Personal Income Tax Return - Year End Checklist 2020 Name* First Last Address* Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Phone*Email* Have you had your tax return completed with us before?*YesNoTax File Number*Date of Birth* DD MM YYYY Provide a photo of you holding your Photo ID*Second ID (e.g. Medicare Card)*Bank Account Name*BSB*Account Number*Provide Spouse's TFN if we do not prepare their tax returnProvide Spouses Taxable Income if we do not prepare their tax returnIncome PAYG Summaries from employment Centrelink Payment Summary Employment Lump Sum Payments or Eligible Termination Payment Statement Interest earned from bank accounts or term deposits Dividends - please provide copies of dividends advice slips received during the year Income from Partnership or Trust Capital Gains or Losses Income and expenses relation to investment property Foreign Pensions Upload Income Information Drop files here or Work Related Expenses (click + to add more expenses)ExpenseAmount Spent Motor Vehicle Expenses, Travel Expenses, Work Related Clothing, Self Education Expenses, OtherUpload Receipts Drop files here or Other Information (click + to add more)ExpenseAmount Gifts & Donations (does not include if you received an item in return for the donation), School building levies, Private Health Insurance StatementPayment Options* Direct debit from bank account Upfront today - over the phone or enter your credit card details below Consent* I authorise Fitzpatrick Group to debit the account entered above 10 days after I receive my tax return for signing.Credit Card MasterCardVisa Card Number Month010203040506070809101112 Year20202021202220232024202520262027202820292030203120322033203420352036203720382039 Expiration Date Security Code Cardholder Name Upload other documentation Drop files here or Any additional information you wish to include:
