Tax Assessment Discovery Questionnaire

Complete this comprehensive questionnaire to ensure accurate and efficient processing of your tax assessment.

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It's that time of the year again, please complete the following discovery questionnaire.

Important: To process your income tax return assessment efficiently, please ensure you provide all the required and relevant information to your circumstances. If we require you to attach a document, you may either attach the original pdf or an image of that document.

Declaration: By completing our discovery questionnaire and submitting it, you authorise Silver Peacock & Co, its officeholders and accountants to add you and/or your business to our ATO portal so we can complete your income tax obligations including your annual income tax returns.

Personal Information

First Name *

Last Name *

Residential Address *

Mobile Number *

Email *

Tax File Number (TFN) *

Date of Birth *

Spouse Details

A spouse includes a married couple or de facto.

Do you have a spouse or are you in a de facto relationship? *

The dates you had a spouse if not the full year:

From

Is your spouse a resident for tax purposes?

Dependents

Do you have Dependents? *

Financial Institution Details

Important Information

If your tax assessment outcome is a refundable amount, you will receive your tax refund faster through electronic funds transfers (EFT). To do so, please provide the following information.

If you have an existing ATO debt, you may not receive your tax refund as the ATO may elect to offset any current tax refunds to existing ATO debts you may have, even if the ATO have decided not to pursue debt in the past because it was uneconomical to do so.

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Bank Name

BSB

Account Number

Account Name

Employment Details

Which financial year are you providing information for?

Other

Did you have more than one employer? *

How many employers did you have during the financial year?

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

Current or Primary role

Title of your role:

Additional information applicable to your situation or role

Is your home classified as your "base of employment" or do you have an agreement with your employer which states that your home can be the "base of employment"?

Were you required to start your employment duties at home then travel to your regular place of work to complete those particular duties?

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?

Other Income

Did you receive any dividend distributions from any share investment or shares you hold in a business? *

Did you have any foreign income coming from overseas? *

Provide details

Upload supporting documents

Supported file format: pdf|docx|jpeg. Maximum file size: 5mb per file

Deductions

Important Information

Do not enter any amounts that have been reimbursed by your employer (the business you worked for).

In each item description enter a description of the item including details about make and model of the item as it relates, for example Laptop, 2024 MacBook Pro.

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Management and General Work Expenses

Did you manage teams? *

Did you incur any expenses? *

Work from Home

Important Information

To claim working from home expenses, you must be working from home to fulfil your employment duties, not just carrying out minimal tasks such as checking emails or taking calls, you must incur additional running expenses and keep records.

For more information, click here

If your employer pays you an allowance to cover your working from home expenses, you must include it as income in your tax return.

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Were you required by your employer to do any work from home? *

Do you have a dedicated home office? *

Did you incur additional running expenses as a direct result of working from home? *

Work related motor vehicle travel

Were you using your car for work? *

Work related deductions

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

Did you pay any union fees during the financial year? *

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 incur mobile and/or internet expenses related to work during the financial year? *

Type of expense

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? *

How many trips did you travel during the financial year where you were required to stay away from home overnight? *

Did you have income protection insurance? *

Did you have any laundry and/or uniform expenses? *

Investment Properties

Important Information

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

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Do you have any investment Properties? *

What is the investment property address?

Suburb

State

Postcode

Was the property managed by an agent?

Do you receive your annual statement?

Do you currently have a mortgage on this investment property?

Do you have a depreciation schedule?

Would you like us to organise for a professional to prepare a depreciation schedule for your investment property?

Property type

Purchase type

Brand New Existing Property

Owner Lived in the Property Before Renting

Has there been any renovations or improvements to the property?

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

Investment Property Address 2

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

Enter Ownership Details

Important Information

Please provide names of the owners below. If it is a company or trust, please place in the first name field.

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Owner 1 First Name

Owner 1 Last Name

Owner 2 First Name

Owner 2 Last Name

Owner 3 First Name

Owner 3 Last Name

Property Manager

We may require access to the property, please provide property management details. If you are privately managing this property please provide tenants contact number. If the property is vacant or you prefer us not to inspect the property (to speed up delivery of your report), please leave this section blank.

Property Management Company

Property Manager's Name

Property Manager's Email

Property Manager's Number

Tenants Contact Number

Tenants Name

Date you started renting the property

Date you stopped renting the property

If your property is still being rented, simply write "current"

Note: This information is important for us to work out how many weeks has the property been rented out for during the financial year.

Ownership

If you are 50% owner write 50%, otherwise if your name is the sole name on the title, then write 100%

Income

Note: If you had an agent professionally manage the property for you, they would've sent you annual rental property statement incorporating all the rental revenue earned by the property and any associated disbursements.

Expenses

You may have incurred a variety of expenses during the year when managing or visiting your investment rental property. Below is a non-exhaustive list of items that could be claimed. Please go through this list and provide the amounts you have spent during the financial year.

Bank Interest on the loan

This is any interest paid on the mortgage of the rental property.

Property Repairs & Maintenance

This may include lawn mowing, rubbish removal and the like.

Depreciation schedule

Depending on the age of your property, we may be able to claim depreciation. If you do not have a depreciation schedule and your property is less than 10 years old, you should consider engaging a depreciator to prepare a depreciation schedule. If you have one, please scan and email it to us.

Council rates

This is often received quarterly from your local council.

Assets costing less than $300

If you have purchased an asset costing $300 or less we can write off the asset through an immediate deduction.

Capital works

If you have carried out work that is considered capital in nature, this could be adding a fence, air conditioning unit etc. If you are not sure, please provide tax invoices and we will decide the nature of the transaction and classification.

Other expenses

Please provide tax invoices and we will decide the nature of the transaction and classification.

Capital Gains

Capital Gains Tax (CGT)

Important Information

If you purchased and/or disposed any shares, real estate property and/or crypto currency, you will very likely to have incurred a CGT event. Whether tax is payable or not depends on your input below.

Provide description such as shares, cryptocurrency or the address of the real estate asset disposed. For every asset you disposed off, you need to complete the below. If you disposed of your cryptocurrency, you can download year end tax statement/tax summary from the app and upload it here.

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Did you have a CGT event during the year? *

How many documents do you have to upload? *

Sole Trader Business With ABN

Sole Trader Business

Important Information

What is a Sole Trader Business? A sole trader business is where you have registered an ABN under your personal name.

For each business activity, you are required to complete the below.

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Did you earn any income as a sole trader under your ABN? *

Business Details

Your Australian business number (ABN):

What is your registered Business Name?

What services do you provide

Annual Income Amount

Expenses to be claimed

Contractors (annual amount)

Superannuation Expenses (annual amount)

Lease Expenses (annual amount)

Rent Expenses (annual amount)

Interest Expense (annual amount)

Repairs and maintenance

All other expenses

Tax Assessment Discovery Questionnaire

It's that time of the year again, please complete the following discovery questionnaire.

Personal Information

Spouse Details

Dependents

Children Details

Employment Details

Travel Addresses

Current or Primary role

Additional information applicable to your situation or role

Other Income

Management and General Work Expenses

Work related motor vehicle travel

Work related deductions

Mobile Expenses

Internet Expenses

Investment Properties

Important Information

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

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Enter Ownership Details

Important Information

Please provide names of the owners below. If it is a company or trust, please place in the first name field.

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Property Manager

Expenses

Capital Gains

Sole Trader Business With ABN

Sole Trader Business

Important Information

What is a Sole Trader Business? A sole trader business is where you have registered an ABN under your personal name.

For each business activity, you are required to complete the below.

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Business Details

Expenses to be claimed

Tax Discovery Questionnaire Summary

Data Submission Summary

Final Declaration & Authorization

Manual Signature

Ready to Submit Your Tax Discovery Questionnaire?

Tax Assessment Discovery Questionnaire

It's that time of the year again, please complete the following discovery questionnaire.

Personal Information

Spouse Details

Important Information

Important Information

Important Information

Dependents

Important Information

Children Details

Important Information

Employment Details

Important Information

Important Information

Travel Addresses

Current or Primary role

Important Information

Additional information applicable to your situation or role

Important Information

Important Information

Important Information

Important Information

Other Income

Important Information

Important Information

Management and General Work Expenses

Important Information

Important Information

Important Information

Work related motor vehicle travel

Important Information

Work related deductions

Important Information

Important Information

Important Information

Mobile Expenses

Internet Expenses

Important Information

Important Information

Important Information

Important Information

Investment Properties Important Information We require the below information for each investment property you own. Move cursor away to close

Important Information

Important Information

Important Information

Important Information

Enter Ownership Details Important Information Please provide names of the owners below. If it is a company or trust, please place in the first name field. Move cursor away to close

Important Information

Property Manager

Expenses

Capital Gains

Important Information

Important Information

Sole Trader Business With ABN

Sole Trader Business Important Information What is a Sole Trader Business? A sole trader business is where you have registered an ABN under your personal name. For each business activity, you are required to complete the below. Move cursor away to close

Important Information

Business Details

Important Information

Important Information

Important Information

Expenses to be claimed

Important Information

Important Information

Tax Discovery Questionnaire Summary

Data Submission Summary

Final Declaration & Authorization

Manual Signature

Ready to Submit Your Tax Discovery Questionnaire?

Investment Properties

Important Information

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

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Enter Ownership Details

Important Information

Please provide names of the owners below. If it is a company or trust, please place in the first name field.

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Sole Trader Business

Important Information

What is a Sole Trader Business? A sole trader business is where you have registered an ABN under your personal name.

For each business activity, you are required to complete the below.

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