Individual Tax Return - Discovery Questions

Taxpayer Details
Financial Institution details
Employment Details
Other Income
Deductions
Investment Properties
Capital Gains
Sole Trader Business with ABN

Let's get started with your personal information

Note: You may have already provided us with these details, however, your details may have changed during the financial year. To confirm our records are correct, please complete the below details for each individual completing an annual income tax return:

First Name

Last Name

Residential address

Mobile Number

TFN

Date of Birth

Marital Status

Dependents

Do you have any dependants?

Employment Details

Which financial year are you providing information for?

Other

Do you have more than one employer?

Employer's Business Name

Employer's ABN

Your role here

Total Gross Income

Total Tax withheld

Did you work at more than one site with a single employer or traveled between different employers?

Current or Primary role

Note:This is the role during which you earned most of your assessable income or primary source of income. Title of your role:

Did you manage teams?

Did you incur any expenses?

Were you required to do any work from home?

Optional / if applicable to your situation or role

Were you ever required to attend to work on short notice or be on standby 24/7?

Were you required to meet with clients at various sites using your own motor vehicle?

Were you required to travel with dangerous tools or carry documents containing commercially sensitive or privileged information?

Deductions

Work related motor vehicle travel

Were you using your car for work?

Work related purchases

Have you purchased any work related item such as a laptop or an ipad for work use?

Did you have to pay any union fee?

Have you made any donations during the financial year?

Did you have any private health cover?

Have you completed any professional development or short courses paid by you?

Did you purchase any magazines, subscriptions or journals to keep yourself informed for your role?

Did you use your mobile phone for work?

Do you have any licensing requirements or costs associated with your work?

Did you purchase any tools or equipment for the purpose of your work?

Did you incur any IT expenses such as system subscriptions, microsoft or antivirus for work?

Did you pay a tax agent to do your last year tax return?

Did you have any work related travel where you were required to stay overnight?

Did you have income protection insurance?

Did you have home office expenses?

Did you have any laundry and/or uniform expenses?

Investment Properties

Note: We require the below information for each investment property you own.

Do you have any investment Properties?

Investment Property Address 2

If your property has a granny flat or is a duplex, report fees will vary.

Property Type #2

Street Address #2

Suburb #2

State #2

Postcode #2

Purchase Date (if available) #2

Settlement Date #2

Construction Cost (if available) #2

Construction Completion Date (if available) #2

Individual Tax Return - Discovery Questions

Let's get started with your personal information

Spouse Details

Dependents

Financial Institution details

Employment Details

Current or Primary role

Optional / if applicable to your situation or role

Other Income

Deductions

Investment Properties

Investment Property Address 2

Enter Ownership details

Property Manager

Expenses

Capital Gains Tax (CGT)

Sole Trader Business with ABN