Assisted Tax Return – Coastal Tax

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Email: hello@coastaltax.com.au

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Personal Details
Title*
First Name*
Last Name*
Email Address*
Contact Phone Number*
Date of Birth*

Day
Month
Year
Has any part of your name changed since your last tax return?*
- Yes
- No
If yes, what was your previous name?*
Home Address
Street Address*
Suburb*
State*
Postcode*
Postal Address
Use home address
- Yes
Street Address*
Suburb*
State*
Postcode*

Other Information
Tax File Number (TFN)*
What is your residency status?*
Do you live with a spouse?*
- Yes
- No
Do you pay child support for children not living with you?*
- Yes
- No
How many dependent children did you have at June 30th?*

Employment Information
Did you work for an employer this year?*
- Yes
- No
Working for an employer
If you worked for an employer this year, enter your employment details below. You'll find these details on your payment summary.
Your job title*
Your employer's name*
Do you have a payment summary?*
- Yes
- No - We will get these details from the ATO
Payment Summary File*
Drop files here or

Max. file size: 128 MB.
And did you work for yourself this year?*
- Yes
- No
Your business details
What type of business do you own?*
- Sole Trader
- Partnership
Did this business stop operating this year?*
- Yes
- No
What is your ABN?
What is your business name?
Business address
- Use Home Address
Street address or PO Box*
Suburb*
State*
Postcode*

Other Information
Government payments
Did you receive one or more of the following?
- Pension
- Allowance
- Other
- Unsure
Interest
Have you received any interest from the following sources?
- Bank accounts
- Other
- Unsure
Investments
Did you earn income from any of the following sources?
- Dividends
- Managed funds
- Trusts
- Other
- Unsure
Rental property
Do you have an investment property that you rent out?
- Yes
- No
Sold assets
Have you sold any shares, property, collectables or other investments this year?
- Yes
- No
- Unsure
Student loans
Do you have an Australian student loan eg HECS/HELP?
- Yes
- No
- Unsure

Deductions and health insurance
Work related expenses
Select any expenses you may have incurred while performing your job during the year
- Car expenses
- Home Office
- Mobile Phone
- Internet Usage
- Office Supplies
- Tools
- Travel (eg bus, train, tolls, parking)
- Uniforms and/or protective clothing
Other expenses
Select all that apply to you
- Donations to charity
- Income protection insurance
- Tax agent fees
Health insurance
Do you have a Medicare card?
- Yes
- No
For the whole year, were you and all of your dependents (including your spouse) covered by private health insurance?
For the whole year, were you and all of your dependents (including your spouse) covered by private health insurance?
- Yes
- No
Other information
Is there anything else you want your consultant to be aware of?

Send your documents and details
Upload your documents to share with your tax consultant. If documents are password protected, please remove the passwords before uploading. Maximum file size is 6MB. To finish, please send your documents and details to your tax consultant by clicking Send below
Choose and upload your documents
Drop files here or

Max. file size: 128 MB.
Agreement*
I confirm the information provided is a true and correct representation of my personal circumstances and authorise Coastal Tax to access any information required to appropriately complete my tax return. Furthermore, I understand that a preparation and lodgement fee will be charged on completion of my tax return.
- I Agree

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Coastal Accounting & Tax are located in Newcastle, NSW. We provide quality service and strive to help individuals and businesses reach their full potential. We will always provide you with exceptional advice to keep you moving forward.

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