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ITP NO - STRESS, FULL ADVISORY, ASSISTED TAX PREPARATION SERVICE- Answer as many questions as you can and then your friendly ITP Tax Consultant will help you out - You are under no obligation to proceed until you accept our quotation.

Note-Only questions with an asterisk (*) are compulsory.

Note-In lieu of filling out parts of this form, you can attach the relevant source documents. i.e 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 (2.5MB 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 and 'choose file' button at the start of the form.


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Would You Like to Attach a File?
Your Family Name: *
Your Given Names: *
E-mail Address: *
Your Birth Date dd/mm/yyyy *
Your Street Address *
Your Suburb *
Your State *
NSW
VIC
QLD
SA
WA
TAS
ACT
NT
OTHER
Your Post Code *
Did You Use ITP-The Income Tax Professionals For Your Last Tax Return ? *
Yes
No
Your preferred contact phone number *
Your Gender
Male
Female
Your Marital Status
If Married or De-Facto, Your Spouses Details
Has Any Part of Your Name Changed?
Yes
No
If Yes, What WasYour Former Name?
Home Phone Number (include area code)
Work Phone Number
Mobile Phone Number
Facsimile Number (include area code)
Your Occupation
Details of any PAYG Salary/Wages Payment Summaries?
Details of Any Allowances, Earnings or Fees ?
Details of Any Reportable Fringe Benefits ?
Details of Any Newstart / Abstudy / Youth Allowance ?
Details of Any Australian Pensions ?
Details of Any Foreign Income, Including Pensions ?
Details of Any Lump Sum Payments Received ?
Details of Any Interest Received ?
Details of Any Dividends Received ?
Details of Any Work Related Deductions ? - note, receipts required if > $300
Details of Any Donations to Approved Charities ?
Details of Any Motor Vehicle Expenses for Work Related Purposes?
Details of Any Private Health Cover?
Are You Entitled to Medicare Benefits?
Yes
No
If No, Have you Applied for a Medicare Levy Exemption?
Yes
No
Do You Have HECS Debt or Student Loans?
Yes
No
Details of Any Dependent Children?
Any Child Support or Maintenance Arrears?
Yes
No
Are You Receiving Family Assistance?
Yes
No
Details of Any Out of Pocket Medical Bills Over $2,000?
Any Investment property / Rental Income ?
Have You Sold Any Investment Property
Yes
No
Have You Sold Any Shares?
Yes
No
Any Superannuation Contributions if Self Employed or Unsupported?
Yes
No
Do You Have Any Business Income?
Yes
No
Do You Have Any Partnership or Trust Distributions?:
Yes
No
Are You a Primary Producer?
Yes
No
Did You Work in a Remote Area During The Year?
Yes
No
What Year Was Your Last Tax Return
Has Your Address Changed Since Your Last Tax Return?:
Yes
No
How Many Years Tax Returns Do You Wish to Prepare?
What Was Your Cost of Tax Preparation Last Year ? - You can claim this expense this current year
Is There Anything Else You Would Like to Tell Us?
How Did You Find Out About Our Assisted Online Service?:
A Google search
Another search engine
Through the ITP national website
Newspaper advertising
Television advertising
From a friend, family member or colleague
Other
How Would You Prefer To Pay For Your Tax Return?
Definition Of a Normal Taxpayer - This Is Needed For the Next Question.
In submitting this form I confirm that the information I provide is / will be a true representation of my tax situation and I appoint ITP as my Tax Agents by the following electronic signature and authorise them to confirm the validity of the information provided. *
Your Approval To Proceed? *
I am a normal taxpayer as defined above - prepare my tax return at ITPs most competitive rate.
Do not proceed - I would like a quotation please.

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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.