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Trudi Cowan
2020-06-13T18:47:42+11:00
Tax Return Preparation Questionnaire
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1
Personal Details
2
Spouse Details
3
Dependant Details
4
Payment details
5
Additional Information
6
Work Related Expenses
7
Confirmation of Information
Name
*
First
Last
Date of Birth
*
MM
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12
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DD
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30
31
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YYYY
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
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
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia (Plurinational State of)
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Congo (Democratic Republic of the)
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini (Kingdom of)
Ethiopia
Falkland Islands (Malvinas)
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran (Islamic Republic of)
Iraq
Ireland (Republic of)
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea (Democratic People's Republic of)
Korea (Republic of)
Kosovo
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia (Federated States of)
Moldova (Republic of)
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia (Republic of)
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine (State of)
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin (French part)
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten (Dutch part)
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syrian Arab Republic
Taiwan, Province of China
Tajikistan
Tanzania (United Republic of)
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom of Great Britain and Northern Ireland
United States Minor Outlying Islands
United States of America
Uruguay
Uzbekistan
Vanuatu
Vatican City State
Venezuela (Bolivarian Republic of)
Vietnam
Virgin Islands (British)
Virgin Islands (U.S.)
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Country
Postal Address (if different to Home address)
Address Line 1
Address Line 2
City
State / Province / Region
Postal Code
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia (Plurinational State of)
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Congo (Democratic Republic of the)
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini (Kingdom of)
Ethiopia
Falkland Islands (Malvinas)
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran (Islamic Republic of)
Iraq
Ireland (Republic of)
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea (Democratic People's Republic of)
Korea (Republic of)
Kosovo
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia (Federated States of)
Moldova (Republic of)
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia (Republic of)
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine (State of)
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin (French part)
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten (Dutch part)
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syrian Arab Republic
Taiwan, Province of China
Tajikistan
Tanzania (United Republic of)
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom of Great Britain and Northern Ireland
United States Minor Outlying Islands
United States of America
Uruguay
Uzbekistan
Vanuatu
Vatican City State
Venezuela (Bolivarian Republic of)
Vietnam
Virgin Islands (British)
Virgin Islands (U.S.)
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
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
Next
Spouse Name (complete if we are not preparing their return)
Spouses Date of Birth
MM
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DD
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YYYY
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2020
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2018
2017
2016
2015
2014
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2012
2011
2010
2009
2008
2007
2006
2005
2004
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2002
2001
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1991
1990
1989
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1987
1986
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1981
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1972
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1954
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1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
Spouses FY20 Taxable Income
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Dependant Child Name
First
Last
Date of Birth
MM
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DD
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YYYY
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2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
Dependant Child Name
First
Last
Date of Birth
MM
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DD
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YYYY
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
Dependant Child Name
First
Last
Date of Birth
MM
1
2
3
4
5
6
7
8
9
10
11
12
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DD
1
2
3
4
5
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YYYY
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
Dependant Child Name
First
Last
Date of Birth
MM
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3
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5
6
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11
12
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DD
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YYYY
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
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1963
1962
1961
1960
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1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
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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.
Previous
Next
Did you earn and salary/wages?
*
Yes
No
If yes, provide details.
Did you receive any government support or pensions?
*
Yes
No
If yes, provide details.
Did you earn any interest/dividends?
*
Yes
No
If yes, supply bank and/or share statements.
Click or drag a file to this area to upload.
Did you earn any rental income?
Yes
No
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.
*
Yes
No
If yes, provide details.
Did you earn any business income under a personal ABN?
*
Yes
No
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?
*
Yes
No
For example, management fees, investment advice, interest on loans, investment magazines/subscriptions.
Did you pay any donations?
*
Yes
No
Provide details
Did you have income protection insurance (outside of Superannuation)?
*
Yes
No
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?
*
Yes
No
If yes, provide details of contribution paid and Superannuation Fund paid too.
Do you have Private Health Insurance?
*
Yes
No
Next
Do you have any work related expenses?
*
Yes
No
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?
Yes
No
Work use %
Do you have a logbook or diary to substantiate?
Yes
No
Is your logbook less than 5 years old and the % is still relevant?
Yes
No
A new logbook is required every 5 years or if the work use % changes significantly.
Did you purchase a new car this year?
Yes
No
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?
Yes
No
Flights
Taxi fees / Uber fees
Tolls
Parking fees
Car hire
Meals - overnight
Accommodation - overnight
Do you have work related uniform expenses?
Yes
No
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?
Yes
No
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?
Yes
No
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
Next
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
Submit
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