Please answer these questions so that we can maximize your claims

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* 1. Your Name

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* 2. Your Tax File Number

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* 3. Your Home Address (street address)

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* 4. Your Postal Address

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* 5. Year

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* 6. Are you a New Client?

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* 7. If you are a New Client, how did you find us?

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* 8. Your Occupation

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* 9. Please list your employers for the year. We can check on the ATO portal for your income from these employers.

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* 10. Tax Deductible donations please list with names and $

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* 11. Accounting fee paid for tax returns last year?

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* 12. Income Protection paid. Please advise Insurance company name and policy number. Also note amounts paid by your super fund are claimed by your super fund and are not deductible to you.

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* 13. Were you an Australian Tax Resident ?

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* 14. Were you in the armed forces

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* 15. Did you make a super contribution for a low income spouse?

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* 16. Do you live in a remote location (Zone)?

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* 17. Were any of your work expenses reimbursed by your employer?

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* 18. Please note the Ato has identified the following claims as Audit Hotspots where taxpayers make large claims

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* 19. Do you use your car for work? Note you cannot claim travel to and from work unless you carry bulky equipment over 25kilos. Some exceptions apply for commercial utilities, see more information attached. More information motor vehicles

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Motor Vehicle fact sheet 1 of 2

Motor Vehicle fact sheet 1 of 2

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Motor Vehicle fact sheet 2 of 2

Motor Vehicle fact sheet 2 of 2

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* 20. Do you travel to multiple work sites most work days (itinerant worker). If yes your home to work travel may be added considered business travel for your business log book %

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* 21. Do you have a loan for your motor vehicle?

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* 22. Please provide your motor vehicle loan documents here, we don't  need all pages  we do need the pages showing the amount borrowed, the repayments $ and the term of the loan. 

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* 23. Do you have work related travel costs?more information work related travel

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* 24. How many klms do you travel to see your accountant?

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* 25. Do you wear a uniform or protective clothing to work? more information on  clothing 

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* 26. How many loads of washing do you do per week dedicated to washing your uniform or protective clothing?

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* 27. Do you have uniform dry cleaning costs

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* 28. Did you attend any courses more information work related education

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* 29. Did you travel to your course?

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* 30. Did you incur these costs for work? please provide $

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* 31. Do you perform work tasks from home? Please note you should keep a log of the hours worked from home over at least 4 representative weeks.

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* 32. Did you sell a capital asset like property or shares during the year?

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* 33. Rental Property 1 details for the financial year  (skip if you do not own a rental) ?

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* 34. Rental Property 2 details for the financial year  (skip if you do not own a rental) ?

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* 35. Rental Properties: If this is the first year for our office to prepare your returns, please provide your quantity surveyor reports and previous year tax returns including depreciation schedule

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* 36. Did you earn Interest or Dividends? Please provide a list, but don't worry if you don't have the details, we will obtain the information from the ATO, so please check the information in your tax return once it is complete.

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* 37. Expenses associated with your investments (other than rental properties) eg interest on a loan to purchase shares?

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* 38. Do you have any additional Income ?eg, Uber, AirBnB,  Crypto Currency, AirTasker.

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* 39. Number of Dependents

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* 40. Personal Super contributions that you are claiming a deduction for? Please note you must provide the notice from your Super Fund for us to claim this super as it contains some matching info for your tax return.

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* 41. Upload your Super Fund Notice for Contributions that you are claiming as a deduction.

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* 42. Spouse Details

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* 43. Please provide details of your bank account for any refund

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* 44. Do you have any other matter that might be relevant to your taxation affairs?

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