate the claims made in my returns. Furthermore, I grant permission to DP Tax and Accounting Services PTY LTD, as well as their associated partners involved in processing my tax returns, to share my personal information with the Australian Taxation Office (ATO) and any working groups within DP Tax and Accounting Services PTY LTD.