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| Individual / Business Tax Return |
| Your Detail:- |
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| *Name :- |
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| *Surname:- |
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| *Street:- |
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| *Suburb:- |
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| *Post Code:- |
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| *Date Of Birth:- |
(DD/MM/YYYY)
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| *TFN:- |
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| ABN (if any):- |
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| Contact No.(H):- |
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| *Contact No.(M):- |
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| *E-Mail:- |
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| *Occupation:- |
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| (Eg. Accountant, Nurse, Chef etc.) |
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| Residential Status:- |
Student
PR
Citizen |
| *When did you arrive in Australia ? |
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(Please type born here if your birthplace is Australia) |
| Gender:- |
Male
Female |
| Are you married :- |
Single
Married
De Facto
Partner |
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| Details of your Spouse:-(Please leave blank if you are not married or de-facto) |
| Name:- |
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| Surname:- |
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| TFN:- |
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| Date of Birth :- |
(DD/MM/YYYY)
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| Taxable Income:- |
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(Note: please enter the total income before tax for the financial year) |
| Other information:- |
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| No. of dependent children :- |
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(Please type none if no children) |
| Do you wish to use EFT for your tax refund? |
Yes
No |
| (Please give us your account details if you need the money to be deposited into your bank account) |
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| Yes, Provide us: |
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| BSB: |
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| Account No. |
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| Income Details (Note : Please type not sure if you are not sure about something) |
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| 1) Salary Income (Note: Please enter as per the group certificate) |
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| Add another salary income |
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| Add More |
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| 2) Do you own a car ? |
Yes
No |
| Registration No.: |
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| Make: |
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| Model: |
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| Business / Work Kilometers: |
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| (Note: Kilometres travelled between two or more work places) |
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| 3) Work related expense Details :- |
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| Add More |
| e.g., Work related vehicle, Compulsory Uniform, Laundry, Union fee, Tax agent fee etc. |
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| 4) Australian Government Benefits: e.g. Newstart, Sickness, Pension etc. |
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| Add More |
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| 5) Please declare any Interest income you received from all sources |
| (Please type "not sure" if you are not sure how much you received totally.) |
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| Add More |
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| 6) Dividend Received |
Yes
No |
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| 7) Income from managed fund |
Yes
No |
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| 8) Did you carry out a business in the current year ? |
Yes
No |
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| 9) Business Income |
| Business Name :- |
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| Industry/Business Type :- |
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| ABN :- |
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| Income :- |
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| Expense :- |
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| Add More |
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I declare that I have all the invoices and receipts for all the income and expenses, i have claimed. |
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| 10) Overseas Income |
Yes
No |
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| Other Information : |
| 1) Do you have private health insurance ? |
Yes
No |
| (If yes please fill in the details below) |
| Membership No. |
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| Fund Name/Company name |
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| Did you have the insurance for the full year between July 1 2008 to 30 June 2009? |
Yes
No |
| (If no, please fill in the details below) |
| Type of cover:- |
H
C
A |
| (Note: H = hospital cover, C = Combined, A = Anciliary Work Cover) |
| Start Date:- |
(DD/MM/YYYY)
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| End Date:- |
(DD/MM/YYYY)
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| Government Debt |
| Do you owe any money to any government dept? |
Yes
No |
| e.g. : HECS, Student Supplement loan etc. |
| Tax rebate/relief: |
| 1) Education tax refund |
| Full name of the child attending primary school |
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| Full name of the child attending secondary school |
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| Expense |
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| e.g. Laptop, Home computer, home Internet, educational software, school text book and study material etc. |
| Note: You cannot claim school fee, school uniform etc. |
| 2) Medical expenses over $1500 |
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(Did you have any medical expenses totalling over $1500 for the financial year?)
if yes please enter the amount and attach documents if you have the receipts |
| Attach documents |
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| Additional Information: |
| Dear client, please type in any other information you think is important regarding your Tax returns. Please provide us every bit of information that you think could affect your tax claims |
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| Do you have a promo code? If yes please enter in the text box. |
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| How did you hear about pndaccountants.com.au? |
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| Other, Please specify |
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| Declaration: |
1. I declare that the information provided to Patel & Dalal Accountants Pty Ltd is true and correct and I have all the required receipts and/or other proof to support my claims in preparation of my tax return.
2. I acknowledge that I have completed the form without anyone else’s help and that I acknowledge and take responsibility of all that I have declared in this web form.
3. I appoint Patel & Dalal Accountants Pty Ltd as my registered tax agent to prepare and lodge tax return on my behalf.
4. I consent to receive communication from Patel & Dalal Accountants Pty Ltd regarding any information to prepare my tax return.
5. I acknowledge there may be more requirements to be completed before Patel and Dalal accountants can lodge my tax return to the ATO.
I accept all the terms and conditions implied or set forth in this declaration and pertaining to my Tax claims appointing Patel and Dalal accountants as my accountants. |
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