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Skip the Stress — Start Your Online Tax Return with PNP’s Trusted Accountants!

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Individual Tax Returns


NOTE: If you have extra documents to upload or are having trouble uploading, filling the form please email directly to: info@pnptaxaccounting.com.au.

Personal Contact Details
Bank Details
Spouse & Dependent Details
Do you have a spouse for tax purposes (including same sex couples)?pick one!
Income
Are you an employee?pick one!
Investment Property Income
Do you have a rental property?pick one!
Other Investment Income
Did you hold any capital assets such as shares, manage funds, cryptocurrency and/or CFD trading accounts?Did you hold any capital assets such as shares, manage funds, cryptocurrency and/or CFD trading accounts?
Sole Trader / Contractor Income
Are you a contractor or running a business under a sole trader structure?pick one!
Deductions
Do you use your motor vehicle for any work related purposes?pick one!
Were you required to travel away from home overnight for work and have any out of pocket expenses?pick one!
Are you required to wear occupation specific clothing, clothing with a corporate logo on it or protective clothing (such as high-vis shirts)?pick one!
Are you undertaking any study which relates to your current occupation?pick one!
Are you required to work from home as a part of your employment?pick one!
Please note that you will be required to provide a letter from your employer confirming work from home is a requirement of your job if you are audited by the ATO.
Do you have to use your own personal mobile phone for work purposes?pick one!
Did you have to purchase any tools etc for your work that are not provided by your employer?pick one!
Did you pay for any membership, licences, union fees, etc in the financial year, relating to your current employment?pick one!
Did you make any donations during the financial year?pick one!
Did you pay to get your tax return prepared in the last financial year?pick one!
Do you have income protection insurance?pick one!
Are there any other out of pocket expenses relating to your employment?pick one!
Please upload any supporting documentation
Accepted file types: jpg, png, pdf, doc, docx, Max. file size: 64 MB.
Superannuation
Have you made any deductible super contributions through the financial year?pick one!
Have you made superannuation contributions on behalf of your spouse?pick one!
Client Acceptance of Engagement & Authorisation
Upload Driver Licence or other form of photo ID ***
** The Tax Practitioners Board (TPB) and ATO have announced new guidelines to strengthen and modernise the practices and controls that registered tax practitioners must adhere to when verifying the identity of new clients. The guidelines have been brought into legislation to minimise the risk of a practice being the target of fraudulent activities against themselves, their business, clients, taxpayers and/or the government.
Do you require urgent processing?pick one!
I have read and agree to the Client Engagement Letter and Terms and Conditionspick one!
Thank you for taking the time to complete this form. By ticking the above, this allows us to access your information on the ATO Tax Agent Portal for tax/BAS return preparation purposes.
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