LM PRIORITY

Client Information forms

Only use this form if you are an existing Letcher Moroney client:

Complete the form below and submit it along with documents required.

Please include further information if you require additional lines. This is not an exhaustive list so if you have further information you believe relevant, please provide.

We will need to receive this completed form prior to preparing your tax return.

Client Tax Information Form

Before completing this form please make sure you have the relevant documents saved as pdf, jpeg or png files, ready to upload as you are not able to save the form and return to it, it will need to be completed all at once.

Please note;
Rental Properties – If you have one or more rental properties you will need to complete the Appendix 1 form once you have completed the main form.

Multi Businesses – If you have one or more businesses you will need to complete the Appendix 2 form once you have completed the main form.

Appendix 1 – Additional Rental Property Schedule

Please make sure you have completed the Client Information form above before completing this form.
This form only needs to be completed if you own more than one rental properties.

Appendix 2 – Additional Businesses

Please make sure you have completed the Client Information form above before completing this form.
This form only needs to be completed if you own more than one business.

Appendix 2 - Additional Businesses

  • 18. Income Type: Please provide total GST-exclusive income received for business operations*
    Examples; sales, reimbursements etc
  • Drop files here or
  • 19. Please provide total GST-exclusive amounts for business cost categories*
  • Drop files here or
  • Date Format: MM slash DD slash YYYY

Need Help?

If you have any issues in completing this form, please call the office on (08) 8361 0200 for assistance.

For further information regarding the relevant details to include in this form please click this ATO link. 

Alternatively, you can complete this form manually and send with copies of your source documents to the office at; GPO Box 1040 Adelaide 5001.