TAX RETURN

Please Complete

Your Tax File Number (TFN) *

First Name *

Last Name *

Street Address *

Apartment, suite, etc

City *

State/Province *

ZIP / Postal Code *

Is your home address same as postal address? *

Street Address *

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Mobile Number *

Email Address *

Date of Birth *

Electronic Fund Transfer (EFT) for refund

Account Name *

BSB Number *

Account Number *

Occupation (your main income source / job title) *

Did you work on ABN during FY 2024 (01/07/2023 - 30/06/2024) *

ABN Activity

ABN Number

Text

Please upload bank statements / receipts

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Marital Status *

Full Name of Spouse *

Spouse Date of Birth *

Spouse Taxable Income (if both lodging from us not required)

Visa Status *

Did you lodge an application for permanent residency (other than a parant visa ) with the Department of Home Affairs , this includes applications for Spouses Combined visas ( subclass 820/801) and ( subclass 309/100)? *

Date application lodged ( DD MM YYYY ) *

Proof of ID *

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Passport | Driving License | Photo ID

Do you have work related expenses?

Please upload receipts

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Bank Gross Credit Interest amount for FY 2024( 01/07/2023-30/06/2024) login to your net bank

Did you have any other sources of income during financial year 2024? eg. CGT incomes i.e Crypto currency investment, Rental investments/disposals, Share trading, Dividends, Trust/Partnership distributions etc? *

Upload income statements or any other source of income statements

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Number of places worked *

Notes to us

Signature *

Start signing your signature here

I have authorised Waratah Advisory Pty Ltd t/as Biel & Associates to give my documents & no objections for Tax Lodgements. The information I have provided to you to prepare the Tax Lodgement is True & Correct.

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