Individual Tax Return Information Form
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Solutions Accounting 2022 Tax Client Details Form
Title
Please Select
Mr.
Mrs.
Miss
Ms
Dr.
Name
*
First Name
Middle Name
Last Name
Date of Birth
*
 -
Month
 -
Day
Year
Date
Has your name/address changed since your last lodged return?
*
Yes
No
Sex
*
Male
Female
Other
If a new client, Where did you hear about us?
Please Select
Facebook
Instagram
Friends & Family
Google
Word of mouth
Other
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Address
*
Street Address
Street Address Line 2
City/Suburb
State
Postcode
Email
*
example@example.com
Postal Address
*
Same as above
Other
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Postal Address
*
Postal Street Address / PO Box
Postal Street Address Line 2
Postal City/Suburb
Postal State / Province
Postcode
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Tax File Number (if you are a NEW client)
*
Work Status
Please Select
Full-time
Part-time
Casual
Contract
Labour-hire
Occupation/Job Title
*
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Bank Details (The ATO only issue refunds electronically, so you must provide these.)
*
BSB
*
Account Number
*
Name as it appears on the Account
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Spouse
*
Yes
No
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Did you have a spouse/partner at any time during the financial year?
*
Yes
No
Spouse/Partner Full Name
Spouse/Partner D.O.B.
 -
Month
 -
Day
Year
Date
Spouse/Partner's Taxable Income ($)
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Dependents
*
Yes
No
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Names and D.O.B.'s of all Dependent Children
Rows
Name
DOB
Child 1
Child 2
Child 3
Child 4
Child 5
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Solutions Accounting 2022 Client Income & Expenses form
Did you work as an employee during 2021/2022?
*
Yes
No
How many jobs did you work in? (You need to make sure you have a 'TAX READY' Income Statement (Payg Payment Summary) for each job on your MyGov Account - If not, please contact your employer)
1
2
3
4
more than 5
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For any item you tick "Yes" to - you can provide documentation to verify it. These can be copies or photo's of documents, providing they're legible and the original accessible if needed.
App "CamScanner" is very good.
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Were you paid any special payments from any employers? ETP, Labour Hire, Employee Share Schemes? If Yes, provide a statement.
Yes
No
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Upload your statement here:
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Did you ever travel OVERNIGHT in 2021/2022 that you were paid an TRAVEL allowance for by your employer? If yes, I need days travelled and to where.
Yes
No
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Rows
Name of Place
Days
Location 1
Location 2
Location 3
Location 4
Location 5
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Did you receive any government payments or allowances or pensions? (Youth Allowance; Newstart) If yes, I need the statement if it is NOT showing on your MyGov account.
Yes
No
Did you receive any Pandemic Leave Disaster Payments? - PLEASE NOTE; the Covid-19 Disaster Payment for people affected by Covid restrictions is a NON TAXABLE INCOME and shouldn't be included.
Yes
No
Unsure
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Upload your statement here:
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How much bank interest did you earn?
Rows
Bank Name
Bank Number
Bank Interest
Bank 1
Bank 2
Bank 3
Bank 4
Bank 5
Were you paid any share dividends including DRP's? If Yes, please upload Dividend Statements below.
Dividend Statements
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Did you sell any Shares and/or Crypto Currency in 2021/2022? If yes please provide both Buy & sell details including dates. OR upload your Statements below.
Yes
No
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Rows
Date
Details
Shares 1
Shares 2
Shares 3
Shares 4
Shares 5
Share/Crypto Buy & Sell Docs
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Did you receive any Managed Fund Distributions from Trusts? If yes tax statement needed.
Yes
No
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Upload Managed Fund tax statement here:
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Did you receive a Trust or Partnership distribution from a related trust or a partnership you have equity in - (ONLY if we don't prepare the Tax Returns)? If yes, I will need full distribution details including financial reports and tax returns of the external trust/partnership.
Yes
No
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Trust/Partnership Distribution Statements
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Do you have an ABN where you have earned income as a SOLE TRADER or Subbie? I will need to contact you for further details. If you kept your files in Qbooks, Xero, Myob etc please send an accountants invite to admin@solutionsaccounting.com.au
Yes
No
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Do you ever use your car for work? This is travelling to non private places during work hours OR do you need your car to carry tools and/or bulky equipment? If yes, you may be able to claim car kms. What's the car's Make, Model & Rego Number. How many KMS would you travel?
Yes
No
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Please provide details of your vehicles.
Rows
Make
Model
Rego Number
KMS
Car 1
Car 2
Car 3
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IF YOU KEPT A LOGBOOK, please provide the following expenses from 1 July 2021 to 30 June 2022:
Rows
Motor Vehicle #1
Motor Vehicle #2
Fuel
Rego
Ins
Repairs
Loan Interest
Please upload photo's of Your Motor Vehicle Logbook.
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Did you spend any money on Dry-cleaning and/or Protective Clothing (winter jackets, gloves, even sunglasses) or Specific Clothing (Sports shoes, Chef Pants)? If yes, list items & their cost.
Yes
No
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Please list your items of protective clothing etc
Rows
Dry-cleaning or Protective Clothing
Cost
item 1
item 2
item 3
item 4
item 5
Did you have any Work Related Travel?
YES
NO
Please list your Work-related Travel costs?
Rows
$
$
$
PARKING
(NOT for just commuting to & from work)
TOLLS
(NOT for just commuting to & from work)
Accommodation
Meals (while away)
Flights
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Did you study during the year that directly related to your job? If yes, provide details - Course name, location, days traveled, cost.
Yes
No
Please provide all study details below
Rows
Course Name
Location
Days Traveled
Course Cost
Other study related expenses i.e books, stationery, internet, flights, accommodation
School
School
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Please list the work-related amount you have spent on the following items:
Rows
$cost
NOTES
Internet ($ per month x No.Months x work%)
Mobile ($ per month x No.Months x work%)
Union Fees
Overtime meals (if allowance received please enter HOW MANY overtime meals your allowance covered)
Stationery, books, magazines, diaries, logbooks etc
Licences & Prof Memberships i.e bluecard, QBCC licence etc)
Seminars, short courses, conferences
Sun Protection (if you have to work outside) i.e sunglasses, sunscreen
Protective equip i.e hardhats, safety glasses
Working from home - How many hours for the year?
Small tools/equip (under $300)
Tools/Equip over $300
Other work related items
Cost of completing your tax Last year.
Any extraordinary expenditure like income protection.
If you're new to us, please upload a copy of your last lodged return.
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