Tax Return Client Information Form

Full Name:

First Name

Last Name

Email:

Phone:

Current marital status

Partner Name, DoB and Taxable income if applicable

Visa status

Date of Arrival if temporary resident

Address 1

City/ Suburb

State

Postal code

Date of birth

Tax File Number(TFN)

Bank account name

BSB number

Bank account number

Do you have ABN income?

ABN No(If applicable)

Do you have investments?

Investment related documents

Occupation

Upload your photo ID(Passport/ Drivers License)

Do you have work related deductible expenses?

List work related deductible expenses if any

Last year tax agent fee paid

Other information

Attach related documents

Terms and Conditions

I authorize SmartBridge Accounting to represent me at ATO.

I hereby appoint SmartBridge Accounting as my 'Tax Agent'

The information provided is true and correct.

If I plan to cancel my tax return process, I shall inform immidiately.

I understand and agree with above Terms of Service.

Signature- Please upload an image of your signature