Tax Return Questionnaire 2023

1
Have you checked your MYGOV to ensure that your payment summary is listed as TAX READY? * This field is required.We are unable to proceed with your income tax return until this part has been completed. Note if you are NOT working (OR SELF EMPLOYED), please select YES to proceed.
YESNO
2
Name* This field is required.
First Name
Last Name
3
Email Address* This field is required.
example@example.com
4
Has your address changed since we last lodged your return?* This field is required.
YESNO
5
What is your current address? * This field is required.This must be a residential Address. NO PO BOXES!
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
6
The ATO will no longer allow us to process tax returns without your bank account details. This is even if you are not entitled to a refund. Please supply us with your bank account details so that we can lodge your return.

REMINDER: We do not have the facilities to take our fee from your refund. You will be issued an invoice upon completion of the tax return, and this is due for payment PRIOR to the lodgement of your income tax return.
7
What are your Bank Account Details* This field is required.Please double-check these details as this is where any potential refund will be deposited.
Who do you Bank With?
Account Name
BSB
Account Number
8
Do you have a spouse?* This field is required.If you did not have a spouse for the full period 1 July 2022- 30 June 2023, please provide us the date of separation or commencement of the relationship via email or in the comment section at the end.
YESNO
9
What is your Spouse's name?
Spouse First Name
Spouse Last Name
10
Do we complete your partner's Tax Return?* This field is required.
YESNO
11
As we do not complete their Tax Return, we need just a few basic details* This field is required.
Have you been in a relationship the full year?
Please Advise their Date of Birth
Please advise their estimated Taxable Income
12
Total number of Dependent Children under the age of 18?* This field is required.If none, Enter 0
13
Do you pay Child Support? Please advise total amount to be included in your tax return.
14
Have you had Health Insurance (Hospital Cover) for the full yearAn extras only policy does not provide adequate cover for Medicare Levy Surcharge Purposes.
YESNO
15
Is your spouse and all dependent children covered under this policy? Ignore Children if not dependent. This if for Medicare Levy Surcharge Purposes only.
16
What is your occupation?* This field is required.
17
IMPORTANT NOTICE REGARDING INCOME AND EXPENSES

If you have already provided us with your Income & Expenses, there is no need to give us it again. For the questions where information has already been provided, please just reference the source instead.

For Example, many clients provide us with the information via

Shared Folders

Accounting Software (Xero, Myob, Quickbooks, Reckon)

Excel Spreadsheets

Already uploaded documents

This questionnaire is designed to assist you, but everyone stores their records differently
18
STOP!

We cannot proceed any further until your payment summaries are TAX READY . Do not proceed any further until you can confirm this. Your Tax return will not be entered into our queue for completion while payment summaries are not TAX READY. This can cause a delay to your tax return as we process based on job received ( with Tax Ready Status). Telling us fibs, is frowned upon :)

It your responsbility to follow up with your Employer to action this. The due date for your Employer is usually 14th July. We recommend you check your MYGOV regularly for updates.
19
Do you have any of the additional following Income?* This field is required.You will have an opportunity to upload any supporting Documentation via the Secure Link at the end of the questionnaire. Please type $0.00 or NA if you none of these apply to you.
Total Interest on Bank Accounts
Business Income (ABN) Non GST Registered (we will require further information from you)
Other Income eg. Foreign Income, Employee share schemes - (We will require further information from you)
20
Do you have 1 or more Rental Properties?* This field is required.
YESNO
21
In regards to your Rental Property, have you supplied us the following?Please tick all that apply below . Please upload the supporting documents via the Secure Link provided at the end of the questionnaire.
Rental Income Summary (Annual if through Agent)
Interest for the period 01 July- 30 June
Rates & Water Notices
Repairs and Maintenance Expenditure
Loan Establishment fees (First Year Rental or refinance only)
Depreciation Report (if First year with us)
Body Corporate Expenses
Any other Rental Related Expenditure
Landlord or Home Insurance policy documents
22
Did you sell or Purchase a Rental Property during the year?Please provide purchase and/or sale documentation such as sale contract and settlement statement via the Secure Link at the end of the questionnaire.
YESNO
23
Do you own any Shares/Managed Funds* This field is required.This includes RAIZ Accounts, please upload via the Secure link at the end of the questionnaire.
YESNO
24
Did you buy OR sell any of your Shares during the year?Please upload your purchase or sale documentation via the Secure Link at the end of the questionnaire.
YESNO
25
Do you have any Bitcoin or other Cryptocurrency?* This field is required.We will require a Tax Summary or CSV file of all your Transactions. Cryptocurrency is a Capital Asset, and not regarded as cash by the ATO. Please upload via Secure Link at the end, or contact us for more information. https://www.ato.gov.au/General/Gen/Tax-treatment-of-crypto-currencies-in-Australia---specifically-bitcoin/
YESNO
26
Crypto can be complex and quite often large volumes of data to process even the smallest of Gains of Losses. To reduce your Accounting Fees, we highly recomend you source a compliant Crypto calculation Report. The cost of the report is also tax deductible next year so keep your receipt!

Below are 2 of the most common providers we have dealt with over the years. Note we have no affiliation with any third party provider.

Crypto- Koinly
Crypto- Tax Calculator
27
Did you have any of the following Deductions?Tick all that apply- Leave Blank if you have none. If you have over 10 work-related deductions to claim, providing a summary of these expenses would be beneficial to ensure more efficient processing. Additionally, please upload the summary via the Secure Link at the end of the questionnaire.
Donations to Registered Charities?
Union Fees, Subscription or other Related Expenses?
Uniform Expenses for LOGO uniforms?
Motor Vehicle Claims?
Income Protection Insurance not paid through super?
Tools (any item more than $300 must be depreciated- Please provide Receipt)
Working from Home
Mobile phone use for work purposes
28
What are your Donations Claims?* This field is required.Donations are only deductible if made to a registered Charity. Please advise name of charities and amount donated for each. Please provide a tax receipt for ALL donations via the Secure Link at the end of the questionnaire.
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Ok
29
What are your Union Fees/ Subscriptions Claims?* This field is required.Please summarise below or in an excel document and provide this via the Secure Link at the end of the questionnaire. Please ensure you have kept your supporting documentation on hand as these may be requested.
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30
Uniforms: Do you have a uniform bearing a Logo or Occupation Specific/ Protective Clothing?* This field is required.
YESNO
31
What are your Uniform/ Protective Clothing Claims?* This field is required.Please be specific as possible with amounts and dates of purchases. Please ensure you have kept your supporting documentation on hand as these may be requested.
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32
Do you use your personal vehicle for work-related purposes?* This field is required.
YESNO
33
Do you you have a current and valid logbook?* This field is required.You can only claim the Logbook Method with a current and valid logbook.
YESNO
34
Motor Vehicle: Please provide the following information:* This field is required.You must provide a valid logbook if you have not already done so. A Logbook must be kept for a period of 12 consecutive weeks and is valid for 5 years once completed. Contact our office if you need guidance in preparing one.
Work related % use (as per logbook)
Total kilometres travelled
Registration Cost
Year of Logbook
Insurance
Repairs & Maintenance
Other
35
How many work related km's did you travel during the financial year? (max. 5,000 kms without a valid logbook)* This field is required.In most cases, home to work/work to home are not considered deductible.
36
Income Protection Insurance: Have you received a copy of your policy for Tax Time?Some parts are not deductible and therefore we need the statement. Please upload via the Secure Link at the end of the questionnaire.
YESNO
37
Other Expenses: Would you like to tell us about any other deductions?* This field is required.Eg. Tools, Stationary, Self-education, Work related Travel Expenses, Accounting Fees?
YESNO
38
What are your other ClaimsPlease provide as much information as possible and upload with your supporting documentation via the Secure Link at the end of the questionnaire.
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39
There have been changes around Working From Home

Revised Fixed Rate Method

- The ATO has revised the Rate to $0.67 per hour. This includes Internet, Phone, Consumerables & Stationary. You no longer need a fixed office to claim this method.

Actual Method

If you would like to use the Actual Method instead, we will need copies of all reciepts relating to working from home including Phone, Internet, Electricity, Stationary etc.

We also now need a 4 week Diary to summarise the year as to how you worked out your working from home.
40
Working from Home* This field is required.Please provide as much information as possible, and receipts please upload is via the Secure Link at the end of the questionnaire. Please enter NA to any parts that do not apply to you.
Please Select
Please Select
YES
NO
Did you work from home during the Year?
If so, How Many Weeks did you work from home?
How Many Hours PER WEEK did you work from home?
Please Select
Please Select
YES
NO
Did you Incur any other Office Costs?
41
Internet Claims- Working from Home* This field is required.
Internet Provider
Monthly Internet Bill
% of Work Related Claim
Please Select
Please Select
YES
NO
Claim for Full Year?
If Part year, Total Months to claim?
42
Mobile & Phone Claims* This field is required.
Phone Provider
Monthly Phone Bill
% of Work Related Claim
Please Select
Please Select
YES
NO
Claim for Full Year?
If Part year, Total Months to claim?
43
Other Office Expenses E.g. Printing, Consumerables, Stationary, Equipment Purchase. Please supply reciepts or list them here
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44
ATO's Take on RAT Tests- HERE

🧪 Taken more RATs than you can point a swab at? We have good news! COVID-19 tests you purchased for work purposes are tax deductible.
You can claim a deduction for any test you paid for from 1 July 2021, as long as you:
✔️ used the test for a work-related purpose
✔️ had a qualifying COVID-19 test – such as a PCR or rapid antigen test
✔️ have a record of your purchase
✔️ were not reimbursed for the cost by your employer.
Remember, you can only claim a deduction for the work-related portion of your COVID test expenses.
45
Do you have any Covid-19 RAT Tests to Claim? Please advise amount in $ Do not include Quarantine or Medicine Expenses!
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46
Do you have any additional information to add?If you have any further documentation to provide, please upload via the Secure Link at the end of the questionnaire.
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47
Please verify that you are human* This field is required. Robots don't do tax returns.... yet
48
I Confirm that all the information supplied to P&L Accountants is true and correct: Signed* This field is required.Please sign here:
Should be Empty:

There have been changes around Working From Home