Pre-interview checklist

Please fill any relevant fields of this form prior your appointment as it will help us prepare for it better.

Any information submitted through this form will be treated as confidential.

Personal Details

Full name (required)

Email (required)

ABN

Residential Address

Postal Address

Telephone (Home)

Telephone (Work)

Mobile phone number

Fax

Name of partner

Occupation

What kinds of income did you have?

Allowances

Lump Sum Payments

Eligible termination payments

Australian Government pensions and other similar benefits

Other non-govt Australian Pensions/Annuities, Partnersips or Trust

Interest

Dividends

Income from Partnership or Trust

Personal services income as Sole Trader

Income from control of foreign entities

Foreign source income (incl. foreign pensions)

Rent from investment properties

Other income

Do you have a HECS (Higher EducationContribution Scheme) debt?

Yes No

Work Expenses

Work related car expense claims

Other work related travel expenses

Protective Clothing

Occupation specific clothing

Laundry (up to $150 without receipts)

Dry cleaning

Work related self education expenses (formal courses)

Other expenses

Other work related expenses such as:

Seminars and courses

Home office expenses

Computer and software

Telephone/mobile phone

Tools and equipment

Subscriptions, union fees or professional body fees

Journals / periodicals

Depreciation

Expenses in relation to allowances

Sun protection

Other expenses

Other costs

Interest and dividend deductions

Gifts and donations

Cost of managing tax affairs

Non-employer sponsored superannuation contributions

Tax losses from earlier income years

Other deductions

Tax offsets (used to be rebates)

I have a dependent partner (without child), child-housekeeper

I am a Senior Australian

I made superannuation contributions or received income from an Australian Superannuation, annuity or pension

I have Private Health Insurance

Fund name, policy number and type of cover

I live in a remote zone or served overseas with the Defence Force this year

Other Tax Offsets

What other things can we help you with?

Superannuation

Life Insurance

Refinancing

Mortgage brokerage

Debt consolidation

Income Protection

Life Insurance

Additional notes / comments

Thank you for submitting your Pre-interview checklist. If you haven't already please make a booking via the online boking page or via phone.

Pre-interview checklist

Sharp As Tax… SHARPER than your average accountant