Client Intake Form

Please fill this form to get started your tax return journey with us.


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The following guide helps you complete this form correctly & efficiently. Please do not rush/submit insufficient information.
  • New to Australian Tax? Our financial year starts on 1 July & ends on next 30 June.
  • Complete this checklist for each financial year.
To save time & costs, kindly be honest about income &/or disposals of:
  • Cryptocurrencies / Shares / ETFs / Bonds / Options etc.
  • Contracting services: Sole Trade / Personal Services Income.
  • Rental Income & Sale of Rental Properties.
  • Sharing Economy: Airbnb, Uber, Didi, Ola, Uber Eats, Deliveroo, etc…

ATO works with, collects, and cross-checks data from your business clients' TPAR, Share Brokers, Crypto Exchangers, DPS, AUSTRAC, SRO, Landata, ASIC, Joint Chief Global Tax Enforcement (J5) and Sharing Economy companies to fight against tax crimes.

Personal Information

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If you don't have your TFN handy, enter 123456789 here.
Residential Address *
Bank Account Details

Please provide your Bank Account Details for Tax Refund.
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