Tax Return Questionnaire 2023

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  2. Tax Return Questionnaire 2023

    Please tick relevant box:

    1a. Are you a resident for tax purposes?

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

    2. Are you in Australia on a Visa?

    3. Are you entitled to use the Medicare system?

    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.

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

    5. Did you have a spouse during the period?

    6. Do you have dependent children?

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

    Child/Children Information

    7. Are you receiving fortnightly Family payments from Centerlink?

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

    Please attach "Private Health Insurance Statement for the period"

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

    IF NO TOTAL REBATE AS PER HEALTH FUND STATEMENT

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

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

    BALANCE AS AT 28/11/2023

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

    BALANCE AS AT 28/11/2023

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

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

    Total

    14. For your Spouse?

    Total

    INCOME

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

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

    Total

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

    Please attach "Tax Return Copy" only

    18. Have you earned any Bank interest?

    19. Have you received any dividends?

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

    Please attach copy of annual tax and capital gains statements

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

    Please attach copy of statement/buy & sell contacts

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

    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

    22. Do you have an investment property?

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

    23. Do you have income from small business?

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

    24. Have you received any Foreign Source income?

    Please attach all relevant documentation

    25. Have you received any other assessable income?

    Please attach all relevant documentation

    DEDUCTIONS

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

    26a. Did you do any Motor Vehicle travel?

    26b. Have you maintained a log book?

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

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

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

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

    27b. Did you maintain a travel diary

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

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

    Amount

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

    28c. Did you have to launder your uniform?

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

    Amount

    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?

    30a. Did you have other work related expenses?

    Seminars

    Stationary

    Laptop

    Computer

    Computer Software

    Home Telephone

    Mobile Telephone

    Internet Charges

    Tools & Equipment

    Subscriptions & Union

    Journals & Periodicals

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

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

    PLEASE ATTACH COPY OF DEPRECIATION SCHEDULE

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

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

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

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

    35. Do you have income protection insurance?

    36. Did you incur Tax Agent fees last year?

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

    38. Do you have further deductions?

    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.

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

    ATTN: TAX SPECIALIST TEAM
    RDV BUSINESS SOLUTIONS
    41 CUMBERLAND ROAD
    PASCOE VALE VIC 3044
    Ph - 03-8640-3700
    Fax - (03) 9350 1063
    info@rdvbs.com.au

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