Are you an existing client? *

Yes

No

Name *

First Name

Last Name

Phone

(###)

###

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Please select all that apply

For Tax Return Appointments - Please select all the items that apply to you:

For Tax Return Appointments - Please select all the items that apply to you:

Investment Property (new)

Investment Property (existing)

Investment Property (sold)

Share trading and/or Capital Gains

Foreign Source Income & Managed Trust Funds

Partnership Distribution

Sole Trader

Financial Years Required (select all that are applicable)

2020

2019

2018

2017

2016

2015

2014

2013

2012 and earlier

How many investment properties did you have during the financial year (relating to your appointment)

Please only select if this applies to you and you are booking an appointment for a tax return.

1 Property

2 Properties

3+ Properties