Newsletters and Other Useful Information

 

2017 Client Questionnaire


PLEASE READ, COMPLETE & SIGN THIS FORM AND ENCLOSE WITH YOUR RECORDS FOR PREPARATION OF YOUR TAX RETURNS

NAME

CHANGES TO CONTACT DETAILS

CHANGES TO BANK ACCOUNT DETAILS FOR REFUNDS

PLEASE PROVIDE ALL INFORMATION REQUIRED & MARK AS ENCLOSED

DOCUMENT ENCLOSED

COMMENTS

1

PAYG SUMMARIES/PENSIONS/ALLOWANCES/ETP

 

 

 

Please enclose payment summaries for all wage/salary, centrelink, pensions, foreign pensions, lump sums, and superannuation payments income received.

 

 

 

Details of any allowances you receive.

 

 

 

Details of any income/deductions/expense that is not listed on this form.

 

 

2

INTEREST/DIVIDENDS/MANAGED FUNDS/EMPLOYEE SHARE SCHEME

 

 

 

Please enclose copies of bank statements, dividend advices, managed fund tax statement and/or employee share schemes.

 

 

3

PARTNERSHIP/TRUSTS

 

 

 

Please provide the annual tax statements. Ensure all pages are included.

 

 

4

RENTAL PROPERTIES

 

 

 

Please provide the annual rental summary from your real estate agent.

 

 

 

Provide details for any asset purchases (including sale & purchase agreement & lawyers settlement statement for new properties).

 

 

 

Provide list of expenses paid separately from the agent (ie. rates, water, Insurance, other repairs & maintenance).

 

 

 

Provide copies of loan statements for the year 1 July - 30 June.

 

 

 

Please complete attached Rental Schedule, if applicable.

 

 

5

CAPITAL GAINS / LOSSES

 

 

 

Provide documents relating to the purchase of any shares or investments.

 

 

 

Provide documents relating to the sale of any shares or investments.

 

 

 

Also provide original purchase details of any shares sold during the year.

 

 

6

BUSINESS INCOME

 

 

 

If you conducted a business during the year, please provide details of income & expenses (separate GST figures if you are registered for GST).

 

 

 

If any business assets were purchased during the year, include the invoice.

 

 

 

Details of existing business assets were sold or became obselete.

 

 

 

Provide copies of loan statements for the year 1 July - 30 June.

 

 

7

PRIVATE HEALTH INSURANCE

 

 

 

Please provide the annual tax statement from your health provider.

 

 

8

OTHER KEY INFORMATION (NOT LISTED ELSEWHERE ON THIS FORM)

 

 

 

If spouse uses another agent supply their date of birth and taxable income.

 

 

 

Advise if receive family tax benefit (FTB) Part B.

 

 

 

Copy of last years income tax return if you are a new customer

 

 

 

Details of any child support payments.

 

 

NOTES TO THE ACCOUNTANT (ALL OTHER RELEVANT INFORMATION):

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PLEASE TURN OVERLEAF FOR FURTHER QUESTIONS.

 

 

2017 CLIENT QUESTIONNAIRE

PAGE 2

 

 

DOCUMENT ENCLOSED

COMMENTS

9

EXPENSES

 

 

 

Work related motor vehicle expenses

 

 

 

- Logbook percentage (provide business kms AND total kms travelled)

 

 

 

- Figures for: fuel, registration & insurance, repairs & maintenance etc.

 

 

 

- Motor vehicle purchase and sale details (if used for work purposes)

 

 

 

- Car model and engine size.

 

 

 

Work related travel expenses

 

 

 

- Details of travel expenses (please convert to AU$)

 

 

 

Uniforms/Protective Clothing/Uniform

 

 

 

- If you received an allowance from your employer, remember to claim

 

 

 

any amounts paid for uniforms/protective clothing.

 

 

 

Other Work Related Expenses

 

 

 

- Provide invoices for any asset purchases used in relation to employment.

 

 

 

- Provide a list of expenses incurred in relation to your employment

 

 

 

(Including: Union, trade or professional association fee; Reference

 

 

 

material & professional library; home office expenses; safety expenses;

 

 

 

tools and equipment purchased - date and cost; professional

 

 

 

development, conferences, and training expenses.).

 

 

 

Self Education Expenses

 

 

 

- If required by your work to complete study, or if any study you currently

 

 

 

undertake is directly related to improving your skills in your current

 

 

 

occupation provide details of these expenses (fees, books).

 

 

 

Interest/Dividend Deductions

 

 

 

- Provide list of expenses incurred in relation to your investments.

 

 

 

- For any claims of interest on loans, please provide loan statements.

 

 

 

Donations

 

 

 

- Provide list of charities and amounts of donations paid

 

 

 

Tax Agent fees

 

 

 

- If your tax return was not prepared by Herzig Prosser & Co last year,

 

 

 

please provide name of Tax Agent and amount paid.

 

 

 

Superannuation

 

 

 

- Provide the personal super contribution deduction paid confirmation

 

 

 

letter, paid from your superfund.

 

 

 

Other deductions

 

 

 

- Details of Income Protection Insurance.

 

 

 

Spouse Superannuation Contributions

 

 

 

Advise of super contributions paid for spouse, account numbers etc.

 

 

 

Spouse Taxable Income

 

 

 

Please advise your spouse taxable income if the return is not prepared by us.

 

 

 

 

2018 Rental Property Statement

Address of Rental Property

 

Suburb/State/P'Code

 

 

 

 

 

 

 

Proportion Owned

% Share

 

Acquisition and Disposal Details

Date

Amount

Acquired

 

 

Disposal (give details, documents)

 

 

 

 

 

 

Current Year Rental Start and End Dates

Date

Date property first earned rental income

 

Rented

 

To

 

Number of weeks property was rented this year

 

 

 

 

 

Income

Gross Amount

Share

Gross rental income

 

 

Other rental related income

 

 

Total Rent

 

 

 

 

 

 

Expenses

Gross Amount

Share

Advertising for tenants

 

 

Body corporate fees

 

 

Borrowing expenses

 

 

Cleaning

 

 

Council rates

 

 

Depreciation on plant

 

 

Gardening/lawn mowing

 

 

Insurance

 

 

Interest on loans

 

 

Land tax

 

 

Pest control

 

 

Property agent fees/commission

 

 

Repairs and Maintenance

 

 

Capital works deductions (Special building write-off)

 

 

Stationery, telephone and postage

 

 

Water charges

 

 

Sundry Rental Expenses

Accounting fees

 

 

Bank charges

 

 

Maintenance levies

 

 

Total Expenses

 

 

Net Rent

 

 

 

 

 

 

Please advise number of nights used privately

Details of new assets purchased or renovations

Any other relevant income or expenses


Our Location

Indooroopilly Shopping Centre
Suite 41, Level 6
318 Moggill Road
INDOOROOPILLY QLD 4068
Australia

Ph: 07 3378 9700
Fax: 07 3378 3822

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