R and K Taxation Experts Pty Ltd

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.

Centrelink payments (Newstart, Youth, Austudy, Parenting payment, Pensions, etc

Interest earned for the relevant year from the banks, building societies etc

Records of sales and purchases of any shares, business or property

*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.

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.

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