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 ITP NO-STRESS, FULL ADVISORY, ASSISTED TAX PREPARATION SERVICE save 25%

OUR SERVICES - TAX RETURNS ONLINE TAX RETURNS ASSISTED ONLINE TAX RETURNS SMALL BUSINESS TAX RETURNS RENTAL PROPERTY TAX RETURNS MULTIPLE YEAR TAX RETURNS OVERSEAS TAX RETURNS DISCOUNTED TAX RETURNS TAX EASY TAX RETURNS EMAIL TAX RETURNS INCOME TAX ETAX E-TAX IMPROVED TAX CONSULTANT GUIDED TAX RETURNS LOW STRESS TAX RETURNS REMOTE TAX RETURNS AUSTRALIAN TAX RETURNS

Answer as many questions as you can and then your friendly ITP Tax Consultant will help you out - and you are under no obligation to proceed until you accept our quotation.

NOTE - Questions marked *** REQUIRED INFORMATION are compulsory. The form will not submit unless these items are populated.

Note - In lieu of filling out parts of this form, you can attach the relevant source documents. e.g. previous year tax return, payment summaries, expense schedules, spreadsheets, share trading details etc. If you wish to send more than one file, we suggest you prepare them now by enclosing them in a folder (4.0MB limit) on your computer's desktop. When all files are in the folder, zip or compress it and attach it to this form. Note - there is a file attachment question which contains a 'choose file' button near the start of the form (item 3.).

The Australian Tax Office now requires that new ITP clients provide some form of photo identity to us as an identity protection measure. You can also use the file attachment question to send us a copy of your photo ID.

Caution - This is a secure, encrypted website with a secure link to our server. However we cannot guarantee the security of all communications e.g. emails, that may result from your submission. If you have security concerns we suggest you visit one of our offices for your tax preparation.




  • 1. This item is required

  • 6.

  • 64. This item is required

  • 2. This item is required

  • 7. This item is required - Include your Title - I.E. Mr, Mrs, Ms, Miss, Dr, etc

  • 3. This item is required - dd/mm/yyyy

  • 8. This item is required

  • 9. This item is required
  • NSW VIC QLD SA WA TAS ACT NT OTHER
    10. This item is required

  • 11. This item is required
  • YES, I visited an ITP office YES, I used this online service No, I did not use ITP
    12. This item is required

  • 13. This item is required
  • MALE FEMALE
    14.
  • SINGLE MARRIED (living together) MARRIED (living apart) PARTNERED (living together) PARTNERED (living apart)
    15.

  • Full name, address, date of birth & and Include their income for the financial year
  • YES NO
    17.

  • 18.

  • 19.

  • 20.

  • 21.

  • 22.

  • 23.

  • 24. List for each summary - your occupation, tax year paid, start date(dd/mm/yyyy), end date(dd/mm/yyyy), payers name, payers ABN or withholding number, gross amount $, tax withheld $

  • 25. List - payers name, payers ABN or withholding number, gross amount $, tax withheld $

  • 26. List - payers name, payers ABN or number, amount $,

  • 27. List - payers name, payers ABN or number, gross amount $, tax withheld

  • 28. List - type of pension, payers name, payers ABN or number, gross amount $, tax withheld $

  • 29.

  • 30. List - payers name, payers ABN or number, type 1 or type 2 , gross amount $, tax withheld $

  • 31. List - payers name, last 3 digits of your account number, amount $

  • 32. List - share name, number of shares, dividend amount $, franked or unfranked?, franking credit $

  • 33. list - type of deduction, amount $

  • 34. List - charity name, amount $

  • 35. Type of vehicle, model, year, engine size cc, total km, work related km

  • 36. List provider, type of membership, membership number, amount paid, total days covered, were all members of your family covered for the full period?
  • YES NO
    37.
  • YES NO
    38.
  • YES NO
    39.

  • 40. List full name, DOB (dd/mm/yyyy), Months dependent during year
  • YES NO
    41.

  • 42.

  • 43. List - person treated, type of expense, gross amount paid $, amount received from health fund $
  • NONE FROM ONE PROPERTY FROM TWO PROPERTIES FROM THREE PROPERTIES FROM MORE THAN THREE PROPERTIES
    44.
  • YES NO
    45.
  • YES NO
    46.
  • YES NO
    47.
  • YES NO
    48.
  • YES NO
    49.
  • YES NO
    50. i.e. farming etc
  • YES NO
    51.

  • 52. This item is required
  • YES NO
    53. This item is required
  • 1 YEAR 2 YEARS 3 YEARS 4 YEARS 5 YEARS MORE THAN 5 YEARS
    55. This item is required

  • 52. Include name of tax agent you used

  • 56.
  • I used the service previously From a Google search From another search engine Through the National ITP website Newspaper advertising Television advertising From a smartphone APP From a friend, family member or colleague Other
    57.
  • Low stress Some stress High stress
    58.
  • Take the fee from my refund (a Trust Account admin fee will apply) By credit card (VISA, MASTERCARD) By bank transfer
    60. This item is required

  • 61. This definition is needed for the next item
  • I am a Standard Taxpayer as defined above - please go ahead and prepare my tax return at ITP's most competitive online full service rate (with full assistance and professional tax consultant advice) which is $97 + GST for each tax return. Please do not proceed. I would like to receive a written quotation or discuss my tax situation. (Pricing guidance for some non standard tax returns: Business Returns from $220 + GST, A Standard Tax return which includes one rental property $165 + GST.)
    62. This item is required

  • 63. This item is required - Electronic Signature - Please type your full name and date of birth (dd/mm/yyyy)

  • 5.

ITP's Guarantee - Every aspect of a client's tax return will be held in strict confidence. Every return will be prepared by an ITP specialist consultant and double checked prior to lodgement. Every legitimate deduction or rebate will be claimed. If we make an error that results in additional tax or penalties imposed by the ATO over and above your correct position we will pay that penalty or interest. Throughout the year, clients can discuss with us all matters relating to their personal taxation affairs without charge---OUR SERVICES - TAX RETURNS BY APPOINTMENT ONLINE TAX RETURNS ASSISTED ONLINE TAX RETURNS SMALL BUSINESS TAX RETURNS RENTAL PROPERTY TAX RETURNS MULTIPLE YEAR TAX RETURNS OVERSEAS TAX RETURNS DISCOUNTED TAX RETURNS TAX EASY TAX RETURNS EMAIL TAX RETURNS INCOME TAX ETAX E-TAX IMPROVED TAX CONSULTANT GUIDED TAX RETURNS LOW STRESS TAX RETURNS REMOTE TAX RETURNS AUSTRALIAN TAX RETURNS MULTI-YEAR TAX RETURNS