EASY TAX QUESTIONNAIRE - PRINT & COMPLETE
Attach payment summaries/group certificates and other documents as applicable and mail to most convenient office for you


ITP Sydney & Eastern Suburbs - Sydney CBD -Pitt St Office - ETS Priority, PO Box R190 Royal Exchange NSW 1225

ITP Sydney & Eastern Suburbs - ETS Priority, PO Box 2540 Bondi Junction NSW 1355

ITP Sydney & Eastern Suburbs - ETS Priority, PO Box 359 Maroubra NSW 2035

( Service not available to Working Holiday Makers/Sub Class 417 Visa, please call our office)

Title (circle):  Mrs.  /  Miss  /  Ms  /  Mr.  /  Dr

Name: ___________________________Date of birth: ________________________________

Single/Partnered, if partnered spouse name:___________________________________________

Spouse date of birth: __________________Spouse income: _____________________________

Postal address: ________________________________________________________________

Phone: ____________________  Email: ____________________________________________

Type of visa (if applicable)________________________________________________________

Date of arrival (if applicable)_______________Date of departure (if applicable)_______________

Occupation: __________________________________________________________________

Bank/Credit union interest: _______________________________________________________

____________________________________________________________________________

Cash management interest: _______________________________________________________

____________________________________________________________________________

Dividends: ___________________________________________________________________

____________________________________________________________________________

Managed Funds: Please attach annual tax statement

Note: If you have rental/investment property, sale of any assets of value or any other income please
attach details on a separate sheet and a consultant will contact you

Deductions, please list work expenses & donations/charities made(for which you hold receipts):

______________________________________________________________________________

______________________________________________________________________________

Note: Any other expenses please attach details on a separate sheet and a consultant will contact you

Private health insurance: Please attach annual tax statement    Dependant children (circle):    Yes  /  No

HECS/PELS/Austudy supplement loan details: ___________________________________________

Any other item: Please attach details on a separate sheet and a consultant will contact you
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