2024 TAX PLANNING QUESTIONNAIRE
We appreciate your time and thoughtful responses to the following questions. Your insights will enable us to tailor our tax planning services to fit your unique situation and goals perfectly. Please complete your details below before proceeding.
Business Name
*
Contact Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Back
Next
Save
Reflecting on Your Year and Goals
2024 TAX PLANNING QUESTIONNAIRE
Changes in Goals and Aspirations: During the year, have your business and personal objectives changed or evolved? For example, are you seeking more freedom, aiming to reduce working hours, or contemplating an exit strategy?
*
Reviewing Your Progress: How do you feel about your business’s performance so far for the 2023/2024 financial year? Are there accomplishments or areas where you wished for different outcomes?
*
Identifying Challenges: Have any particular aspects of your business been sources of concern or stress for you recently?
*
Current Concerns and Fears: What are your most pressing fears or worries regarding your business at this moment? What (if anything) is keeping you up at night?
*
Areas of Optimism: Conversely, what aspects of your business are you most optimistic or enthusiastic about currently?
*
Is there anything else you would like to share about your business, financial and life goals so that we can assist you achieve them?
*
Back
Next
Save
Financial Planning and Management
2024 TAX PLANNING QUESTIONNAIRE
Upcoming Investments: Are you planning any significant purchases before 30 June 2024? Please share the details, including the nature, timing, and estimated cost, as well as any considerations regarding delivery timeframes. For example, vehicle, equipment, property, shares, etc.
*
Financial Projections: Are you expecting any substantial income or facing unusual expenses before 30 June 2024? Please provide specifics to help us understand your financial landscape better.
*
Cost Management: Have you experienced any increases in costs over the past year? How have these affected your pricing to clients or your overall profit margins? Let’s discuss any anticipated cost changes for the 2024/2025 period.
*
Pricing Strategies: What are your current pricing rates or charge-out rates?
*
Reviewing Pricing Strategies: When was the last time you adjusted your prices or rates? We believe in proactive financial health, and with July 1 approaching, now is the perfect time to consider any necessary adjustments. Let’s plan to ensure you’re positioned for optimum financial health and have ample time to communicate with your customers and clients.
*
Is there anything else you would like to share about your business's financial and cash flow position?
*
Back
Next
Save
Debt and Credit Management
2024 TAX PLANNING QUESTIONNAIRE
Debtor Concerns: Are there specific debtors you’re concerned about in terms of collecting owed amounts? Please share details so we can strategise on obtaining payment and improving your cash flow.
*
Creditor Obligations: Similarly, are there any creditors you’re worried about being able to pay on time or are already overdue? Understanding your liabilities will help us provide targeted advice.
*
Bookkeeping and Record keeping Clarity: Are there any bookkeeping areas that you feel may be inaccurate or not sure on? Also, are you comfortable with your record keeping and comfortable that you could substantiate in the event of an ATO review? For example, receipts, motor vehicle logbook.
*
Back
Next
Save
Future Planning and Investments
2024 TAX PLANNING QUESTIONNAIRE
Superannuation Contributions: Are you considering making additional superannuation contributions before 30 June 2024? If so, how much are you contemplating?
*
Your Remuneration: How satisfied are you with your current remuneration from the business? Are there adjustments you wish to explore for the new financial year? Are you expecting to need more money next year? For example, an overseas holiday, a wedding?
*
Budgeting and Financial Goals: Have you updated your personal and business budgets for the upcoming year? Would you like our assistance in crafting a budget that aligns with your goals and future cash flow requirements?
*
Back
Next
Save
Setting New Horizons
2024 TAX PLANNING QUESTIONNAIRE
Vision for 2024/2025: What are your aspirations for your business and personally in the upcoming year? Share your goals with us, whether they involve boosting profitability, adjusting pricing strategies, restructuring your team, or integrating new technologies. Together, we can develop a roadmap to turn these goals into reality.
*
Additional Support: Is there any other area where you seek our advice or support? Your success is our priority, and we’re here to assist with any aspect of your business or financial life.
*
Save
Submit
Should be Empty: