Name *

First Name

Last Name

Gender *

Male

Female

Phone or Mobile *

(###)

###

####

Date of Birth *

MM

DD

YYYY

Please tick the box if you have any documentations to support the income

Contract

Settlement adjustment

Agent rental statement for this financial year

Loan interest statements

Depreciation report (if applicable)

Council rate

Land tax

Water bills

Insurance

Repair & maintenance

Body Corporate (if applicable)

Other expenses paid out of self-pocket (please upload)

3.1 Work-related car expense (workplace to workplace) - optional

Please select one method below

Cents per kilometre method (maximum 5,000kms, 85cents per km)

Logbook method

3.2 Work from home expense - optional *

Please select one method below

Revised fixed rate method (67 cents per hour)

Actual cost method

3.3 Home Office expense - optional

Invoices for decline in value of assets used while working from home, such as computers and office furniture.

Invoices for repairs and maintenance of these assets

Invoices for cleaning expense (only if you have a dedicated home office)

3.4 Other claimable deductions - optional

Donations (invoices need to be provided)

Previous tax agent fee (if not with us)

Details of your Private Health Insurance (please include a copy of health insurance annual tax statement)

Name

First Name

Last Name

DOB

MM

DD

YYYY