INDIVIDUAL CLIENT INTAKE FORM

TAX CHECKLIST

FOR INDIVIDUALS & SOLE TRADERS
Email Phone Forms Website
Email Phone Forms Website

The guide below helps you complete this form correctly and efficiently:

Hold your phone in landscape / horizontal mode if using a phone.

1. New to Aussie Tax? Our Financial Year (FYE) runs from 1 July to 30 June.

2. Gather all income & proof of paid work-related expenses for the FYE.

3. Complete this checklist for each FY, starting with the oldest FY if you have overdue tax lodgements. Do not provide data for multiple people & FYs in 1 submission.

4. Kindly be honest & provide proof of the following, if applicable:
- Sale of cryptos, shares, ETFs, bonds, & investment properties, etc.
- Contracting services: Sole trader or personal services income etc.
- Investment income: Dividends, rental, interest, crypto rewards, etc.
- Sharing economy income: Airbnb, Uber, Ola, Deliveroo, etc.
5. Click ‘SAVE’ on the last page and ‘RESUME’ again if it’s partially complete.

6. Don't provide bits/pieces of info, is time-consuming & may incur admin fees.
Part 1: PERSONAL DETAILS

*If you're an existing client, you'll only need to complete the questions marked with a red asterisk*', unless the information requires an update.
Taxpayer Type
Name*

PrefixFirst & Middle Name Last Name
Date of Birth*

DayMonthYear
Marital Status
Mobile Phone*
Email Address
example@example.com
Address

Street Address

Street Address Line 2

SuburbState

Postcode
TFN*
ABN if Sole Trader
GST Services Required?
Use Accounting Software?
Add us as an advisor to your accounting software by clicking the link below via info@taxaccountinghouse.com.au

Xero MYOB AccountRight MYOB Essentials QuickBooks
Upload the GST REPORT, PROFIT & LOSS, BALANCE SHEET & BANK STATEMENTS for the relevant QUARTER.

Browse Files

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State other Services required:
Fiscal Yr Ended*
Do not insert multiple years.
BANK ACCOUNT for TAX REFUND:
Would you authorise us to update your contact details with the ATO?
Upload a Photo Identification.

Browse Files
Applicable for New Clients: Passport, Driver or Learner's License for verification purposes. Cancelof
Part 2: TAX RESIDENCY & OFFSETS

Provide details of Medicare, Private Health Insurance, Spouse, Dependents, if applicable.
An Aussie Citizen / Permanent Resident for Immigration Purposes?
For that specific financial year ending 30 June.
Date you return to Australia?

DayMonthYear
Date you arrive in Australia?

DayMonthYear
Applicable to expats, working holiday workers, foreign students & foreign skilled workers etc who arrived to Australia during the Financial Year.
Visa Details:

Type of Visa

Street Address Line 2

Visa Type / DescriptionVisa Number

Postcode
Ceased to be a Tax Resident during the Financial Year?
Note: Tax residency differs from Immigration residency.
Date Ceased

DayMonthYear
TAX OFFSETS: Please provide the information below so we can calculate your tax offsets to reduce your liability.
Have a Spouse during the FY? i.e: husband, de-facto partner, wife?
This person

Became my spouse during the FY.Ceased to be my spouse during the FY.Was my spouse for the Full FY.
Are we also preparing your spouse's tax return?
If yes, inform your spouse to complete and submit this tax checklist separately. She does not need to provide your income details.
Did you have any Dependents during the Financial Year?
DEPENDENTS

A dependant for Medicare levy exemption purposes means a person who is:
- a spouse (any gender).
- a child aged under 21 years.
- a child aged 21 to under 25 years who is a full-time student at a school, college or university and has adjusted taxable income of less than $1,786 for the year.
How many Dependents?
Have Medicare card?
If no, are you Exempted from Medicare Levy?
Browse Files
upload the Medicare Levy Exemption letter, aka Medicare Entitlement Letter. Cancelof
Have Private Health Insurance?
If Yes, you must upload the Private Health Insurance Statement. This statement can be obtained via your Insurer's website, phone, or email. Click the link below to see a sample.
Click here to see a sample of the private health insurance Tax Statement.
Browse Files
Upload Private Health Insurance Tax Statement. Cancelof
HECS/HELP Debt?
Part 3: TAXABLE INCOME

Answer to applicable questions only, otherwise, disregard....
SALARY/WAGES?
Income: wages, salaries, commission, retainers, tips etc
Job Description?
e.g. doctor, dentist, engineer, police officer, architect, scientist....
Check the types of payments received & upload supporting documents:

Income StatementsPAYG Payment SummariesEmployer eligible ETPEmployee Share Schemes (ESS)Employer Lump Sum PaymentsDetails of Allowances & Directors Fees not included on payment summaries.
Browse Files
Upload all relevant Income documents / summaries. Cancelof
INTEREST INCOME?
DIVIDENDS / DIVIDEND RE-INVESTMENTS INCOME?
Upload Dividend Statements, or Broker Statement for the FY, if you do not want to complete the table below.
Browse Files
Upload all Dividend Statements for cross reference. Cancelof
PARTNERSHIP / DECEASED ESTATE OR TRUST INCOME?
Browse Files
Upload the Tax Distribution Statements. Cancelof
If you earned income as a Sole Trader or Personal Services Income, provide the details below. Your Clients already reported your payments & personal, bank account details to the ATO via PSAR on 14 August.
Below relates to Sole Trade (ST) and Personal Services Income (PSI). If you have not prepared a summary of the Income & Expenses Statement for your ST / PSI business; kindly complete the tables below.

Please Do not hide your Sole Trade / PSI income because your client(s): -
- will claim a deduction on any payments made to you;
- and will submit a contractor's Annual Payment Summary to the ATO which includes your:
  - business type e.g. sole trade, trust, partnership company etc.
  - full name and business name;
  - ABN, Address, mobile, telephone, email address.
  - total Amount Paid during the year;
  - your Bank BSB & Account numbers.
PERSONAL SERVICE INCOME?
Please Note:
1. Use the below tables to record your Sales & Expenses.
2. Do not include income & expenses relating to salary/wages.
3. State the business use % so expenses etc can be apportioned.
4. Include amounts excluding GST, if registered for GST.
5. If registered for GST, or required to be registered, you must lodge all BASs to 30 June before the tax return can be prepared.
6. Once the said BASs are lodged, we are required to perform Income, Expenses, GST reconciliation, and any amendments before tax lodgement to ensure accurate remittances. Our charge-out rate is $170 per hour for this activity.
7. The PSI tax schedule fee starts from $495 per schedule.
BOUGHT TOOLS / EQUIPMENT?
E.g. Vehicle, Laptop, Phone handset, ladder, tool box etc.
SALES: if you're GST registered, exclude GST amounts as you already reported it via BAS.
EXPENSES: if you're GST registered, exclude GST amounts as you already claimed via BAS.
MOTOR VEHICLE EXPENSES: if you're GST registered, exclude GST amounts as you already claimed via BAS.
MOTOR VEHICLE UNDER FINANCE?
Browse Files
Upload Proof of Purchase / Loan Contracts for DEPRECIATION EXPENSE Calculation. Cancelof
SOLE TRADER INCOME?
Please read the 'notes' below before completing this statement::
1. Use the below tables to record your Sales & Expenses.
2. Do not include income & expenses of salary/wages.
3. State the business use % so expenses etc can be apportioned.
4. Include amounts excluding GST, if registered for GST.
5. If registered for GST, or required to be registered, you must lodge all BASs to 30 June before the tax return can be prepared.
6. Once the said BASs are lodged, we are required to perform Income, Expenses, GST reconciliation, and any amendments before tax lodgement to ensure accurate remittances. Our charge-out rate is $170 per hour for this activity.
7. The sole trader tax return fee starts from $495 per schedule.
TOOLS & EQUIPMENT
SALES: If you're GST registered, exclude GST amounts as you already claimed/reported via BAS.
SELL STOCKS/PRODUCTS?
Provide Opening Stock, Purchases and Closing Stock values $ FYE. If you're GST registered, exclude GST amounts as you already claimed/reported via BAS.
COST of GOODS SOLD: If you're GST registered, exclude GST amounts as you already claimed via BAS.
EXPENSES: If you're GST registered, exclude GST amounts as you already claimed via BAS.
MOTOR VEHICLE EXPENSES: If you're GST registered, exclude GST amounts as you already claimed via BAS.
MOTOR VEHICLE UNDER FINANCE?
Browse Files
Upload PROOF OF MOTOR VEHICLE PURCHASE & MV LOAN CONTRACTS. Cancelof
SOLD SHARES, CRYPTO, ETFS, BONDS, OPTIONS etc?
Do not hide as the ATO already collected data from Brokers/Exchanges.
You can download details of all Tax Statements, Buy & Sell Orders by logging into your brokers' apps/websites/platforms, and upload in the 'browse files' below.
Browse Files
Upload TAX STATEMENTS, BUY & SELL ORDER HISTORY ... Cancelof
SOLD RENTAL PROPERTIES?
- click this hyperlink to download, complete, save and re-upload Capital Gains or Loss Template in the Property CGT doc button below.
Browse Files
Upload the completed CAPITAL GAINS or LOSS TEMPLATE here.. Cancelof
FOREIGN INCOME SOURCES?
Include income: rental, business, jobs, partnership, trust. dividend, sale of business etc.
Browse Files
Upload all relevant documents for FOREIGN INCOME. Cancelof
INCOME FROM RENTAL PROPERTY YOU OWNED?
Had a property manager/agent? If so, upload the Income & Expense Statement
Browse Files
Upload the property manager Rental Income & Expenses Statement here. Cancelof
Please download, complete and re-upload our "Rental Income & Expenses spreadsheet". This spreadsheet is a useful checklist to ensure you can easily present all the property information we need to correctly complete your tax return.
Browse Files
Upload the Rental Income & Expenses Statement spreadsheet here. Cancelof
Have a Depreciation Report from quantity surveyor?
If yes, upload. Depreciation expenses generally is the 2nd highest expense after Interest on Mortgage.
Browse Files
Upload the Depreciation Report here. Cancelof
Paid other rental expenses yourself? E.g Council Rates etc - complete the table below:
SHARING ECONOMY INCOME? e.g. Uber / Airbnb / Ola etc.
Please Note:
1. you must lodge all BASs up to 30 June before preparing tax return.
2. Once the said BASs are lodged, we are required to perform Income, Expenses, GST reconciliation, and any amendments before tax lodgement to ensure accurate remittances. Our charge-out rate is $170 per hour for this activity.
3. upload Tax Statements from Uber etc via the file button below.
4. upload all BASs lodged via the file button below.
5. The Sharing Economy tax schedule fee starts from $99 per schedule.
Use Accounting Software?
Add us as an advisor to your accounting software by clicking the link below via info@taxaccountinghouse.com.au

Xero MYOB AccountRight MYOB Essentials QuickBooks
Browse Files
Upload PROFIT & LOSS STATEMENT FOR SHARE ECONOMY INCOME Cancelof
PENSION / ANNUITY INCOME FROM SUPERFUND?
Browse Files
Upload Pension / Annuity Income Tax Statements from Superfund Cancelof
RECEIVED SHARES UNDER EMPLOYEE SHARE SCHEMES (ESS)?
Browse Files
Upload supporting documents for DISCOUNTED SHARES UNDER ESS. Cancelof
OTHER INCOME NOT LISTED e.g. Centrelink income etc.
Browse Files
Upload supporting documents for OTHER INCOME. Cancelof
Part 4: EXPENSES related Salary/Wages only.

Answer applicable questions only, otherwise disregard.
To claim a deduction for work-related expenses YOU MUST MEET ALL OF THE ATO'S 3 GOLD RULES:
1. You must have spent the money and not been reimbursed,
2. The claim must be directly related to earning your taxable income,
3. You must have records to prove it.
Please provide details and upload proof of claims for total claims of $300 or more per tax return (not per item).
CAR / MOTOR VEHICLE WORK-RELATED EXPENSE? if you use your personal vehicle.
Which of the following applies to you?
Have you exceeded 5,000km?
Have you kept a log book?
Date Logbook Starts

DayMonthYear
Date
Date Logbook Ends

DayMonthYear
Date
MOTOR VEHICLE EXPENSES: Provide proof / records e.g. lease / loan documents, invoices, registration papers etc
Browse Files
Upload proof of CAR / MV EXPENSES. Cancelof
UNIFORM, PROTECTIVE CLOTHING & DRY CLEANING?
To claim the cost of uniform or protective clothing, it must be unique (e.g., employer's logo) or specific to your occupation (e.g., police uniforms, hi-vis vests for tradesman). You cannot claim plain clothing e.g. suit, skirt, shirt even if you wear it for work.
DRY CLEANING of UNIFORM & PROTECTIVE GEAR?
WASHING of UNIFORM & PROTECTIVE GEAR?
If you washed work uniform / protective clothing at home please provide details below.
Upload UNIFORM, PROTECTIVE CLOTHING & DRY CLEAN COSTS.

Browse Files

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TRAVEL EXPENSE? (TRAVEL INTERSTATE o OVERSEAS FOR WORK)?
This is NOT WORK-RELATED CAR EXPENSE or RELOCATION EXPENSE.
If you were required to travel away from home overnight to remote areas (interstate, overseas etc) to perform work activities. You can claim Travel & Accommodation costs e.g. taxi, train, airfares, tolls, parking fees, meals and other incidental costs.
Upload Travel Expense Evidence.

Browse Files

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SELF-EDUCATION EXPENSE? the course must directly related to occupation.
Which of the following applies to you?
Did you travel between work location(s) and studies?
Provide details including number of kms (e.g. from work to uni - 4km, then from uni to home 5km x and number of trips during the year).
Upload Self-education expenses supporting documents.

Browse Files

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DID YOU STUDY FROM HOME?
PHONE & DATA EXPENSE?
If you are required to use personal devices, you can claim the work-related portion of internet & data expenses.
Cell Phone & Sim Plan?
Upload Proof of Payment for Phone & Sim plan via:
Upload PROOF of PAYMENTS. Log in to online banking, export your phone expenses paid during the financial year, and upload the file.

Browse Files

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PHONE HANDSET DETAILS: for Depreciation Expense Calculation.
Upload Proof of Phone Invoice

Browse Files

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SIM PLAN/PREPAID DETAILS: for Sim Expense Calculation.
Upload Proof of Payment for Sim plan / prepaid via:
Upload Proof of Payment of Sim Plan/Prepaid payments.

Browse Files

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TOOLS & EQUIPMENT? e.g. laptop, computer, hand-tools, goggles, calculator etc....?
If you had to buy tools and equipment to earn your income, you can claim a deduction for some or all of the costs, including insurance for the items: -

Protective items: e.g. hard hats, goggles, sunglasses, sunscreens, and cosmetics containing sun protection if you work outdoors.

Technical instruments: stethoscope, thermometer, tongue depressor, calculator, computers & software,

Office Equipment: desks, chairs, lamps, filing cabinets.

Hand tools: spanners, hammers, screwdrivers, grinders, sanders, hammer drills & toolboxes.

Please provide list of individual items or set, purchased, and upload supporting documents below. Do Not include items acquired via salary packaging.
Browse Files
UPLOAD PROOF OF PAYMENTS & RECEIPTS for TOOLS Cancelof
OTHER WORK-RELATED EXPENSES THAT AREN'T LISTED ABOVE.
You are entitled to claim deductions for some other directly work re-lated expenses that are not listed elsewhere in this deduction checklist, e.g. if you're a medical professional you may be able to claim: -
- union fees
- professional indemnity insurance, medical registration fees.
- membership fees, AMA, APRAH, other medical professional associations.
- medical journal subscriptions and publications.
- medical briefcase.
- overtime meals
Browse Files
UPLOAD PROOF OF PAYMENTS & RECEIPTS Cancelof
PAID FOR INCOME PROTECTION INSURANCE?
DONATIONS of $2+? must be made 'only' to Registered Charities & DGRs. e.g Red Cross, St Vincent DePaul, Bushfire Relief. Not to friends, families, non-DGR churches & schools.
Browse Files
Upload Proof of DONATIONS. Cancelof
TAX AGENT FEES PAID?
Browse Files
Upload Proof of Tax Agent Fees Paid. Invoice & Receipt.. Cancelof
PERSONAL SUPER CONTRIBUTION? (NOT EMPLOYER CONTRIBUTION).
Have you Notified your Superfund of your Notice of Intent to claim a tax deduction in the approved form?
Has your Superfund sent you a Written Acknowledgment, advising you they have received a Valid Notice from you?
You cannot claim without receiving the Written Acknowledgment. Go obtain this from your Superfund, 'SAVE' & 'RESUME' the checklist later.
Browse Files
UPLOAD a WRITTEN ACKNOWLEDGEMENT LETTER from your Superfund. Cancelof
Complete the spreadsheet below, do not include: - Employer super contribution & Salary Sacrifice Super contribution.
INTEREST EXPENSE? for interest & /or borrowing expenses relating to income earned. DO NOT INCLUDE THE LOAN AMOUNT.
Browse Files
Upload Proof of INTEREST & /or BORROWING expenses Paid. Cancelof
DID YOU WORK FROM HOME?
Are you required by your Employer to work from home?
Which of the following applies to you?
There are 3 methods to calculate home office expenses depending on your circumstances:
1. Shortcut method: Covid-19 periods.
2. Fixed-Rate Method: Non-Covid-19 periods.
3. Actual Cost Method***
***The Actual Cost Method is intensive and will cost an additional fee of $100 if you elect to calculate, however, it'll not guarantee a better deduction outcome.
SHORTCUT & FIXED-RATE METHODS: complete the table below. These methods requires record keeping of timesheets, rosters, diaries & entries.
Do you want us to calculate the Actual Cost Methods to determine whether it'll produce a better outcome? If so, complete the below:
ACTUAL COST METHOD - TABLE 1: ensure the below items haven't been claimed under Tools & Equipment above.
ACTUAL COST METHOD - TABLE 2:
Part 5: DECLARATION
GREAT WORK! WELL DONE!
Please review the checklist to ensure all information is provided and supporting documents uploaded using the 'browse files' buttons.

This checklist is not exhaustive, please email us any additional relevant information.

DECLARATION:

You declare all information is correct and complete to the best of your knowledge.

You appoint Veronique Dang t/as Tax Accounting House (TAH) as your tax agent and accountant (Agent No: 2580 2656). We will add you to our tax agent portal and liaise with the ATO on your behalf.

Internet Transfer:
- Individual Clients: You understand that after transferring your TAH fees we will prepare and lodge your tax return with the ATO, and any refund will go directly to your nominated bank account.
- Business & Sole Trader Clients: Kindly submit this form with our Engagement Letter. Read, complete, sign, and submit the last page of the Engagement Letter via this hyperlink.
Signature*
Should be Empty:

TAX CHECKLIST

Part 1: PERSONAL DETAILS

Part 2: TAX RESIDENCY & OFFSETS

Part 3: TAXABLE INCOME

Part 4: EXPENSES related Salary/Wages only.

Part 5: DECLARATION