Individual Tax Form

Tax agent authorisation

• I hereby authorise SmartBridge Accounting to add me as a client and act on my behalf with the Australian Taxation Office (ATO) in relation to my tax affairs.
• I authorise SmartBridge Accounting to add me as their client in the Australian Taxation Office (ATO) portal.

Client declaration

I declare and confirm that:

• All information and documents I have provided to SmartBridge Accounting for the preparation of my tax return are true, accurate and complete to the best of my knowledge.
• I authorise my tax refund, where applicable, to be paid by Electronic Funds Transfer (EFT) into the bank account details I have provided.
• I will retain original receipts and relevant supporting documents for at least 5 years, including details such as the supplier, amount, date and nature of each expense.
• Where an expense has both private and work or business use, I will maintain appropriate records to support the work-related or business-use portion claimed.
• I understand that ATO substantiation requirements apply to work-related expenses, including motor vehicle, travel, clothing, self-education, telephone, internet and other employment-related expenses, and that these claims may be reviewed by the ATO.
• I confirm that I have disclosed all relevant sources of income, including overseas income, investment income and capital gains, where applicable.
• I confirm that I have only claimed deductions, offsets and other tax benefits to which I am legally entitled.
• I understand that I remain responsible for the accuracy and completeness of my tax return, even where the return has been prepared or lodged by my accountant or registered tax agent.
• I understand that the ATO may review or audit my tax return and that I may be required to provide supporting documents, records or further information if requested.