Client Information Sheet

Student ID Number
Tax File Number
Surname
Given Name(s)
Current Residential Address
Suburb
State
Postcode
Student Email Address
Daytime Contact Phone
Date of Birth
Local/International Student
Local International
Have you used RMIT University Tax Services in the last three (3) years for your return?
Yes No
Portfolio
SET
DSC
Business

Please bring a printed copy of the completed form along with all relevant information

City

The Hub
Building 12, Level 4

 Business (Bourke Street)

The Hub
Building 108, Level 3

 Bundoora

The Hub
Building 202, Level 2
Your Appointment Date & Time is
______________________________________

PART 1 : INCOME
Describe your work activity
  If you have any Payment Summaries, CentreLink Statement of Benefits, etc., please bring them along
Is your total income above $6,800.00 (If NO, do not complete Part 2)
Yes No
What was your total amount of interest earned from your savings?
Do you have or have you sold or have you bought any shares or investments?
Yes No
Do you have a HECS debt?
Yes No

WHAT HAPPENS THEN...
1. The Tax Consultant will discuss/prepare your tax return with you. Please remember to ring at least 24 hours in advance to cancel your appointment if you can not make it.
2. Provided we have all the information, we should be able to complete your return on the spot.
3. Your Tax Return will be electronically submitted the same evening, It will take approximately fourteen (14) days for the return to come through.

PRIVACY NOTICE & DISCLAIMER
The ATO is authorised by the Income Tax Assessment Act 1936, the Income Tax Assessment Act 1997 and the Taxation Administration Act 1953 to ask for information in this form. We need this information to help us to administer the taxation laws.

We may give this information to other government agencies authorised by law to receive it-for example, benefit payment agencies such as Centrelink, the Department of Education, Science and Training and the Department of Families, Community Services and Indigenous Affairs; law enforcement agencies such as the National Crime Authority; and other agencies such as the Child Support Agency and the Australian Bureau of Statistics.

Your Tax File Number (TFN)

You do not have to quote your TFN. However, you cannot lodge your income tax form electronically if you do not quote your TFN.

Electronic funds transfer - Direct Debit

Where you have requested an EFT direct debit some of your details will be provided to your financial institution and the ATO's sponsor bank to facilitate the payment of your taxation liability from your nominated account.

Family Tax Benefit

Where you have claimed the Family Tax Benefit (FTB), your claim will not be accepted if you do not provide the TFN of each person included in your claim unless you are exempt from providing it - exemptions are explained on page 14 FTB tax claim instructions 2006.

The Family Assistance Office - which is a partnership between Centrelink, the ATO, Medicare Australia (formerly known as the Health Insurance Commission and the Department of Families, Community Services and Indigenous Affairs (FaCIAS) - is authorised by the "A New Tax System (Family Assistance) (Administration) Act 1999" to ask for the information in the FTB tax claims. The information will be used for the purposes of administering family assistance payments. Limited personal information may be used for customer surveys run by the ATO and its client departments, or by research organisations on their behalf. Limited information about you may also be disclosed to others when your circumstances affect their entitlements to payments and services.

The FAO may also give this information to someone else if you give permission, or to government agencies authorised by law to receive it-for example, partner agencies including Centrelink, the ATO, Medicare Australia and FaCIAS; assistance agencies such as the Aboriginal and Torres Strait Islander Commission; the Department of Employment, Workplace Relations and Small Business and the Department of Education and Training; and other agencies such as the Child Support Agency and the Department of Immigration and Multicultural Affairs.