Your Income
Payment summaries and income statementsLump sum and termination payment summariesGovernment Payment summariesInterest income from banks and building societiesDividend statements for dividends received or reinvestedAnnual tax statements from managed fundsRental properties incomeBusiness incomeForeign incomeCapital gainsEmployee share schemes

Your deductions
Work related motor vehicle expensesWork related travel (fares and accommodation)Work related uniforms/work-wearWork related self education and professional developmentWork related union feesWork related home officeWork related telephoneAny other costs related to earring an incomeDonations to charities or building fundsIncome protection insurance

Health Offsets and refunds
Health insurance and rebate entitlement statementIAS Statements or details of PAYG installments paidSpouse details including taxable and exempt income

The Tax Office no longer issues refunds by cheque, so you must provide your bank account details, including the BSB and Account Number.
END OF YEAR PAYMENT SUMMARY CHANGES
The way most employers report tax and super information has changed. This means you will no longer receive an end-of-year payment summary from your employer. This is now called your income statement. Instant Tax Refunds can download your income statement for you on request at any time. We can also view your income statement information when we complete your return and don't require you to bring your income statement to your appointment.

I understand the above changes

Have you been to us before?
YesNo

Personal Information

First Name

Last Name

Contact Number

Birth Date

Address

Suburb

State

Postcode

Tax File Number (TFN)

Bank Account Name (your name)

BSB Number

Account Number

Household Information

Partners Name

Do you have children in your care?
YesNo

Additional Information

Do you have a Centrelink debt?
YesNo

Do you have a child support debt in Australia or New Zealand?
YesNo

Do you have a Tax Office Debt?
YesNo

Do you personally receive Family Tax Benefit Part A payments?
YesNo

Acknowledgement:
Please Note: This document is retained by Accountants 360 and is NOT sent to the Tax Office.
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).
On submitting this form, I declare that to the best of my knowledge and belief, this information is true and correct.

I agree with the above statement

Did you book a meeting?
YesNo