Online Tax Returns
Information needed (new client)

If you are a new client of Marc Gilbert and Associates, we’ll need the following information:

  • Name
  • Address
  • Email address
  • Mobile phone number
  • Tax file number
  • Annual payment summary from employer(s)
  • Date of birth
  • Occupation
  • Residential and postal address
  • Bank BSB & account number for deposit of any tax refund

Where applicable, we’ll also need the following:

  • Bank interest income or other investment income over $50
  • If newly arrived or departing Australia – your approximate date of arrival/ estimated date of departure, your country of origin, and whether you are entitled to an Australian Medicare card.
  • Legal or defacto spouse name, date of birth, approximate taxable income for the financial year, number of dependant children
  • Your annual private health insurance tax statement
  • A summary of investment property income and expenses. Please refer to Property Expenses Checklist
  • A list of any known tax deductible expenses. For example:
    • Clothing that has an employer’s logo or is protective
    • Tools/equipment
    • Average monthly phone and internet bill plus your estimated work use % (vs private) of each
    • Training/courses/memberships
    • Approximate purchase date and cost of your current computer and your estimated work use %
    • Approximate work kilometres traveled during the year (from workplace to workplace, not from home to work unless you are carrying bulky equipment)
    • Average weekly hours spent working from home
    • Donations made to registered charities
    • Tax agent fees


From August on wards we can usually access the following information directly from the Australian Tax Office, so you don’t normally need to supply it:

  • Annual payment summary from employer(s)
  • Total bank interest income earned
  • Dividend & other investment income
  • Annual private health insurance tax statement.
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219 Beach Street
Frankston VIC 3199
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Marc Gilbert & Associates

For over 30 years we at Marc Gilbert and Associates have made the process of getting tax returns and financial advice easier and more cost effective. We have succeeded in doing this by developing a friendly and professional team of Accountants who go out of their way to assist you.