Employee Questionnaire

The information collected in this form will be used by Emboss Accounting to complete your tax return for the financial year specified by you. Unless stated otherwise, all questions apply to the period you have selected.

Depending on your answers, we may still need to contact you for further information.

Please select the financial year that you are completing this form for*

Please specify: *

State the applicable year that you require a tax return for:

Your Name*

First NameLast Name

Name/s of Employer/s *

What was your main occupation during the specified Financial Year?

YesNoUnsure

I was required to travel as part of my work duties.
Eg. Travelling to meet with clients, delivering items or supplies or to attend work-related conferences or meetings away from your regular place of work.I had 2 (or more) jobs and was required to go between 2 (or more) separate places of employment. (This does not apply if one of the places is your home!)I was required to travel between multiple work sites each day (for the same employer)My home was a base of employment, however I was also required to travel to another workplace after commencing my duties at home.I transported bulky tools and equipment. These tools were essential to perform my work and there was no secure storage for such items at the workplace.Other reason for using motor vehicle for work (please provide details below)

Please provide further details if required

Please provide the Year, Make and Model of your car: *

Yes, owned by me (may be under finance)Owned by my spouse/partner, however I am responsible for all running costsLeased by MeLeased by my employer under a salary sacrifice arrangementOther, please specify

YesNo

Please provide a reasonable estimate of the total number of work/business kilometres travelled during the applicable financial year

If unsure, please leave blank and I will contact you to discuss.

Please upload a copy of your logbook

*New clients and new logbooks only - not required if we already have this from previous years

Odometer Readings at Start and End of Financial Year

Please upload a copy of your vehicle purchase documents

*Only required if vehicle was purchased during the applicable financial year OR if this is the first year that vehicle expenses are being claimed using the Logbook Method

Upload a list I have already madeComplete table in questionnaire

Please upload your list of Motor Vehicle Expenses here:

Please provide any of the following motor vehicle expenses which were paid for by you and not reimbursed by your employer:

Please specify "other" motor vehicle expenses if applicable

Type description of expenses above

If you have entered an amount for loan interest or lease costs, please upload loan/lease documentation

Parking feesRoad TollsPublic Transport, Air Travel and Taxi Fares (not including normal trips between home and work)Short term car hireActual expenses such as petrol, repair or maintenance costs that you incurred to travel in a car that is owned or leased by someone else?Expenses for motorcycles and vehicles with a carrying capacity of one tonne or more, or 9 or more passengers, such as utility trucks and panel vansOther Travel Expenses not listed

Please provide details regarding your travel expenses. We will contact you for further information if required.

YesNo

Please provide further details on the above

Eg. Purpose of travel, location, length of stay, was there an private/personal aspect to the trip or was it 100% business?

Please advise amounts spent on the following expenses, while travelling overnight for work. (Do not include expenses which were reimbursed by your employer)

Rows	$	Notes if required
Flights
Uber/Taxi
Public Transport
Accommodation
Meals
Other - Please specify

Please upload receipts for any large travel expenses

If your travel was for 6 consecutive nights or more, the ATO requires you to keep a travel diary.
In your travel diary, record the details of each business activity as you go, including:

the nature of each business activity
the date and approximate time the business activity began
how long the business activity lasted
the name of the place where you engaged in the business activity.

The travel diary can be in any format that records this information.

If you have a travel diary, please upload it here.

In the following questions, you will be asked to list any expenses you may have incurred for work related clothing, and select the applicable category.

Protective Clothing - Includes protective clothing and footwear designed to protect you from the risk of illness or injury, or to prevent damage to your ordinary clothes, caused by your work or work environment.
eg. Hi-vis work wear, steel cap boots, fire-resistant clothing, sun protection clothing, non-slip nurse’s shoes, gloves, overalls, aprons and heavy duty shirts and trousers (but not jeans)

Occupation-specific clothing which allows people to easily recognise that occupation and which are not for everyday use.
eg. Checked chef’s pants or nurse’s scrubs

A compulsory uniform that can be a set of clothing or a single item that identifies you as an employee of an organisation. There must be a strictly enforced policy making it compulsory to wear that clothing at work. Items may include shoes, stockings, socks and jumpers where they are an essential part of a distinctive compulsory uniform and the colour, style and type are specified in your employer's policy.

A non-compulsory uniform that your employer has registered with AusIndustry (check with your employer if you are not sure)

You cannot claim the cost of purchasing or cleaning plain uniforms or clothes, such as black trousers, white shirts, suits or stockings, even if your employer requires you to wear them.

YesNo

Enter expenses incurred for work-related clothing here during the specified financial year (Do not include expenses which were reimbursed by your employer) Leave blank if not applicable

Amounts spent at a laundromat or drycleaner (Do not include expenses which were reimbursed by your employer) Leave blank if not applicable

You may also be able to claim a deduction for costs incurred when washing your work clothing at home, based on the following:

YesNo

Please provide the following details

Please provide any expenses incurred as a part of your self education or training, where applicable:

Rows	Amount spent ($)	Percentage of usage related to study (%)	Notes (if required)
Textbooks and Journals
Subscriptions and software
Internet and Data Usage
Printing and Stationery
Furniture eg. office desk and chair, book case
Desktop computers, laptops, tablets and phones
Repairs eg. computers
Student Union Fees
Accommodation and meal expenses (if the self-education requires you to be temporarily away from home for one or more nights)
Interest on Borrowings – Interest on a loan used to pay for deductible self-education expenses
Car and/or transport expenses in order to attend your place of education or training

YesNo

Please provide any further details that may be required

Please upload any attachments that may be required, including receipts for any purchases over $300.

YesNo

Number of work phone calls made as a percentage of total phone callsAmount of time spent on work phone calls/data usage as a percentage of your total phone calls/data usageAny additional costs you incur as a result of your work-related use – for example, if your work-related use results in you exceeding your monthly cap.Other method (please specify below)Not required - I have a separate phone which is used 100% for work and/or businessI didn't keep any records for the specified financial year. Please use the fixed rate method instead (based on the total number of hours worked from home) if this method is available.

Total amount spent on phone bills during the specified financial year

Work Use Percentage (as per above)

OR provide details below if you would like me to calculate the percentage for you.

Please provide any additional information if required.

Please upload a copy of the records you have kept to calculate your work-related usage of your phone.

YesNoUnsure

YesNo

What was the total number of hours worked from home during the specified financial year? *

YesNo

Total number of hours worked from home during the 4 week period*

Total number of weeks worked from home during the specified financial year (after allowing for annual leave, illness, changes in circumstances, etc) *

YesNo

Floor area of room/s used exclusively for work

m²

Floor area of your house

m²

Is there any additional information you would like to add?

File Upload (if required)

YesNo

If using your home internet connection for work, you also need to apportion your internet and data usage between business and personal. Percentages should be calculated over a continuous 4-week period, and also needs to take into account any usage by others who live with you. It's usually easiest to calculate this on a time basis.

No. Please use the fixed rate method instead (based on the total number of hours worked from home) if this method is available.Yes, I kept records on a time/usage basis.Yes, I kept records using a different method.

Total amount spent on internet bills during the specified financial year

Total number of hours internet was used for over a 4 week period

Rows	Number of Hours
Work Usage
Personal Usage
Usage by other household members

Please provide details of how you calculated your work/business related internet usage, as a percentage of your overall usage.

Please upload a copy of the records you have kept to calculate your work-related usage of your home internet.

Please provide total amounts spent on the following during the applicable financial year

Please provide details of any assets purchased during the specified financial year. Eg. Computers, Phones, Office furniture, Decor.

Did you incur costs to repair or lease any assets?

Please upload receipts for any assets that cost $300 or more.

Did you incur any of the following expenses in relation to your employment? (Please provide description and amount)

Please provide any further details that may be required

Please upload any attachments that may be required, including receipts for any purchases over $300.