Form Submission is restrictedForm is successfully submitted. Thank you!FilterTax Intake FormSECTION 1 – PERSONAL DETAILSFull Name (as per ATO records):Date of BirthTFNResidential AddressPostal Address (if different)EmailPhone NumberOccupationAre you Australian Resident for tax purpose?Spouse/Children Details (if Applicable)Spouse/Partner Name:Spouse/Partner DOBPrivate Health Insurance DetailsNo of Dependent childrenSpouse/Partner Taxable IncomeBank Account For ATO RefundsAccount NameBSBAccount NumberSECTION 2 – INCOME DETAILSSalary & WagesCentrelink IncomeBusiness IncomeRental IncomeInterest IncomeDividendsCapital Gains (Shares / Property / Crypto)Foreign IncomeOther IncomeIf selected other, Please type hereSECTION 3 – DEDUCTIONS (Provide details & supporting documents) Motor Vehicle Work usage descriptionVehicle registrationWork KM travelled NOTE: Max claim under cents per KM = 5,000 KM per vehicle per year. If using logbook method attach logbook & receipts. Work Related TravelDetailsUniformDetailsSelf-EducationDetails Donations Details Last year Tax Preparation Fees DetailsOther Work Related Expenses (phone, internet, tools, PPE, licence renewal etc.) DetailsPersonal Superannuation Contribution DetailsOther DeductionsDetailsSECTION 4 – MEDICARE RELATED ITEMSPrivate Health Insurance?YesNoNumber of days full levy exemption DetailsAttach exemption certificate if applicable.Drop files here or click to select% Completed0SECTION 5 – CLIENT COMMENTSAnything else you would like to tell or ask us?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.Client NameDateSignatureIdentity 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. File Upload Upload% Completed0 SubmitPowered by ARForms