• WELCOME TO ITP CENTRAL COAST > 
• Assisted Online Tax Returns $95 > 
• Online Form > 

ITP LOW STRESS ASSISTED TAX RETURN SERVICE - REQUEST FOR QUOTATION - Answer as many questions as you can and then your ITP Tax Consultant will help out.

Note-Only items marked with an * are required.

Note-You can attach documents to this form. i.e previous tax returns, expense schedules, share trading details etc. See attach file item near end of the form. Alternatively you can fax documents to 02 4365 0355 (include your email address as identification)

Note-This is a secure encrypted web page.

Your Given Name(s) * Your Family Name * E-mail Address: * Your Birth Date dd/mm/yyyy * Your Street Address * Your Suburb * Your State * ChooseNSWVICQLDWASATASACTNTOther Your Post or Zip Code * Are You an Australian Citizen ? * Yes No Your preferred contact phone number * Mobile Phone Number Your Gender Male Female Your Marital Status ChooseMarriedDe-FactoNot married Has Any Part of Your Name Changed? Yes No If Yes, What Was Your Former Name? If Married or De-Facto, Details of Your Partner ? Please provide the following partner information Partners Full Name Partners date of Birth (dd/mm/yyyy) Partners Taxable Income Partners Reportable Fringe Benefits $ Partners Personal Superannuation Contribution $ Is Your Partner an Australian Citizen ? Yes No Did You Receive a PAYG Salary & Wages Payment Summary - if Yes, Please Answer the Following Questions (From the Payment Summary(s)) Yes No Name of Payer Payers ABN or Withholding Number Start of Payment Period (dd/mm/yyyy) End of Payment Period (dd/mm/yyyy) Your Occupation During This Period ? Gross Amount $ Tax Withheld $ Reportable Fringe Benefits $ Allowances $ Lump Sum Amounts $ (specify type A,B,D or ,E) Reportable Employer Super Contributions $ Amounts Paid to Unions or Professional Associations $ Details of Any Other PAYG Salary/Wages Payment Summaries? List for each additional payment summary - payers name, payers ABN or withholding number, start date (dd/mm/yyyy), end date (dd/mm/yyyy), your occupation, gross amount $, tax withheld amount $, reportable fringe benefit amount $, allowances $, lump sums (and types) $, payments to unions $ start here > Any Other Reportable Fringe Benefits ? Yes No Did You Receive Any Other Allowances, Earnings or Fees ? Yes No Any Other Lump Sum Payments Received ? Yes No Details of Any Interest Received ? List names of banks, last 3 digits of your account numbers, interest received $, tax withheld $ start here> Details of Any Dividends Received ? List - type of shares, number of shares, unfranked amount $, franking credit $, tax withheld $ start here> How Many Share Sale Transactions Have You Made ChooseNoneOneTwoThreeFourFiveSixMore than 6 Are You a Member of an Employee Share Scheme ? Yes No Any Investment property / Rental Income ? ChooseNoneFrom one propertyFrom two propertiesFrom three propertiesFrom more than three properties How Many Investment Properties Have You Sold ? Do You Have Any Business Income? Yes No Do You Have Any Partnership or Trust Distributions?: Yes No Any Newstart / Abstudy / Youth Allowance ? Yes No Any Australian Pensions ? Yes No Any Foreign Income, Including Pensions ? Yes No Details of Any Work Related Deductions ? note, receipts are required to be held by you if >$300 List types of deductions and amounts start here> Details of Any Work Related Motor Vehicle Expense ? note, $300 expense limit does not apply List car make, model, engine size in cc, work related km start here> Any Donations to Approved Charities ? List names of charities and amounts $ start here> Details of Your Cost of Tax Preparation Last Year Who assisted with your tax return preparation last year and what did it cost? (this is tax deductible this year) start here> Do You Have Out of Pocket Medical Bills Over $2000 ($1500 in 2010)? Yes No Do You Have Private Health Cover? Yes No If Yes, Please Provide Health Insurance Details List - name of health insurer, your membership number, if not for full year, start of cover in tax year (dd/mm/yyyy), end of cover in tax year (dd/mm/yyyy) start here > Do You Have HECS Debt or Student Loans? Yes No Number of Dependent Children? ChooseNoneOneTwoThreeFourFiveSixMore than six Any Child Support or Maintenance Arrears? Yes No Are You Personally Receiving Family Assistance? Yes No Any Superannuation Contributions if Self Employed or Unsupported? Yes No Did You Live in a Remote Area During The Year? Yes No Would You Like to Send Us a File Attachment (eg Payment summary, Rental property expenses etc - if more than one file enclose in a zipped folder.)? How Many Years Tax Returns Do You Wish to Prepare? ChooseOne yearTwo yearsThree YearsFour YearsFive YearsSix YearsSeven yearsEight YearsNine yearsMore than nine years Is There Anything Else You Would Like to Tell Us - or Ask Us? start here> How Did You Find Out About Our Assisted Online Service?: A Google search Using another search engine Through the ITP national website Newspaper Television Radio From a friend, family member or colleague Social networking Other Your Tax File Number (TFN) * How Would You Like to Pay For Your Tax Returns? * ChooseTake the fee from my refundCredit Card (Amex, Visa, Mcard)PAYPALBank transfer Definition Of an Average Taxpayer - This Is Needed For the Next Question. An average taxpayer has a return that could include wages, salary, other payment summary related income, bank interest, share dividends, trust distributions etc. Expenses include work related expenses (including car), private health insurance, spouse details, child education expenses, self-education expenses, out of pocket medical expenses, & remote area work. Guidance as to What Your Fee Will Be * ChooseI am an average taxpayer - you will pay $95 per return for each yearI am an average taxpayer with one rental property - you will pay $167 per return for each yearI am an average taxpayer with up to 3 rental properties - you will pay $215 per return for each yearI am a sole trader - you will pay $250 for each return per yearI am in a partnership or have a company - we will provide a quotationNone of the above - my situation is special - we will provide a quotation In submitting this form I confirm that the information I will provide is / will be a true representation of my tax situation and I appoint ITP as my Tax Agents to confirm the validity of the information provided. * I Agree I Dont Agree Would You Like Us to Go Ahead and Prepare Your Tax Return(s) for Lodgment ? * ChooseThe guidance price applicable to me is acceptable, please go aheadDont go ahead yet, I would like to receive a quotation by email Verification Code: Enter Verification Code: * * Required

ITP's Guarantee - Every aspect of a client's tax return will be held in strict confidence. Every return will be prepared by an ITP specialist consultant and double checked prior to lodgement. Every legitimate deduction or rebate will be claimed. If we make an error that results in additional tax or penalties imposed by the ATO over and above your correct position we will pay that penalty or interest. Throughout the year, clients can discuss with us all matters relating to their personal taxation affairs without charge.