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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.
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