Inquirers Details

First Name  *

Last Name  *

Email  *

Phone  *

Job Title  *

Related Parties

Would you like us to do other related (eg. business partner, spouse, children etc) tax returns?  *

If yes, please provide details.

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, Partnerships, Companies, Trust and SMSF also need to complete the Business Tax Returns form after completing the Individual Tax Return Form.  See Resources tab above.

Individual

(incl. Wage/ Salary Earners, Sole Traders, Partners, Directors & Beneficiaries)

Work Related Expenses

Which expenses apply to your situation?  *

Other Work Related Expenses

Investments

Property

Do you have investment propert(ies)?  *

If yes, how many properties do you have?

If yes, is the propert(ies) managed by a real estate agent?

If yes, do you have more than one loan per property( eg. Did you use equity in your home as a deposit for the investment)?

If yes, did you refinance any of your loans?

Shares/Managed Funds

Do you have any shares/ managed funds?  *

If you have shares, how many different companies stocks do you hold?

Other Investments

Do you have any other investments/ assets not included above?

If yes, please provide details.

Capital Gain/ Loss

Did you sell any of your investments/ assets?

If yes, what did you sell?

Other

Did you earn any interest income? eg. Saving

Did you receive any partnership/ trust income?

Did you receive any pension/ annuity income?

Did you earn any foreign income?

Did you/ your family have more than $1500 worth of medical expenses?

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) personal financial goals?    *

Comments

Any comments/ questions or additional information?

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

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