Individual Tax Return Information Form
Type of client
*
New
Existing
Existing client but details need updating
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BuildGrowth Accountants 2020 Tax Client Details Form
Title
Please Select
Mr.
Mrs.
Miss
Ms
Dr.
Name
*
First Name
Last Name
1
Middle Name
Date of Birth
*
 -
Month
 -
Day
Year
Date
Has your name/address changed since your last lodged return?
*
Yes
No
Sex
*
Male
Female
Address
*
Street Address
Street Address Line 2
City/Suburb
State
Postcode
Email
*
example@example.com
Postal Address
*
Same as above
Other
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Postal Address
*
Postal Street Address / PO Box
Postal Street Address Line 2
Postal City/Suburb
Postal State / Province
Postcode
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Tax File Number
*
Work Status
Please Select
Full-time
Part-time
Casual
Contract
Labour-hire
Occupation/Job Title
*
Are you self-employed/sub-contractor/work under your own A.B.N?
*
Yes
No
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A.B.N?
*
Is this A.B.N. registered for GST/PAYG Withholding? If yes, please give details
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Bank Details (The ATO only issue refunds electronically, so you must provide these.)
*
BSB
*
Account Number
*
Name as it appears on the Account
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Spouse
*
Yes
No
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Spouse Name
Spouse D.O.B.
 -
Month
 -
Day
Year
Date
Spouse's Taxable Income ($)
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Dependents
*
Yes
No
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Names and D.O.B.'s of all Dependent Children
Rows
Name
DOB
Child 1
Child 2
Child 3
Child 4
Child 5
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BuildGrowth Accountants 2020 Client Income & Expenses form
Did you work in employment during 2019/20?
*
Yes
No
How many jobs did you work in? (You need to obtain a Payment Summary for each job)
1
2
3
4
more than 5
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For any item you tick "Yes" to - you need to provide documentation to verify it. These can be copies or photo's of documents, providing they're legible and the original accessible if needed.
App "CamScanner" is very good.
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Were you paid any special payments from any employers? ETP, Labour Hire, Employee Share Schemes? If Yes, provide a statement.
Yes
No
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Upload your statement here:
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Did you ever travel in 2019/20 that you were paid an allowance for by your employer? If yes, I need days travelled and to where.
Yes
No
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2
Rows
Name of Place
Days
Location 1
Location 2
Location 3
Location 4
Location 5
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Did you receive any government payments or allowances or pensions? (Youth Allowance; Newstart) If yes, I need the statement.
Yes
No
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Upload your statement here:
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How much bank interest did you earn?
Rows
Bank Name
Bank Number
Bank Interest
Bank 1
Bank 2
Bank 3
Bank 4
Bank 5
Were you paid any share dividends including DRP's?
Did you sell any units of shares in 2019/20? If yes please provide both Buy & sell details including dates. If yes please provide both Buy & sell details including dates.
Yes
No
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3
Rows
Date
Details
Shares 1
Shares 2
Shares 3
Shares 4
Shares 5
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Did you receive any Managed Fund Distributions from Trusts? If yes tax statement needed.
Yes
No
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Upload tax statement here:
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Did you receive a Trust or Partnership distribution from a related trust or a partnership you have equity in? If yes, I will need full distribution details including financial reports and tax returns of the external trust/partnership.
Yes
No
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File Upload
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Do you have an ABN where you have earned income from a sole-trader or Subbie? about this. If yes, how much income earned (Gross/Turnover), but I will need to talk to you further about this.
Yes
No
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Income earned (Gross/Turnover)
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Do you ever use your car for work? This is travelling to non private places during work hours OR do you need your car to carry tools and/or bulky equipment? If yes, you may be able to claim car kms. What's the car's Make, Model & Rego Number. How many KMS would you travel?
Yes
No
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4
Rows
Make
Model
Rego Number
KMS
Car 1
Car 2
Car 3
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Did you spend any money on Dry-cleaning and/or Protective Clothing (winter jackets, gloves, even sunglasses) or Specific Clothing (Sports shoes, Chef Pants)? If yes, list items & their cost.
Yes
No
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5
Rows
Dry-cleaning or Protective Clothing
Cost
item 1
item 2
item 3
item 4
item 5
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Did you study during the year that directly related to your job? If yes, provide details - Course name, location, days traveled, cost.
Yes
No
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6
Rows
Course Name
Location
Days Traveled
Cost
School 1
School 2
School 3
School 4
School 5
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List what expenses you had for the year and how much your cost is. We will then discuss everything with you. E.g. Gas & Power at home. Internet Costs; Union fees; Subscriptions; Office & Computer Costs; Software, iPads. Professional Development.
Cost of completing your tax Last year.
Any extraordinary expenditure like income protection.
Submit
Should be Empty: