Online Individual Tax Return About you Contact details Your relationships Your tax details Work income details Other income details Work & Other Deductions Other tax return information Acceptance & Submission About You Title * Mr Mrs Ms Miss Master Other First Name * Middle Names Last Name * Date of Birth * Proof of Identity * Add Files Please upload an image of photographic identification showing your current address Legal capacity * Please select an option I am currently over 18 years of age and am not under any legal disability I am currently under 18 years of age I am currently under a legal disability Your Contact Details Email Address * Phone Number * Residential Address * Postal Address * My postal addess is the same as my residential address I have a different postal address Client Database Yes, you can add me to your client database and newsletter mailing list Your Relationship Status Relationship Status * Please select an option I am single for tax purposes I am in a defacto relationship for tax purposes I am married I am separated I am divorced I am widowed Number of tax dependants * Please select an option I have no dependants for tax purposes I have 1 dependant for tax purposes I have 2 dependants for tax purposes I have 3 dependants for tax purposes I have 4 dependants for tax purposes I have 5 dependants for tax purposes I have 6 dependants for tax purposes I have 7 dependants for tax purposes I have 8 dependants for tax purposes I have 9 dependants for tax purposes I have 10 dependants for tax purposes Family Tax Benefit Status Please select an option I am claiming Family Tax Benefit (or eligible to claim) My spouse is claiming Family Tax Benefit Neither of us is claiming Family Tax Benefit due to ineligibility Your Tax Status Tax residency status * Please select an option I am an Australian resident for tax purposes I am a Foreign resident for tax purposes I am not sure of my tax residency status Note: different to citizenship status Tax File Number * Tax return instructions * Please select an option Please prepare and lodge my latest year tax return Please advise the ATO that I do not need to lodge a tax return for the latest year Please prepare and lodge all outstanding tax returns Optional extras Would you like us to maintain you on our ATO client list for future lodgment periods? * YesNo The benefits of having us listed as your tax agent going forward includes: extended lodgment due dates, convenient access for enquiries and updates, and the benefit of an intermediary for ATO correspondence. Subject to an additional fee of $20 per year Would you like to join the Taxology Club? YesNo For only $19 per month (minimum subscription 12 months) you have the benefit of an included basic individual tax return, maintenance on our ATO client list, a printed copy of your tax return, verification of your ATO tax assessment and refund/liability, 12 months access to online general tax advice service, and online access to your lodged tax return information (e.g. copies of prior year tax returns and assessment notices) Your Income Details Employment status * Please select an option I have received income from employment during the tax reporting period I have received taxable centerlink benefits during the tax reporting period I have received both employment income and taxable centerlink benfits during the tax reporting period I have not received either employment income or taxable centerlink benfits during the tax reporting period Other income * Yes, I have other income No, I do not have any other income Please select an option (important - most people have other income) [e.g.bank interest, business income, labour hire work, rental property income, investment income, capital gains, foreign source income, etc.] Other Income Details Work & Other Deductions Other Tax Return Information Will you need to lodge a tax return in future tax periods? * YesNo Appointment as Tax Agent and Service Agreement Engagement Terms Acceptance of terms * I agree to be bound by the terms and conditions of this service engagement agreement and consent to be liable for all fees and charges accrued in connection with this service engagement. Appointment as tax agent * I authorise the service provider to act as my agent for all dealings with the Australian Taxation Office in accordance with this service engagement.
