Tax Data submission form

Tax Return information submission form
Your Full name *
TFN (new clients only)
DoB *

Day Month Year
HOME ADDRESS

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code Country
POSTAL ADDRESS

Postal address

Postal address 2

City State

Postal Country
TELEPHONE

Area Code Phone Number
MOBILE
EMAIL ADDRESS *

Enter employment income. Press the + button to add more lines
Interest income. Press the + button to add more lines
Dividend income. Press the + button to add more lines

Enter expenses here. Press the + button to add more

Show motor vehicle claims
Motor vehicle - set rate km method

Motor vehicle - log book method

	Amount
Vehicle Make & Model
Logbook %
Fuel
Insurance
Lease
Registration
Repairs & Maintenance
Tyres
Other

motor vehicle collapse stopper

Capital Gains
Capital Gains - Shares
Capital Gains - Property

Rental property 1 address
Rental property 1 owners

Rental property 1

	Amount
Rental Income
Other income
Bank fees
Borrowing expenses
Body Corporate
Council Rates
Fees & charges
Garden maintenace
Land Tax
Loan Interest 1
Loan Interest 2
Repairs - electrical
Repairs - general
Repairs - plumbing
Travel expenses
Water charges
Other - enter details below

Other - Additional information
Rental property asset purchase

Show rental property more rental properties
Rental property 2 address
Rental property 2 owners

Rental property 2

	Amount
Rental Income
Other income
Bank fees
Borrowing expenses
Body Corporate
Council Rates
Fees & charges
Garden maintenace
Land Tax
Loan Interest 1
Loan Interest 2
Repairs - electrical
Repairs - general
Repairs - plumbing
Travel expenses
Water charges
Other - enter details below

Other - Additional information 2
Rental property asset purchase 2

Show rental property 3
Rental property 3 address
Rental property 3 owners

Rental property 3

	Amount
Rental Income
Other income
Bank fees
Borrowing expenses
Body Corporate
Council Rates
Fees & charges
Garden maintenace
Land Tax
Loan Interest 1
Loan Interest 2
Repairs - electrical
Repairs - general
Repairs - plumbing
Travel expenses
Water charges
Other - enter details below

Other - Additional information 3
Rental property asset purchase 3

Show rental property 4
Rental property 4 address
Rental property 4 owners

Rental property 4

	Amount
Rental Income
Other income
Bank fees
Borrowing expenses
Body Corporate
Council Rates
Fees & charges
Garden maintenace
Land Tax
Loan Interest 1
Loan Interest 2
Repairs - electrical
Repairs - general
Repairs - plumbing
Travel expenses
Water charges
Other - enter details below

Other - Additional information 4
Rental property asset purchase 4

Rental Property Collapse stopper
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Upload from your computer contracts, statement and other information

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Comments or notes
The information provided in this application shall not be shared to anyone else and is kept confidential
I agree that the information herein is true and correct *

Yes
Full Name *

First Name Last Name
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