Tax Return Intake Form
Step 1 of 10

Let's get started

What's your full name?

Step 2 of 10

Your email address

We'll send your document checklist here.

Please enter a valid email address (must include @)
Step 3 of 10

What type of return is this?

Select the option that best fits your situation.

👤 Individual
💼 Sole trader
👥 Partnership
🏢 Company
🔒 Trust
🤑 SMSF
Step 3 of 10

Which returns do you need lodged?

Select all that apply — you can choose multiple years and types.

New returns
📄 New return — 2025–26
📄 New return — 2024–25
📄 New return — 2023–24
📄 New return — 2022–23
Amended returns
Amended return — 2024–25
Amended return — 2023–24
Amended return — 2022–23
Step 4 of 10

Income sources this year

Select all that apply.

💰 Salary or wages (PAYG)
📈 Business / self-employment income
🏠 Rental income
💹 Interest, dividends, or managed funds
🔄 Capital gains (sold property or shares)
🌎 Foreign income
📄 Government payments (Centrelink, etc.)
Step 5 of 10

Deductions to claim

Select all that apply.

🏠 Work from home expenses
🚗 Vehicle / travel expenses
🏫 Self-education or training
🔧 Tools, equipment, or uniforms
Charitable donations
🧾 Investment loan interest
No deductions this year
Step 6 of 10

Superannuation

Did you make any voluntary super contributions this year?

+ Yes — concessional (salary sacrifice / pre-tax)
+ Yes — non-concessional (after-tax)
+ Yes — both types
No voluntary contributions
Step 7 of 10

Health & family

Select all that apply.

💉 Private health insurance (claimed government rebate)
💉 Private health insurance (did not claim rebate)
👥 Spouse or de facto partner
👤 Dependant children
🏫 HECS-HELP debt
None of the above
Step 8 of 10

Any changes since last year?

Select all that apply — these often require extra documents.

💼 New or changed job
🏠 Bought or sold a property
Got married, separated, or divorced
Spent time overseas
📈 Started or wound up a business
No major changes
Step 9 of 10

Your details

This helps us set you up in our system — all fields marked required.

TFN must be 9 digits
Your TFN is transmitted securely over HTTPS and used solely for the preparation of your tax return, in accordance with the Privacy Act 1988.
Please enter a valid Australian phone number
Postcode must be 4 digits
BSB must be 6 digits (e.g. 062-000)
Generating your personalised checklist...
You're all set! Your personalised document checklist is below. Use the Save as PDF button to keep a copy.
⚠ Important — we cannot begin work on your return until we receive your photo ID.
Please email a copy of your passport or driver’s licence to patrick@move2cloud.com.au.
Please also email any other supporting documents (payment summaries, receipts, statements) to the same address.
There was a problem sending your submission. Your checklist is still shown below — please screenshot it or forward this page to your accountant.