Preamble:
To assist us in preparing your income tax return, please complete this Questionnaire when compiling your information.
Completing the Questionnaire can take considerable time and effort but in doing so, you will avoid unnecessary delays in processing and lodging your returns and extra costs because we need to come back to you with requests for additional information.
With respect to your income, please be aware that the Australian Taxation Office (ATO) can check the
income reported in your return against independent sources. This applies to PAYG Payment Summary
Income, Interest received, Dividends, Cryptocurrency transactions, online trading, Overseas income
and disposal of property
For Deductions, self-assessment rules apply1. In the event of a Tax Office Audit, you will need to substantiate the deductions claimed. Please note, our assistance in the audit process would involve additional fees.
If you have sold any assets during the year, please complete our Capital Gain/Loss Form so we can determine whether Capital Gains Tax applies to the transaction(s). A PDF version is available for download from our website at websitename.com.au / downloads.
Please fill in the online Questionnaire below & submit. Once Completed you must check on the link ( at the bottom of the form) to our terms of engagement before you can lodge this form. All supporting documentation can be sent to us in an email to [email protected], or upload to our client portal.
Should you require an appointment please contact our office on 94864722 to arrange a time.
1The self-assessment system places the onus on you to ensure your tax return complies with taxation laws. You must show all your assessable income and claim only the deductions and offsets, (formerly called rebates), to which you are entitled.
PERSONAL DETAILS
Current Clients please update where details have changed.
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| Full Name |
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| Home Address |
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| Postal Address (if different to home address) |
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| Telephone |
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| Email Address |
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| Occupation |
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| Date of Birth |
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| Spouse’s Name (if applicable) |
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| Spouse’s Date of Birth (if applicable) |
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| Period you had a spouse during the year |
✓ if whole year or |
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| Spouse’s Taxable Income(If we don’t prepare their Tax Return) |
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| No. of Dependant children |
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| Bank Account Details – It is now a requirement to provide Electronic Funds Transfer (EFT) details in your tax return if you are receiving a refund. |
| Name of the Bank |
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| Account Name |
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| BSB |
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| Account Number |
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| Please note, we no longer provide the service of deducting our fees from your tax refund |
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| 1. If we are preparing your tax return for the first time please provide: |
✓ if Yes |
✓ if supporting documentation provided and / or note any comments |
| 1.1 A copy of your last tax return |
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| 2. Income |
✓ if Yes |
✓ if supporting documentation provided and / or note any comments |
| 2.1 PAYG Payment Summaries from Employment (if applicable) |
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| 2.2 Allowances, director's fees, benefits and other earnings not on your PAYG Payment Summary |
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| 2.3 Lump sum payments e.g. Pro Rata Annual Leave |
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| 2.4 Employment Termination Payment Summary |
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2.5 Australian Government pensions, allowances and payments e.g. Age Pension, Carer Payment, Parenting – Single, Youth Allowance, Austudy, Newstart, Job Seeker |
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| 2.6 An Australian annuity, superannuation income stream or superannuation lump sum payment |
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| 2.7 Interest income from any source within Australia |
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| 2.8 Dividends from companies in Australia, including any dividends reinvested |
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| 2.9 Shares or options from your employer |
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2.10 Have you sold or disposed of any assets?
Please download and complete our Capital Gain/Loss PDF Form available at accsysbp.com.au/downloads |
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| 2.11 Distributions from a partnership or trust including managed funds |
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| 2.12 Business income / Personal Services income |
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| 2.13 Foreign pension or annuity
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| 2.14 Foreign interest, royalties, dividends, rent or any other income from foreign sources
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| 2.15 Money from the sale of foreign assets such as real property or shares |
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| 2.16 Do you have foreign assets valued over $50,000? |
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| 3. Deductions |
✓ if Yes |
✓ if supporting documentation provided and / or note any comments |
3.1 Motor vehicle expenses:
Please download and complete our Motor Vehicle PDF Form available at accsysbp.com.au/downloads |
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Copy of Log Book |
| 3.2 Travel expenses related to your employment |
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| 3.3 Work related uniform, protective or occupation specific clothing, laundry and dry cleaning |
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| 3.4 Work related self education expenses |
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| 3.5Professional Membership & Union fees |
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| 3.6 Mobile phone and other mobile devices used for work e.g. laptop, iPAD |
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3.7 Home Office expenses.
. fixed rate method (house worked from home)
. actual cost method.
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| 3.8 Donations / gifts (Please Provide the Details) |
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| 3.9 Interest expenses relating to borrowings for investments |
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| 3.10 Tax Agent fee(s) for prior year tax return preparation and lodgement |
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3.11 Personal Superannuation contributions where you wish to claim a deduction (Please Provide the letter from Superannuation found) |
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| 3.12 Income Protection / Sickness & Accident Insurance |
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| 3.13 Other work-related expenses |
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| 4. Tax Offsets |
✓ if Yes |
✓ if supporting documentation
provided and / or note any comments |
4.1 Full Year Private Hopital cover |
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| 4.2 Did you maintain an Invalid or Invalid Carer? |
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| 4.3 Have you contributed superannuation on behalf of your spouse? |
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4.4 Zone & Overseas Forces Tax Offsets:
If you live in a remote area or serve in forces
overseas, you may be eligible
Note: Your usual place of residence must be within a remote area in order to be eligible for the offset. |
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Location: |
| 5. Other Information |
✓ if Yes |
✓ if supporting documentation
provided and / or note any comments |
| 5.1 Do you have a HECS / HELP debt? |
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| 5.2 Did you pay or receive child support? Please provide details. |
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| 5.4 Do you have a MyGov account linked to the ATO? |
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| 6. Financial Health Check List |
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| 6.1 Have you reviewed your residential and investment loans during the last 12 months? |
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| 6.2 If you have income protection insurance, has it been reviewed in the last 12 months? |
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| 6.3 Have you consulted a financial planner in the last 12 months |
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| 6.4 Do you have a will? |
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| Please note: Financial Health check questions relate to matters that are attended to by allied financial
professionals. Should you require assistance with any of the above matters we can provide details of a
professional that can assist. |
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| Additional Notes: Please provide notes of additional information you may consider important. |
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I here by instruct you to prepare my Taxation Return for the financial year ended 30 June 2023.