Tax Return Questionnaire For Most Recent Financial Year

Financial year

Title

Name

Mobile Number

Business Number

Home Address

Post Code

Contact Email

Date of Birth

TFN

Occupation

Please tick relevant box:

I would like to have my return prepared then sent to me for signing.

I would like to have my return prepared then contacted for an appointment to sign.

1a. Are you a resident for tax purposes?

No

Yes

1b. Have you been in Australia for the full financial year?

No

Yes

Date Entered

Date Left

2. Are you in Australia on a Visa?

No

Yes

Type of Visa

Date Obtained

3. Are you entitled to use the Medicare system?

No

Yes

Please attach your Medicare Levy exemption certificate, NB if you would like to be exempt from Medicare you will need this certificate in the event of an audit and must contact Medicare on 1300 300 271.

Maximum file size: 25MB

4. Please provide your bank account details below (for refund if applicable).

BSB

ACCT NO.

ACCOUNT NAME

BANK

5. Did you have a spouse during the period?

No

As per last year

Yes

NAME

D.O.B

2026 TAXABLE INCOME

Number of days with spouse (eg 365)

6. Do you have dependent children?

No

As per last year

Yes

NB: This only applies to residents of Aus for social security purposes.

Child/Children Information

Name

D.O.B

DAYS CARED FOR (EG: 365)

Add Remove

7. Are you receiving fortnightly Family payments from Centerlink?

No

Yes

Please provide centrelink payments you are receiving.

8. Do you have Australian approved Private Health Insurance cover?

No

As per last year

Yes

Please attach "Private Health Insurance Statement for the period"

Maximum file size: 25MB

9. And if so have you claimed the 30% reduction in your premiums?

N/A

No

Yes

IF NO TOTAL REBATE AS PER HEALTH FUND STATEMENT

10. Do you have a HECS-HELP debt? (higher education contributions scheme

No

Yes

NB: If you have a PELS liability it will be included on your HECS-HELP statement

BALANCE AS AT 11/08/2026

11. Do you have a SSL? (Student supplement loan)

No

Yes

BALANCE AS AT 11/08/2026

12. Have you completed quarterly or Annual PAYG instalment activity statements (IAS)?

No

Yes

Date

Amount

Add Remove

13. Have you made personal superannuation contributions on top of Employer support?

No

Yes

Total

14. For your Spouse?

No

Yes

Total

INCOME

15. Have you received a payment summary from your Employer?

No

Yes

16. Have you received any Paid Parental Leave for the period?

No

Yes

Total

16. Have you received any Paid Parental Leave for the period?

No

Yes

Please attach "Tax Return Copy" only

Maximum file size: 25MB

17. Have you received a payment summary from Centerlink or any other Government Body?

No

Yes

Please attach "Tax Return Copy" only

Maximum file size: 25MB

18. Have you earned any Bank interest?

No

Yes

Repeater

Bank

Amount

TFN Tax

Bank Fees

Add Remove

19. Have you received any dividends?

No

Yes

Repeater

Company

Unfranked

Franked

Imputation Credit

TFN Tax

Add Remove

20. Have you received any income from managed funds or cash management trusts?

No

Yes

Please attach copy of annual tax and capital gains statements

Maximum file size: 25MB

21a. Have you sold any shares or units in managed funds?

No

Yes

Please attach copy of statement/buy & sell contacts

Maximum file size: 25MB

21b. Have you sold any real estate property, including your principal place of residence

No

Yes

Please attach copy of contract of sale & statement of adjustments relating to when you bought the property and when you sold the property and all the associated expenses and bank statements

Maximum file size: 25MB

22. Do you have an investment property?

No

Yes

Please attach all relevant documents or a summary of all income & expenses

Maximum file size: 25MB

23. Do you have income from small business?

No

Yes

Please attach all relevant documents or a summary of all income & expenses

Maximum file size: 25MB

24. Have you received any Foreign Source income?

No

Yes

Please attach all relevant documentation

Maximum file size: 25MB

25. Have you received any other assessable income?

No

Yes

Please attach all relevant documentation

Maximum file size: 25MB

DEDUCTIONS

NB - Do not provide any expenses already reimbursed. This is for non-reimbursed expenses only.

26a. Did you do any Motor Vehicle travel?

No

Yes

26b. Have you maintained a log book?

No

Yes

26c. Will your employer be able to validate this work-related expense, in the case of an ATO audit?

No

Yes

Section

A - Please give a brief explanation on how travel relates to business

ESTIMATED BUS. KLM's

REGISTRATION

MAKE & MODEL OF CAR

LITERS IN ENGINE

Section

B - Please give a brief explanation on how travel relates to business

LOG BOOK %

REGISTRATION

MAKE & MODEL OF CAR

FUEL

REGISTRATION & INSURANCE

INTEREST ON LOAN

MV. LEASE PAYMENTS

REPAIRS & SERVICES

DATE CAR PURCHASED

PURCHASE COST

27a. Did you have any other work related travel?

No

Yes

27b. Did you maintain a travel diary

No

Yes

Section

AIRFARES

ACCOMMODATION

MEALS

INCIDENTALS

Section

DAYS TRAVELED

TAXI

PARKING

TRAM

TRAIN

27c. Will your employer be able to validate this work-related expense, in the case of an ATO audit?

No

Yes

28a. Did you have to wear a uniform or protective clothing?

No

Yes

Section

Amount

UNIFORM PURCHASE

PROTECTIVE CLOTHING PURCHASE

NON SLIP SHOES

PROTECTIVE SHOES

SUNSCREEN

DRY CLEANING

28b. Will your employer be able to validate this work-related expense, in the case of an ATO audit?

No

Yes

28c. Did you have to launder your uniform?

No

Yes

29a. Did you incur cost for self education relating to your work?

No

Yes

Section

COURSE FEES

UNION FEES

TRAVEL

STATIONARY, PHOTOCOPYING

BOOKS

INSTITUTION

COURSE NAME

Please give a brief explanation on how self education relates to your current employment

29b. Will your employer be able to validate this work-related expense, in the case of an ATO audit?

No

Yes

30a. Did you have other work related expenses?

No

Yes

Section

Seminars

Amount

@ Business %

Claimable Deduction

Date Purchased

Stationary

Amount

@ Business %

Claimable Deduction

Date Purchased

Laptop

Amount

@ Business %

Claimable Deduction

Date Purchased

Computer

Amount

@ Business %

Claimable Deduction

Date Purchased

Computer Software

Amount

@ Business %

Claimable Deduction

Date Purchased

Home Telephone

Amount

@ Business %

Claimable Deduction

Date Purchased

Mobile Telephone

Amount

@ Business %

Claimable Deduction

Date Purchased

Internet Charges

Amount

@ Business %

Claimable Deduction

Date Purchased

Tools & Equipment

Amount

@ Business %

Claimable Deduction

Date Purchased

Subscriptions & Union

Amount

@ Business %

Claimable Deduction

Date Purchased

Journals & Periodicals

Amount

@ Business %

Claimable Deduction

Date Purchased

30b. Will your employer be able to validate this work-related expense, in the case of an ATO audit?

No

Yes

31. If it is your first year with RDV are you depreciating items on your last years return?

N/A

No

Yes

PLEASE ATTACH COPY OF DEPRECIATION SCHEDULE

Maximum file size: 25MB

32a. Do you ever work from home and have you maintained a logbook?

No

Yes

Hours worked during period

32b. Will your employer be able to validate this work-related expense, in the case of an ATO audit?

No

Yes

33. Have you taken out an investment loan to purchase shares or managed funds?

No

Yes

Repeater

Bank

Interest

Bank Charges

Add Remove

34. Have you made any gifts, charity purchases or donations of $2 or more to an eligible organization?

No

Yes

Repeater

Name

Amount

Add Remove

35. Do you have income protection insurance?

No

Yes

TOTAL

36. Did you incur Tax Agent fees last year?

No

Yes

TOTAL

37. Did you incur fees for investment/business advice?

No

Yes

TOTAL

38. Do you have further deductions?

No

Yes

Repeater

DETAILS

AMOUNT

Add Remove

Comments

I declare that the information I have given in this questionnaire including any attachments are true and correct. I have the necessary receipts and/or other records - or expect to obtain the necessary written evidence within a reasonable time of lodging my tax return to support my claims for deductions and rebates.

TAXPAYER SIGNITURE:

Clear

Date:

Once you have completed questionnaire please attach payment summary and any relevant documentation and forward to:

Maximum file size: 25MB

ATTN: TAX SPECIALIST TEAM
RDV BUSINESS SOLUTIONS
41 CUMBERLAND ROAD
PASCOE VALE VIC 3044
Ph – 03-8640-3700
info@rdvbs.com.au

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Tax Return Questionnaire For Most Recent Financial Year

Child/Children Information

INCOME

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DEDUCTIONS

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Tax Return Questionnaire For Most Recent Financial Year

Child/Children Information

INCOME

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DEDUCTIONS

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