Request For Information

📋 Section 1 of 5: Personal Information

Let's start with your basic details. This helps us identify you in our system and contact you if needed.

First Name *

Last Name *

Date of Birth *

📅 Format: DD/MM/YYYY (e.g., 15/03/1985)

Email Address *

📧 We'll send your tax documents here

Mobile Phone Number *

📱 Australian mobile number (10 digits starting with 04). Format: 0412345678 or 04 1234 5678

🏠 Section 2 of 5: Address Information

Please provide your current residential address. This must match the address on your official documents.

Street Address *

🏘️ Example: 123 Main Street or Unit 5/45 Smith Road

Street Address Line 2

Additional address details if needed

City *

State *

e.g., NSW, VIC, QLD, SA, WA, TAS, NT, ACT

Postcode *

4-digit Australian postcode

Country *

💼 Section 3 of 5: Tax & Employment Information

Now we need your tax and employment details to process your return accurately.

Tax File Number (TFN) *

Occupation *

💼 Your current job title or profession (e.g., Teacher, Nurse, Electrician, Manager)

Employment Status

✅ Select the option that best describes your current employment situation

EmployedUnemployedSelf-Employed

💬 Section 4 of 5: Additional Comments

Almost there! Share any additional information that might help us with your tax return.

Additional Comments (Optional)

💭 Include any relevant details about deductions, income sources, or special circumstances (e.g., "I worked from home", "I have rental property income", "I made charitable donations")

✍️ Section 5 of 5: Document Upload & Signature

Final step! Please upload your ID documents and provide your digital signature to complete the form.

Australian Driver's License or Photo ID *

🪪 Upload a clear photo or scan of your ID. Accepted formats: JPG, JPEG, PNG, PDF (Max size: 5MB per file)

Selfie Photo *

📸 Upload a clear selfie photo for identity verification. Accepted formats: JPG, JPEG, PNG, PDF (Max size: 5MB per file)

ℹ️ Tax Agent Disclosure

Tax Serve is a registered tax agent with the Tax Practitioners Board (TPB). Our registration number is 26194146. For more information, you can visit www.tpb.gov.au.

I confirm that all information I entered here is accurate and true. I allow Tax Serve to use this information to add myself into the tax agent portal to retrieve information provided by the Australian tax office. By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.

Your Digital Signature *

✍️ Please sign in the box below using your mouse or finger (on touch devices)

🎉 Final step: tick the confirmation checkbox above, add your signature, then click Submit below to send your information securely.

Fill Out The Form and We Will Be In Touch!

📋 Section 1 of 5: Personal Information

🏠 Section 2 of 5: Address Information

💼 Section 3 of 5: Tax & Employment Information

💬 Section 4 of 5: Additional Comments

✍️ Section 5 of 5: Document Upload & Signature