New Client Individual Tax Return without Rentals

If you are an existing client, please click here. If you are a new client, please proceed with the below form.

New Client Individual Tax Return Without Rentals

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This field is for validation purposes and should be left unchanged.

Title*

Mrs

Miss

Other

Please specify

Given names*

Last Name*

Your Residential Address*

Street Address City State / Province / Region ZIP / Postal Code

Is Postal Address the same as Residental Address?*

Yes

Your Postal Address

Street Address City State / Province / Region ZIP / Postal Code

Date of Birth*

DD slash MM slash YYYY

City & Country of birth*

Marital Status

Single

Married

Other

Mobile Number*

Home Number

Work Number

Personal Individual Email Address for ATO (Correspondences)*

Do you have myGov?*

Yes

Email linked to myGov

Tax File Number*

Do you have a Director ID?*

Yes

Please provide Director ID number

Do you have an ABN?*

Yes

Please provide ABN number

Bank Account Name (for Tax Refund Purposes)*

BSB*

Account number*

Job title

Level of employment

Full time

Part time

Casual

If applicable, what is the job structure

Company

Partnership

Sole Trader

Other

Please specify

Business name

Business Address

Street Address City State / Province / Region ZIP / Postal Code

Do you prepare your own BAS/IAS?*

Yes

If yes, how often?

Monthly

Quarterly

Annually

Are your accounts computerised?

Yes

Software used

Will you provide access to Pisani Group?

Yes

Next of Kin Name

Relationship

Next of Kin Date of Birth

DD slash MM slash YYYY

Were you referred by someone?

Yes

If so, by who?

Do you have income protection insurance?

Yes

Identification Verification

To confirm your full name, date of birth and residential address – Please provide ID; Acceptable Primary ID Documents, presentable upon presentation. Australian State/Territory Driver’s Licence containing a photograph of the person Australian passport (a passport that has expired within the preceding 2 years is acceptable) Card issued under State or Territory for the purpose of proving a person’s age containing a photograph of the person.

Drop files here or

Max. file size: 32 MB, Max. files: 2.

Did you receive any income from the following sources?*

Did you receive any Interest in the financial year?*

Yes

Please provided Gross Interest for the financial year

If there was any tax withheld on this, please provide in brackets (e.g. $400 ($40) would be $400 of interest with $40 tax withheld).

Did you receive any Dividends during the financial year?*

Yes

Please provide Franked Dividends amount for the financial year

Did you receive a ETP (Employee Termination Payment) during the financial year?*

Yes

Please provide a copy of your ETP Documentation.

A copy of your ETP should be available through the ATO portal. If you would like to provide details here or upload using the upload field at the end of this section.

Did you receive any Government Payments during the year?*

Yes

Newstart, Youth Allowance etc. If you receive a government pension, please press no and continue to the next section.

Please provide Government Payments amount

Did you receive a Government Pension during the financial year?*

Yes

Please provide Government Pension amount

Spouse's estimated income

Did you receive any other income that you need to report?

Please provide details of what income it was and the amount

Please upload any related documents

Drop files here or

Max. file size: 32 MB.

Deductions

For the following deductions, please provide the amount you have spent during the financial year. If the deduction doesn't apply to you, please hit next. If you need to upload any documentation related to your deductions, you will be able to do so at the completion of this section.

Uniform

Maximum claim for laundry will be automatically claimed. Please only provide amount in this section for additional uniform purchases.

Did you use your personal Motor Vehicle for Work purposes?*

Yes

Car Model / Year*

Work Related Travel KM's in Personal Car*

Please provide this as a KM amount and not as a dollar value. This does not include your travel from home to place of employment.

Description of Travel Required*

For example: see clients, training, between work sites etc.

Additional Travel Expenses

Self Education Expenses

For example: text books, subscriptions, stationary, course fees, computer expenses etc. If any single expense is over $300, you will need to provide the date purchased and the specific amount.

Union Fees

Books / Subscriptions

Mobile Phone

Please provide the total amount and work percentage in brackets (e.g. $400 (75%)) if you are unsure on what percentage to claim, please leave this blank.

Internet

Please provide the total amount and work percentage in brackets (e.g. $400 (75%)) if you are unsure on what percentage to claim, please leave this blank.

Donations

Registrations

For example: nurses registration, teachers registration etc.

Tools

If any are over $300, you will need to provide a copy of the invoices at the end of this section.

Computer Expenses

If any are over $300, you will need to provide a copy of the invoices at the end of this section.

Sun Protection

Tax return fee paid in the previous financial year

Income Protection

Other / Any Additional Deductions

Please provide descriptions in brackets

Please upload any documents related to your deductions

For example: Tools / equipment invoices over $300 etc.

Drop files here or

Max. file size: 32 MB.

Do you have Private Health Insurance*

Yes

Individual Tax Returns With Rentals

Price:

Total

Credit Card*

Card Details

Cardholder Name

Collection, Use and Storage of Personal Data – Privacy Policy

Pisani Group abides by the Australian Privacy Principles established under the Privacy Amendment (Enhancing Privacy Protection) Act 2012. Our aim is to both support and ensure that we comply with these principles.

Further information on privacy in Australia may be obtained by visiting the website of the Office of the Federal Privacy Commissioner at www.oaic.gov.au

We are also required pursuant to the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 ("AML/CTF Act"), to collect personal information to provide us with a sufficient degree of certainty regarding your identity. We will only collect, maintain and use such personal information if, and to the extent that, it is necessary, and in the context of the business activity or transaction between yourself and Pisani Group.

We will assume that the personal information that you provide to us is accurate, complete and up to date. In the event that any of your personal information changes, please contact us as soon as possible and we will amend our records.

Terms of Trading Agreement

Accounts for Individual Tax Returns are to be paid in full prior to lodgement.

All other accounts are to be settled in full within 14 days from date of invoice, unless client has entered into a Service Package Agreement, T&C outlined in said agreement.

Any expenses, costs or disbursements incurred by the Client in recovering any outstanding monies including Debt collection Management fees and solicitor’s costs shall be paid by the Client providing that those fees do not exceed the scale charges as charged by that debt collection agency/solicitor.

The Accounting Practice shall be entitled without notice to terminate any credit arrangement with the Client in the event of the Client defaulting in any of the terms and conditions herein contained.

The Accounting Practice shall be entitled at any stage during the continuance of this Agreement to request such security or additional security as the Accounting Practice shall in its discretion think fit and shall be entitled to withhold services or credit arrangements until such security or additional security shall be obtained or for any other reason at the Accounting Practice’s discretion.

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