Inquirers Details

First Name  *

Last Name  *

Email  *

Phone  *

Job Title  *

General

Tax Return(s)

All questions below relate to the specific tax year(s) in question (selected here).

Which year(s) tax returns need to be done?  *

If you have pre June 07 returns which year(s) do you have?

Type of Returns

What type(s) of tax return(s) do you need to get done?  *

Sole Traders, Partners, Directors and Beneficiaries will also need to complete the Individual Tax Returns form after completing the Business Tax Return Form.  See Resources tab above.

If several businesses, please provide details.

Business

(incl. Sole Traders, Partnerships & Company.  Trusts & SMSF below)

Main Business Details

Business Name

Address

Website

Approx. Turnover

No. Staff

Accounting System

What type of accounting system do you use?

Who does your book keeping?

Will the bank account(s) be reconciled?

Compliance

Would you like us to do your Business Activity Statement (BAS)?

Would you like us to do your Workers Compensation form?

Would you like us to manage your Australian Securities & Investments Commission (ASIC) return?

Would you like a Tax Planning meeting to reduce your tax?

Do you have any Fringe Benefits Tax (FBT)?

Do you have any foreign income?

Trusts

Trust Name

What type of trust is it?

What type of assets (business, cash, property, shares etc) do you have in your trust?

What is the primary purpose of the trust?

Self Managed Super Funds (SMSF)

Super Fund Name

Do you have a corporate trustee?

What type of assets (eg. cash, property, shares) do you have in your SMSF?

Customer Service

What kind of customer service is important to you from your accountant/ tax agent?  *

Goals

What are your Top 3 (short/ medium term) business goals?  *

Comments

Any comments/ questions or additional information?

We may need to contact you to confirm/ clarify somemore information.

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