Income Tax Information Checklist
for the year ended 30 June
Please complete this questionnaire to provide your Tax information. Only complete the questions that are relevant to you.
All supporting documents can be sent to me via email OR uploaded to this form. Please let me know your preference.
I will email my supporting documents after completing this form to angie@acceleratedfreedomaccounting.com.au.
I will upload my documents here while completing this form.
Client Details
Please complete a separate form per person - if you have joint income for example a rental property, you only need to complete that section on one of the forms.
Name
*
First Name
Last Name
Email
*
example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Has your address changed since your last tax return was lodged?
Yes
No
Which tax period is this information for?
*
2025/2026
2024/2025
2023/2024
2022/2023
Other
File Upload - Please upload or send me a copy of your previous 2 years tax returns if I haven't got them already.
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Residency
Please let me know if you are an Australian resident for tax purposes, this can be different to your visa status.
Where you a tax resident for the whole period from 1 July to 30 June? If not, please provide the date you arrived or left Australia.
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If you are on a visa, please let me know which visa and how long you have been in Australia, and if you plan to stay here.
Identity
To comply with Australian Taxation Office and anti-money laundering requirements, we are required to verify your identity. This can be done online via my ID verify program. Once we have all your details I will send you an email with how to do the ID Verification.
Please confirm you are happy to complete ID verification (there is no charge to you, you will just need to upload a form of ID to a secure third party that will obtain the ID verification). This only needs to be done once, not every year!
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Yes - I will send you an email to verify your ID
No - Please arrange a meeting in person so I can verify your ID in person
I have already verified my ID with in a previous year
Income
I will also download the ATO details of your income etc. But it is helpful for you to let me know where you have worked so we can ensure its all correct:
Income from working – please let me know your occupation, and employer's name if you haven't already. I will also download your income summary from the ATO.
Did you receive any taxable government payments, pensions and allowances? If yes, please let me know some details below and then upload or send me the relevant documents.
Did you receive any foreign income? If yes, please let me know the details below and then upload or email me the relevant documents.
Other Investments - Did you receive any other income - interest income, dividends, sale of assets etc? If Yes, please let me know the details below and then upload or email me the relevant documents. Rental property/Airbnb details are in the next section.
File Upload - please upload all income files here if any. File size limit is 10854kb.
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Rental / Airbnb Income and Expenses
If you don't have rent income, skip this section.
Address of Rental Property
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
How many weeks was the property available for rent during the period 1 July to 30 June?
How many weeks was the property actually rented out during the period 1 July to 30 June?
Did you receive any Income from renting out a property (or part of your property - Airbnb)? Please provide details of Rent income received here or please upload/email the annual summary from Airbnb or the real estate agent if applicable.
Please provide details of all related expenses here, including cleaning, rates, water, electricity, gifts, linen purchases? Please email or upload receipts or send me a spreadsheet with all the details if you prefer.
Did you do any repairs to the property? Please email or upload receipts.
How much interest did you pay on your loan? Please email or upload the loan statement showing interest paid for the period 1 July to 30 June.
Did you make any asset purchases (furniture, new fences, major repairs)? Please email or upload receipts.
Any other items I need to know about for your investment property?
File Upload - please upload all Rental income and expense documents here if any. File size limit is 10854kb.
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Work Related Deductions
Please enter details for your work-related deductions - Employment not business
Vehicles
Deductions for car, transport and travel expenses you incur in the course of your work. This can be how many kms travelled for work using your own car, can also include parking fees, or actual vehicle expenses if using a logbook. Note – Home to work travel is not a deductible travel expense.
How many kms did you travel for work trips? Please note you need to keep a travel diary as evidence.
Do you have a logbook? If yes, what is your logbook % or upload the logbook please? If using cents per km, you don't need a logbook - then just complete the kms above and skip this question.
If you have a logbook - please list all your vehicle expenses (fuel, rego, insurance, repairs, car wash, etc.)
Other work related deductions
Deductions for uniforms, protective gear (rain jackets, sunglasses, hi vis items) and other items you wear at work. Do you wear a work uniform, or other occupation specific clothing like Hi Vis, scrubs etc? Please list your expenses.
Deductions for expenses you incur to work from home such as stationery and office equipment. Please let me know the total number of hours worked at home? Please also list your home office expenses.
Do you use your own phone and internet for work? If so, please let me know what you spent on phone costs and internet costs. Also, what % of use of your phone, computer, internet was for work?
Deductions for self-education, conferences and training that is directly related to your work. You can't claim children's school fees or care. Please let me know the costs of your work related education costs?
Deductions for union fees, professional memberships, working with children check, agency fees and commissions. Please list your expenses.
Deductions for travel costs, like accommodation, flights, meals and snacks while travelling overnight for work or while working overtime? Did you travel for work? If so, please let me know why you travelled and list all the expenses?
Deductions for medical assessments, vaccinations, COVID-19 tests, if compulsory for work. If you had any medical expenses related to you work, please list the expense here.
File Upload - please upload all supporting documents for your work related expenses, if any. File size limit is 10854kb.
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Business
Details of any Business Income and Expenses
Did you operate a Business during the year? If not, skip this section.
Quick note - If you have Xero with all your business information and you have already invited me as a user, then you don't need to complete this section. Please just upload your bank statement showing the balance of your bank account at 30 June in the next question.
I have Xero and have uploaded a copy of my bank statements at the end of this section, showing my bank balance as at 30 June
I have answered all questions here about my business
File Upload - Please upload a copy of your business bank statement showing the balance of your bank account at 30 June for all business accounts.
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Please let me know your ABN, Business Name and Business Address and a brief description of what you do (if you haven't already)
Is you business registered for GST?
Yes
No
If you hold stock, please let me how much the total value ($) of the stock was that you held on hand at 30 June?
If you have Xero, QuickBooks or MYOB, please invite me as an advisor to your file. If you would like to discuss setting up Xero, please let me know and I can help you with this.
If you don't have a record keeping software, please send the information of your income and your expenses in a spreadsheet (or whichever records you have). If you don’t have any records, send me your business bank statements, and any other receipts etc.
Is there anything I need to know about your business?
Did you use a specific area in your home as an office or workplace for your business? If Yes, please tell me how big your home office is as well as how big your total house is in square meters.
If Yes, please include the costs of running your home office. For example, rent, electricity, water, phone, internet, etc. (Only include the expenses here if you haven't got them in Xero.)
Did you use your own vehicle for your business? If yes, please provide the log book and details of all motor vehicle expenses OR please let me know how many kms you travelled for your business during the year. (Only include the expenses here if you haven't got them in Xero.)
File Upload - please upload all supporting documents for your business here if any. File size limit is 10854kb.
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Other Deductions and information
Please send me details of anything else relating to your tax:
Did you make any concessional super contributions during the year (super contributions you want to claim as a tax deduction)? If so, please upload the letter you received from your superfund, or please ask me about lodging the notice of intent (NOI) form with your superfund ASAP. If these are non-concessional (not tax deductible) contributions please let me know as you don't need to lodge a NOI then.
Please include the amount of last year’s tax agent fees paid, as this is tax deductible? Please upload the invoice or email to me (only needed if your tax was not done by us).
Do you pay Income Protection Insurance premiums? Please send tax statement from insurer (upload or email).
Do you have private health insurance? Does it include hospital cover? Please upload or email your health fund annual tax statement if you have one.
How many dependents do you have? Anyone under the age of 21, living with you and not working?
Have you made any donations during the year? Please upload or email your annual tax statement or receipts for donations made during the financial year.
Please provide your spouse/partner Name and date of birth.
Did you have a spouse/partner for the full year? If not, please let me know the dates you were together.
Also, please provide their taxable income if they have lodged their tax return elsewhere. Or if you want to lodge your tax return now and they are not yet ready with this information. Quick note - I recommend doing both tax returns at the same time.
Any other information - please provide details of any other information relating to your tax.
File Upload - please upload any other supporting documents here if any. File size limit is 10854kb.
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Mortgage Specialist
As part of my commitment to providing a holistic service, I am excited to let you know that I’ve partnered with a local mortgage specialist. Louise has an outstanding track record of helping clients secure new home loans or refinance existing ones to get better deals.
If you’re interested, I’d be happy to pass on your details. She will give you a quick call to discuss your options and see if she might be able to assist you in saving money on your home loan. She will also let you know if your current deal is better than hers! :)
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Yes, I would like Louise to contact me about my home loan
No thanks, I don't want anyone to contact me about my home loan
If yes, please let me know if you are buying a new home or considering refinancing?
New home loan
Refinancing
If yes, please let me know the $ amount of your existing loan or for your new home purchase?
Audit Insurance
Please note that you are required to retain all receipts and supporting documents.
Please note that you are required to retain all receipts and supporting documents in case the ATO conducts an audit. I also offer audit insurance to my clients. This insurance covers the cost of my fees in the event of an ATO audit. It is an annual premium, and once in place, it provides coverage for all past tax returns, regardless of which accountant prepared them. You also have the option to include a spouse and a business under the same policy. Please let me know if you’d like a quote for the insurance?
Yes, please send me details about audit insurance
No thanks, I don't want audit insurance
You have already sent me this information
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