General Client Questionnaire

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Your spouse’s taxable income (excluding FHSS released amounts)
Your spouse’s assessable FHSS released amounts
Your spouse’s section 98 trust income – not included in spouse’s taxable income
Distributions to your spouse on which family trust distribution tax has been paid
Your spouse’s total reportable fringe benefits amount - Employers exempt from FBT under section 57A of the FBTAA 1986
Your spouse’s total reportable fringe benefits amount - Employers not exempt from FBT under section 57A of the FBTAA 1986
Amount of any Australian Government pensions and allowances received by your spouse in the year of the return
Amount of any exempt pension income received by your spouse in the year of the return
Reportable employer superannuation contributions
Deductible personal superannuation contributions
Your spouse’s tax-free government pensions
Foreign income, including any exempt foreign employment income
Your spouse’s net financial investment loss
Your spouse’s net rental property loss
Child support your spouse paid
Your spouse’s taxed element of a SLS zero tax rate

General Deductions That May Be Available
Please list any donations made to charity (leave blank if not applicable)
Please upload receipts for any donations over $500

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Please list any account-keeping fees paid on interest-earning bank accounts: (leave blank if not applicable)
Please list any interest paid on funds borrowed to purchase shares or similar investments:
Please list any other costs incurred in relation to your investments? (Eg. Management fees, fees for investment advice, education or software subscriptions)
Please upload evidence of costs incurred; eg loan statements, invoices for expenses over $300

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Please upload policy documents for your income protection insurance and/or sickness and accident cover (not including when the policy is taken out through your superannuation fund and the premiums are deducted from your superannuation contributions)

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How much did you pay to have your tax return completed last year?
Information is only required if tax return was NOT completed by Emboss Accounting
YesNoUnsure - I will provide further details below.
Is there any additional information you would like to provide?
Please upload any additional files here

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Is there is anything else you would like us to know? | (Expenses relating specifically to your employment or business will be captured in a separate questionnaire if required)
Are there any other attachments you would like to upload?

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The information collected in this form will be used by Emboss Accounting to complete your tax return for the financial year specified by you. Depending on your answers, we may still need to contact you for further information.

By signing here, you declare that all information provided in this form is true, complete and correct. Except for where otherwise specified, you have all necessary receipts and documentation to be able to substantiate any expenses and/or deductions.

When you receive your completed tax return, you agree that you still need to check the details contained therein for accuracy and completeness, prior to providing your electronic signature.
Signature*

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Thank you for your time!

After clicking Submit, you will be redirected to the list of Questionnaires.

Please ensure to also complete the Employee and/or Sole Trader Questionnaire, depending upon your income source/s.

Please also complete the Rental Property Questionnaire if required.

Have a wonderful day!!
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Your Spouse/Partner Details