TAX RETURN QUESTIONNAIRE – Accountant Palm Beach

PLEASE ENTER PERSONAL DETAILS

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

B: FIRST NAME:

C: LAST NAME:

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:

O: ARE YOU A WORKING HOLIDAY MAKER (WHM) VISA 417 OR 462:

YES NO

P: ARE YOU ENTITLED TO MEDICARE?:

YES NO

Q: DO YOU HAVE A RENTAL PROPERTY?:

YES NO

Q:1 PLEASE PROVIDE YOUR RENTAL SCHEDULE PRIOR TO YOUR APPOINTMENT:

R: DO YOU EARN INCOME FROM YOUR ABN?:

YES NO

R1: PLEASE PROVIDE YOUR BUSINESS SCHEDULE PRIOR TO YOUR APPOINTMENT:

DO YOU HAVE CRYPTO?

YES - Please provide your statement i.e Koinly report NO

INCOME

1: INCOME FROM EMPLOYMENT? - Employer must have finalised the annual payroll reporting STP:

YES NO

2: DID YOU RECEIVE ANY ALLOWANCES?:

YES NO

2A: PLEASE TYPE BELOW: ie travel, laundry, km's:

4: DID YOU RECEIVE AN ELIGABLE TERMINATION PAYMENT? - this may occur when you cease employment, please provide statements:

YES NO

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

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 - Please supply statements prior to appointment NO

12: DID YOU RECEIVE ANY SHARES FROM AN EMPLOYEE SHARE SCHEME

YES - Please supply statements prior to appointment NO

13: DID YOU RECEIVE MONEY FROM A MANAGED FUND, TRUST OR PARTNERSHIP? - end of financial year statements available Aug-Sept:

YES - Please supply statements prior to appointment NO

PLEASE ATTACH AVAILABLE STATEMENTS AS REQUIRED IN QUESTIONS ABOVE

Choose a file

Max. size: 512.0 MB

CAPITAL GAINS

18: DID YOU SELL OR DISPOSE OF ANY ASSETS? i.e. share, property, collectables over $500 and personal use assets over $10,000:

YES NO

18A: PLEASE PROVIDE YOUR SALE DOCUMENTS PRIOR TO YOUR APPOINTMENT AS PER CHECKLIST BELOW :

SALE OF SHARES/MANAGED FUNDS - ANNUAL TRADE REPORT i.e comsec/anz

SALE OF CRYPTO - ANNUAL TRADE REPORT i.e koinly report

SALE OF PROPERTY - SETTLEMENT STATEMENT (on purchase & sale)

SALE OF PROPERTY - STAMP DUTY

SALE OF PROPERTY - AGENT FEES i.e commissions, advertising

SALE OF PROPERTY - LEGAL FEES

PLEASE ATTACH ANY DOCUMENTS WHICH RELATE TO THE SALE PRIOR TO APPOINTMENT- FILES UNDER 150KB:

Choose a file

Max. size: 512.0 MB

FOREIGN INCOME

20: DID YOU RECEIVE ANY INCOME FROM OVERSEAS i.e. overseas rental property, overseas shares or overseas pension:

YES NO

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

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 NO

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

YES NO

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

D1B: DID YOU USE LOG BOOK/MILECATCHER:

PLEASE FILL IN YOUR VEHICLE EXPENSES AT www.sjellisaccountants.com.au/vehicle-schedule: AND EMAIL TO admin@sjellisaccountants.com.au PRIOR TO YOUR APPOINTMENT

D1C: PLEASE PROVIDE YOUR VEHICLE SCHEDULE PRIOR TO YOUR APPOINTMENT AS PER CHECKLIST BELOW :

VEHICLE SCHEDULE https://www.sjellisaccountants.com.au/vehicle-schedule/

INTEREST ON VEHICLE LOAN

DEPRECIATION

FUEL

REGISTRATION

INSURANCE

REPAIRS

D2: DID YOU HAVE ANY OTHER WORK RELATED TRAVEL EXPENSES:

YES NO

D2A: TOTAL AMOUNT PAID FOR WORK RELATED TRAVEL EXPENSES:

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: DO YOU HAVE ANY OTHER WORK RELATED TRAVEL EXPENSES

YES NO

D2F: PLEASE WRITE DESCRIPTION AND AMOUNT:

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:

D4: DO YOU HAVE ANY WORK RELATED SELF EDUCATION EXPENSES?:

YES NO

D4A: IF YES, AMOUNT - Please provide receipts PRIOR to appointment:

D4B: WAS THIS EXPENSE INCURRED WHILE GENERATING AN INCOME FROM EMPLOYMENT?:

YES NO

D4C: DID THIS EXPENSE RELATE TO YOUR CURRENT JOB?:

YES NO

D4D: DID YOU PAY FOR THE EDUCATION i.e was not subsidised by HECS or trade loan?:

YES NO

D5: OTHER DEDUCTIONS - Click here, we may have thought of some additional items that you may claim:

YES NO

D5AD: DEPRECIATION? assets purchased over $300:

YES NO

D5BD: If yes cost of assets over $300 i.e Laptop, lawnmover etc. Please include name of asset, date purchased, purchase price:

D5CI: HANDBAG/BRIEFCASE-under $300:

YES NO

D5CI: AMOUNT PAID $:

D5DH: HOME OFFICE:

YES NO

D5EH: HOW WOULD YOU LIKE TO CLAIM YOUR HOME OFFICE:

67c PER HOUR - Excludes Phone/Internet/Stationery:

D5FH: TOTAL HOURS FOR HOME OFFICE:

D5GH: TOTAL AMOUNT PAID FOR HOME OFFICE FOR THE FINANCIAL YEAR:

D5HE: INTERNET $:

YES NO

D5IE: INTERNET BUSINESS USE PERCENTAGE:

D5JE: TOTAL AMOUNT OF INTERNET PAID FOR THE FINANCIAL YEAR:

D5KM: OVERTIME MEALS $:

YES NO

D5KM: AMOUNT PAID $:

D5LG: SUBSCRIPTIONS i.e professional memberships $:

YES NO

D5LG: LIST ITEMS AND AMOUNTS:

D5MS: SEMINARS $:

YES NO

D5MS: AMOUNT PAID:

D5NP: STATIONERY/JOURNALS $:

YES NO

D5NP: AMOUNT PAID $:

D5OO: SUN PROTECTION $:

YES NO

D5OO: AMOUNT PAID $:

D5PA: TELEPHONES/MOBILE $:

YES NO

D5QA: BUSINESS USE PERCENTAGE OF TELEPHONES/MOBILE:

D5RA: TOTAL AMOUNT PAID FOR THE FINANCIAL YEAR FOR TELEPHONES/MOBILE:

D5SI: TOOLS/EQUIPMENT cost of tools less than $300, cost of repairs, replacements:

YES NO

D5SI: AMOUNT PAID:

D5TU: UNION FEES:

YES NO

D5TU: AMOUNT PAID $:

D5UO: OTHER EXPENSES $:

YES NO

D5VO: Please list item and amount:

EXPENSES

D7: HECS/HELP DEBT:

YES NO

D8: DID YOU PAY INTEREST ON A LOAN USED TO BUY AN INVESTMENT (Excludes Rental Property):

YES NO

D8A: TOTAL AMOUNT PAID FOR THE FINANCIAL YEAR:

D9: GIFTS OR DONATIONS:

YES NO

D9A: TOTAL AMOUNT PAID FOR THE FINANICAL YEAR $:

D10: TAX AGENT LAST YEAR:

YES NO

D10A: AMOUNT PAID FOR TAX AGENT $:

D12: DID YOU PAY ANY PERSONAL CONCESSIONAL SUPER CONTRIBUTIONS (if you want to make a claim you must have received a NOTICE OF INTENT TO CLAIM (NOI) statement from your fund. Does not include government co-contribution):

YES NO

D12A: AMOUNT PAID $:

D15: DID YOU PAY AN INCOME PROTECTION INSURANCE PREMIUM OUTSIDE SUPER:

YES NO

D15A: AMOUNT PAID $:

SPOUSE DETAILS

P: WERE YOU SINGLE FOR THE FULL YEAR?:

YES NO

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

FULL YEAR PART YEAR

P2: IF RELATIONSHIP STARTED PLEASE ENTER START DATE:

P3: IF RELATIONSHIP ENDED PLEASE ENTER END DATE:

P4: SPOUSE'S FULL NAME:

P5: SPOUSE'S DATE OF BIRTH:

P6: SPOUSE'S INCOME:

P7: NUMBER OF DEPENDANTS?:

MEDICARE & SURCHARGE

M1: DO YOU HAVE A MEDICARE REDUCTION/EXEMPTION?:

YES: - YOU MUST HAVE A CERTIFICATE/DVA/OVERSEAS? NO

M2: DO YOU (AND YOUR PARTNER) HAVE PRIVATE HEALTH INSURANCE?:

YES: - PLEASE ATTACH STATEMENT NO

M2A: DO YOU (AND YOUR PARTNER) HAVE PRIVATE HOSPITAL COVER?:

YES NO