Tax Intake Form

SECTION 1 – PERSONAL DETAILS

Spouse/Children Details (if Applicable)

Bank Account For ATO Refunds

SECTION 2 – INCOME DETAILS

SECTION 3 – DEDUCTIONS (Provide details & supporting documents)

Motor Vehicle

NOTE: Max claim under cents per KM = 5,000 KM per vehicle per year. If using logbook method attach logbook & receipts.



Work Related Travel

Uniform

Self-Education

Donations

Last year Tax Preparation Fees

Other Work Related Expenses (phone, internet, tools, PPE, licence renewal etc.)

Personal Superannuation Contribution

Other Deductions

SECTION 4 – MEDICARE RELATED ITEMS

 Upload

SECTION 5 – CLIENT COMMENTS

SECTION 6 – CLIENT DECLARATION

I declare the information provided is true and correct and that I hold evidence to substantiate all claims.
I acknowledge my responsibilities under Australian taxation law and the Tax Agent Services Act 2009.
I understand false or misleading information may result in ATO penalties.
I hereby consent to the appointment of SS Accountants & Business Consultants TAN 26113862 to act as the Registered Tax Agent and Accountant for the above-mentioned client.
I authorise SS ACCOUNTANTS & BUSINESS CONSULTANTS (Tax Agent No. 26113862) to prepare and lodge my tax return and communicate with the Australian Taxation Office (ATO) on my behalf.
I confirm that I have been informed of my rights and obligations as a taxpayer and understand the firm’s complaints process.

I understand that:
The tax agent relies on the information I provide and does not independently verify its accuracy.
The engagement is limited to preparation and lodgement of my tax return only.
This service does not include audit, review, or verification of my financial records.
I agree to pay the applicable fees for services provided.

Identity Verification:

Please upload a photo ID (such as your driver’s licence or passport) and one ATO document (e.g. Notice of Assessment or ATO letter) to verify your identity.


Additional Documents (Optional):

Please upload any supporting documents such as receipts, invoices, or other relevant records for your tax return.

 Upload
 
Powered by ARForms  (Unlicensed)