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Client Intake Form

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

Contact: 03 9569 5775

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.

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.




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If you don't have your TFN number handy, please provide your ABN in next question. please enter 000000000 here.


Please enter your ABN here, if you don't have TFN handy.


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