Fax: 02 9388 0077
info@crestfinancial.com.au
TAX QUESTIONNIARE 2006-2007
Tax File Number: __________________________
ABN: ____________________________________
Name: Mr/Mrs/Ms/Miss
_______________________________________________________
Residential Address:
_______________________________________________________
Date of Birth:
_______/_________/_________
Telephone : Work/Home
________________________________ Mobile __________________
Email:
_________________________________________________________
Occupation:
_________________________________________________________
Spouse Details:
_________________________________________________________
(N/A if not applicable)
Number of Dependants:
_________________________________________________________
Please circle YES or NO for each of the items listed below: A tax consultant will go through this in detail during
consultation.
Fax: 02 9388 0077
info@crestfinancial.com.au
INCOME
1. Salary or Wages
Yes No
2. Allowances, earnings, tips, director’s fees etc
Yes No
3. Lump sum payments
Yes No
4. Eligible termination payments
Yes No
5. Commonwealth of Australia government allowances like Newstart, youth allowance
And Austudy payment
6. Commonwealth of Australia Government pensions and allowances
Yes No
7. Other Australian pensions or annuities (including superannuation pensions)
Yes No
8. Interest
Yes No
9. Dividends
Yes No
10. Income from partnerships and/or trusts
Yes No
11. Net capital gains
Yes No
12. Foreign source income (including foreign pensions) and foreign assets or property
Yes No
13. Rental / Investment Property
Yes No
14. Bonuses from a life assurance or friendly society policy
Yes No
15. Other income (please specify)
___________________________________________________________________________
Yes No
Yes No
Fax: 02 9388 0077
info@crestfinancial.com.au
Are you claiming the following deductions:
D1. Work-related car expenses: Yes/No/ Need Advice

Cents per kilometer method (max 5,000 kms)
Yes No

Log book method
Yes No

One –third actual expenses method
Yes No

12% of actual cost method
Yes No
D2. Other work-related travel expenses: Yes/No/ Need Advice
Employee domestic travel with reasonable allowance
Yes No
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____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
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D3. Work-related uniform : Yes/No/ Need Advice
Yes No

Protective Clothing
Yes No

Occupation-specific clothing
Yes No

Compulsory uniform
Yes No

Laundry of uniform (up to $150 without receipts)
Yes No

Dry cleaning
Yes No

Other claims – mending/repairs, etc (please specify)
Yes No
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D4. Work-related self-education expenses : Yes/No/ Need Advice
Course taken at educational institution

Union fees
Yes No

Course fees
Yes No

Book, stationary
___________________________________________________________________________

Depreciation
Yes No

Seminars
Yes No

Travel
Yes No
Yes No
Other (please specify)
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
D5. Other work-related expenses : Yes/No/ Need Advice

Home office expenses
Yes No

Computer & Software
Yes No

Telephone/mobile
Yes No

Tools and equipment
Yes No

Subscription and union fees
Yes No

Journals/periodicals
Yes No

Depreciation of equipment
Yes No

sun protection products (i.e. sunscreen and sunglasses)
Yes No
Seminars and courses not at an education institution

course fees
Yes No

travel
Yes No

other (please specify)
Yes No
____________________________________________________________________________
Any other work deductions (please specify)
Yes No
____________________________________________________________________________
D6. Low value pool deduction
Yes No
D7. Interest and dividend deductions
Yes No
D8. Gifts or donations
Yes No
D9. Deductible amount of undeducted purchase price
Yes No
D10. Cost of managing tax affairs
Yes No
D15. Other deductions (sickness income protection insurance, ATO interest etc)
Yes No
Tax offsets/rebates

T1 Do you have a dependent spouse (without dependent child or student), a childhousekeeper or a housekeeper? These tax offsets may not be available where the taxpayer is
eligible to claim FTB Part B.
Yes No
Family Tax benefit (FTB)
Yes No

Did you have care of a dependent child in 2006
Yes No

Did you or your spouse receive FTB through the Family Assistance Office in 2005?
T2 Are you a senior Australian?
Male 65/Female 63
Yes No
T3 Are you a pensioner
Yes No
T4 Superannuation pension/ETP annuity
Yes No
T5 Did you have private health insurance in 2006
Yes No
T6 Did you have to pay for approved child care fees between 1/7/2004 to 30/06/2005
Yes No
T7 Baby Bonus - Was your child born between 01/07/2001 & 01/07/2004
Yes No
T9 Did you live in a remote zone or serve overseas with the defence force in 2005
Yes No
T10 Did you have net medical expenses over $1,500?
Yes No
T11 Did you maintain a parent, spouse’s parent or invalid relative?
Yes No
T12 Landcare and water facility tax offset
Yes No
T13 Are you a mature age worker with net income from working of less than $58,000?
Yes No
T14 Entrepreneurs Tax offset available to a sole trader who elects STS or a person who
received a distribution from a trust or partnership that was in STS with a group turnover
of $75,000 or less
Yes No
Fax: 02 9388 0077
info@crestfinancial.com.au
Tax Consultant please check
1.
Medicare reduction based on family income
2.
Medicare Surcharge based on Family Income
3.
HECS Liability & Supp Loan
4.
Tax Implications if the tax payer is a minor
5.
If tax payer ceased full time education during the year
6.
If the tax payer became a resident or ceased to be a resident for tax purposes during the year.
7.
If PSI Legislation applies to the tax payer in business
8.
Check if the client qualifies for Super Contribution from the Government.