Tax Questionnaire Form

Personal details
Note: All details in this form are encrypted for security purposes. Please ensure all pertinent information is filled to reduce processing time. Kindly make sure the information or document provided relates from 1 July to 30 June of the financial year selected. If some of the documents requested have already been provided , kindly leave a note in the respected field.

Price starts from (GST incl.): $275 - Basic | $550 - Advanced | $880 - Sole Trader | $1600 - Partnership | $2200 - Trust & Company | $3500 - SMSF
Additional/s: $175 - Rental Property Schedule (+$175 if 1st year client), $350 - Investment Schedule, Capital Gain Schedule......
Name*

First NameSurname
Have you changed your name since your last return?*

YesNo
Previous Name*

First NameSurname
Year of tax return you would like to do:*
Did we do your Tax Return also last year?*

YesNo
Have you changed your address since your last return?*

YesNo
Have you changed any other personal information from your last return? (Occupation, Number, Email)*

YesNo
Tax File Number*
Required if TFN hasn't been provided yet
Date of Birth*

DayMonthYear
Occupation
Type N/A if Not Applicable
Phone / Mobile Number
Best way to reach you
Email Address
example@example.com
Please upload your valid ID and previous Tax Return done*

Passport, Driver or Learner's License for Verification
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Name of Previous Accountant*
Type N/A if you did your own previous year
Email of Previous Accountant*
Type N/A if not applicable
Address

Unit / Level Number

Street Address

SuburbState

Postcode
Are you an Australian Citizen or Permanent resident during the financial year?*

YesNo
When did you arrive to Australia?*

MonthDayYear
Date
Visa Type*
State your Visa name & number here.
Are you an Australian Resident for Tax purposes during the financial year?*

YesNo
Date became a tax resident?*

MonthDayYear
Date
Date ceased to be a tax resident?*

MonthDayYear
Date
Marital or Relationship Status*
Did you have a spouse during the financial year?*

YesNoOther
This person

Became my spouseCeased to be my spouseIs my spouse for the full year
Are we also preparing their tax return?*

YesNo
Name of Spouse*

First NameLast Name
Date of Birth*

DayMonthYear
Spouse Taxable Income*
DEPENDENTS

A dependant for Medicare levy exemption purposes means a person who is:
- a spouse (any gender).
- a child aged under 21 years.
- a child aged 21 to under 25 years who is a full-time student at a school, college or university and has adjusted taxable income of less than $1,786 for the year.
Number of Dependent Children
Bank Details (to receive any refund)

BSB No.Account Number
Account NameBank Name

Tax Offsets & Rebates
Do you have a Medicare card?

YesNo
Are you exempted from Medicare Levy?

YesNo
Please upload the Medicare Levy Exemption letter, aka Medicare Entitlement Letter.

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For the whole of the financial year, were you and all your dependants (including your spouse) - if you had any - covered by private patient hospital cover?

YesNo
Please upload the Private Health Insurance Statement. This statement can be obtained via your Insurer's website, phone, or email.

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Did you make a personal super contribution directly (not employer contribution) into a complying superannuation fund this Financial Year?

YesNo
Amount contributed to super
Have you Notified your Superfund of your Notice of Intent to claim a tax deduction in the approved form?*

YesNo
Has your Superfund sent you a Written Acknowledgment, advising you they have received a Valid Notice from you?*

YesNo

Please upload the WRITTEN ACKNOWLEDGMENT LETTER from your Superfund:

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	Number of Statements
PAYG Payment Summary / Income Statement
Termination Payment Statement
Employee Share Scheme (ESS) Statement

	Value
Date of Purchase (if vehicle not previously claimed)
Cost of Vehicle (if vehicle not previously claimed)
Fuel and Oil
Insurance
Registration
Services / Repairs
Loan Interest or lease payments (if applicable)
Car Washing
Other - please specify:

	Value
Airfares
Accommodation
Meals / Incidentals
Taxi
Parking
Citylink / Tolls
Other

	Value
Laundry ($150 without receipts allowed)
Dry Cleaning
Uniforms Purchased
Protective Wear Purchased

	Value
Name of Course
Name of University
Course Fees
Books, stationery
Travel
Internet (provide monthly fee or total spent for the year and the approximate % used for study) cost $ per month, total cost $ in a year, % used for study
Home office expenses (provide number of hours per week that you studied at home)
If you used your car to go to your place of education, please provide number of kms
Other

	Value
Monthly Phone Bill
Percentage used for work
Months in the year used for work

	Value
Monthly Internet Bill
Percentage used for work
Months in the year used for work

	Value (01 Jul - 30 Jun)
Annual depreciation value on work equipment
Annual depreciation on office desk
Total Repair cost to depreciating assets
Cleaning cost (if you had a dedicated work area)

	Value
Rent
Mortgage interest
Council rates
Water rates
Land taxes
House insurance premiums
Repairs that relate to the whole house
Other occupancy expenses (Do not include electricity and gas)
Number of weeks of the year the above expenses relate to
Floor area of your house (m2)
Floor area of your home office (m2)
Number of weeks during the year your home office was a 'place of business'

	Value
Interest on dividend or other investment income
Cost of investment advisor
Reference Materials
Other - please specify:

Rental Property
Did you rent out a property during the financial year (July - June)*

YesNo
Did you sell or dispose of your rental property during the financial year?*

YesNo

Was this property a rental property from the settlement purchase contract date?

YesNo
Did you sell (give, lose, cancel, surrender or redeem) any other asset (shares, managed funds) during the taxable year?*

YesNo

Please complete this rental property schedule and upload it below or send to us via hello@brewaccounting.com.au
Upload all supporting documents for above (Purchase/Settlement Statement, Sale Contract) documents for cost incurred on purchase and sale (stamp duty, selling agent fees...)

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	Value
Date of purchase contract
Date became main residence
Date became a rental property
Date of Sales contract
Purchase price
Purchase cost
Sale proceeds
Sale costs

	Value
Date of purchase contract
Date of Sales contract
Purchase price
Purchase cost
Sale proceeds
Sale costs

Business
Do you have a Sole Trader business?*

YesNo
Do you use an accounting software for your business?*

YesNo
Do you keep a record (spreadsheet) of your business activities showing gross income for the year and a list of all expenses which relates to your income earning activities?*

YesNo
Please upload all or any other relevant bookkeeping records

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Should be Empty:

	Type of Income	Name of Institution	Amount	Joint Account?
1
2
3
4
5

	Value (01 Jul - 30 Jun)	Deductible % (percentage relating to income producing activities)
Total electricity and gas cost
Total Data and Internet cost
Total Mobile and Home phone cost
Total Stationery and Office supplies cost

Personal details

Income Details

Deduction Details

Rental Property

Business

	Yes	No	Details
Did you receive foreign income / salary?
Did you receive any Foreign Dividends?

	Name of Trust / Fund	Amount
1
2
3