LEAVE IT TO THE PROFESSIONALS

 ITP NO STRESS, FULL ADVISORY, ASSISTED TAX PREPARATION SERVICE


Answer as many questions as you can and then your friendly ITP Tax Consultant will help you out - and you are under no obligation to proceed until you accept our quotation.

Only questions with asterisks *** are compulsory.

Note - In lieu of filling out parts of this form, you can attach the relevant source documents. i.e. previous year tax return, payment summaries, expense schedules, spreadsheets, share trading details etc. If you wish to send more than one file, we suggest you prepare them now by enclosing them in a folder (2.0MB limit) on your computer's desktop. When all files are in the folder, zip or compress it and attach it to this form. Note - there is a file attachment question and 'choose file' button near the start of the form (item 3.).

Caution - This is a secure, encrypted website with a secure link to our server. However we cannot guarantee the security of all communications e.g. emails, that may result from your submission. If you have security concerns we suggest you visit one of our offices for your tax preparation.



  • 1.

  • 6.

  • 64.

  • 2.

  • 7.

  • 3. dd/mm/yyyy

  • 8.

  • 9.
  • NSW VIC QLD SA WA TAS ACT NT OTHER
    10.

  • 11.
  • YES NO
    12.

  • 13.
  • MALE FEMALE
    14.
  • SINGLE MARRIED DEFACTO PARTNERSHIP
    15.

  • 16. Spouses's full name. DOB (dd/mm/yyyy), income earned $
  • YES NO
    17.

  • 18.

  • 19.

  • 20.

  • 21.

  • 22.

  • 23.

  • 24. List for each summary - your occupation, tax year paid, start date(dd/mm/yyyy), end date(dd/mm/yyyy), payers name, payers ABN or withholding number, gross amount $, tax withheld $

  • 25. List - payers name, payers ABN or withholding number, gross amount $, tax withheld $

  • 26. List - payers name, payers ABN or number, amount $,

  • 27. List - payers name, payers ABN or number, gross amount $, tax withheld

  • 28. List - payers name, payers ABN or number, gross amount $, tax withheld $

  • 29.

  • 30. List - payers name, payers ABN or number, type 1 or type 2 , gross amount $, tax withheld $

  • 31. List - payers name, last 3 digits of your account number, amount $

  • 32. List - share name, number of shares, dividend amount $

  • 33. list - type of deduction, amount $

  • 34. List - charity name, amount $

  • 35. Type of vehicle, model, year, engine size cc, total km, work related km

  • 36. List provider, type of membership, membership number, amount paid, months covered
  • YES NO
    37.
  • YES NO
    38.
  • YES NO
    39.

  • 40. List full name, DOB (dd/mm/yyyy), Months dependent during year
  • YES NO
    41.
  • YES NO
    42.

  • 43. List - person treated, type of expense, gross amount paid $
  • NONE FROM ONE PROPERTY FROM TWO PROPERTIES FROM THREE PROPERTIES FROM MORE THAN THREE PROPERTIES
    44.
  • YES NO
    45.
  • YES NO
    46.
  • YES NO
    47.
  • YES NO
    48.
  • YES NO
    49.
  • YES NO
    50.
  • YES NO
    51.

  • 52.
  • YES NO
    53.
  • 1 YEAR 2 YEARS 3 YEARS 4 YEARS 5 YEARS MORE THAN 5 YEARS
    55.

  • 52.

  • 56.
  • I used the service previously From a Google search From another search engine Through the National ITP website Newspaper advertising Television advertising From a smartphone APP From a friend, family member or colleague Other
    57.
  • Low stress Some stress High stress
    58.
  • Take the fee from my refund (a Trust Account admin fee will apply) By credit card (VISA, MASTERCARD) By bank transfer
    60.

  • 61. This definition is needed for the next item
  • I am a normal tax payer - please prepare my tax return at ITP's most competitive rate Please do not proceed. I would like to receive a written quotation or discuss my tax situation.
    62.

  • 63. Electronic Signature - Please type your full name and date of birth (dd/mm/yyyy)

  • 5.