Frequently Asked Questions & Forms

Our Forms

For New Clients at Smartax
Please fill out our New Client Form (just one for a couple) and remember to bring your Tax File Number and a copy of your last year’s tax return with you to your appointment.
For Completing a Tax Return
Please fill out this checklist (one for each person) and bring it to your appointment.
For Investment Properties
Feel free to download this Rental Statement to summarise your income and expenses.

Important Information for New Clients

The ATO has now further strengthened their security measures to protect clients from fraud and identity-related theft. This means that all businesses with an ABN (excluding sole traders) will need to nominate Smartax as their agent before we can add you to our client list.

If you have a partnership, trust, or company, and would like to engage Smartax as your tax agent, please follow our guide attached here. 

We are open Monday to Friday: 8:00am – 5:00pm.

That depends on how much work there is to be done before it can be lodged. For simple tax returns, an individual starts at $199, and a couple starts at $370 (including GST).

You can pay by credit card (Visa/Mastercard/AMEX), EFTPOS & cash.

No – we cannot do same day refunds.

For a simple Income Tax Return around 20-30 minutes.

Please go to this website for information on how to apply: Tax File Number Essentials (ATO)

If you are unsure go to this website and follow the instructions to find out: Tax Tools: Do I need to Lodge a Tax Return? (ATO)

Important Fraud Warning - Keep your TFN Safe!

Your TFN is a unique identifier, and if it falls into the wrong hands, it can be used by fraudsters to commit serious identity theft and tax fraud in your name.

Please remember:

Your TFN is highly confidential. Only share it with trusted entities who legitimately require it, such as your tax agent (us!), your current employer, your bank, or your superannuation fund.

The ATO will NEVER ask for your TFN via unsolicited emails, text messages with links, or social media. Be extremely wary of any communication demanding your TFN, bank details, or myGov login.

Scammers are increasingly sophisticated. Fake websites, emails, and calls can look incredibly convincing. Always verify the source of any communication before sharing personal information. If in doubt, contact the organisation directly using a publicly listed phone number or website (not one provided in a suspicious message).

What can scammers do with your TFN?

– Lodge fraudulent tax returns in your name to steal your refund.
– Access your myGov account to redirect payments.
– Steal your superannuation.
– Sell your identity to organised crime groups.

If you suspect your TFN has been compromised or you receive a suspicious message, contact the ATO’s Client Identity Support Centre immediately on 1800 467 033.

You can also report scams to ReportScams@ato.gov.au or visit www.scamwatch.gov.au.

Your financial security is a priority. By keeping your TFN private, you significantly reduce your risk of becoming a victim of fraud.