Individual Tax Return Deductions List

Client Details - Individual

Middle Name

First Name

Last Name

Occupation

Date of birth

Are you an Australian resident for tax purposes?

Yes

TFN

Gender

Male

Female

Are you an Australian citizen?

Yes

ABN (if applied)

Contact Details

Contact Number

Email Address

Residential Address

Suburb

Postcode

State

Postal address is same as residential address

Postal Address

Suburb

Postcode

State

Bank Account Details

Account Name

BSB

Bank

Account Number

Prior year tax returns or financial statements
Any other relevant documents

Spouse Details

Spouse Name

Date of birth

Dependent Details

Additional Information

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I acknowledge that I understand and agree to the terms of engagement as detailed above.

I agree that AnalytIQ Accountants may access the ATO Tax Agent Portal and gather information necessary to complete my tax return and handle my tax affairs for the period that I am a client of AnalytIQ Accountants.

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Signature Date

03-8839-5882

Individual Tax Return Deductions List

Client Details - Individual

Contact Details

Bank Account Details

Prior year tax returns or financial statements

Any other relevant documents

Spouse Details

Dependent Details

Additional Information

Upload any relevant files/documents listed below

Confirmation and Acceptance

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