After you have booked an appointment either over the phone or in office; please complete the below form for our experienced tax preparers to get your returns started before your appointment and to assist us with getting you the biggest tax refund legally possible.

Your Income:

Your deductions:

HEALTH OFFSETS AND REFUNDS

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

Have you been to us before?

Personal information:

arrow&v

household information:

Do you have children in your care

additional info:

Do you have a Centelink debt?
Do you have a Child Support debt in Australia or New Zealnd?
Do you have a Tax Office debt?
Do you personally receive Family Tax Benefit Part A payments?

Acknowledgement

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

DID YOU BOOK A MEETING?

Please make sure all required* fields are completed!

WELL DONE! YOU MADE IT!