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Medicare Entitlement Statement
Individual Tax Return
Individual Tax Return Form
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Step
1
of
4
– Personal Information
25%
Name
*
First Name
Middle name
Family name
TFN
*
Email
*
Mobile Number
*
Nearest Expert Office
*
Select nearest office
Adelaide
Brisbane
Canberra
Gold Coast
Melbourne
Parramatta
Perth
Sydney
Tasmania
Have you lodged your tax return from us before?*
Yes
No
Has any of your following details changed since your last tax return?
Mobile Number
Address
Visa Status
Relationship Status
Bank Account Details
Job Description
Other Income Source (ABN/UBER/UBER Eats or other)
Gender
*
Male
Female
Prefer not to answer
Date of Birth
*
DD slash MM slash YYYY
Relationship Status
*
Select an option
Never Married
De facto
Divorced
Engaged
Married
Separated
Widowed
Spouse's Details
Spouse's Name
*
First Name
Family name
Spouse's Date of Birth
*
DD slash MM slash YYYY
Spouse's Estimated Income
Address
Residential Address
*
Street Address
City
State / Province / Region
ZIP / Postal Code
Visa Details
Date of arrival in Australia (if you have arrived within this financial year)
DD slash MM slash YYYY
Current Visa Subclass
*
Visa Expiry Date
*
DD slash MM slash YYYY
Bank Account Details
Your refund amount (if any) will be processed to this account
BSB
*
Account Number
*
Account Name
*
Income and Expenses
If total expense is more than $300, you must provide evidence
Your main occupation title
*
Number of places you have worked
*
Total interest earned
*
Total work-related clothing expenses
Total other work-related expenses (union fees, membership etc.)
Previous year Tax Agent's fee
Other income sources
Please select the income sources applicable to you
ABN
Crypto
Shares
Uber/Rideshare
Uber Eats/Food Delivery
Other
Other Income Source
*
Are you eligible for Medicare levy exemption?
*
Choose Yes if you meet certain medical requirements or are a foreign resident or are not entitled to Medicare benefits.
Yes
No
Have you recently lodged PR/protection/491 visa?
*
Yes
No
When did you lodge the application?
*
DD slash MM slash YYYY
Consent
*
I agree to the Expert Accountants terms and privacy policy.
