FORMS

Tax Return Preparation Questionnaire

1Personal Details

2Spouse Details

3Dependant Details

4Payment details

5Additional Information

6Work Related Expenses

7Confirmation of Information

Name *

First

Last

Date of Birth *//

Tax File Number (if not previously provided)

Main Occupation for the year *

Home Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Postal Address (if different to Home address)

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Email *

Home Phone Number

Mobile Phone Number *

Preferred Contact Method *

Email
SMS
Home Phone
Mobile Phone

Preferred Contact Time *

Business hours
After hours
Anytime

Spouse Name (complete if we are not preparing their return)

Spouses Date of Birth//

Spouses FY20 Taxable Income

Dependant Child Name

First

Last

Date of Birth//

Dependant Child Name

First

Last

Date of Birth//

Dependant Child Name

First

Last

Date of Birth//

Dependant Child Name

First

Last

Date of Birth//

If a refund is due, the ATO will deposit directly this into your nominated bank account. Account Name *

BSB *

Account Number *

As banking details can change from year to year, we request that you provide us with your bank details each year.

Did you earn and salary/wages? *

If yes, provide details.

Did you receive any government support or pensions? *

If yes, provide details.

Did you earn any interest/dividends? *

If yes, supply bank and/or share statements.

Click or drag a file to this area to upload.

Did you earn any rental income?

If yes, provide details of all income and expenses associated with the property.

Did you receive any: Trust distributions from Managed Funds, Private Trusts, Sale of shares or property, Employee Share Scheme or Foreign Income. *

If yes, provide details.

Did you earn any business income under a personal ABN? *

If yes, please provide a profit and loss statement.

Click or drag a file to this area to upload.

Did you have any expenses associated with investment income? *

For example, management fees, investment advice, interest on loans, investment magazines/subscriptions.

Did you pay any donations? *

Provide details

Did you have income protection insurance (outside of Superannuation)? *

Provide details of tax agent fees paid to a tax agent other than us.

Did you make a Superannuation contribution either on behalf of a Spouse whose income was below $37,000 or on your own behalf for which you would like to claim a tax deduction? *

If yes, provide details of contribution paid and Superannuation Fund paid too.

Do you have Private Health Insurance? *

Do you have any work related expenses? *

Do you have work related car expenses?

Travel is up to 5,000 kms
Travel is over 5,000 kms

Number of kms travelled?

Do you have a logbook or diary to substantiate?

Work use %

Do you have a logbook or diary to substantiate?

Is your logbook less than 5 years old and the % is still relevant?

A new logbook is required every 5 years or if the work use % changes significantly.

Did you purchase a new car this year?

If so provide invoice for new car, sale details of old car and new finance documents.

Click or drag a file to this area to upload.

Total fuel costs

Registration (RTA & Greenslip)

Insurance

Repairs (services, tyres, batteries)

Lease expenses

Interest (provide loan statements)

Car washing

Do you have work related travel expenses?

Flights

Taxi fees / Uber fees

Tolls

Parking fees

Car hire

Meals - overnight

Accommodation - overnight

Do you have work related uniform expenses?

Non-compulsory uniforms that your employer has registered with AusIndustry

Compulsory uniform strictly enforced by your employer

Occupation specific clothing (eg. Chef pants not used for everyday use)

Protective clothing & footwear (eg fire resistant clothing, sun protection clothing, safety vests, non-slip shoes, steel capped boots, gloves, overalls, aprons

Laundromat fees

Dry cleaning fees

Laundering at home?

Do you have any self-education expenses?

For courses that will provide you with a formal qualification from a school, college, university of other place of education. You must have met one of the 3 conditions to the right. You cannot claim a deduction for self-education for a course that relate only in a general way to your current employment or will enable you to get new employment.

Name of course

Which letter that best describes your self-education at the time you incurred the expense?

K: The study maintained or improved your skill or specific knowledge required for your work activities.
I: You could show that the study was leading to, or was likely to lead to, increased income from your work activities.
O: You could show that other circumstances existed which established a direct connection between your self-education and your work activities.

Tuition/course fees

How many weeks of the year did you do the course?

Textbooks

Stationery

Computer / printer etc. (if over $300 provide receipt)

Office equipment (if over $300 provide receipt) eg. esks, filing cabinets

Internet - Provide monthly fee or total spent for the year

Internet - Provide the approximate % used for study

Home office expenses (provide number of hours per week that you studied at home)

If you used your car to go to your place of education, provide number of kms

Do you have any other work related expenses?

Union fees

Professional subscriptions

Overtime meals

Professional seminars, courses, conferences & workshops

Reference books, technical journals, trade magazines, newspapers

Tools (if over $300 provide receipt)

Office equipment (if over $300 provide receipt) eg. desks, filing cabinets, GPS

Protective equipment (eg safety glasses, safety vests, hard hats, sunhats, sunscreen)

Stationery eg. diary, paper, pens, calculators, batteries for calculators

Briefcases, luggage, suitcases

Computer expenses eg. printer cartridges, USB’s, anti-virus software, other software

Mobile phone - Provide monthly fee or total spent for the year

Mobile phone - Provide the approximate % used for work

Home phone - Provide monthly fee or total spent for the year

Home phone - Provide the approximate % used for work

Internet - Provide monthly fee or total spent for the year

Internet - Provide the approximate % used for work

Home office expenses - Provide number of hours per week that you worked at home

Upload any other documents that will assist in preparing your tax return.

Click or drag a file to this area to upload.

I confirm that all information provided and statements made are true and correct. *

I authorise TCK Accountants Pty Ltd to act as my registered Tax Agent *

Phone