Complete your confidential questionnaire below. Your draft auto-saves locally as you type. Once submitted, our TPB Registered Tax Agents prepare your maximised return for ATO lodgement.

Draft Restored: We restored your saved answers from your previous browser session.

Please resolve the following before proceeding:

Step 1: Taxpayer & Contact Information

Your information is protected under the Privacy Act 1988 and TASA 2009.

Full Legal Name *

Email Address (Portal Verification) *

Mobile Phone (Australia) *

Date of Birth *

Tax File Number (TFN) * 9 digits

Current Occupation / Profession *

Residential Postal Address *

Australian Residency for Tax Purposes *

Australian Resident Eligible for the $18,200 tax-free threshold.

Foreign / Non-Resident Taxed from first dollar of AU-sourced income.

Step 2: Income Sources (2025/2026 Financial Year)

Select all categories of income received. ATO pre-fill data will also be cross-referenced.

Salary / Wages (PAYG Employment Income) Income statement from your employer reported via Single Touch Payroll (STP).

Sole Trader / Contractor / Freelance ABN Revenue Independent contractor work, rideshare (Uber/DiDi), subcontracting trades, or consulting.

Rental Property / Real Estate Investments Gross rental income, interest on investment mortgage, council rates, water, and capital allowance depreciation.

Shares, Dividends & High-Interest Bank Accounts Franked and unfranked dividends, franking credits, and interest earned on term deposits or savings accounts.

Cryptocurrency, Capital Gains (CGT) & Managed Funds Disposals of crypto tokens, foreign exchange gains, or sales of capital investment assets.

Foreign Income / Overseas Pensions / Royalties Worldwide income declared by Australian tax residents with foreign tax offsets.

Step 3: Work-Related Deductions & Offsets

Every eligible deduction reduces your taxable income dollar-for-dollar.

Working From Home (WFH) Expenses ATO revised fixed-rate (67c/hour) or actual expense method for electricity, gas, and internet.

Work-Related Motor Vehicle / Travel Cents-per-km method (up to 5,000 km at 85c/km) or 12-week logbook percentage.

Self-Education & Professional Development Courses, seminars, and textbooks directly maintaining or upgrading skills in current role.

Tools, Laptop, Phone & Professional Subscriptions Union fees, CA/CPA dues, industry registrations, work laptop, and mobile bills.

Cost of Managing Tax Affairs (100% Tax Deductible) Fees paid to your tax agent or accountant in the previous financial year under ITAA 1997 Section 25-5.

Additional Notes or Deductions for Accountant (Optional)

Step 4: Statutory Taxpayer Declaration

Review Medicare exemptions and certify your answers prior to encrypted lodgement.

I have Private Hospital Insurance Cover Exempts high-income earners from the Medicare Levy Surcharge (MLS).

I have a Spouse / De Facto Partner Required by the ATO for family threshold calculations and rebate determinations.

Taxpayer Declaration & Authority to Act:

I declare that the information provided in this questionnaire is true, correct, and complete to the best of my knowledge. I authorise Tax Bridge Advisory Pty Ltd (TPB Registered Tax Agent) to prepare and lodge my Australian income tax return with the Australian Taxation Office (ATO).

I agree to the statutory declaration and authorise Tax Bridge Advisory to act on my behalf *

ATO Pre-Fill Cross-Checking Included

Our certified accountants cross-reference your answers with official ATO tax agent portal data to ensure you claim every legitimate deduction while remaining 100% compliant.

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Melbourne Practice

Level 5, 100 Queen Street
Melbourne VIC 3000, Australia

Direct Phone: +61 426 916 040

Email: taxbridgeadv@gmail.com

ABN: 51 824 753 556

Tax Practitioners Board Notice: Tax Bridge Advisory Pty Ltd is a Registered Tax Agent under the Tax Agent Services Act 2009. Professional accounting and taxation advice is provided in accordance with Australian statutory regulations, CPA Australia guidelines, and Australian Privacy Principles (APPs).

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