RULES FOR THE QUESTIONNAIRE

1. Try your best
2. Answer Honestly
3. You must have receipts if you want to claim
4.You must answer all questions honestly
5. You can move between sheets from the bottom left of the page

  • PERSONAL
  • INCOME
  • EXPENSES
  • REBATES/OFFSETS
  • OTHER

PLEASE ENTER PERSONAL DETAILS

A: YEAR OF TAX RETURN -COMPLETE ONE QUESTIONNAIRE PER YEAR:

B: FIRST NAME:

C: LAST NAME:

D: ADDRESS:

E: DATE OF BIRTH:

F: TAX FILE NUMBER:

G: PHONE NUMBER:

H: EMAIL ADDRESS:

I: BSB NUMBER (for tax refund):

J: BANK ACCOUNT NUMBER (for tax refund):

K: DESCRIBE YOUR OCCUPATION:

L: DID WE DO YOUR PREVIOUS TAX RETURN:

M: ARE YOU AN AUSTRALIAN RESIDENT FOR TAX PURPOSES?:

Are you currently in Australia on a Visa?

INCOME

1: INCOME FROM EMPLOYMENT? - Employer must have finalised the annual payroll reporting STP:

2: DID YOU RECEIVE ANY ALLOWANCES?:

1A: PLEASE DESCRIBE ie travel, laundry, km's:

5: DID YOU RECEIVE A GOVERNMENT PAYMENT i.e. Centrelink, Austudy?:

6: DID YOU RECEIVE ANY GOVERNMENT BENEFIT OR GOVERNMENT PENSION i.e. Single parent payment, Age pension?:

8: DID YOU RECEIVE A SUPER ANNUATION LUMP SUM PAYOUT?:

8A: IF YES WAS THIS COVID EXEMPT?:

10: DID YOU RECEIVE ANY INTEREST? From all bank accounts, Term deposits etc:

10A: TOTAL AMOUNT - YOUR SHARE OF INTEREST RECEIVED:

OTHER INCOME

24: DID YOU RECEIVE INCOME FROM ANY OTHER SOURCE?:

IF YES PLEASE DESCRIBE

24A: DID YOU RECEIVE INCOME FROM SICKNESS/INCOME PROTECTION?:

IF YES PLEASE ENTER AMOUNT

24B: DID YOU RECEIVE A LUMP SUM IN ARREARS (Lump Sum E):

IF YES PLEASE ENTER AMOUNT

EXPENSES - This is where we will have some fun

K: DO YOU HAVE WRITTEN EVIDENCE/RECEIPTS FOR ALL EXPENSE CLAIMS OVER $300 - you must have evidence if you want to claim:

D1: DID YOU USE YOUR OWN CAR FOR WORK OR BUSINESS?:

D1A: IF YES - PLEASE ESTIMATE BUSINESS KMS TRAVELLED AS WELL AS CAR MAKE AND MODEL:

D2: DID YOU HAVE ANY OTHER WORK RELATED TRAVEL EXPENSES:

D2A: IF YES PLEASE ENTER THE TOTAL AMOUNT PAID FOR WORK RELATED TRAVEL EXPENSES:

D2B: TOTAL AMOUNT PAID FOR PARKING:

D2C: TOTAL AMOUNT PAID FOR TOLLS:

D2D: TOTAL AMOUNT PAID FOR TAXI/TRAIN/AIRFARE:

D2E: TOTAL AMOUNT OF NON REIMBURSED EXPENSES RELATED TO OVERNIGHT STAY i.e. accommodation, meals other ancillary costs

D3: DO YOU HAVE ANY WORK CLOTHES EXPENSES:

D3A: IF YES WHAT CATAGORY DOES IT FALL UNDER:

D3B: TOTAL AMOUNT PAID FOR UNIFORMS:

D3C: TOTAL AMOUNT PAID FOR PROTECTIVE UNIFORMS:

D3D: TOTAL AMOUNT PAID FOR PROTECTIVE FOOTWEAR:

D3E: TOTAL AMOUNT PAID FOR LAUNDRY:

D5: OTHER DEDUCTIONS :

D5A: TOTAL AMOUNT PAID FOR TRADE UNION FEES:

D5B: TOTAL AMOUNT PAID FOR PROFESSIONAL MEMBERSHIPS:

D5C: TOTAL AMOUNT PAID FOR A HANDBAG/BREIFCASE:

D5D: TOTAL AMOUNT PAID FOR STATIONERY/JOURNALS:

D5E: DID YOU USE YOUR TELEPHONES/MOBILE FOR BUSINESS?:

D5F: TELEPHONES/MOBILE - PERCENTAGE USED FOR BUSINESS:

D5G: TELEPHONES/MOBILE - TOTAL AMOUNT PAID FOR THE FINANCIAL YEAR:

D5H: DID YOU USE YOUR HOME INTERNET FOR BUSINESS:

D5I: INTERNET - PERCENTAGE USED FOR BUSINESS:

D5J: INTERNET - TOTAL AMOUNT PAID FOR THE FINANCIAL YEAR:

D5K: TOTAL AMOUNT PAID FOR TOOLS/EQUIPMENT cost of tools less than $300, cost of repairs, replacements:

D5L: DEPRECIATION cost of assets over $300 i.e Laptop, lawnmover etc. Please include name of asset, date purchased, purchase price:

IF YOU HAVE A PRIOR YEAR DEPRECIATION SCHEDULE PLEASE ATTACH. (If we don't already have a copy)

Max. size: 64.0 MB

D5M: DID YOU HAVE A HOME OFFICE?:

D5N: HOME OFFICE - HOW WOULD YOU LIKE TO CLAIM:

D5O: HOME OFFICE - TOTAL HOURS WORKED AT HOME FOR THE YEAR:

5DP: HOME OFFICE - TOTAL HOURS WORKED MARCH - JUNE:

D5R: TOTAL AMOUNT PAID FOR SUN PROTECTION:

D5S: TOTAL AMOUNT PAID FOR SEMINARS:

D5T: TOTAL AMOUNT PAID FOR OVERTIME MEALS:

D5U: DESCRIPTION OF OTHER EXPENSES

D5U: OTHER EXPENSES - TOTAL AMOUNT:

D7B: DID YOU HAVE A HECS/HELP DEBT:

D9: DID YOU MAKE ANY GIFTS OR DONATIONS:

9DA: GIFTS OR DONATIONS - TOTAL AMOUNT PAID FOR THE FINANICAL YEAR:

D10: HOW MUCH DID YOU PAY YOUR TAX AGENT LAST YEAR:

D12: DID YOU PAY ANY PERSONAL SUPER CONTRIBUTIONS (if you want to make a claim you must have received a notice of intent to claim statement from your fund:

D12A: IF YES PLEASE PROVIDE THE PERSONAL SUPER CONTRIBUTIONS - AMOUNT:

PERSONAL SUPER CONTRIBUTIONS - PLEASE ATTACH NOTICE OF INTENT TO CLAIM

Max. size: 64.0 MB

D15: DID YOU PAY AN INCOME PROTECTION INSURANCE PREMIUM:

SPOUSE DETAILS

P: WERE YOU SINGLE FOR THE YEAR?:

P1: WERE YOU MARRIED OR IN A DEFACTO RELATIONSHIP AT ANY TIME DURING THE YEAR?:

P2: IF THE RELATIONSHIP STARTED THIS YEAR PLEASE ENTER START DATE:

P3: IF THE RELATIONSHIP ENDED THIS YEAR PLEASE END START DATE::

P4: SPOUSE'S FULL NAME:

P5: SPOUSE'S DATE OF BIRTH:

P6: SPOUSE'S INCOME:

P7: NUMBER OF DEPENDANTS?:

MEDICARE & SURCHARGE

M1: DO YOU HAVE A MEDICARE REDUCTION/EXEMPTION?:

M2: DO YOU HAVE PRIVATE HEALTH INSURANCE?:

M2A: DO YOU HAVE PRIVATE HOSPITAL COVER?:

M2B: IF YES HOW MANY DAYS IN THE YEAR DID YOU (AND YOUR FAMILY) HAVE PRIVATE HOSPITAL COVER?:

M2C: IF IN A FAMILY WITH DEPENDANTS IS YOUR PRIVARE HOSPITAL COVER FOR ALL FAMILY MEMBERS?:

M2D: PLEASE SUPPLY THE NAMES OF YOUR DEPENDANTS:

M2E: IF YOU HAVE KIDS THAT ARE NOT YOUR DEPENDANTS EG BLENDED FAMILIES (YOU DON’T RECEIVE FTB A/B) ARE THEY COVERED FOR PRIVATE HOSPITAL INSURANCE FOR THE ENTIRE YEAR?:

M2F: IF YES PLEASE SUPPLY NAMES OF DEPENDANTS:

REBATES/OFFSETS

T3: DID YOU MAKE ANY SUPER CONTRIBUTIONS FOR YOUR SPOUSE?:

IF YES, PLEASE ENTER THE TOTAL AMOUNT OF SUPER CONTRIBUTED TO YOUR SPOUSE:

T4: DID YOU RESIDE IN A REMOTE LOCATION not fifo:

T4A: IF YES, PLEASE ENTER LOCATION AND PERIOD OF TIME SPENT IN RESIDENCE:

T4B: IF RESIDING IN A REMOTE LOCATION PLEASE ENTER NAMES, AGES AND OCCUPATIONS/SCHOOL LEVEL OF EACH DEPENDENT:

PLEASE ATTACH ANY DOCUMENTS WHICH RELATE TO REBATES - FILES UNDER 150KB:

Max. size: 64.0 MB

OTHER

IT1: DID YOU PAY CHILD SUPPORT?:

: CHILD SUPPORT AMOUNT:

Q: IS THERE ANY FURTHER INFORMATION WE NEED TO BE AWARE OF?:

PLEASE ATTACH ANY ADDITIONAL DOCUMENTATION- FILES UNDER 150KB:

Max. size: 64.0 MB

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