How to use this form
To assist us in preparing your income tax return, please use this questionnaire as a checklist when you compile your information.
Please proceed through each section and tick anything you think is relevant. This will often bring up additional options and opportunities for you to provide additional information, comments , and supporting documents.
You can also email us your supporting documents or summary if you maintain your own records. Please still complete the relevant sections so we know to keep an eye out for them.
You can also save and resume this form if you do not have all answers to hand.
PLEASE NOTE: the save button is to the left of the Next Button - It sometimes appears as a white box but when you over over it "Save" should be visable.
Income - please keep in mind that the Australian Taxation Office has the ability to check your return income against independent sources.
Deductions - keep in mind that self-assessment applies. In the event of a Tax Office audit, you will need to be able to substantiate the deductions claimed.
Thank you for completing this questionnaire. Completing it takes time and effort, but it will enable us to process your work quickly and efficiently because we will have all the necessary information at hand to complete the work.
Please ensure you attach all relevant documentation to the questionnaire.