Tax Return

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

Your Details

Full Name

Tax File Number

ABN

Date of Birth

Mobile

Email

Company Details

Company name (if Any)

Company ABN (if Any)
Company Tax File Number (if Any)
Current Home Address

Street Address

Address Line2

City

State \ Province \ Region

ZIP \ Postal \ Code

Country

Is the postal address the same as the business address?
YesNo
Are you trading through a company?

YesNo

Income & Expense Details

Required Documentation - Please attach the following information:
Access to Accounting Software – Please invite info@universeaccountants.com.au
Have sent invitation

Bank Statement for Financial Year 1 July - 30 June

Excel Spreadsheet summarising income and expenses for Financial Year 1 July - 30 June

Summary of Payroll Information (if required)

Payroll Information (if required)

Other Information - Please provide additional relevant information if applicable

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.

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