Individuals
Business
SMSF
Advisory and Compliance

Individuals
Business
SMSF
Advisory and Compliance

Tax Return Engagement form

Send us your information in minutes

Your privacy is very important to us and we assure you complete security of your data while completing your tax return.

- Step 1 of 4

Do you have a copy of your last completed tax return? *

Upload last completed tax return *

Click or drag files to this area to upload. You can upload up to 10 files.

Name *

First

Last

Date of Birth *

Tax File Number *

Have you changed your address from your last completed tax return?

Address *

Street Address

Suburb

State

Post Code

Phone *

Email *

Confirm Email

Occupation

Do you have any investment Properties? *

Have you sold an investment property / shares in the last financial year? *

Please upload your Photo ID *

Click or drag files to this area to upload. You can upload up to 2 files.

Account Name, BSB and Account Number for your tax refund *

First

Middle

Last

Pick a date and time for the TMS team to call you back to discuss your tax return *

Date

Time

Sign here: I confirm that the information provided above by me is true and correct & I authorise TMS to collect data and complete my tax return. *

If you have a partner, do you also want to complete their tax return? *

Do you have the documents for your partners last completed tax return? *

Upload your partners last completed tax return

Click or drag files to this area to upload. You can upload up to 10 files.

Partners Name *

First

Last

Partners Date of Birth *

Partners Tax File Number *

Is your partners address different to yours? *

Partners Address if different to yours *

Street Address

Suburb

State

Post Code

Partners Phone *

Partners Email *

Confirm Email

Partners Occupation

Does your partner have any investment Properties? *

Has your partner sold an investment property / shares in the last financial year? *

Please upload your partners Photo ID *

Click or drag files to this area to upload. You can upload up to 2 files.

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info@taxmanagementservices.com.au

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Tax Management Services
is an IPA Practice