It’s easy to start the Tax Return process with Concept Accountants. Simply fill out the form below with as much information as possible, and we will be in touch to take your application to the next step. Full Name:*Date of Birth:* DD MM YYYY Tax File Number:*Please provide the following forms of identification:Medicare Number:*Drivers License:*Phone Number:*Preferred contact time and method:*EmailPhone 9am - 12pmPhone 12pm - 1pmPhone 1pm - 5pmPhone After Hours WeekdayEmail Address:* Relationship Status:*SingleDefactoMarriedSeparatedDivorcedPrevious Name:Your Bank:BSB:Account Number:Postal Address:* Are you a resident of Australia?*YesNoOccupation:Employer:Please attach your payment summary (if unable to access Concept Accountants can access for you). Drop files here or Have you received any bank interest? If yes how much?Have you received any dividends? If yes how much?Have you sold any assets? If yes, please provide details. Do you have any managed funds?YesNoIf yes, please provide Tax Statements. Drop files here or Are you a member of an employers share scheme? If yes, please upload statements. Drop files here or Do you have any income from the Government eg. Centrelink?YesNoIf yes, what type of payment and the total amount?Do you receive a pension or superannuation payment?YesNoIf yes, what type of payment and what is the total amount?Do you have an investment property that you rent to someone else?YesNoPlease attach Investment property expenses. Drop files here or Do you use a motor vehicle for work related purposes?YesNoIf yes, please detail type of use and total kilometers?Have you travelled for work purposes?YesNoIf yes, please detail travel reasons and costs. Do you have a work uniform or wear protective or occupation specific clothing?YesNoIf yes, please detail costs. Do you use your mobile phone for work related purposes?YesNoIf yes, please advise total cost per month and what percentage is work use.Are you a member of a union?YesNoIf yes please upload statements or documentation. Drop files here or Have you made a donation to registered charities throughout the year?YesNoIf yes, please provide receipts. Drop files here or Did a tax agent prepare your last tax return?YesNoIf yes, please upload any statements and invoices. Drop files here or Do you have income protection insurance?YesNoIf yes, please upload statements. Drop files here or Have you purchased any tools for work purposes?YesNoIf yes, please provide further information. Have you undertaken any work related training at a cost to you?YesNoIf yes, please detail training and cost. Any other deductions or expenses?YesNoIf yes, please upload receipts. Drop files here or Your partners name and DOB if applicable.Your partners income if applicable.Do you have any debts to the ATO (including HECS)?YesNoIf yes, please upload statements.Please add any further information about ATO Debts here. Do you pay child support payments?YesNoIf yes, please provide further information here. Is there any other information that will help us complete your tax return? Send a copy of this message to yourself. I declare that I have read the Concept Accountants Service Contract, which is located at http://conceptaccountants.com.au/wp-content/uploads/2020/06/Concept-Accountants-Service-Contract-2020-pdf.pdf
