Thomas Bertelli

Tom is a hard working and committed individual. After completing his studies at Hale School in Perth in 2017, Tom wasted no time and promptly complete a double major at Curtin University, graduating in 2020 with degrees in both Accounting and Finance.

Tom complete his CPA registration on the 15th of June 2024 and is now an active member of the institution.

Tom is driven to provide his clients with the best opportunity to propel their success in the right direction, suiting to their needs and going above and beyond to leave no query unanswered.

Tom enjoys MMA, good coffee and is an avid snorkeler around the regions of Perth.

He is also in the process of creating forms for clients to send information securely. Give it a go below!

Individual Source Information

Clients of CrossCorp will use this form to provide CrossCorp with information needed to complete their individual income tax return. Please follow all prompts and answer all required fields.

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Information and security:

Crosscorp is aware many of our clients are aprehensive about giving out personal data online.

Clients submitting information should be aware that CrossCorp has taken every possible appropriate step to negate this risk.

Please submit your information free of worry from scammers and the like.

We have achieved an array of saftey points for our website and its submitted information, such as: An SSL Certificate, Server IP and domain name checks, Virus/Malware Protection, HTTPS verification, as well as an array of technologies to combat the growing digital age.

About You

Your Name(Required)

First Last

Your Address (only complete if your address has changed)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Preferred Method of Contact

Your Email Address (if differing from the prior year)

Email Address Confirm Email Address

Your Phone (if differing from the prior year)

Best Time to Call You

BSB and Account Number

If your BSB and Account number has changed throughout the financial year, please provide them below:

BSB

Account Number

Important events

Let us know of any important events for tax purposes that occurred throughout the year (if applicable)

Your Comments/Questions

CAPTCHA

(Required)

I certify that all the information provided is true and correct as per the ATOs substantiation guide.

(Required)

I agree to the terms and conditions outlined by CrossCorp Accounting Pty Ltd

Income

Please select the following that are applicable to you(Required)

Salary and Wages income received

Allowances received

Lump Sums from employer received

Government Payments/Pensions received

Superannuation income stream or lump sum payments received

Interest received

Dividends received

Employee share schemes received

Partnership/trust distributions received

Proceeds from the sale of shares or other capital assets

Foreign source income received

Rental income received

Any other income received

Salary and Wages

Please upload a copy of your annual payment summary

Upload below

Drop files here or

Max. file size: 16 MB.

Conversely, please provide your income received and payments withheld $ amounts:

Allowances

Please upload a copy of your annual payment summary of which includes your allowances received

Upload below

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Max. file size: 16 MB.

Conversely, please provide your allowance $ amount

Employer Lump Sum Statement

Please upload a copy of your employer lump sum

Upload below

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Max. file size: 16 MB.

Conversely, please provide your employer lump sum $ amount

Government payments/pensions

Please upload a copy of your pension/government payment

Upload below

Drop files here or

Max. file size: 16 MB.

Conversely, please provide your government payment $ amount

Superannuation income stream or lump sum payments received

Please upload a copy of your superannuation income stream or lump sum received

Upload below

Drop files here or

Max. file size: 16 MB.

Conversely, please provide your Superannuation income stream or lump sum payments received in $ format

Interest Received via bank statement

Please upload a copy of your interest received as shown on your bank statement

Upload below

Drop files here or

Max. file size: 16 MB.

Conversely, please provide your interest received received in $ format

Please check the box below if you'd like us to rely on ATO prefill data

I agree for CrossCorp Accounting Pty Ltd to use my ATO generated prefill data and I have confirmed the amounts are true and correct as per my ATO portal.

Dividends Received

Please upload copies of your dividend statements

Upload below

Drop files here or

Max. file size: 16 MB.

HIN/SRN Number

If you'd prefer, we may log into your online single holding to view dividend statements and CGT related information. Please provide your HIN/SRN above

Consent(Required)

I give consent to CrossCorp Accounting Pty Ltd to log into my share portfolio and single holdings.

Please check the box below if you'd like us to rely on ATO prefill data rather than providing the information above

I agree for CrossCorp Accounting Pty Ltd to use my ATO generated prefill data and I have confirmed the amounts are true and correct as per my ATO portal.

Employee Share Schemes

Please upload copies of your employee share schemes

Upload below

Drop files here or

Max. file size: 16 MB.

HIN/SRN Number

If you'd prefer, we may log into your online single holding to view employee share scheme statements.

Consent(Required)

I give consent to CrossCorp Accounting Pty Ltd to log into my employee share scheme account

Partnership/trust distributions received

Please upload copies of your Partnership/trust distribution statements

Upload below

Drop files here or

Max. file size: 16 MB.

HIN/SRN Number for distributions

If you'd prefer, we may log into your online holding to view distribution amounts

Consent(Required)

I give consent to CrossCorp Accounting Pty Ltd to log into my online account for partnership and trust distributions

Sale of Capital Assets

Please upload copies of your buy and sale statements, whether they be statements for real estate, Crypto or shares

Upload below

Drop files here or

Max. file size: 16 MB.

HIN/SRN Number for shares

If you'd prefer, we may log into your online holding to view sale and purchase statements for shares

Consent(Required)

I give consent to CrossCorp Accounting Pty Ltd to log into my online account for shares

Foreign Income Received

Please upload copies of any foreign income received

Upload below

Drop files here or

Max. file size: 16 MB.

Conversely, please provide your Foreign income received in $ format as well as any tax paid

Rental Income Received

Please upload copies of any documentation related to your rental property

Please tick the expenses you incurred during the financial year in regard to your rental property

Rental Income Received

Other Rental Income

Advertising

Body Corporate Fees (Strata)

Borrowing Expenses

Cleaning

Council Rates

Depreciation on plant

Gardening/lawn mowing

Insurance

Interest on loans

Land tax

Legal fees

Pest control

Property agent fees/commission

Repairs & maintenance

Capital works deduction / Building write-off

Stationary, telephone & postage

Travel expenses

Water charges

Sundry rental expenses

Purchase of large assets for the rental property

Upload all rental documentation below

Drop files here or

Max. file size: 16 MB.

Thomas Bertelli

Individual Source Information

Information and security:

About You

BSB and Account Number

Important events

Income

Salary and Wages

Allowances

Employer Lump Sum Statement

Government payments/pensions

Superannuation income stream or lump sum payments received

Interest Received via bank statement

Dividends Received

Employee Share Schemes

Partnership/trust distributions received

Sale of Capital Assets

Foreign Income Received

Rental Income Received

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