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.
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For Completing a Tax Return
Please fill out this checklist (one for each person) and bring it to your appointment.
View Form
For Investment Properties
Feel free to download this Rental Statement to summarise your income and expenses.
View Form

ATO Updates

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: 8:30am – 4.30pm.

That depends on how much work there is to be done before it can be lodged. For simple tax returns, an individual starts at $180, and a couple starts at $340 (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 15-20 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)