Tax Planning Information Questionnaire

Tax Planning Information Questionnaire
Welcome to our Tax Planning Information Questionnaire. We're here to assist you in optimizing your tax strategy and tax planning to help you achieve your financial goals. Your input is crucial in tailoring our guidance to your specific needs. In addition to tax-related questions, we kindly ask for your personal information.This information is essential for us to provide you with the most effective assistance. Please feel free to select multiple sections below that apply to your situation. Our aim is to empower you with personalized strategies to enhance your tax effectiveness and overall financial well-being.

Thank you for entrusting us with your tax planning needs.
Personal Details
Full Name

PrefixFirst NameLast Name
Date of Birth

DayMonthYear
Date
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Mobile
Email
Are you Married?
Your Spouse name
Date of Birth

DayMonthYear
Date
Any Children?
How many?
Children
How would you describe your position?
What is your occupation?
Your salary & wages
Do you own any investment property?
Which one of the following best describes your business types?
Business name
What is business name of partnership?
What is your Partner’s name?
Date of birth

DayMonthYear
Date
TFN
Company Name
ABN
TFN
Trustee name
Trust Name
ABN
TFN
Self Managed Super Fund Name
Trustee name
ABN
TFN
What type of business do you have? ( For example, Restaurant, takeaway, supermarket, Doctors ( GP), Dentist, physio , retail shop, builder, tradesman etc)
Tell us about yourself and your business?
What is your annual turnover?
Do you have any other entities ? ( Trust ,SMSF etc)
Please provide details
Are you up to date with your tax return lodgments and tax payments?
Please tell us what you want to do:

Other
What are the main personal and business issues facing you right now?
How did you find out about us?

Other
Please feel free to provide additional information that may help
Signature
Date

DayMonthYear
Date
Should be Empty:

Tax Planning Information Questionnaire

Personal Details