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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:*
- Email
- Phone 9am - 12pm
- Phone 12pm - 1pm
- Phone 1pm - 5pm
- Phone After Hours Weekday
Email Address:*
Relationship Status:*
- Single
- Defacto
- Married
- Separated
- Divorced
Previous Name:
Your Bank:
BSB:
Account Number:
Postal Address:*
Are you a resident of Australia?*
- Yes
- No
Occupation:
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?
- Yes
- No
If 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?
- Yes
- No
If yes, what type of payment and the total amount?
Do you receive a pension or superannuation payment?
- Yes
- No
If yes, what type of payment and what is the total amount?
Do you have an investment property that you rent to someone else?
- Yes
- No
Please attach Investment property expenses.
Drop files here or
Do you use a motor vehicle for work related purposes?
- Yes
- No
If yes, please detail type of use and total kilometers?
Have you travelled for work purposes?
- Yes
- No
If yes, please detail travel reasons and costs.
Do you have a work uniform or wear protective or occupation specific clothing?
- Yes
- No
If yes, please detail costs.
Do you use your mobile phone for work related purposes?
- Yes
- No
If yes, please advise total cost per month and what percentage is work use.
Are you a member of a union?
- Yes
- No
If yes please upload statements or documentation.
Drop files here or
Have you made a donation to registered charities throughout the year?
- Yes
- No
If yes, please provide receipts.
Drop files here or
Did a tax agent prepare your last tax return?
- Yes
- No
If yes, please upload any statements and invoices.
Drop files here or
Do you have income protection insurance?
- Yes
- No
If yes, please upload statements.
Drop files here or
Have you purchased any tools for work purposes?
- Yes
- No
If yes, please provide further information.
Have you undertaken any work related training at a cost to you?
- Yes
- No
If yes, please detail training and cost.
Any other deductions or expenses?
- Yes
- No
If 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)?
- Yes
- No
If yes, please upload statements.
Please add any further information about ATO Debts here.
Do you pay child support payments?
- Yes
- No
If 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

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