Engagement Letter and Tax Questionnaire

Please fill out the form below.

IMPORTANT: Before completing this form, please make sure to have a photo of your Driver's License, Photo ID, or Passport.

First Name *

Middle Name

Last Name *

Mobile Number *

Email *

Please Read

To assist us in preparing your income tax return, please use this questionnaire as a checklist when you compile your information. With respect to your income, please keep in mind that the Australian Taxation Office has the ability to check your return income against independent sources. In particular, this applies to PAYG Payment Summary income, interest received and dividends. For deductions, keep in mind that self-assessment applies. In the event of a Tax Office audit you will need to be able to substantiate the deductions claimed. Finally, if you have sold any assets during the year please provide full details so we can determine whether Capital Gains Tax may apply to the transaction. Thank you for completing this questionnaire. Completing it takes considerable time and effort however your efforts will enable us to process your work quickly and efficiently because we will have all the necessary information at hand to complete the work. This will also ultimately save you money and time because we won’t need to come back to you with further requests for information, thus delaying the processing of your return. Please ensure you attach all relevant documentation to the questionnaire, then sign and date this form below, and return your questionnaire and documentation to us. If you have any queries or concerns, please do not hesitate to contact us.

Engagement

I/ We hereby instruct you to prepare our Taxation Returns for the financial year ended 30 June 2025. I/We undertake to supply all information necessary to carry out such services, and will be responsible for the accuracy and completeness of such information. You are hereby authorised to communicate with my bankers, solicitors, finance companies all the government agencies such as the ATO to obtain such information as you require to enable you to carry out the above assignment.

I accept the terms of engagement and confirm the accuracy of the information provided. *

YES

Profile

To ensure that our records are up to date, please assist us by confirming and/or completing the following:

Tax File Number *

Date of birth *

Address *

Street Address

Suburb / Town

State

Country

Postal code

Your Occupation *

Spouse's Details (if any)

Spouse's Name

Spouse's Date of Birth

Spouse's Tax File Number

Number of Dependent Children (if any)

Bank

The ATO will no longer issue cheques for the tax refund. Refunds can now only be made via Electronic funds transfer. Please provide the following details:

Account Name *

Bank Name *

BSB Number *

Account Number *

Tax Questionnaire

Please answer the following: YES or NO

1. For Identification purposes, please provide either of the following: *

Driver's License Copy

Passport Copy

Photo ID Copy

Please attach the selected ID here. *

Fees

Please Complete the Entire Form.

For custom pricing, CLICK the booking link.

CHOOSE YOUR PACKAGE *

$99 BASIC Tax Return (NEW client with less than $300 deductions.)

$189 STANDARD Tax Return (If you are an individual with $300 deductions or more, please book an appointment using the meeting link provided. Alternatively, feel free to contact us at (02) 9072 1303 or email us at [email protected].

CUSTOM PRICING - PREMIUM Tax Return (If you want 1) 15-min Initial Consult 2) Questionnaire 3) 1-hour Senior Accountant Consult 4) Final Tax Assessment. Then, book a meeting in the Meeting Link right before you submit this form!

BOOKING/MEETING LINK: CLICK HERE

PLUS

2. Are you 18 yrs old and above at this financial year? *

YES

NO

3. Are you a Temporary Resident? If yes, you can claim an Exemption for Medicare which will give you 2% of your Taxable Income as your Tax Savings. e.g. Taxable Income is $75,000 x 2% = $1,500 Additional Tax Refund *

YES

NO

4. If you're a TEMPORARY RESIDENT, would you like us to apply for your Medicare Levy Exemption? It costs an additional fee of $85.

YES

NO

5. If you answered YES on question #4, please attach a copy of your Foreign Passport & Most Current Visa* Passport and Visa needs to be a certified true copy... Otherwise, Reyes Group Australia can certify them for you.

Upload a copy of your certified Passport

Upload a copy of your VISA

If you're unsure, kindly book an Appointment HERE or give us a call at +61290721303.

Expenses

Are your tax deductions $300 or more? If YES, expect a call from us for further details. *

YES

NO

Others

1. Do you have Private Health Insurance? *

YES

NO

2. Do you put extra of your own money on your superfund? *

YES

NO

3. Have you sold or dispose of any asset? *

YES

NO

4. Do you have foreign income or foreign asset with a total value of AUD 50,000 or more? *

YES

NO

SPEAK TO US OR WE WILL CALL YOU IF YOU HAVE ANY OF THE FOLLOWING

For any item answered YES, we will contact you for further details. Or you may initiate to call us at +61290721303.

For Individuals

1. Do you have Shares, ETF or Crypto Income? *

YES

NO

2. Do you have Business Income? *

YES

NO

3. Do you have Rental Income? *

YES

NO

For Accounting

4. Do you want to lodge, Partnership/ Company/ Trust or SMSF Tax Return? *

YES

NO

5. Are you interested in having your own Business or set up a Company? *

YES

NO

6. Are you interested in Self-Managed Super Fund (SMSF) Setup? *

YES

NO

For Finance

7. Have you ever owned or bought a residential property in Australia before? *

YES

NO

8. Are you an Investor? *

YES

NO

9. Are you interested in Self-Managed Super Fund (SMSF) Loan?

YES

NO

Are you interested in a Car Loan? *

YES

NO

For Real Estate

10. Are you interested in Owner's Occupied? *

YES

NO

11. Are you interested in Investment Properties? *

YES

NO

12. Are you interested for Property under SMSF? *

YES

NO

Who referred you to us? *

I agree to the terms & conditions provided by the company.

By providing my phone number and email address, I agree to receive text messages and emails from the business.

For custom pricing, please book a meeting. CLICK HERE

Thank you for choosing us.

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