Individual Tax Return (ITR) Form – Existing Client

Individual Tax Return From - Existing Client

Your Personal Details

Title
Did you have a spouse/partner of any sex, including de-facto during the Financial Year.?
Title

Bank Details

Please update, only if changed from prior year

Visa Details

Were you eligible for Medicare Benefits for the entire Financial Year (i.e. 1 Jul - 30 Jun)?

Please forward us a copy of Medicare Entitlement Statement. You may apply for Medicare Entitlement Statement (MES) form here.

About your Income

Did you have income/loss from any of the following sources during the Financial Year?
If so, please provide the amount in $AUD and/or upload relevant documents. (If there are multiple documents, please merge them before uploading)

Work Related Deduction

Have you incurred any of the following expenses for your work-related activities?
If so, please provide the amount in $AUD and/or upload relevant documents. (If there are multiple documents, please merge them before uploading)

ABN Details

If you have worked under ABN, please provide further details below:

Your Remarks

Do you have any remarks or any comments you would want us to know.

Please Review Your Details

Summary

Declaration

I authorize FinPro Consultant Group :
  • - to prepare and lodge the Income Tax Return along with any detail statement of income and / or expenditure (where applicable)
  • - to have access to my information from Australian Taxation Office (ATO)
  • - to represent me for my tax related matters with the ATO
  • - to communicate or share my tax related information with ATO, with other government bodies (where specifically required by Law) and with FinPro Consultant Group’s staffs, agents or representatives
I declare that:
  • 1. The information provided here is true, accurate and complete.
  • 2. I am responsible for the reliability, accuracy and completeness of the accounting records, particulars and information provided and disclosure of all material and relevant information.
  • 3. I am required to arrange for reasonable access to relevant individuals and documents to FinPro Consultant Group, and shall be responsible for both the completeness and accuracy of the information provided. I am also aware that it's my responsibility to keep, maintain and preserve complete and accurate records till such time as required by the ATO.
  • 4. I understand that tax estimate disclosed to me is an indicative calculation. The final assessed figures (i.e. tax as per Notice of Assessment) might have some differences, which depends on the data ATO collects from data matching tools.
  • 5. I am aware that there might be heavy penalties imposed by tax laws for giving false or misleading information to the ATO (via my registered tax agent)
  • 6. (Only in case you are not able to communicate with us directly and want a representative to represent for your tax return);
I authorize my representative _________________________________________________________________________________ to represent me for my tax related matters.
itr

Signature