Income Tax Questionnaire

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Income Tax Questionnaire

We would love to help in completing your tax return and getting some of that hard earned cash back! Please complete the attached form and send to our office. Please email all receipts to substantiate your claims to admin@kjaccountants.com.au. Our policy is strictly no receipt, no claim. Once received, we will send you an engagement proposal and start the preparation of your tax return. We look forward to working with you!

Please complete the relevant information that will assist in the completion of your return. It is your responsibility to ensure all claims can be substantiated in line with the relevant substantiation requirements available at www.ato.gov.au which can also be provided via email request.

CLIENT NAME:

Postal Address:

Residential Address:

Mobile Phone:

Email:

Preferred Contact Method:

Bank Details for Refund

BSB:

Account Number:

Spouse Details

Spouse Full Name:

Spouse Date of Birth:

Spouse Taxable Income if return not being prepared through us:

Other Information

Number of dependant children:

Amount of Child Support paid through the year if applicable:

Main Occupation:

Income details

Number of PAYG Payment Summaries:

Centrelink Income:

Directors Fees:

Eligible Termination Payments:

Interest in bank accounts:

Dividend Income:

Do you have any interest in a Partnership/Trust/Company?

Do you have any investments in a Managed Fund?

Proceeds from sale of investments:

Do you have a rental property?

Superannuation income stream/pension:

Lump Sum Superannuation Payments:

Overseas pensions or payments:

Foreign Source Income:

Deductions to be claimed

Work-related car expenses

Number of km travelled for work related purposes: 0

Usage of your personal motor vehicle can include the following:

Details of work-related usage

Number of KM Travelled

If the claim is more than 5000km, it may be better to keep a logbook for 3 months of your work related usage. Please email a copy
of your logbook and the totals of all receipts for Fuel, Registration, Insurance, Repairs, Services, Tyres and any other receipts you have in relation to you vehicle. If you have just purchased the vehicle, please email the tax invoice and loan or lease statements for the 21/22 financial year through.

Work-related travel expenses

Amount

Description

If you were required to travel overnight for work, please advise:

Number of nights away

Tolls

Parking

Taxi/Uber/Car Hire

Air fares

Meals

Accommodation

Work-related clothing, laundry & dry-cleaning expenses

Number of days per week you are required to wash your own uniforms/protective clothing:

Do you have a uniform with a logo?

Is the uniform distinctive to your work?

Does your clothing protect you from potential injury – safety boots, gloves, overalls etc?

Amount

Description

Safety Boots/Protective Footwear

Gloves

Overalls

Pants

Shirts

Jackets

Other (please advise description)

Work-related self education expenses

Did you complete any study that is related to your current employment?

Name of Course

Amount

Date

Description/% work-related usage

Course Fees (not including HELP assistance)

Meals & Accomodation for overnight travel for study

Textbooks

Stationary

Printing supplies

Internet

Phone

Student Union

Computers & Equipment

Furniture

Travel between home and study and return

Travel between work and study and return

Other work-related expenses

Amount

Date

Description/% work-related usage

Phone

Internet

Stationary/Computer supplies

Tools/Equipment less than $300 each (total of all)

Tools/Equipment over $300 per item (please advise date and
description of each item)

Licences or memberships

Sunglasses

Hats

Sunscreen

Union fees

Teaching Aids

Courses/Seminars

Resource Materials such as books and journals

Overtime Meal Allowances – amount per meal allowance received
and number received

Do you work from home and have a 4 week diary available advising
usage?

Number of hours worked from home per week

Please advise any other expenses for either job this year

Gifts or Donations

Personal Super Contributions where Notice has been given to the fund

Investment advice

Bank Fees/Interest on loans for investments in shares or managed funds

Bank Fees on investment accounts

Tax fees if not prepared through us in prior year

Income Protection paid personally

Please attach Private Health Statement if applicable

Do you have a HECS/HELP debt?

Are you exempt from paying Medicare Levy and have a certificate for exemption?

Did you live in a remote area at any time through the year? Please advise Area/Town and dates of residency:

Did you want to pay upfront or have the fee deducted from your refund?

Declaration

I declare that I have the necessary substantiation to justify the accuracy and completeness of the information advised above and understand
that it is my responsibility to maintain this information. All fees have been explained to me verbally and I am providing my authorisation for my
return to be prepared for the year ending 30 June 2021.

Signature:

Date:

Please email the completed form to admin@kjaccountants.com.au and we will be in touch when the return is being prepared.

Liability limited by a scheme approved under Professional Standards Legislation.

Contact

0439297266

admin@kjaccountants.com.au

PO BOX 143, Rosewood QLD 4340

ABN 90 974 011 686

TAN 53571007

Income Tax Questionnaire

Income Tax Questionnaire

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