Taxspot -

Tax Return Lodgement year*:

Personal Details

Title*: Full Name*:

Date of Birth*:

Tax File Number*:

Address*:

Job Description*:

Phone*: Email*:

Please select how you want your Tax Refund*:

EFT*:
ATO Cheque*:

Did you arrive or permanently leave Australia during the financial year?:

Income

1. Did you earn salary or wage income during the year?*:

Yes

2. Bank Interest received

3. Franked Dividends received:

4. Unfranked Dividends received:

5. Other Income (list details):

6. Did you receive any payments from Centrelink?:

Yes

deductions

1. Cost of managing tax affairs:

2. Do you use your car for work EXCLUDING travel between home and work?:

Yes

3. Phone & Internet costs (work related use only):

4. Computer, Software, Printing & Stationary costs (work related use only):

5. Donations:

6. Other Deductions (list details
for our review):

Offsets / ADJUSTMENTS

1. Number of dependant children and students?

2. Do you have a spouse?:
Yes
No

3. Do you have private health insurance with Hospital cover?:

Yes

4. Do you have a HECS debt?:

Yes

OTHER INFORMATION

1. Attach any other documents we may require:

2. List details of any other information that you would like us to review:

TERMS & CONDITIONS

I agree and acknowledge the following terms and conditions:

♦ I authorise TAXspot to add me as a client with the Australian Taxation Office for taxation purposes.

♦ **I understand the standard processing is 10 business days from the date the signed Tax Return is returned to our office for lodgment, this processing time is subject to ATO processing delays.

♦ *I understand the Fees of $69 is based on a standard income tax return excluding rental properties and business income.

Do you agree with these Terms and Conditions? *:

Do you want our Financial Adviser to contact you regarding any of the following services? *

FREE Home Loan Interest Rate review
FREE Home Loan comparison & application for residential property purchases
Discuss Superannuation & Retirement planning enquiries
Discuss life & Income Protection Insurance enquiries

SECURITY CODE

Please Enter the Security Code

PAYMENT METHODS

- PayPal

- Credit Card (select "Dont have a PayPal Account" in the next window)

- Debit Card (select "Dont have a PayPal Account" in the next window)

Please wait while submitting your form...

Please wait while submitting your form...

PERSONAL TAX RETURN
ONLINE LODGEMENT

Personal Details

Income

deductions

Offsets / ADJUSTMENTS

OTHER INFORMATION

TERMS & CONDITIONS

SECURITY CODE

PAYMENT METHODS

Please wait while submitting your form...

Please wait while submitting your form...

PERSONAL TAX RETURN ONLINE LODGEMENT

Personal Details

Income

deductions

Offsets / ADJUSTMENTS

OTHER INFORMATION

TERMS & CONDITIONS

SECURITY CODE

PAYMENT METHODS

PERSONAL TAX RETURN
ONLINE LODGEMENT