PERSONAL TAX RETURN QUESTIONNAIRE

(Online forms can only be used for new clients with a booked appointments. Thanks)

Click Here To Download (for existing clients using the Drop Off Service)

PERSONAL TAX RETURN QUESTIONNAIRE 2016/17

CLIENT DETAILS

MrMrsMissMs

Residential address

Postal address

Contact Details:

BANK ACOUNT DETAILS: (All refunds will be paid into this account; no cheques will be issued.)

PAYMENT OPTIONS If you are not receiving a refund please nominate your preferred payment method:

Payment type (circle):

ChequeVisaMasterCard

Payment is required before the lodgement of your return.

AUTHORITY TO PROCEED

I authorise CTBS to prepare my tax return on behalf of myself and I confirm that all information provided in this Questionnaire is true and correct at the time of submission.

NEW CLIENTS

YesNo

Industry and business history:


YesNo

YesNo

YesNo

MonthlyQuarterlyAnnually

YesNo

YesNo

MonthlyQuarterlyAnnually
YesNo
YesNo

Taxable payments annual report (Building and Construction Industry) needs to be lodged.

OUR OTHER SERVICES

We also offer services including:

  • Homes Loans
  • Motor Vehicle and equipment finance
  • Superannuation
  • Life and Income Protection Insurance

Please let us know if you need any help with this.

DUTY OF CARE

We have a duty of care to ensure you consider all issues or risks that may affect your financial future. You confirm we have offered you the opportunity to meet with our partners to discuss these issues or if you have requested a meeting with a partner you authorise us to furnish your financial details to third parties in accordance with privacy laws

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    CTBS provides Taxation and Accountancy advice to individuals and small businesses.

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  • Erik's Handy Tips

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  • CTBS's Mission

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