Individual Tax Returns - Questionnaire 

  • Personal Income Tax Return

    Year End Questionnaire
  • Date
     - -

  • To assist us in preparing your income tax return, please use this questionnaire as a checklist when you compile your information.


    With respect to your income, please keep in mind that the Australian Taxation Office has the ability to check your return income against independent sources.


    For deductions, keep in mind that self-assessment applies. In the event of a Tax Office audit, you will need to be able to substantiate the deductions claimed.


    Finally, if you have sold any assets during the year, please provide full details so we can determine whether Capital Gains Tax may apply to the transaction.


    Thank you for completing this questionnaire. Completing it takes time and effort, but it will enable us to process your work quickly and efficiently because we will have all the necessary information at hand to complete the work. This will also ultimately save you money and time because we won’t need to come back to you with further requests for information, thus delaying the processing of your return.


    Please ensure you attach all relevant documentation to the questionnaire, then sign and date this form below and return your questionnaire and documentation to us.
    If you have any queries or concerns, please do not hesitate to contact us.

  • I hereby instruct you to prepare my income tax return for the financial year ended 30 June 2024.


    I undertake to supply all information necessary to carry out such services and will be responsible for the accuracy and completeness of such information.


    You are hereby authorised to communicate with my bankers, solicitors, finance companies and all government agencies such as the ATO to obtain any information you require to enable you to carry out the above assignment.

  • Date
     - -

  • To ensure that our records are up to date, please assist us by confirming and/or completing the following:

  • Format: (000) 000-0000.
  • Date of Birth*
     - -
  • Do you have a Spouse?*
  • Spouse's Date of Birth*
     - -

  • Period that you had a spouse during the year   *   to   *   

  • Rows

  • Please provide your spouse’s tax file number and taxable income if we do not prepare his or her income tax return:

  • Income

  • 1. Salary and Wages

  • Have you changed your occupation?

  • 2. Allowances, Earnings, Tips, Director’s Fees etc.

  • Have you received any allowances? If yes, please provide statements, letters or other documentation relating to the allowance, benefit or other income.
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  • Have you expended the allowance in full?

  • 3. Income from a Trust or Partnership

  • Have you received any income from a Trust or Partnership?
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  • 4. Business Income

  • Do you have any active ABN or business you are part of?

  • 5. Do you have any Investment Property?

  • 6. Are you currently holding any shares in any Company or Business?

  • 7. Do you have any outstanding tax returns to be filed for financial years other than 2024–25?

  • 8. Capital Gains or Losses

  • Have you sold or disposed of any assets? (Shares/Real Estate/Other)

  • 9. Foreign Income

  • Have you received any income from a foreign country?
  • Did you pay any income tax to a foreign country?

  • 10. Rental Income

  • Have you received rental income or made your property available for rental?
  • Is the property owned jointly with another party?
  • Date the property was first available for rent.
     - -
  • At any point during the year was the rental property used for private purposes (i.e. holiday house)? If so, please provide the dates and details the rental property was used for private purposes?
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  • Note: The following expenses are generally deductible: advertising for tenants, agent’s commission and letting fees, rates, repairs and maintenance, insurance, body corporate fees, borrowing expenses, land tax, cleaning, gardening and lawn mowing, pest control, water charges.

  • Work Related Expenses

  • 11. Motor Vehicle Expenses

  • Have you incurred any motor vehicle expenses relating to your work or other income producing activity?
  • Do you have a current logbook for any vehicles (i.e. kept for 12 continuous weeks during the past four years)? If yes, please provide the business percentage ascertained from your logbook for each vehicle.

  • If you have a current logbook for any vehicle, please provide the following information to support a claim for vehicle depreciation:

  • 12. Travel Expenses

  • Did you undertake travel in relation to your employment?
  • Did you receive a travel allowance?
  • If yes, are your claims limited to the reasonable allowance amount?
  • Have you maintained written evidence of all travel costs claimed?
  • Did you maintain a diary of your travel activities where domestic or overseas travel was for 6 or more nights in a row?

  • Please provide the following details in relation to your travel:

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  • 13. Work Related Clothing

  • Occupation specific clothing - does your clothing make it easy for the public to recognise your profession? If yes, please provide details of your purchases.
  • Protective clothing - does your clothing protect you from potential injury (e.g. safety boots, gloves)? If yes, please provide details of your purchases.
  • Do you wear a work uniform?
  • If yes, is the policy that wearing the uniform is compulsory while at work?
  • Is your work uniform distinctive to your organisation?
  • Are shoes, socks and/or stockings an essential part of this uniform? If yes to both of the above, please provide details of your purchases.
  • Do you wear a non-compulsory work uniform?
  • If yes, has your employer registered the design? Note: shoes, stockings and socks cannot be claimed for a non-compulsory work uniform.

  • 14. Laundry Expenses

  • Do you have any laundry expenses?

  • 15. Self-Education Expenses

  • Did you complete any self-education courses?
  • Will this course help you to obtain a formal qualification?

  • 16. Other Work Related Expenses

  • Have you paid union fees? Please supply details if they are not already detailed on your PAYG Payment Summary.
  • Have you purchased, insured or repaired equipment used for work related purposes? If yes, please provide additional details such as date, cost and business use percentage. Depreciation may be claimed on the business portion of purchased equipment.
  • Have you paid for meals when working overtime? Note: You can only claim these expenses if you received an overtime meal allowance.
  • Have you paid sickness and accident or income protection insurance premiums?
  • Have you incurred work related telephone or internet expenses? If yes, what is the business use percentage and amount?
  • Have you used your computer and purchased computer software for work related purposes?
  • Have you purchased books, journals and professional libraries?
  • Have you attended and paid for any professional seminars, courses, conferences or other training?
  • Does the nature of your employment require you to work in an environment that exposes you to sun and ultraviolet radiation?

  • If yes, you may be able to claim the costs of sunscreen lotions, hats and sunglasses. Please provide details of expenses incurred. Remember that you need to consider any private use of the sun protection items when calculating your claim. Where there is private use, you will need to estimate what you spent for work purposes and apportion your claim accordingly.

  • Did you work from home during the year? Note that minimal tasks such as occasionally checking email or taking calls while at home will not qualify as working from home, the work must be substantial.
  • Have you paid any subscriptions to professional bodies?
  • Have you paid for any formal education provided by a professional organisation?
  • If you received an allowance as detailed at 3.1 please provide details of any expenditure incurred in relation to this allowance or confirm that the expenditure being claimed is limited to the allowance received.

  • Other Deductions

  • 17. Gifts or Donations

  • Have you made any gifts or donations?

  • 18. Managing Your Tax Affairs

  • Have you incurred any expenses relating to preparing and lodging your previous year’s tax return?

  • 19. Personal Superannuation Contributions

  • Have you made personal contributions to a complying superannuation fund? If yes, please answer the following:
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  • 20. Other expenses incurred:

  • Tax Offsets

  • Your answers to the following questions will help us determine if you are eligible for any tax offsets.

  • 21. Seniors and Pensioners Tax Offset

  • Are you eligible for a Seniors and Pensioners Tax Offset? Check with us if you are unsure about the eligibility criteria.

  • 22. Private Health Insurance

  • Were you a member of a private health fund(s)?

  • 23. Superannuation Contributions on Behalf of Your Spouse

  • Have you contributed $3,000 or more to your spouse’s superannuation account?

  • 24. Zone or Overseas Forces

  • Is your normal residence in a remote or isolated area of Australia?

  • 25. Medicare Levy Reduction or Exemption

  • Are you exempt from paying the Medicare Levy?
  • If yes, do you receive a full exemption?
  • Do you receive a partial exemption?

  • Other Items

  • 26. HELP, TSL and SFSS Debt and Others

  • Do you have a HELP/TSL or SFSS debt? If yes, please provide details of the amount outstanding.

  • 27. Comments and Feedback

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  • Should be Empty: