At Verve Taxation, we make lodging your tax return online simple, secure, and stress-free. Whether you’re a sole trader, small business owner, or individual taxpayer, our registered tax agents across Melbourne, Pakenham, and Geelong are here to help you get every deduction you’re entitled to.

To get started, complete the form below with your details. A member of our team will contact you shortly to confirm your information and lodge your return — no office visit required.

Engagement Details

Setting of Date

Full Name

Tax File Number

Date of Birth

Address

Terms of Engagement

Dear Client,

We are pleased to accept appointment as your Tax Agent for all your lodgements with the ATO. We/I will always act in your best interest and provide the highest level of professional service.

As your Tax Agent we/I will:
a. analyse, discuss, and make recommendations regarding your tax return; and
b. prepare and lodge your tax return for the year.

Please note that any refund is an estimate only and we are/I am not responsible and will not accept liability if the Australian Taxation Office determines an outcome which is different than that lodged.

Professional Fees and Payments: A set fee will be applicable to this service.

Deduction of Fees from refund cheque (optional): It is agreed that fees for the service provided will be deducted directly from any tax refund cheque.

Terms of Payment (optional): Unless otherwise agreed, payment terms are strictly on the date of service.

Clients disclosure and record keeping obligations: You are required by law to keep full and accurate records relating to your tax affairs. You are responsible for compliance with the substantiation provisions of the Income Tax Assessment Act.

Clients rights and obligations under the tax laws: Taxpayers have certain rights under Australian taxation laws, including the right to seek a private ruling from the ATO or to appeal or object against a decision made by the Commissioner.

Tax Practitioners obligation to comply with the law: We/I have a duty to act in our client's best interests, subject to an overriding obligation to comply with the law.

Acknowledgment and confirmation: I hereby acknowledge and accept the terms of engagement.

Acknowledgment Date

Acknowledgment Signature

Sign with mouse or touch

Client Details

Full Name

Tax File Number

Date of Birth

Address

Mobile

Are you eligible for Medicare Card?

Yes

Identity Check

Photo ID Type

Driver Licence

Passport

Photo ID Number

Services Required

Please check the box for services required:

Income Tax Only

Activity Statement Only

Both IT and AS

Checklist – Income Tax Return

Item	Yes / No	Amount ($)
Payment summaries and Income Statement	Yes No
Lump Sum and Termination Payment Summaries	Yes No
Government payment statements, if received	Yes No
Interest Income	Yes No
Dividend statements for dividends received	Yes No
Annual Tax Statements from Managed Funds / Other	Yes No
Other Income (if any)
Job Keeper	Yes No
Other Government Grants	Yes No
Business	Yes No
Capital Gains – Shares Portfolio Statement	Yes No

Rental Properties

Yes

Deductions

Deduction Item	Yes / No	Amount ($)
Motor Vehicle (work-to-work use only)	Yes No
Travel	Yes No
Uniforms / Work-wear	Yes No
Self-education and professional development	Yes No
Union fees, journals, tools, subscriptions & memberships	Yes No
Home office, seminars, conferences	Yes No
Telephone, computer, internet	Yes No
Any other expense incurred generating income	Yes No
Donations	Yes No
Income Protection Insurance	Yes No

Offsets and Refunds

Item	Yes / No	Amount ($)
Health insurance and rebate entitlement statement	Yes No
IAS statements or details of PAYG installments paid	Yes No

Spouse details including taxable and exempt income

Yes

Number of Dependant Kids

Declaration & Signature

I acknowledge that all details provided are true and correct to the best of my knowledge.

Declaration Date

Client Signature