Personal Tax Specialists

Become a client now

If you are ready to get started on your tax return today, just download our New-Client-Form, fill it in and email it to us at admin@personaltaxspecialists.com.au.

We will then register you as our client with the Tax Office, check for any information they already have about your tax return for this year and let you know what additional information we will need you to provide.

If you have any questions along the way, just let us know.
We look forward to working with you.

Become A Client

New Client Form

Welcome to STEP 1 of our 5 step process. Please complete the form below accurately. This will allow us to lodge your tax return, communicate with the ATO and ensure that your refund is paid out to your account.
I'm Lodging A Return For A:*
Full Name*

First
Date of Birth*

MM slash DD slash YYYY
Email*
Mobile Phone number*
How would you prefer us to contact you?*
When is the best time to contact you?*
Home Address*

Street Address

State / Province / Region

ZIP / Postal Code
Tax Information
Position*

Please be specific about your occupation so we can find suitable deductions for you.
Start Date*

MM slash DD slash YYYY
Tax File Number*
Spouse/Partner’s Name & Date of Birth
Children’s Names (and their date of births)
Do you own any shares or units in investment trusts?*
Have you sold any of your investments over the past year?* This includes rental property, land, shares, units in trusts, etc.
Did you earn any income from working overseas?*
Did you earn any income from foreign investments?*
Do you own a rental property?*
Do you receive any payments from Centrelink?*
Did you have private hospital cover for yourself and all of your dependants for the whole year?*
Have you taken any money out of your super fund this year?*
Were you a resident of Australia for the whole financial year?*
Banking Details
Account Name*
Account Number*
BSB Number*
Financial Institution Name*
General Information
In which month would you like us to remind you to lodge next year’s return?*
How Did You Find Us?*
Business Ownership Section

If you own a business, please complete these fields.
ABN
ACN
Website Address
Bingal Pty Ltd trades as Personal Tax Specialists
- By returning this form, I confirm that I wish to appoint Binjal Pty Ltd (Tax agent registration 26030013) as my registered tax agent
Bingal Pty Ltd trades as Personal Tax Specialists

Lodge your tax return online

Submit the form and we’ll get you started with our simple, 5 step process.

Let's get started!

Submit your return online. With our 5-step process you can complete your tax return at your convenience.
It’s simple, quick and secure. No need to book a time with an accountant. Just follow the steps, submit the form and our expert tax agents will take care of your submission and ensure you’re claiming all the deductions you should be.
Click to get started.

Personal Tax Specialists

Become a client now

Become A Client

New Client Form

Tax Information

Banking Details

General Information

Business Ownership Section

Lodge your tax return online

Let's get started!

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