Submit a Preliminary Australian Tax Enquiry

Please do not provide tax file numbers, passport or driver licence details, Medicare details, bank details or identity documents through this public form. If supporting documents are required, we will provide an approved secure process after reviewing your enquiry.
Before you submit

Preliminary scoping only
This form is for preliminary scoping only and does not constitute personal tax advice.

Protect your privacy
Do not include TFNs, passport or driver licence details, Medicare details, bank details or identity documents.

Existing clients
Existing clients should continue using the secure Client Portal for documents and matters relating to an existing engagement.

Your privacy is important to us. Information submitted through this form is collected to assess, administer and respond to your enquiry, undertake appropriate conflict and risk checks, and determine whether an engagement can be offered. Please review our Privacy Collection Notice for information about how personal information is collected, used, disclosed and stored.
Existing clients
Please use our secure client portal to log in, upload documents and respond to requests.
Secure document handling
Supporting documents will only be requested through an approved secure process if and when required.

Existing clients
Please use our secure Seamlss client portal to log in, upload documents and respond to requests.

Secure document handling
The public contact form should only be used for general enquiries. Sensitive supporting documents should be exchanged through the secure portal where requested.