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 Assisted Tax Online

 

Email Requested Documents to:

info@rktaxationexperts.com.au

Tax Online Form
Personal Details
Title *
Last Name *
First Name *
Middle Name/s *
Date of Birth *
Tax File Number *
Occupation *
Marital Status *
Email address *
Home Address
Unit/Street No *
Street Name *
Suburb *
Post Code *
Mobile *
Telephone *
Private Health Insurance cover? *
Spouse Details
Name of Spouse *
Date of Birth of Spouse *
Number of dependent children *
Bank Details
BSB *
Account Number *
Account Name *
Tick the box beside the items that apply to you.
Income
PAYG Summaries
Centrelink payments (Newstart, Youth, Austudy, Parenting payment, Pensions, etc
Interest earned for the relevant year from the banks, building societies etc
Dividend Statements
Employee Share Schemes
Rental property income
Business income
Any other other income earned
Other Information
Last Year’s Income Tax Return
Records of sales and purchases of any shares, business or property
Private Health Insurance Details
*If you tick any of the above items, please email through appropriate documents
Tick the box beside the items that apply to you.
Work Related Expenses - For example: uniform, mobile usage, internet usage, union fees, stationery, computer expense, home office, tools, self-education, etc.
Motor Vehicle Expenses - Estimate of kilometres if no logbook kept, otherwise logbook and all expense items
Travel Expenses - Airfares, meal and accommodation (domestic or international) related to work, taxi and parking
Investment Expenses - For example: bank fees, financial advisors fees, investment borrowings etc.
Rental Property Expenses - For example: rates, body corp fees, agent fees, interest on loan, repairs and maintenance, travel, water rates, depreciation schedule, etc.
Tax agent fee (last year)
Charitable donations
Any other expenses
Other comments:
In submitting this form you confirm that the information is a true representation of your taxation summary and further permit R&K Taxation Experts to confirm as a registered tax agent the validity of such information.
Additional Comments: