Form cover
Page 1 of 9

Tax Return Form

📝 You can complete the form at your own pace!

We understand that unexpected things happen, or you might need more time to gather your information. That’s why you can rest assured: you can exit the form at any time and come back later to continue from where you left off.

🔁 What you need to know:

✅ Your answers are automatically saved as you fill out the form.
✅ When you return, the form will be just as you left it — no information will be lost.
✅ You can review, edit, or complete any fields before submitting.
✅ To return to the previous page at any time, click the "Back" button located in the top left corner of the screen.
https://storage.tally.so/57d24266-ea8b-4efc-be8a-8b4e168405a8/Screenshot_2.png

To prepare your Tax Return, please read the instructions carefully and send all requested documents!

The Australian Financial Year begins on July 1st and ends on June 30th of the following year.

For example:

➡ The Financial Year 2024-2025 starts on July 1st, 2024 and ends on June 30th, 2025.
➡ Therefore, if you are preparing your tax return for this period, you should enter 2025.

Example for Overdue Returns:

➡ If you need to submit an Overdue Tax Return for the 2023-2024 Financial Year, which corresponds to the period from July 1st, 2023 to June 30th, 2024, you must enter 2024 in the field.
➡ If it's for the 2022-2023 Financial Year (July 1st, 2022 to June 30th, 2023), you will enter 2023.

Key dates:

- 1st of July: Start of the new financial year.

- 30th of June: End of the financial year.

- 1st of July to 31st of October: Tax return filing period..

Please enter the year of the Tax Return you will filing below

Example: If you are preparing the Tax Return for the financial year ending June 2025, just enter 2025 in the field.
If you are filling in data for a different financial year (for example, an overdue Tax Return), enter the corresponding financial year (e.g., 2024 for the 2023-2024 financial year).

If you are filling out this form for the second time for an Overdue Tax Return, please click "Yes".

For example: if you have 3 Tax Returns to fill in this year and you have already filled in the form with your personal information, click on yes and you will be redirected to fill in only the Visa Status and Incomes and Expenses information for the chosen year.

IMPORTANT NOTICE:

Click "YES" ONLY if you are submitting an OVERDUE Tax Return AND you have already lodged at least one Tax Return this year.
This streamlines the process, as your basic information will already be registered.

Are you already our client?

Do you have a PTY LTD company, partnership, trust, or SMSF?

Full Name

Please fill in your full name as it appears on your passport

Date of Birth:

TFN (Tax File Number) or ABN (Australian Business Number):

Address: (Unit, Street Number, Street Name and Region)

Post Code

Phone Number: (+61 xxx xxx xxx)

E-mail: