Bank Details

Note: If you are expecting a refund, you MUST provide the ATO with your bank account details.

Bank Name

BSB

Account Number

Account Name

Do you have any dependants?

Yes

How many dependants do you have?

Child/Dependant's Full Name

Date of Birth

Income Earned 2021/22 Tax Year

Child/Dependant's Full Name

Date of Birth

Income Earned 2021/22 Tax Year

Child/Dependant's Full Name

Date of Birth

Income Earned 2021/22 Tax Year

Child/Dependant's Full Name

Additional Dependant's Names

Date of Birth

Additional Dependent's DOB's

Income Earned 2021/22 Tax Year

Did you receive income for formal employment in the 2021/22 tax year?

Yes

We can access your PAYG Summaries / Group Certificates on your ATO Prefill Report. You do not need to provide us with these.

Did you receive interest payments on one or more bank accounts?

Yes

We can retrieve this information from your ATO Prefill Report. You do not need to provide us with anything.

Do you have Private Health Insurance

Yes

We can retrieve this information from your ATO Prefill Report. You do not need to provide us with any documentation.

Investment and Rental Property Income

Please advise us by checking the boxes if your received investment income related to any of the following:

Investment Income Received:

Dividend Income

Unit Trust Income

Investments Sold / Disposed Of

Please upload any annual statements / supporting documents at the end of this questionnaire.

Additional Documents You May Wish To Supply

Letter noting tax deductibility of Income Protection Premiums

Confirmation letter from your superannuation fund noting intent to claim tax deduction for contributions

Please Upload Any Supporting Documentation Below

Files are uploaded via Secure File Transfer.

If you wish to provide us with your supporting documentation via alternate means, please advise us of the delivery method:

Supporting documentation may also be provided to us in the following ways:

Email your documents to admin@smithshearer.com.au
Upload your documents to your MYOB portal (if you have one) via the following link: https://smithshearer.portal.accountants/login
Upload your documents to Google Drive/One Drive and 'share' with us via admin@smithshearer.com.au
Deliver your documents to the Smith Shearer Office at Suite 7, Esperance Business Centre (next to Subway), Esperance WA 6450

Please note that receipt of documents in electronic format is preferred.

Tax Return EOFY Information

Tax Return Information Form

Returning Client

New Client

Bank Details

Checklist of Expenses You May Wish To Claim

Investment and Rental Property Income