Tax Choice Existing Client

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

Existing Client

Name*
First Last
Preferred Name (if different to first name)
Main Occupation during 2021/22 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
Current Relationship Status*
- Single
- Partner
- Separated
Has Status Changed during 2021/22?*
- 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:
Have you traded CryptoCurrency during the financial year?*
- Yes
- No
If YES, do you believe you made a profit or loss?
- Profit
- Loss
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 Date of Birth Income Earnt (if any)
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	Date of Birth	Income Earnt (if any)