---
title: "Firm Settings: ITR Options"
description: "Seamlss has created an inbuilt form to help you collect Individual Tax Return information from your clients. To read more about how a client completes the form, see our [Completing your Individual Tax Return Details](https://seamlss.com.au/help/completing-your-individual-tax-return-details/) help guide. Video Walkthrough See…"
url: "https://seamlss.com.au/help/firm-settings-itr-options/"
updated: "2026-09-13"
category: Settings
---

# Firm Settings: ITR Options

Seamlss has created an inbuilt form to help you collect Individual Tax Return information from your clients. To read more about how a client completes the form, see our [Completing your Individual Tax Return Details](https://seamlss.com.au/help/completing-your-individual-tax-return-details/) help guide.

Video Walkthrough See the complete ITR Tool in action: from setup to client experience:

[Dynamic Tax Return Tool Demo | Seamlss ITR Feature Walkthrough](https://www.youtube.com/embed/0i3-eSViEwk?feature=oembed)

To customise which questions to use in your firm’s Individual Tax Return forms for clients, go to **Settings**from the left-hand menu.

![](https://seamlss.com.au/wp-content/uploads/2025/07/image.png)

Go to the **General** tab.

![](https://seamlss.com.au/wp-content/uploads/2025/07/image-2.png)

Scroll down to **ITR Options**. Here you will see each section of questions separated by category (General, Income, Deductions).

![](https://seamlss.com.au/wp-content/uploads/2025/07/image-3.png)

If there are any questions you would like to remove from the ITR form, simply tick the **Disabled** box on the right-hand side.

![](https://seamlss.com.au/wp-content/uploads/2025/07/image-4.png)

Under the **Finish** section, you can enable or disable **Tax Return Due Date**, and **Fee From Refund**. You can also give *Fee From Refund* a new name by typing in the **Fee From Refund Label** field. There is also space to add extra details about using *Fee From Refund* and fee information.

![](https://seamlss.com.au/wp-content/uploads/2025/07/image-5.png)

Finally, you can customise your *Terms and Conditions*. Change the **Terms and Conditions Label** as desired and edit the **Terms and Conditions** to suit your firm.

![](https://seamlss.com.au/wp-content/uploads/2025/07/image-6.png)

Click the blue **Save Setting** button to finalise your choices.

Read more about [Stacking Fetch Forms for ITR](https://seamlss.com.au/help/stacking-fetch-forms-for-itr/).
