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

Thank you for choosing Reyes Group Australia.

Please complete this questionnaire accurately and provide all relevant information and supporting documents to assist us in preparing your income tax return(s).

You are responsible for declaring all assessable income and maintaining records to substantiate your deductions. The ATO may verify your information and request supporting evidence.

Ongoing Engagement and Payment Terms

I/We engage Reyes Group Australia to provide ongoing income tax preparation services for current and outstanding prior financial years, as requested and agreed upon.

This engagement remains effective for future financial years unless terminated or replaced by updated terms. The services and applicable fees will be confirmed as required.

I/We acknowledge and agree that:

Professional Fees: Standard individual tax returns start from $220 per financial year. Additional fees may apply depending on complexity and will be agreed upon before additional work proceeds.
Payment Obligation: Fees are charged for professional services, not based on the amount of any tax refund. Fees for agreed services properly performed remain payable even if I/we decide not to proceed with lodgement.
Refund Policy: A lower-than-expected tax refund or change of mind does not, by itself, entitle me/us to a refund of fees for services properly performed. My/our rights under Australian Consumer Law remain unaffected.
Client Responsibility: I/We agree to provide accurate and complete information and supporting documents for each financial year.
ATO Authorisation: I/We authorise Reyes Group Australia to access relevant ATO information and communicate with the ATO for agreed services, subject to applicable authorisation requirements.
Lodgement: I/We understand that separate approval is required before each completed tax return is lodged.

Client Acceptance

I/We confirm that I/we have read, understood and agree to the above ongoing engagement and payment terms. *

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

Country

State

Suburb / Town

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 Licence Copy

Passport Copy

Photo ID Copy

Please attach the selected ID here. *

Please Complete the Entire Form.

BOOKING/MEETING LINK: CLICK HERE

PLUS

1. How many employer/s do you have? *

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

YES

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

4. If you're a TEMPORARY RESIDENT, would you like us to apply for your Medicare Levy Exemption? It costs an additional fee of $110.

YES

If you're unsure, kindly book an Appointment HERE or give us a call at +61 2 9072 1303.

Expenses

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

YES

Others

1. Do you have Private Health Insurance? *

Yes

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

YES

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

YES

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

YES

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 +61 2 9072 1303.

For Individuals

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

YES

2. Do you have Business Income? *

YES

3. Do you have Rental Income? *

YES

For Accounting

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

YES

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

YES

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

YES

For Finance

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

YES

8. Are you an Investor? *

YES

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

YES

Are you interested in a Car Loan? *

YES

For Real Estate

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

YES

11. Are you interested in Investment Properties? *

YES

12. Are you interested for Property under SMSF? *

YES

How did you hear about Reyes Group Australia? *

Who referred you to Reyes Group Australia?

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.