Recommended
Complete the online form
Submit your information using the public Microsoft Form. No Microsoft account is required and your TFN must not be entered.
Start the online form
Individual tax onboarding page
Individual tax onboarding.
Work through the guided form at your own pace. Your answers help us prepare for the consultation and identify the information that may be needed for your individual income tax return.
01
No Microsoft account requiredThe public form works with any email provider.
02
Do not enter your TFNYour TFN will be collected during a telephone consultation.
03
Documents are not a deal breakerComplete the form even if your supporting documents are not ready.
Client details form
Individual income tax return
TFN safety: please do not include your Tax File Number anywhere in this online form. It will be collected by telephone during your consultation.
Form not displaying?
Open the form directly Some privacy settings may prevent an embedded Microsoft Form from loading.
Prefer a document you can save and sign?
Download the PDF The fillable PDF follows the same standard client-response structure.
As a trainee tax agent, I offer taxation services through the Registered Business Name Complete System Consulting under the supervision of The Accounting Academy Services Pty Limited (ABN: 93 671 788 355, agent number 26233096). All services are closely monitored to ensure the highest standards of accuracy and compliance.