Online Tax Portal Personal DetailsFirst Name*Middle Name(s)Surname*Date of Birth*Select Financial Year*2017 / 20182016 / 20172015 / 20162014 / 20152013 / 20142012 / 20132011 / 20122010 / 2011Tax File Number*Address*Suburb*State*NSWQLDSAVICTASNTWAACTPost Code*Phone*Email* Occupation / Industry*Do you have a Private Health Insurance Policy?*YesNoPlease attach a copy of your statement(s) Drop files here or Is your spouse or partner also covered by this policy?*YesNoFull Name of SpouseSpouse Date of BirthSpouse Estimated Taxable IncomeWere you a tax resident for the full tax year?*YesNoWhen did you arrive in Australia?When did you depart in Australia?Dependant DetailsUse the button on the right to add extra rows.Full NameDate of Birth Do you have a partner or spouse?*YesNoFirst NameMiddle Name(s)SurnameDate of BirthEstimated Income (for applicable financial year)Would you like CXC Financial Partners to process your partners return?YesNoYour partner or spouse can simply complete the same tax questionnaire online and we’ll be in touch.Financial DetailsAccount Name (e.g. John Citizen)*Account Number*BSB*Bank Name (e.g. ANZ)*Superannuation DetailsUse the button on the right to add extra rows.Fund ProviderFund NameEstimated Balance Employment Income DetailsNumber of Payment Summaries*Payment Summaries Drop files here or Did you receive income from other sources (Shares, Managed Funds, an Investment Property)?*YesNoPlease attach a statement from your product provider or a summary of the income you have received.option a a) Dividends (Shares) Dividends Statement(s) Drop files here or option b b) Interest (Term Deposits or Bank Accounts) Please click here to download our term deposits or bank accounts excel worksheet, fill it in as accurately as you can and upload below.Term Deposits or Bank Accounts Upload Drop files here or option c c) Distributions (Managed Funds) Distribution Statement(s) Drop files here or option d d) Rental Income (Investment Property) Please refer to the investment property section belowoption e e) Business Income (Sole Trader), Exluding GST We will be in touch to collect this income and expense related information.option f f) Foreign Source Income (Excluding Managed Funds) Foreign Source Income Statement(s) Drop files here or option g g) Employee Share Scheme Income Employee Share Scheme Income Statement(s) Drop files here or option h h) Employee Allowances, earnings, tips, directors fees etc DetailsAdditional CommentsDid you dispose of any assets during the financial year?*YesNoPlease click here to download our asset disposal excel template, fill it in as accurately as you can and upload below.Asset Disposal Details Upload Drop files here or We will be in touch to discuss the sale of this asset and to request the required paperwork (if appropriate). Important note: We will access the ATO records to review the income details collected from your employer and various Financial Institutions. Investment Property DetailsPlease provide information about each of your investment properties Full Address Rent Available Date Weeks Available Rental Income Ownership % Interest Expenses Repairs Council Rates Strata Fees Agent Fees Water Rates Land Tax Capital Expenditure Cleaning Insurances   Edit Delete There are no Entries. Add Entry Investment Properties (Summary)ExpensesIf you believe you have incurred tax deductable expenses during the financial year please provide the relevant details below. Potential Expenses: Study Fees/Self Education, Parking/Tolls, Income Protection, Insurance (Funded outside Super), Internet, Mobile Phone Calls, Home Phone Calls, Donations, Computer Software, Computer Hardware, Newspapers/Magazines, Stationary-Ink Cartridges, Stationery-Paper, Stationery-Other, Professional Memberships, Last Financial Year Tax Agent Fee, Travel Expenses-Hotels, Travel Expenses-Flights, Travel Expenses-FoodDetailsUse the button on the right to add extra rows.Expense DescriptionTotal Inc GST ($)Comments% work related? Did you work from a home office during the financial year?*YesNoApproximate hours per weekDid you purchase a work related asset or one you believe is tax deductible?*YesNoAsset Details: Assets valued over $300Use the button on the right to add extra rows. Please note the treatment of this expense differs according to the cost of the asset. We will outline the impact prior to lodging your return.DescriptionValueDate Purchased Did you use your motor Vehicle in earning assessable income?*YesNoDid you keep a log book for 12 weeks in the last 5 years?*YesNoTotal work related kilometres travelledRegistration NumberMake/ModelLog Book - Business %Petrol ($)Lease Payments ($)Interest Payments ($)Insurance - 3rd Party ($)Insurance - Comprehensive ($)Repairs ($)Services ($)Registration ($)Other ($)Special OfferAt CXC Financial Partners we do things differently. We aim to bring the tax return to life and turn what can be, let’s admit it, a somewhat mundane document into a catalyst for change. The tax return can actually provide great insight into your financial position and bring clarity to making better decisions moving forward. We’d like to offer you a complimentary meeting to discuss the financial issues most important to you. Would you like: A financial planning meeting to review your current position, define your goals and analyse your wealth creation options A mortgage strategy meeting to save you interest or assess your ability to borrow A property strategy meeting to discover your options in building a tailored property portfolio to meet your specific needs A super and insurance review to review fees, returns and options By clicking SUBMIT button, you are agreeing to the engagement terms and conditions. Terms & Conditions Agreement* I agree to the terms and conditions. Save and Continue Later This iframe contains the logic required to handle Ajax powered Gravity Forms.