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NDIS PLAN MANAGEMENT SERVICE
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SMSF
TAX FORM
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APPOINTMENT
Individual Tax Return Form
Are you a new customer?(Click on the image)
Yes, I am new customer
No, I am returning
Choose Tax Year.(Click on the image)
FY 2025
FY 2024
FY 2023
Contact Details
First Name
*
Last Name
*
Email
*
Phone
*
Residential Address
Street Address
*
Suburb
*
State
*
Postal code
*
Country
*
Country
Date of birth
*
Passport or Driver License
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
Gender.(Click on the image)
Male
Female
Current Marital Status.(Click on the image)
Single
Married
Spouse First Name
Spouse Last Name
Spouse Date of Birth
Spouse TFN
Spouse Annual Income
Spouse ABN
Your Current Visa Status?
Temporary Visa Holders ( Students, Dependents and Other Temporary Visa Holders)
Working Holiday Visa Holders
Permanent Residents and their Spouse
Australian Citizens
Visa Subclass
Do you have Medicare?
Yes
No
Country of Passport
Bank Details for Tax Refund
BSB
Account Number
Tax Details
Tax File Number (TFN)
ABN
Current Job Title
Income and Expense Details
Do you own investment properties?
*
Yes, I own properties
No, I don't own properties
How many investment properties do you own?
Income Details
Select your income sources
Salary Income
Sole Trader / Uber/ Taxi Income
Rental Income
Share / Crypto Income
How many employers have you worked for this year?
Upload all Sole Trader ( ABN) income documents
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
Expense Details
Have you incurred any work related Uniform, Laundry and Dry-cleaning expenses?(Click on the image)
Yes, I have work uniform and cleaning expenses
No, I don't have specific work uniform
Please enter your uniform and laundry expense amount.
Did you work from home this year?(Click on the image)
Yes, I have worked from home
No, I have worked from office
Please enter total hours you worked from home
Do you use personal mobile phone and internet for work purpose?
Yes, I need to use it most of the time
Yes, I only use it some time
No, I don't use my phone for work
Please enter your monthly mobile bill (excluding Mobile Phone instalment)
Other income details or work related expenses or any comments
Supporting documents for expense to be claimed (please place all the relevant files in a folder in your computer and select all files while uploading)
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
Consent & Declaration
Submit
SYSTREE
Head Office:
P.O. Box 3094 , Asquith NSW 2077
Call
: 0483 920 101
Email:
[email protected]
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