Client Re-engagementStep 1 of 714%CompanyThis field is for validation purposes and should be left unchanged.Name(Required) First Last Date of Birth(Required) DD slash MM slash YYYY Tax File Number Email(Required) Phone(Required)Consent(Required) I agree to engage Sumz Plus Business ServicesI hereby engage Sumz Plus Business Services to act on my behalf for the purpose of preparing and lodging my income tax return with the Australian Taxation Office. I authorise you to communicate with the ATO on my behalf and to use the information I provide in this form for that purpose.Signature(Required)Date Signed(Required) DD slash MM slash YYYY What Applies to You?Your situation this year(Required) Select All I am a PAYG employee (salary/wages, deductions) I own investment property/properties I operate a small business / sole trader I traded cryptocurrency (crypto, NFTs, DeFi, staking, etc.) I have investments (shares, managed funds, dividends, etc.) Other (please describe)Please tick all the items that apply to your situation this year:Please describe your situation(Required)PAYG EmployeeDid you use your car for work purposes?(Required) Yes NoTotal kms travelled for the year(Required)Please enter a number greater than or equal to 0.Percentage for work use(Required)Please enter a number greater than or equal to 0.Do you keep a logbook?(Required) Yes NoUpload supporting documents Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Did you need to travel for work purposes?(Required) Yes NoTravel CostsItemCostDate Add RemoveDid you work from home during the year?(Required) Yes NoNumber of hours worked at homePlease enter a number greater than or equal to 0.Do your wish to use the fixed rate or Actual Expenses methods? Fixed Rate Actual ExpensesActual ExpensesExpenseAmounts Add RemoveActual Expenses Receipts Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Did you pay for uniforms, protective clothing, or items related to work?(Required) Yes NoDescription of your uniforms, protective clothing, or items related to workUpload receipts Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Did you wear a uniform provided to you by your employer which you laundered?(Required) Yes NoHow many washing loads per week?Please enter a number greater than or equal to 0.Did you buy tools, equipment, or assets for work? Yes NoList itemsItemCostDate Add RemoveUpload receipts Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Did you pay for work-related courses or professional development?(Required) Yes NoCoursesCourse NameCostDate Add RemoveUpload receipt/certificate Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Did you make any donations to registered charities?(Required) Yes NoList itemsItemCostDate Add RemoveDid you pay for the lodgement of your tax return last year?(Required) Yes NoList itemsItemCostDate Add RemoveDid you make any personal contributions for superannuation?(Required) Yes NoDo you have private health insurance?(Required) Yes NoUpload annual statement Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Do you have any investment income that may not appear on ATO prefill (e.g. overseas interest/dividends)?(Required) Yes NoDescribe any investment income that may not appear on ATO prefill (e.g. overseas interest/dividends)?Upload supporting docs Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Investment PropertyProperty Address(Required) Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzechiaCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country Ownership percentage %Please enter a number from 0 to 100.Date first rented DD slash MM slash YYYY Did you receive rental income?(Required) Yes NoTotal rent receivedPlease enter a number greater than or equal to 0.Upload annual rental statement Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Loan interestPlease enter a number greater than or equal to 0.Loan interest Expenses Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Council ratesPlease enter a number greater than or equal to 0.Council rates Expenses Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Water ratesPlease enter a number greater than or equal to 0.Water rates Expenses Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Body corporate feesPlease enter a number greater than or equal to 0.Body corporate Expenses Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.InsurancePlease enter a number greater than or equal to 0.Property management fees Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Property management feesPlease enter a number greater than or equal to 0.Property management fees Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Repairs & MaintenancePlease enter a number greater than or equal to 0.Repairs & Maintenance Expenses Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Do you have a depreciation schedule?(Required) Yes NoDepreciation Schedule Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Did you purchase any new assets for the property? Yes NoList new assets for the propertyItemCostDate Add RemoveUpload invoices for the new assets Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Small Business / Sole TraderBusiness Name(Required)ABN(Required)Example: 51 824 753 556Industry(Required)Accounting/FinanceAdvertising/Public RelationsAerospace/AviationArts/Entertainment/PublishingAutomotiveBanking/MortgageBusiness DevelopmentBusiness OpportunityClerical/AdministrativeConstruction/FacilitiesConsumer GoodsCustomer ServiceEducation/TrainingEnergy/UtilitiesEngineeringGovernment/MilitaryGreenHealthcareHospitality/TravelHuman ResourcesInstallation/MaintenanceInsuranceInternetJob Search AidsLaw Enforcement/SecurityLegalManagement/ExecutiveManufacturing/OperationsMarketingNon-Profit/VolunteerPharmaceutical/BiotechProfessional ServicesQA/Quality ControlReal EstateRestaurant/Food ServiceRetailSalesScience/ResearchSkilled LaborTechnologyTelecommunicationsTransportation/LogisticsOtherAre you GST registered(Required) Yes NoTotal business income(Required)Please enter a number greater than or equal to 0.Upload bank statements or spreadsheets Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Motor Vehicle Expenses(Required)Please enter a number greater than or equal to 0.Motor Vehicle Expenses Documentation Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Rent/home office Expenses(Required)Please enter a number greater than or equal to 0.Rent/home office Expenses Documentation Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Advertising & marketing Expenses(Required)Please enter a number greater than or equal to 0.Advertising & marketing Expenses Documentation Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Insurance Expenses(Required)Please enter a number greater than or equal to 0.Insurance Expenses Documentation Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Subcontractors / wages Expenses(Required)Please enter a number greater than or equal to 0.Subcontractors / wages Expenses Documentation Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Supplies & stock Expenses(Required)Please enter a number greater than or equal to 0.Supplies & stock Expenses Documentation Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Travel & accommodation Expenses(Required)Please enter a number greater than or equal to 0.Travel & accommodation Expenses Documentation Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Training & development Expenses(Required)Please enter a number greater than or equal to 0.Training & development Expenses Documentation Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Other Expenses(Required)Please enter a number greater than or equal to 0.Equipment / Assets receipts Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Did you buy any new equipment/assets?(Required) Yes NoList equipment / assetsItemDateCost Add RemoveEquipment / Assets receipts Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Receipts, Spreadsheets, or Bank feeds Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Any other Receipts, Spreadsheets, or Bank feeds you wish for us to have?CryptocurrencyDid you trade cryptocurrency this year?(Required) Yes NoApprox. number of trades(Required)Please enter a number greater than or equal to 0.Exchanges used(Required) Add RemoveDid you engage in staking / yield farming / DeFi?(Required) Yes NoUpload crypto tax reports Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Upload contract notes / annual tax statement Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Investments (Shares, Managed Funds, Dividends)Did you sell any shares or managed funds this year? Yes NoDividend statements Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Any overseas investments? Yes NoPlease describe these investments(Required)Please upload any documentation of the other income not listed above? Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Other ItemsAny other income not listed above?(Required) Yes NoPlease describe any other income not listed above?(Required)Please upload any documentation of the other income not listed above? Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Any other deductions not listed above?(Required) Yes NoPlease describe any other deductions not listed above?(Required)Please upload any documentation of the other deductions not listed above? Drop files here or Select filesAccepted file types: png, jpg, jpeg, pdf, gif, doc, docx, xls, xlsxcsv, txt, odt, Max. file size: 100 MB.Review & SubmitPlease check your details carefully before submitting. You can save and return later if needed.
