Sole Trader 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

Your ABN:

Business Name:

Main Business Activity:

Address of Business Premises (if different from your main residence)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Do you use cloud-based accounting software? (Eg. Xero or myob)*

YesNo

If you have not already done so, please add Emma Rizeman as an accountant in your cloud-based software, using email address emboss@embossbusinessservices.com.au*

Yes, I have done this

Please upload your Profit and Loss Statement (if applicable)

Please upload any other records relevant to your business income and expenses

Were you required to launder items from any of the following categories? (Tick all that apply)

Protective clothing (eg hi-vis workwear)Occupation specific clothing (eg. chef pants or nurses' scrubs)A compulsory uniformA non-compulsory uniform which has been registered with AusIndustryOther items used in your business, eg. towels

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

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

Did you incur business related motor vehicle expenses?*

Yes - these expenses are already in my accounting software or spreadsheetYes - these expenses are NOT already in my accounting software or spreadsheetNo

Was vehicle used 100% for business?*

Yes, 100% BusinessNo, there was some private usage also

Do you have a valid logbook that is less than 5 years old?*

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

How would you like to provide your motor vehicle expenses?

Upload a list I have already madeComplete table in questionnaire

Please upload your list of Motor Vehicle Expenses here:

Please list your Motor Vehicle Expenses here:

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

Do you have a mobile phone that you used for business?*

Yes - these expenses are already in my accounting software or spreadsheetYes - these expenses are NOT already in my accounting software or spreadsheetNo

Was phone used 100% for business?*

Yes, 100% BusinessNo, there was some private usage also

Unless you have a separate work phone, you need to apportion your usage between business and personal. Percentages should be calculated over a continuous 4-week period (ie. one monthly bill), that you can apply to the full income year. Please select the method you would like to use.

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)I don't have any records for the specified financial year, however will ensure to keep these for next time!

Total amount spent on phone bills during the specified financial year

Business 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.

Did you work from home during the specified financial year?*

YesNoUnsure

Have you kept a record of the actual number of hours worked from home during the specified financial year? Eg. Timesheet, roster, diary

YesNo

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

Have you kept a record of the total number of hours worked from home over a representative 4 week period? Eg. Timesheet, roster, diary

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 holidays, illness, changes in circumstances, etc)

Do you have a room/s in your home specifically set aside as a home office, and which are used exclusively for this purpose?

YesNo

Floor area of room/s used exclusively for work

m2

Floor area of your house

m2

Did you use your home internet for work? This means a separate internet connection - please answer "No" to this question if you were hot-spotting from your phone, and include this usage in the previous section instead.

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.

Have you kept records of yours and your household members internet usage?

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 work/business over a 4 week period

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

Total number of hours internet was used by other household members over a 4 week period

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/business use percentage of your home internet.

Important information regarding occupancy expenses

If your home office or workspace is also a "place of business" there may be additional occupancy expenses you can claim.

For Business Owners, including sole traders, the following factors indicate that the area has the character of a "place of business" (according to ATO guidelines):

Clearly identifiable as a place of business, for example, you have a sign identifying your business at the front of your house
Not readily suitable or adaptable for private or domestic purposes
Used exclusively or almost exclusively for carrying on your business
Used regularly for visits by your clients.

For example, a home hair salon business that is in the home but separate from the family living areas and has a dedicated entry for clients.

If you have an area of your home set aside as a place of business, you may have to pay tax on any capital gains you make when you sell your home. This applies even if you didn't claim a deduction for mortgage interest as an occupancy expense.

Based on the above, is your home office/workspace a "place of business"?

YesNoI'm not sure, please contact me to discuss

Please advise costs incurred for the following:

Please provide total amounts spent on the following expenses during the applicable financial year (if not already included in accounting software/spreadsheet provided)

Are there any other expenses not already included in your accounting software or spreadsheet?

Please provide further details if required

File Upload (if required)