IN HOUSE QUESTIONNAIRE – Accountant Palm Beach

PLEASE ENTER PERSONAL DETAILS

A: YEAR OF TAX RETURN -COMPLETE ONE QUESTIONNAIRE PER YEAR:

B: FIRST NAME:

C: LAST NAME:

D: ADDRESS:

E: DATE OF BIRTH:

G: PHONE NUMBER:

H: EMAIL ADDRESS:

I: BSB NUMBER (for tax refund):

J: BANK ACCOUNT NUMBER (for tax refund):

K: DESCRIBE YOUR OCCUPATION:

L: DID WE COMPLETE YOUR PREVIOUS TAX RETURN:
YES NO

M: ARE YOU AN AUSTRALIAN RESIDENT FOR TAX PURPOSES?:
YES NO

N: DID YOU ARRIVE IN AUSTRALIA THIS TAX YEAR?:
YES NO

N1: DATE YOU ARRIVED IN AUSTRALIA:

NOTES:

INCOME

1: INCOME FROM EMPLOYMENT? - Employer must have finalised the annual payroll reporting STP:
YES NO

2: DID YOU RECEIVE ANY ALLOWANCES?:
YES NO

1A: PLEASE DESCRIBE ie travel, laundry, km's:

4: DID YOU RECEIVE AN ELIGABLE TERMINATION PAYMENT? - this may occur when you cease employment:
YES NO

PLEASE ATTACH ETP STATMENT - IF REQUIRED Choose a file

Max. size: 512.0 MB

5: DID YOU RECEIVE A GOVERNMENT PAYMENT i.e. Centrelink, Austudy?:
YES NO

6: DID YOU RECEIVE ANY GOVERNMENT BENEFIT OR GOVERNMENT PENSION i.e. Single parent payment, Age pension?:
YES NO

7: DID YOU RECEIVE ANY MONEY FROM AN ANNUITY OR TAXABLE SUPER INCOME STREAM?:
YES NO

8: DID YOU RECEIVE A SUPER ANNUATION LUMP SUM PAYOUT?:
YES NO

8A: WAS THIS COVID EXEMPT?:
YES NO

10: DID YOU RECEIVE ANY INTEREST? From bank accounts, Term deposits etc:
YES NO

10A: TOTAL AMOUNT OF INTEREST RECIEVED - YOUR SHARE ONLY:

11: DID YOU RECEIVE ANY DIVIDENDS FROM A COMPANY?:
YES NO

11A: PLEASE LIST COMPANIES , WHETHER FRANKED OR UNFRANKED & AMOUNTS:

PLEASE UPLOAD STATEMENTS Choose a file

Max. size: 512.0 MB

12: DID YOU RECEIVE ANY SHARES FROM AN EMPLOYEE SHARE SCHEME?:
YES NO

13: DID YOU RECEIVE MONEY FROM A MANAGED FUND, TRUST OR PARTNERSHIP? - end of financial year statements available Aug-Sept:
YES - PLEASE ATTACH STATEMENT NO

PLEASE ATTACH STATEMENTS Choose a file

Max. size: 512.0 MB

NOTES:

SOLE TRADER - BUSINESS OWNERS

14: DID YOU EARN ANY INCOME FROM YOUR PERSONAL ABN?:
YES NO

14A: DID YOU WORK FOR AN HOURLY RATE?:
YES NO

14B: DID YOU EARN MORE THAN 80% OF YOUR MONEY FROM ONE SOURCE?:
YES NO

14C: DID YOU SUPPLY YOUR OWN TOOLS?:
YES NO

14D: ARE YOU RESPONSIBLE FOR THE RETIFICATION OF DEFECTS?:
YES NO

15: WERE YOU REGISTERED FOR GST?:
YES - PLEASE ATTACH NO - PLEASE SUPPLY DETAILS BELOW

PLEASE ATTACH YOUR STATEMENT OF BUSINESS INCOME AND EXPENSES: Choose a file

Max. size: 512.0 MB

16: DO YOU HAVE ANY BUSINESS LOSSES CARRIED FORWARD?:
YES NO

15A: DO YOU HAVE YOUR BUSINESS SCHEDULE:
YES - PLEASE ATTACH NO -PLEASE COMPLETE BELOW

15B: INCOME FROM BUSINESS:

15C: OTHER BUSINESS INCOME:

15D: TOTAL AMOUNT PAID FOR ADVERTISING:

15E: TOTAL AMOUNT PAID ON ASSETS & EQUIPMENT:

15F: TOTAL AMOUNT PAID ON BANK FEES:

15G: AMOUNT PAID ON COMPUTER EQUIPMENT:

15H: TOTAL AMOUNT PAID FOR CONTRACTORS:

15I: TOTAL AMOUNT PAID FOR INSURANCE:

15J: TOTAL AMOUNT PAID ON LICENSES & REGISTRATIONS:

15K: TOTAL AMOUNT PAID ON LOAN REPAYMENTS:

15L: TOTAL AMOUNT PAID FOR MOTOR VEHICLE(S) - petrol, registrations & maintenance amount:

15M: TOTAL AMOUNT PAID FOR PRINTING & STATIONERY:

15N: TOTAL AMOUNT PAID FOR POSTAGE:

15O: TOTAL AMOUNT PAID FOR PURHASES & MATERIALS:

15P: TOTAL AMOUNT PAID ON RATES & TAXES:

15Q: TOTAL AMOUNT PAID ON RENT:

15R: TOTAL AMOUNT PAID ON REPAIRS & MAINTENANCE:

15S: TOTAL AMOUNT PAID ON SUPERANNUATION:

15T: TOTAL AMOUNT PAID ON PHONE & INTERNET:

15U: TOTAL AMOUNT PAID FOR UTILITIES:

15V: TOTAL AMOUNT PAID ON WAGES:

15W: TOTAL AMOUNT PAID ON SUNDRY:

15X: TOTAL AMOUNT PAID FOR ANY OTHER EXPENSES:

15Y: PERSONAL DRAWINGS:

PLEASE ATTACH YOUR BUSINESS SCHEDULE Choose a file

Max. size: 512.0 MB

NOTES:

CAPITAL GAINS

18: DID YOU SELL ANY ASSETS? i.e. bitcoin, crypto currency, shares, property, collectables over $500 and personal use assets over $10,000:
YES NO

18A: AMOUNT - PLEASE INCLUDE SALE AMOUNT, PURCHASE PRICE, PURCHASE DATE, AMOUNT/S SPENT ON IMPROVEMENTS, COST OF SELLING OR DISPOSAL I.E CONTRACTS, SOLICITOR FEES ETC:

PLEASE ATTACH ANY DOCUMENTS WHICH RELATE TO THE SALE - FILES UNDER 150KB: Choose a file

Max. size: 512.0 MB

RENTAL PROPERTY

21: DO YOU OWN ANY RENTAL PROPERTIES:
YES NO

21A: NAME OF PROPERTY:

21B: ADDRESS OF RENTAL PROPERTY:

21C: DATE PROPERTY FIRST EARNED RENTAL INCOME:

21D: NUMBER OF WEEKS PROPETY WAS RENTED THIS YEAR:

21E: PLEASE WRITE PERCENTAGE OF PRIVATE/PERSONAL USE:

21F: DO YOU HAVE YOUR RENTAL SCHEDULE:
YES- PLEASE ATTACH NO - PLEASE FILL IN BELOW

21G: RENTAL INCOME:

21H: OTHER RENTAL RELATED INCOME:

21I: ADVERTISING FOR TENANTS:

21J: BODY CORPORATE FEES AND CHARGES:

21K: BORROWING EXPENSES:

21L: CLEANING:

21M: COUNCIL RATES:

21N: GARDENING/LAWN MOWING:

21O: INSURANCE:

21P: INTEREST ON LOAN:

21Q: LAND TAX:

21R: PEST CONTROL:

21S: PROPERTY AGENT FEES:

21T: REPAIRS AND MAINTENANCE (Please Provide Receipts):

21U: STATIONERY, TELEPHONE AND POSTAGE:

21V: WATER CHARGES:

21W: CAPITAL WORKS/DEPRECIATION/DECLINE IN VALUE DEDUCTIONS (e.g. BMT Schedule):

21X: OTHER:

PLEASE ATTACH CAPITAL WORKS/DEPRECIATION/DECLINE IN VALUE DEDUCTIONS SCHEDULE Choose a file

Max. size: 512.0 MB

PLEASE ATTACH RENTAL STATEMENT FROM REALESTATE AGENT Choose a file

Max. size: 512.0 MB

NOTES:

FOREIGN INCOME

20: DID YOU RECEIVE ANY INCOME FROM OVERSEAS i.e. overseas rental property, overseas shares or overseas pension:
YES NO

PLEASE ATTACH ALL STATEMENTS Choose a file

Max. size: 512.0 MB

NOTES:

OTHER INCOME

24: DID YOU RECEIVE INCOME FROM ANY OTHER SOURCE?:
YES NO

24A: DID YOU RECEIVE INCOME FROM SICKNESS/INCOME PROTECTION?:
YES NO

24B: DID YOU RECEIVE A LUMP SUM IN ARREARS (Lump Sum E):
YES NO

NOTES:

EXPENSES - This is where we will have some fun

K: DO YOU HAVE WRITTEN EVIDENCE/RECEIPTS FOR ALL EXPENSE CLAIMS OVER $300 - you must have evidence if you want to claim:
YES - Please Attach NO

D1: DID YOU USE YOUR OWN CAR FOR WORK OR BUSINESS?:

D1A: KM METHOD - PLEASE ESTIMATE BUSINESS KMS TRAVELLED AS WELL AS CAR MAKE AND MODEL:

LOG BOOK/MILECATCHER - PLEASE ATTACH LOG BOOK AND A SCHEDULE OF EXPENSES INCURRED FOR THE VEHICLE i.e. petrol, repairs, insurance, depreciation (when purchased adn what for), interest for vehicle loan: Choose a file

Max. size: 512.0 MB

D2: DID YOU HAVE ANY OTHER WORK RELATED TRAVEL EXPENSES:
YES NO

D2B: TOTAL AMOUNT PAID FOR PARKING:

D2C: TOTAL AMOUNT PAID FOR TOLLS:

D2D: TOTAL AMOUNT PAID FOR TAXI/TRAIN/AIRFARE:

D2E: TOTAL AMOUNT OF NON REIMBURSED EXPENSES RELATED TO OVERNIGHT STAY i.e. accommodation, meals other ancillary costs

D2F: PLEASE SPECIFY ANY OTHER WORK RELATED TRAVEL EXPENSES:

D2G: TOTAL AMOUNT OF OTHER WORK RELATED TRAVEL EXPENSES:

D3: DO YOU HAVE ANY WORK CLOTHES EXPENSES:
YES NO

D3A: WHAT CATEGORY DOES IT FALL UNDER:
OCCUPATION SPECIFIC: - chef check pants COMPULSORY UNIFORM: - Must have logo and employer must register uniform PROTECTIVE CLOTHING: - Must have a protective quality i.e steel cap or non slip shoes, high vis,

D3B: TOTAL AMOUNT PAID FOR UNIFORMS:

D3C: TOTAL AMOUNT PAID FOR PROTECTIVE UNIFORMS:

D3D: TOTAL AMOUNT PAID FOR PROTECTIVE FOOTWEAR:

D3E: TOTAL AMOUNT PAID FOR LAUNDRY:

D5: OTHER DEDUCTIONS - Click here, we may have thought of some additional items that you may claim:
YES NO

D5A: TOTAL AMOUNT PAID FOR TRADE UNION FEES:

D5B: TOTAL AMOUNT PAID FOR PROFESSIONAL MEMBERSHIPS:

D5C: TOTAL AMOUNT PAID FOR A HANDBAG/BREIFCASE:

D5D: TOTAL AMOUNT PAID FOR STATIONERY/JOURNALS:

D5E: TELEPHONES/MOBILE:
YES NO

D5F: BUSINESS USE PERCENTAGE:

D5G: TOTAL AMOUNT PAID FOR THE FINANCIAL YEAR:

D5H: INTERNET:
YES NO

D5I: BUSINESS USE PERCENTAGE:

D5J: TOTAL AMOUNT PAID FOR THE FINANCIAL YEAR:

D5K: TOTAL AMOUNT PAID FOR TOOLS/EQUIPMENT cost of tools less than $300, cost of repairs, replacements:

D5L: DEPRECIATION cost of assets over $300 i.e Laptop, lawnmower etc. Please include name of asset, date purchased, purchase price:

IF YOU HAVE A PRIOR YEAR DEPRECIATION SCHEDULE PLEASE ATTACH. (If we don't already have a copy) Choose a file

Max. size: 512.0 MB

D5M: HOME OFFICE:
YES NO

D5N: HOW WOULD YOU LIKE TO CLAIM:
52c PER HOUR - FULL YEAR: 80c PER HOUR - 2021 FINANCIAL YEAR: - if you choose you cannot claim phone, internet or electricity:

D5O: TOTAL HOURS WORKED FROM HOME:

D5R: TOTAL AMOUNT PAID FOR SUN PROTECTION:

D5S: TOTAL AMOUNT PAID FOR SEMINARS:

D5T: TOTAL AMOUNT PAID FOR OVERTIME MEALS:

D5U: DESCRIPTION OF OTHER EXPENSES:

D5U: AMOUNT OF OTHER EXPENSES:

D7: DID YOU PAY INTEREST ON A LOAN USED TO BUY AN INVESTMENT (Excludes Rental Property):
YES NO

7DA: TOTAL AMOUNT PAID FOR THE FINANCIAL YEAR:

D7B: DID YOU HAVE A HECS/HELP DEBT:
YES NO

D9: DID YOU MAKE ANY GIFTS OR DONATIONS:
YES NO

9DA: TOTAL AMOUNT PAID FOR THE FINANICAL YEAR:

D10: HOW MUCH DID YOU PAY YOUR TAX AGENT LAST YEAR:

D12: DID YOU PAY ANY PERSONAL SUPER CONTRIBUTIONS (if you want to make a claim you must have received a notice of intent to claim statement from your fund:
YES NO

D12A: AMOUNT PAID:

PLEASE ATTACH NOTICE OF INTENT TO CLAIM Choose a file

Max. size: 512.0 MB

D15: DID YOU PAY AN INCOME PROTECTION INSURANCE PREMIUM:
YES NO

NOTES:

SPOUSE DETAILS

P: WERE YOU SINGLE FOR THE YEAR?:
YES NO

P1: WERE YOU MARRIED OR IN A DEFACTO RELATIONSHIP AT ANY TIME DURING THE YEAR?:
FULL YEAR PART YEAR

P2: DATE IF THE RELATIONSHIP COMMENCED IN THIS FINACIAL YEAR:

P3: DATE IF THE RELATIONSHIP ENDED IN THIS FINACIAL YEAR:

P4: SPOUSE'S FULL NAME:

P5: SPOUSE'S DATE OF BIRTH:

P6: SPOUSE'S INCOME:

P7: NUMBER OF DEPENDANTS IF ANY?:

MEDICARE & SURCHARGE

M1: DO YOU HAVE A MEDICARE REDUCTION/EXEMPTION?:
YES: - YOU MUST HAVE A CERTIFICATE/DVA/OVERSEAS? NO

M2: DO YOU HAVE PRIVATE HEALTH INSURANCE?:
YES: - PLEASE ATTACH STATEMENT NO

M2A: DO YOU HAVE PRIVATE HOSPITAL COVER?:
YES NO

M2B: HOW MANY DAYS IN THE YEAR DID YOU (AND YOUR FAMILY) HAVE PRIVATE HOSPITAL COVER?:

M2C: IF IN A FAMILY WITH DEPENDANTS IS YOUR PRIVATE HOSPITAL COVER FOR ALL FAMILY MEMBERS?:
YES: - ALL COVERED NO - DEPENDANTS NOT COVERED NO - DO NOT HAVE DEPENDANTS

M2D: PLEASE SUPPLY NAMES OF DEPENDANTS:

M2E: IF YOU HAVE KIDS THAT ARE NOT YOUR DEPENDANTS E.G. BLENDED FAMILIES (YOU DON’T RECEIVE FTB A/B) ARE THEY COVERED FOR PRIVATE HOSPITAL INSURANCE FOR THE ENTIRE YEAR?:
YES NO

M2F: PLEASE SUPPLY NAMES OF DEPENDANTS:

NOTES:

REBATES/OFFSETS

T3: DID YOU MAKE ANY SUPER CONTRIBUTIONS FOR YOUR SPOUSE?:
YES: - PLEASE ATTACH A COPY OF CONTRIBUTIONS NO

TOTAL AMOUNT CONTRIBUTED:

T4: DID YOU RESIDE IN A REMOTE LOCATION not fifo:
YES NO

T4A: PLEASE ENTER LOCATION AND PERIOD OF TIME SPENT IN RESIDENCE:

T4B: PLEASE ENTER NAMES, AGES AND OCCUPATIONS/SCHOOL LEVEL OF EACH DEPENDENT:

T5: DID YOU SPEND MORE THEN $2,265 (NET OR REFUNDS) ON MEDICAL EXPENSES FOR DISABILITY AIDS, ATTENDANT CARE OR AGED CARE:
YES: - PLEASE ATTACH A LIST OR RECEIPTS NO

PLEASE ATTACH ANY DOCUMENTS WHICH RELATE TO REBATES - FILES UNDER 150KB: Choose a file

Max. size: 512.0 MB

NOTES:

OTHER

IT1: DID YOU PAY CHILD SUPPORT?:
YES NO

: AMOUNT:

Q: IS THERE ANY FURTHER INFORMATION WE NEED TO BE AWARE OF?:

PLEASE ATTACH ANY ADDITIONAL DOCUMENTATION- FILES UNDER 150KB: Choose a file

Max. size: 512.0 MB

NOTES