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  • Tax Return Questionnaire

    Please answer the following questions as much as possible. If you have any questions regarding the form, please call us on (03) 9317 5019.
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  • Banking Details (for tax refund processing)

  • Spouse & Family Details

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  • Spouse & Family Details (continued)

    Spouse Details

  • Spouse & Family Details (continued)

    Dependants

  • Residency

  • Private Health Insurance

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  • Income & Capital Gains

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  • Deductions

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  • Please note that we will be contacting you to go over your responses and maximise your return.

  • SUBSTANTIATION REQUIREMENTS

    By submitting this form, you agree with the following statements:

  • WRITTEN EVIDENCE FOR SUBSTANTIATION

    Generally in order to have a legitimate tax deduction claim all deductions must have been incurred in order to derive  your income. This is usually in the form of written evidence such as receipts and invoices if your claim exceeds $300. This limit does not apply to the below for example as special written substantiation evidence rules apply:

    Car expenses using the cents per km method
    Overtime meals allowance
    Award transport payments
    Travel allowance expenses
     

    PRIVATE USE

    Where an expenses has a partial private use purpose then it is only possible to claim the work related portion of the expense. To calculate this you may need to keep a diary record in order to determine a reasonable work use.

     

    KEEPING YOUR TAX RECORDS

    Our tax system relies on you to self assess your taxable income. For this reason you are responsible to ensure your claims are fair and that all income is reported. Generally as a taxpayer you must keep your written evidence for five years from the date you lodge your tax return. The records you need to keep depend on your personal cicumstances. If you are unsure you are better to keep too many records than not enough.

     

  • TAXPAYER DECLARATION

    By submitting this form, you agree with the following statements:

  • I authorise and engage Marvel Consulitng as my accountant and tax agent and request they prepare my tax return based on the informaiton provided with this form.

    I authorise Marvel Consulting to present my personal information to the Commissioner of Taxation on my behalf and for Marvel Consulting to elect their postal address as my postal address with the Australian Taxation Office (ATO), and to receive and manage correspondence with the ATO on my behalf. 

    I have been advised by Marvel Consulting of the need to maintain adequate evidence to support my claims and I DECLARE that:

    • I hold evidence in relation to the return being prepared to support my claim.
    • The information I am submitting via this form and any subsequent information I may provide to is true and correct.

    A privacy policy has been made available to me at http://www.marvelconsulting.com.au/about/privacy-policy/ which I have read and understood.

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  • NEED ASSISTANCE?

    Don't be shy, call for assistance should you need any addittional help on (03) 9517 5019 or email info@marvelconsulting.com.au.

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