Online Tax Return This form is auto saved on your device. Clients Details: Full Name* Date of Birth* Email Address* Phone Number* TFN* Occupation Home Address Postal Address (if different) Do you have medicare card? (You only have medicare card if you're permanent resident or citizen OR appied for permanent residency visa) YesNo Do you have private health insurance? YesNo Bank Details: Account Name* BSB* Account Number* Do you have a spouse? YesNo Spouse Details: Spouse Name Spouse DOB Spouse Estimated Taxable Income Dependent Children Do you work on your personal ABN / sole trader activities? YesNo Business Entity Details: Entity ABN What is type of business activity? Is your ABN GST registered? YesNo Provide more details for Sole trading business (if applicable) Upload Document* (File Formats: jpg,png,pdf) ---Driving LicencePassportMedicare CardAny Other ID Proof Signature* I consent to the appointment of True Tax and Accounting Services Pty Ltd. as my Tax Agent. I accept that appointing your firm as my Tax Agent provides you with authority to prepare and lodge Australian Taxation Office documents and forms on my behalf, where appropriate and at your discretion. The documents and forms may relate to tax agent administration, income tax, Goods and Services Tax (GST), Pay As You Go (PAYG) and activity statement matters. Furthermore, I authorise True Tax and Accounting Services Pty Ltd. to: Obtain information from our previous accountant and the Australian Taxation Office. Pass on taxation & financial information to banking/financial institutions at our request Add our details to the True Tax and Accounting Services Pty Ltd. mailing list to receive e-news and other electronic and paper-based correspondence. I have attached a copy of my photo ID for identification purposes. I provide True Tax and Accounting Services Pty Ltd. with express written authority to designate my preferred address for service for ATO communications. True Tax and Accounting Services Pty Ltd. has explained to me that some ATO communications may be sent or retrieved digitally and others will be sent by post. I provide True Tax and Accounting Services Pty Ltd. with express written authority to use email as a preferred method of correspondence (where possible) for all taxation matters, forms and documents.