Tax Return Preparation Questionnaire
Are you an existing tax 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 FY25 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 (mandatory 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?
*
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
Weeks rented
Rental Income
Body corporate fees
Council rates
Insurance
Land tax
Agent fees
Repairs and maintenance
Water rates
Was there a mortgage on your rental property
Yes (full bank statements are required)
No
Provide details of any other income and expenses associated with the property.
Provide documents associated with rental income/expenses. Alternatively, email additional information to hello@tckaccountants.com.au
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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
Do you use an accounting software (e.g. Xero, MYOB, Quickbooks etc)?
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Yes - we only require you bank statements
No - please upload relevant documents at the next question
If yes, please upload your bank statements. If no, please provide a profit and loss statement or other supporting workpapers. Do not complete the work related expenses section in relation to business income/expenses.
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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.
*
Yes
No
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 and all of your dependants have Private Health Insurance (e.g spouse and children)?
*
Yes
No
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Work Related Expenses
This section relates to employment related expenses. Do not include business expenses here.
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)
No travel expenses
Number of kms travelled?
Do you have a logbook, diary or other workings to substantiate? If these are not provided we will not include a claim for any work related car expenses.
Yes
No
Work use %
Do you have a logbook or records to substantiate?
Yes - attach these below.
No - you are not able to claim work related car expenses.
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 (e.g new job, promotion, role change).
Yes
No
Attach your logbook or km substantiation records
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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
Did you study from home during the year?
Yes
No
Do you have a diary showing your home office usage for the full year? If yes, please provide this. If no, you are unable to make a claim for this period. Home office logbooks are now mandatory regarless of the regularity with which you work from home.
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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 (provide receipts)
Office equipment (provide receipts) 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. Ensure this is supported by reviewing the activity on at least one bill
Home phone - Provide monthly fee or total spent for the year
Home phone - Provide the approximate % used for work. Ensure this is supported by reviewing the activity on at least one bill
Internet - Provide monthly fee or total spent for the year
Internet - Provide the approximate % used for work. Please ensure you consider other home usage of the internet (e.g streaming/gaming, other household users etc.)
Home office expenses - Provide number of hours per week that you worked at home
Please upload your working from home logbook. Home office logbooks are now mandatory regarless of the regularity with which you work from home.
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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. If you reach a file limit, please email to hello@tckaccountants.com.au
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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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