Accountants360
(07) 3804 7575
admin@accountants360.com.au
Corridor Business Centre,58 Manila Street,Beenleigh QLD, 4207
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Menu
Home
About Us
Services
Client Forms
Individual/Sole Trader Tax Return Client Form
Company/Trust/SMSF Client Form
New Company Request Form
Blog
Contact Us
Individual/Sole Trader Tax Return Client Form
CLIENTS DETAILS:
ALL QUESTIONS MUS BE ANSWERED
Full Name
Date of Birth
Address
Mobile
Email
Tax File Number
Bank Account Name
BSB Number
Account Number
PLEASE HAVE PHOTO ID READY FOR VERIFICATION
2. HOUSEHOLD INFORMATION
Partner/Wife/Husband Name (Living with you)
Partner/Wife/Husband Date of Birth (Living with you)
Their Income this year $
Did your Partner/Wife/Husband work in in this Financial Year
Did your Partner/Wife/Husband work in in this Financial Year
YES
NO
How many children, who DO NOT live with you do you pay child support for
How many of yours or your partner's children UNDER 17 live with you
How many of yours or your partners School Children OVER 17 live with you
Do you have Private Health Cover
Do you have Private Health Cover
YES
NO
Did you work as a contractor
Did you work as a contractor
YES
NO
ABN Number
3. ADDITIONAL INFORMATION: ALL QUESTIONS MUST BE ANSWERED
Do you have a Centrelink Debt
Do you have a Centrelink Debt
YES
NO
Do you have a Child Support Debt in Australia or New Zealand
Do you have a Child Support Debt in Australia or New Zealand
YES
NO
Do you have an Tax Office Debt
Do you have an Tax Office Debt
YES
NO
Do vou have a Student or education loan (HELP or SFSS Debt)
Do you have a Student or education loan (HELP or SFSS Debt)
YES
NO
How/Where did you hear about us
How/Where did you hear about us
TV Advert
Friend
Internet
Billboard
Facebook
Other
Under new Substantiation rules introduced by the Australian Tax Office, Accountants 360 are required to gather the above information to assist in the correct compilation of your Personal Income Tax Return(s).
Please note that this document is retained by Accountants 360 and is NOT sent to the Tax Office declare that, to the best of my knowledge and belief, this information is true and correct,
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