Tax Choice Existing Client

Existing Clientsdiradmin2023-02-03T16:22:50+08:00

Existing Client

Name*
First Last
Main Occupation during 2023/24 Financial Year
Mobile Phone
Bank Details*
BSB Account Number
Current Email*
Postal Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Relationship Status*
- Single
- Partner
- Separated
Has Status Changed during 2023/24?*
- Yes
- No
Is your partner (if applicable) a client of Tax Choice?
- Yes - we require both partners to complete 1 form each
- No
If NO, please provide their Full Name, Date of Birth & Taxable Income:
Please tick if any of these apply to you (PAYG only) :
- Internet
- Mobile Phone
- Protective Clothing/Uniform
- Laundry (Uniform/Protective Only)
- Sun Protection incl Sunglasses
- Work from Home
- Tools of Trade/Aids
- Union Fees
- Donations up to $40
- Donations over $40
- Employee Shares Issued at a Discount
- Bought Shares
- Sold Shares
- Dividends on Shares
- Bought/Sold Investment Property
Additional Information:
Are you required to use your Motor Vehicle? (Other than to & from work)*
- Yes
- No
If YES, approx number of work kilometres travelled during year:
Were you required to Work from Home during the year?*
- Yes
- No
If Yes, please provide number of weeks & approx hours per week
Do you currently have Income Protection Insurance?
- Yes
- No
- Paid through Superannuation
Do you have Dependents?*
- Yes
- No
If YES, Full Name of Partner
First Last
Date of Birth of Partner
Date Format: DD slash MM slash YYYY
Children (includes child under 21 or full time student under 25 years)
Full Name Age as of June 30 2024
Do you have Private Hospital Cover?*
- Yes - full year
- Yes - part year
- No
If YES, were you and all Dependents (if applicable) members the entire year?
- Yes
- No
Notes to Accountant:
Upload Documents
Drop files here or

BSB	Account Number

Full Name	Age as of June 30 2024