YOUR DETAILS
Name
First Name
Middle Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
-
Area Code
Phone Number
Are you a New or Existing Client?
*
Existing Client
New Client
Tax File Number
Email
example@example.com
Date of Birth
dd/mm/yyyy
Would you like to see anyone in particular?
Vanessa Mendes (Goondiwindi)
Kym Hocking (Brisbane)
Jacqui Daley (Brisbane)
Rebecca Piotto (Brisbane)
Netta Forro (Ipswich)
Hannah McNulty (Goondiwindi)
Your Occupation
What are your bank details for your refund?
BSB
Account Number
Account Name
Your Spouse's Name
Your Spouse's Date of Birth
dd/mm/yyyy
How long have you been with your spouse throughout the 19/20 year?
Spouse's taxable income?
Only required if we don't complete your spouses tax return
Children's names and date of births.
Are your children in your full-time care?
Yes
No
Do you pay child support?
Please provide the amount
YOUR INCOME
Payment summaries from employment is generally available to us via the Australian Taxation Office.
List your employer/s for the 20/21FY?
Copies of your payment summaries are not required.
Any other income?
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Please take a photo and attached here.
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Did you earn any bank interest?
Bank
Account Number
Amount $
Do you have any other income?
Shares
Managed Funds
Business Income
Partnership or Trust income
Rental Properties
Please provide us details of any investments listed above.
Have you sold or disposed of any investments such as shares or rental properties?
Yes - please provide details on purchase and sale
No
Please upload any relevant investment income and expenses.
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Have you carried on a business during the year?
Yes
No
Please provide a summary of your business income and expenses.
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Do you receive any income from outside Australia?
Yes
No
Did you have a rental property/ies during the year?
Yes
No
What is the address/es of your rental property?
Please upload your rental property information here.
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Please provide income statements, mortgage statements, rates, water bills, insurance policy, repairs and maintenance and any other expenses incurred.
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Have you received any other income?
Pension
Lump Sum Payment
Centrelink
Were you granted any shares or rights under an employee share scheme?
Yes - please provide details of this.
No.
WORK RELATED EXPENSES
Did you use your vehicle for work purposes (excluding driving to and from work)?
Yes
No
There are various methods to claiming vehicle costs which we'll consider for you. How many kilometres did you travel during the financial year?
I have a diary of how many km's travelled and haven't kept the receipts and expenses.
I have kept a logbook and details of all vehicle costs incurred.
Please provide a copy of your logbook or summary of vehicle expenses if applicable.
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Include vehicle purchase costs and running costs such as services, repairs, fuel, tyres, registration and insurance.
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Does your employer reimburse you for travel expenses?
Please provide details.
Do you wear a uniform or protective clothing?
Please provide details.
Have you purchased any uniforms or protective clothing?
Please provide receipts
Did you complete any self-education courses?
Please provide details
Do you use your phone for work?
Please provide monthly cost and percentage of work use.
Do you use you home internet for work?
Please provide monthly cost and percentage of work use.
Did you work from home during COVID19?
Please provide us detail of how this was handled by your employer.
How many hours did you work from home for the Covid period above?
Average no of hours per week
How many hours did you work from home after Covid - ie when back at work?
Average no of hours per week
What other costs/expenses have you incurred or spent for work?
Please provide detail. Eg. Stationery, tools, equipment, sun protection, memberships, union fees, training costs, attendance to seminars, income protection
Please upload any receipts and invoices for expenses incurred for work.
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Can you take a photo and load these up for us.
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Have you made any donations this year?
Please provide detail and amounts.
Upload your donations receipts here.
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How much were you charged for last years tax return by your Tax Agent?
If you're an existing client, we have these details already on file.
Did you make any personal super contributions this year?
Please provide the super fund name and amount. Note, this doesn't include salary sacrifice or your standard 9.5% form employers.
In order to claim a tax deduction for super contributions, you need to complete a 'Notice of Intent' form with your super fund. Please upload the super fund acknowledgement letter once received.
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We require this acknowledgement letter in order to claim the tax deduction on your return.
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Do you have hospital cover in your Private Health Insurance for the full year?
Yes
No
Do you have a HECS/Help Debt?
Yes.
No.
Is there anything else that we can help you with?
Tax
Business Accounting
Wealth Creation
Investment Properties
Superannuation
Insurance
Property Management
Lending Review
Budgeting & Cashflow
Estate Planning
Self Managed Superannuation
Xero
Shares & Managed Funds
Business Coaching
WHAT HAPPENS NOW?
Thanks so much for taking the time to complete this, we really appreciate it. Once you click the submit number below, we'll receive everything and one our fabulous team members will give you a call to explore all your possible deductions and make sure we've looked for every last deduction. If you are a couple, once submitted, please clear form and start over for your spouse.
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