Tax Return Preparation Questionnaire
Are you an existing client?
*
Yes
No
Name
*
First Name
Last Name
Have your address or bank details changed?
Have you had any significant life events that may impact on your tax return? (e.g marriage, divorce, birth of child, move house, career change etc.)
Spouse Name (complete if we are not preparing their return)
Spouse's FY24 Taxable Income in Dollars
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Personal Details
Name
*
First Name
Last Name
Date of Birth
*
 /
Day
 /
Month
Year
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Tax File Number (if not previously provided)
Main Occupation for the year
*
Home Address
*
Street Address
Street Address Line 2
Suburb
State
Post Code
Postal Address (if different to Home address)
Street Address
Street Address Line 2
Suburb
State
Post Code
Email
*
example@example.com
Home Phone Number
Mobile Phone Number
*
Preferred Contact Method
*
Email
SMS
Home Phone
Mobile Phone
Preferred Contact Time
Business Hours
After Hours
Any Time
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Spouse Details
Spouse Name (complete if we are not preparing their return)
Spouse's Date of Birth
 /
Day
 /
Month
Year
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Spouse's FY21 Taxable Income in Dollars
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Dependant Details
Dependant Child Name
Date of Birth
 /
Day
 /
Month
Year
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Dependant Child Name
Date of Birth
 /
Day
 /
Month
Year
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Dependant Child Name
Date of Birth
 /
Day
 /
Month
Year
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Dependant Child Name
Date of Birth
 /
Day
 /
Month
Year
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Payment Details
If a refund is due, the ATO will deposit this directly into your nominated bank account.
Account Name
*
BSB
*
Account Number
*
As banking details can change from year to year, we request that you provide us with your bank details each year.
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Additional Information
Did you earn and salary/wages?
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Yes
No
If yes, provide details.
Did you receive any government support or pensions?
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Yes
No
If yes, provide details.
Did you earn any interest/dividends?
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Yes
No
If yes, supply bank and/or share statements.
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Did you earn any rental income?
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Yes
No
If yes, provide details of all income and expenses associated with the property. Please also send through mortgage statements for the full year. Alternatively, email additional information to info@tckaccountants.com.au
Did you receive any: Trust distributions from Managed Funds, Private Trusts, Sale of shares or property, Employee Share Scheme or Foreign Income?
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Yes
No
If yes, provide details. Please provide any tax statements from managed funds.
Did you earn any business income under a personal ABN?
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Yes
No
If yes, please provide a profit and loss statement. If you have a bookkeeping file (eg. Xero) we will access this separately and no need to detail your income/expenses. Do not complete the work related expenses section if you say yes to this question.
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Do you have any investments in Cryptocurrency?
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Yes
No
If yes, provide detail. Including which Crypto platform you are using.
Did you have any expenses associated with investment income?
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Yes
No
For example, management fees, investment advice, interest on loans, investment magazines/subscriptions.
Did you make any donations?
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Yes
No
If yes, provide details.
Did you have income protection insurance (outside of Superannuation)? If yes, please provide a statement.
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Yes
No
Provide details of tax agent fees paid to a tax agent other than us.
Did you make a Superannuation contribution either on behalf of a Spouse whose income was below $37,000 or on your own behalf for which you would like to claim a tax deduction?
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Yes
No
If yes, provide details of contribution paid and Superannuation Fund paid too.
Do you have Private Health Insurance?
*
Yes
No
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Work Related Expenses
Do you have any work related expenses? Please provide supporting documentation for all work related expenses.
*
Yes
No
Do you have work related car expenses?
Travel is up to 5,000 kms (records showing how you calculated total kms is required)
Travel is over 5,000 kms (a 12 week logbook is required)
Number of kms travelled?
Do you have a logbook, diary or other workings to substantiate? If no, we are not able to claim and work related car expenses.
Yes
No
Work use %
Do you have a logbook to substantiate? If no, we are not able to claim work related car expenses.
Yes
No
Is your logbook less than 5 years old and the % is still relevant? A new logbook is required every 5 years or if the work use % changes significantly.
Yes
No
Did you purchase a new car this year?
Yes
No
If so provide invoice for new car, sale details of old car and new finance documents.
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Total fuel costs
Registration (RTA & Greenslip)
Insurance
Repairs (services, tyres, batteries)
Lease expenses
Interest (provide loan statements)
Car washing
Do you have work related travel expenses?
Yes
No
Flights
Taxi fees / Uber fees
Tolls
Parking fees
Car hire
Meals - overnight
Accommodation - overnight
Do you have work related uniform expenses?
Yes
No
Non-compulsory uniforms that your employer has registered with AusIndustry
Compulsory uniform strictly enforced by your employer
Occupation specific clothing (eg. Chef pants not used for everyday use)
Protective clothing & footwear (eg fire resistant clothing, sun protection clothing, safety vests, non-slip shoes, steel capped boots, gloves, overalls, aprons
Laundromat fees
Dry cleaning fees
Laundering at home?
Do you have any self-education expenses? (For courses that will provide you with a formal qualification from a school, college, university of other place of education. You must have met one of the 3 conditions to the right. You cannot claim a deduction for self-education for a course that relate only in a general way to your current employment or will enable you to get new employment.)
Yes
No
Name of course
Which letter that best describes your self-education at the time you incurred the expense?
K: The study maintained or improved your skill or specific knowledge required for your work activities.
I: You could show that the study was leading to, or was likely to lead to, increased income from your work activities.
O: You could show that other circumstances existed which established a direct connection between your self-education and your work activities.
Tuition/course fees
How many weeks of the year did you do the course?
Textbooks
Stationery
Computer / printer etc. (if over $300 provide receipt)
Office equipment (if over $300 provide receipt) eg. desks, filing cabinets
Internet - Provide monthly fee or total spent for the year
Internet - Provide the approximate % used for study
Home office expenses (provide number of hours per week that you studied at home). Do you have a diary from 1 April 2023 showing your home office usage? If yes, please provide this. If no, you are unable to make a claim for this period.
If you used your car to go to your place of education, provide number of kms
Do you have any other work related expenses?
Yes
No
Union fees
Professional subscriptions
Overtime meals
Professional seminars, courses, conferences & workshops
Reference books, technical journals, trade magazines, newspapers
Tools (if over $300 provide receipt)
Office equipment (if over $300 provide receipt) eg. desks, filing cabinets, GPS
Provide details of nature of office equipment
Protective equipment (eg safety glasses, safety vests, hard hats, sunhats, sunscreen)
Provide details of nature of protective equipment
Stationery eg. diary, paper, pens, calculators, batteries for calculators
Briefcases, luggage, suitcases
Computer expenses eg. printer cartridges, USB’s, anti-virus software, other software
Provide details of nature of computer expenses
Mobile phone - Provide monthly fee or total spent for the year
Mobile phone - Provide the approximate % used for work
Home phone - Provide monthly fee or total spent for the year
Home phone - Provide the approximate % used for work
Internet - Provide monthly fee or total spent for the year
Internet - Provide the approximate % used for work
Home office expenses - Provide number of hours per week that you worked at home
Please upload your working from home logbook. No claim can be made without this.
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Confirmation of Information
Have you uploaded all receipts and supporting documentation for your work related expenses?
*
Yes
Upload any other documents that will assist in preparing your tax return.
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*
I confirm that all information provided and statements made are true and correct.
*
I authorise TCK Accountants Pty Ltd to act as my registered Tax Agent
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