Personal Details

First Name *

Middle Name

Last Name *

Gender *
OtherMaleFemale
Email *

Number of Dependents *

Date of Birth *

Phone Number *

TFN *

Address *

Suburb*

Post Code *

State *
NSWACTVICWAQLDSANTTAS

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
PartiallyFully
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)

Please upload any other supporting documents

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.

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