Secure tax return intake

Send us the details for your tax return.

Complete this form once and we will review your information before preparing anything. Private details are encrypted, documents are kept outside the public website, and nothing sensitive is sent by email.

Your details

First name *

Last name *

Date of birth *

Tax file number *

Email *

Contact number *

Financial year *

Residency status *

Income

Enter your main PAYG employer or payer. Use the notes field below for any additional sources.

Employer / payer *

Total income *

Tax withheld *

Family

Do you have a spouse or partner? *

Yes No

Dependent children *

Business and property

Did you earn business or sole trader income? *

Yes No

Did you own an investment property? *

Yes No

Refund bank account

Use an Australian account held in your name. These details are encrypted and masked in the admin area.

Account name *

BSB *

Account number *

Documents and notes

Supporting documents

Up to 5 PDF, JPG or PNG files; 10 MB each. Choose more files at any time to add them to the list.

Checking files…

Other income, deductions or information

I confirm the information is accurate and authorise Smart Taxation Pty Ltd to use it to assess and prepare my tax return. I understand private data is retained for no longer than 90 days unless it is still legally required.