Individual Tax Returns - Accounting Excellence Pty Ltd

Personal Contact Details

Name*

Prefix First Last

Mobile*

Residential Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Is your postal address the same as your residential address?

Yes
No

Postal Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Email*

Tax File Number*

Date of Birth*

Occupation*

Bank Details

(this is where you will receive any tax refunds)

BSB*

Account Number*

Account Name*

Bank Name*

Spouse & Dependent Details

Do you have a spouse for tax purposes (including same sex couples)?

No
Yes

Spouse full name*

Spouse DOB*

Spouse income details for the financial year (taxable income, reportable fringe benefits, reportable superannuation and investment losses)*

Did you have a spouse for the full financial year?*

No
Yes

Provide dates you had a spouse

List the name and DOB of all dependent children

Income

Are you an employee?

No
Yes

Your PAYG income summaries from your employers will be available via the ATO portal or myGov

Other income received (including Directors fee, commissions, etc.)

Interest income received

Investment Property Income

Do you have a rental property?*

No
Yes

Address of investment property*

Date property first rented*

Was the property rented or available for rent for the entire financial year?*

Owner's name and percentage of ownership*

Was the property bought or sold during the financial year?

Yes
No

Upload:

Real Estate Annual Income Summary Statement

Max. file size: 64 MB.

Receipts for rental expenses

Max. file size: 64 MB.

Quantity Surveyors Depreciation Schedule (If available)

Max. file size: 64 MB.

Home loan bank statements

Max. file size: 64 MB.

Please list any expenses not listed on the real estate annual summary statement

Other Investment Income

Did you hold any capital assets such as shares, manage funds, cryptocurrency and/or CFD trading accounts?*

Yes
No

Provide details of dividends received and trust distributions received.

Provide details of all buy and sells of holding during the financial year.

Upload:

Annual Tax Summary Reports for all share trading, cryptocurrency or FXD trading platforms (E.G. CommSec Financial Year Summary Report)

Max. file size: 64 MB.

Annual Trust Tax Summary Statements

Max. file size: 64 MB.

Any other relevant documents

Max. file size: 64 MB.

Sole Trader / Contractor Income

Are you a contractor or running a business under a sole trader structure?

Yes
No

ABN

Business Trading Name

Description of Business (E.G. Household general electrical services)

Is your business address the same as your residential address?

No
Yes

Business address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Sole Trader Required Documentation - Please attach the following information:

Access to Accounting Software - Please invite marion@accountingexcellence.com.au

Have sent invitation

Have sent invitation

Bank Statements for Financial Year 1 July - 30 June

Max. file size: 64 MB.

Excel Spreadsheet summarising income and expenses for Financial Year 1 July - 30 June

Max. file size: 64 MB.

Summary of Payroll information (if required)

Payroll information (if required)

Max. file size: 64 MB.

Other Information - Please provide additional relevant information if applicable

Deductions

Do you use your motor vehicle for any work related purposes?*

Yes
No

Make, model and registration of car*

Do you have a logbook?*

Yes
No

Please provide a copy of your logbook.

Accepted file types: jpg, png, pdf, doc, docx, Max. file size: 2 MB.

Please advise total fuel, registration, insurance, repairs and maintenance and other car expenses

How many business kilometres did you travel

What was your odometer as of 30 June

Did you incur any parking or toll expenses

Yes
No

Parking or toll expenses details

Were you required to travel away from home overnight for work and have any out of pocket expenses?*

Yes
No

Please provide details of Meals, accommodation, travel expenses

Are you required to wear occupation specific clothing, clothing with a corporate logo on it or protective clothing (such as high-vis shirts)?*

Yes
No

Did you incur any cost in purchases uniforms, steel cap boots or safety equipment?

Yes
No

Uniform, steel cap boots or safety equipment details

Are you undertaking any study which relates to your current occupation?*

Yes
No

Please provide details

Are you required to work from home as a part of your employment?*

Yes
No

Please note that you will be required to provide a letter from your employer confirming work from home is a requirement of your job if you are audited by the ATO.

Please advise hours you worked from home each week and number of weeks worked from home during the final year.

Do you have to use your own personal mobile phone for work purposes?

Yes
No

Please provide monthly mobile plan and business/work use percentage

Do you have to use your home internet phone for work purposes?

Yes
No

Please provide monthly internet plan and business/work use percentage

Did you have to purchase any tools etc for your work that are not provided by your employer?*

Yes
No

Please provide details

Any items over $300 must be depreciated according the ATO effective life. For these items, please list date purchased, cost, description of item and business/work use percentage.

Did you pay for any membership, licences, union fees, etc in the financial year, relating to your current employment?*

Yes
No

Please provide details

Did you make any donations during the financial year?*

Yes
No

Please provide details

Did you pay to get your tax return prepared in the last financial year?*

Yes
No

Please advise your accounting fees expense

Do you have income protection insurance?*

Yes
No

Please provide details

Are there any other out of pocket expenses relating to your employment?*

Yes
No

Please provide relevant details of these expenses.

Please upload any supporting documentation

Accepted file types: jpg, png, pdf, doc, docx, Max. file size: 64 MB.

Superannuation

Have you made any deductible super contributions through the financial year?

Yes
No

Please upload Tax Deductible Super Contribution Letter received from your super fund.

Max. file size: 64 MB.

Have you made superannuation contributions on behalf of your spouse?

Yes
No

Please include details of spouse superannuation contributions

Client Acceptance of Engagement & Authorisation

Upload Driver Licence or other form of photo ID ***

Max. file size: 64 MB.

** The Tax Practitioners Board (TPB) and ATO have announced new guidelines to strengthen and modernise the practices and controls that registered tax practitioners must adhere to when verifying the identity of new clients. The guidelines have been brought into legislation to minimise the risk of a practice being the target of fraudulent activities against themselves, their business, clients, taxpayers and/or the government.

Do you require urgent processing?

(refer additional fees)

Yes
No

Client Engagement Letter | Terms and Conditions

Consent

I have read and agree to the Client Engagement Letter and Terms and Conditions

Thank you for taking the time to complete this form. By ticking the above, this allows us to access your information on the ATO Tax Agent Portal for tax/BAS return preparation purposes.

Email

This field is for validation purposes and should be left unchanged.