Individual Tax Returns - Questionnaire

Personal Income Tax Return

Year End Questionnaire
Client Name*
Date

DayMonthYear
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.
Firm Name
Tax Agent Number
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.
Name
Date

DayMonthYear
Date
Signature

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

First NameLast Name
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Tax File Number*
Telephone (Mobile)
Please enter a valid phone number.
Email*
example@example.com
Your Occupation
Date of Birth*

DayMonthYear
Date
Account Name
BSB Number
Account Number
Do you have a Spouse?*

YesNo
Spouse's Name*
Spouse's Date of Birth*

DayMonthYear
Date
Period that you had a spouse during the year Year* to Year*

Please provide your spouse’s tax file number and taxable income if we do not prepare his or her income tax return:
Spouse's Tax File No:
Spouse's Taxable Income

Other Deductions
17. Gifts or Donations
Have you made any gifts or donations?

YesNo?
If yes, please provide details of dollar amounts and recipients.
18. Managing Your Tax Affairs
Have you incurred any expenses relating to preparing and lodging your previous year’s tax return?

YesNo?
If yes, please provide details of expenses relating to preparing and lodging
19. Personal Superannuation Contributions
Have you made personal contributions to a complying superannuation fund? If yes, please answer the following:

YesNo?
Please supply a copy of the Section 290-170 notice from your superannuation fund acknowledging your intention to claim a tax deduction.

Cancelof
20. Other expenses incurred:
Please provide details of any other expenses you have incurred:

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.

YesNo?

27. Comments and Feedback
Please note below any items that may require further information or explanation. We also value your feedback. Please provide your comments below.
Upload documents for Claims here

Cancelof

Schedule a meeting with our Tax Experts.

Declaration*

I hereby instruct Q4 Finance Taxation Services to prepare my income tax return for the financial year ended 30 June 2025.
Should be Empty:

	Name	Date of Birth	Dependent Children
Child 1
Child 2
Child 3
Child 4
Child 5
Child 6

Personal Income Tax Return

Income

1. Salary and Wages

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

3. Income from a Trust or Partnership

4. Business Income

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

9. Foreign Income

10. Rental Income

Work Related Expenses

11. Motor Vehicle Expenses

12. Travel Expenses

13. Work Related Clothing

14. Laundry Expenses

15. Self-Education Expenses

16. Other Work Related Expenses

Other Deductions

17. Gifts or Donations

18. Managing Your Tax Affairs

19. Personal Superannuation Contributions

20. Other expenses incurred:

Tax Offsets

21. Seniors and Pensioners Tax Offset

22. Private Health Insurance

23. Superannuation Contributions on Behalf of Your Spouse

24. Zone or Overseas Forces

25. Medicare Levy Reduction or Exemption

Other Items

26. HELP, TSL and SFSS Debt and Others

27. Comments and Feedback