INDIVIDUAL CLIENT INTAKE FORM

NEW CLIENT INTAKE FORM

INDIVIDUALS & SOLE TRADERS
Call: 0402 882 075

info@taxaccountinghouse.com.au

https://www.taxaccountinghouse.com.au/
Thank you for choosing Tax & Accounting House as your tax agent and or accountant. You earned it so we'll help you keep it.

The following tips help you complete this form correctly & efficiently: -

- complete this form if you are an Individual or Sole Trader.

- if you're new to Au stralian Tax, FYI, our financial year starts on 1 July and ends on the next 30 June.

- complete this checklist for each financial year, if you need to lodge more than 1 financial year's returns.

- to maximise your return, answer all applicable questions by selecting "Yes" in dropbox, provide details & upload supporting documents. Drag & drop if you're using a desktop computer, otherwise, locate the relevant file & upload via mobile or tablet.

If we have not provided you with enough fields for any income, deductions, deductions without receipts and or upload buttons, please email us the relevant information.
Part 1: Personal Details
Entity Structure *
Select whether you are an Individual or a Sole Trader with ABN.
Name *

Prefix First Name Last Name
Date of Birth *

Day Month Year
Marital Status *
Mobile Phone *
Email *
example@example.com
Address *

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code
TFN *
ABN
GST Registered?
BAS Required?
What accounting and or tax services do you need?
Year Ended 30 June *
The Financial Year End you require the service / return to be lodged e.g. 2020
Bank Account for REFUND
Would you authorise us to update your address and contact details with the ATO? *
Upload a Photo Identification. *

Browse Files
upload a copy of your Passport or Drivers License for verification purposes. Cancel of
Part 2: Tax Offsets

Provide details of Spouse, Dependents & Private Health Insurance:
When did you arrive to Australia?

Day Month Year
Applicable to expats, working holiday workers, foreign students & workers etc only.
Visa Type
State your Visa name & number here.
TAX Resident for the full year?
Were you an Australian TAX Resident for the full financial year?
TAX OFFSETS.

Tax offsets (aka rebates) directly reduce the amount of tax payable on your taxable income, even to $0, but tax offsets alone can't get you a refund. The following questions relates to tax offsets.
Did you have a Spouse during the year?
This person

Became my spouse. Ceased to be my spouse. Was my spouse for the full year.
Are we preparing your spouse tax return also?
If yes, please inform your spouse to also complete and submit this new client registration form seperately.
Do you have any Dependents?
DEPENDENTS

A dependant for Medicare levy exemption purposes means a person who is:
- a spouse (any gender).
- a child aged under 21 years.
- a child aged 21 to under 25 years who is a full-time student at a school, college or university and has adjusted taxable income of less than $1,786 for the year.
More details about dependent see https://www.ato.gov.au/Forms/Medicare-levy-variation-declaration/?anchor=Definitions
No. of Dependents.
State the number of dependents you have during the year.
Private Health Insurance?
Upload the Private Health Insurance Statement. This statement can be obtained via your Insurer's website, phone, or email. Click the link below to see a sample.
Click here to see a sample of the private health insurance Tax Statement.
Private Health insurance Statement.

Browse Files
Upload Private Health Insurance Tax Statement for the year. Cancel of
HECs /HELP Debt?
Did you have any outstanding HECs Debt during the year?
Part 3: Your Taxable Income
Please answer whether you earned any of the following income during the year by selecting "Yes" in dropbox. If yes, kindly provide details & upload any relevant supporting documents into the "browse files" buttons. Otherwise, leave blank.
SALARY / WAGES?
Did you earn employment income e.g. salary & wages?
What is your profession?
If Yes, What is your job / industry? e.g. doctor, dentist, engineer, police officer.
Please check the types of payments & upload supporting documents:

PAYG Payment Summaries Employer Lump Sum Payments Employer eligible ETP Employee Share Schemes (ESS) Details of Allowances & Directors Fees not included on payment summaries.
Upload PS No.1

Browse Files
Upload Payment Summaries (PS) No.1 Cancel of
Upload PS No.2

Browse Files
Upload Payment Summaries (PS) No.2 Cancel of
Upload PS No.3

Browse Files
Upload Payment Summaries (PS) No.3 Cancel of
INTEREST INCOME?
Did you receive interest income?
Details of interest income.
If yes, state the total interest received from all bank accounts.
DIVIDENDS & DIV. RE-INVESTMENTS?
Did you receive dividend & div. re-investment income during the year?
Please download, complete and re-upload our Dividend Statement Template in the 'browse file' button below.
Dividend Statement Template.

Browse Files
Upload the completed Dividend Statement template here. Cancel of
PARTNERSHIP / DECEASED ESTATE OR TRUST INCOME?
Did you receive any income from Deceased Estate, Trust & / or Partnership during the year?
P/ship & Trust No.1 docs.

Browse Files
Upload Annual Taxation Distribution Statements No. 1. Cancel of
P/ship & Trust No.2 docs.

Browse Files
Upload Annual Taxation Distribution Statements No.2. Cancel of
P/ship & Trust No.3 docs.

Browse Files
Upload Annual Taxation Distribution Statements No.3. Cancel of
Below are questions regarding Personal Services Income (PSI) & Sole Trade business. If you answer "Yes" to any of these questions and have not prepared a summary of Income & Expenses for your PSI / Sole Trade; you can download our Profit & Loss template to complete and re-upload into the relevant "browser files".
PERSONAL SERVICE INCOME?
Did you earn any PSI during the year?
PSI docs.

Browse Files
Upload summary of Income & Expenses for PSI. Cancel of
SOLE TRADER INCOME?
Did you earn any income from Sole Trader business during the year?
Sole trader docs.

Browse Files
Upload summary of Income & Expenses for SOLE TRADER Cancel of
CAPITAL GAINS TAX EVENTS (CGT)?
Did you have a capital gains tax event during the year?
Example of CGT events includes the sale of shares or rental properties. Supporting documents required for: -

Rental properties:
- Please download, complete and re-upload our Property Income & Expenses Template in Property CGT doc button below.
Shares, ETFs, Bonds etc:
- Please download, complete and re-upload our Capital Gains Tax Statement for Shares in Shares CGT doc button below.
- if shares were acquired through a dividend reinvestment, any dividends received should be included in the cost price of the asset.
Property CGT doc.

Browse Files
Upload the completed Property Income & Expenses for Property here.. Cancel of
Shares CGT doc.

Browse Files
Upload the completed Capital Gains Tax statement (Shares, ETFs, Bonds) Cancel of
FOREIGN INCOME SOURCES?
Did you earn any FOREIGN INCOME sources e.g. overseas property
Foreign Income Source 1
Source 1 $
Foreign income source 2
Source 2 $
Source 1 docs.

Browse Files
Upload FOREIGN INCOME support. documents - Source 1. Cancel of
Source 2 docs.

Browse Files
Upload FOREIGN INCOME support. documents- Source 2 Cancel of
RENTAL INVESTMENTS INCOME.
Did you earn any income from Rental (investment) Properties during the year?
Please download, complete and re-upload our "Rental Income & Expenses spreadsheet". This spreadsheet is a useful checklist to ensure you can easily present all the property information we need in order to correctly complete your tax return.
Rental Income & Expenses doc.

Browse Files
Upload the Rental Income & Expenses spreadsheet here. Cancel of
SHARING ECONOMY INCOME?
Did you earn any income from Sharing economy? e.g. Uber/ Uber Eats /Airbnb/ Ola etc?
Income source No.1
E.g. Airbnb
Source 1 $
Income source No.2
Source 2 $
Income source No.3
Source 3 $
Source 1 docs.

Browse Files
Upload supporting documentation for Source 1. Cancel of
Source 2 docs.

Browse Files
Upload supporting documentation for Source 2 Cancel of
Source 3 docs

Browse Files
Upload supporting documentation for Source 3 Cancel of
PENSION/ ANNUITY INCOME from super fund.
Did you receive a Pension / Annuity from a Super Fund?
Pension /Annuity details.
Provide PENSION/ ANNUITY income details.
Pension/Annuity docs.

Browse Files
Upload Pension / Annuity Income supporting documents. Cancel of
DISCOUNTED SHARES UNDER EMPLOYEE SHARE SCHEMES (ESS)?
Did you receive discounted shares under employee share schemes?
Discounted ESS details:
If yes, provide details of DISCOUNTED SHARES under ESS.
ESS docs.

Browse Files
Upload supporting documents for Discounted Shares under ESS Cancel of
OTHER INCOME not listed above? e.g. Centrelink income.
Did you receive any other income, not included above, including any government assistance e.g. Centrelink?
Other income source 1
E.g. Centrelink
Source 1 $
Other income source 2
source 2 $
Source 1 docs.

Browse Files
Upload support documents for Source No.1 Cancel of
Source 2 docs.

Browse Files
Upload support documents for Source No.2 Cancel of
Part 4: Tax Deductible Expenses Checklist
To maximise your return/refund, please answer, provide details and upload supporting documents for as many relevant questions to your specific-occupation as possible.

In order to claim a deduction for work-related expenses as tax deductions:

• You must have spent the money and not been reimbursed,
• The expense must be directly related to earning your taxable income,
• You must have a record to prove you paid for it, especially if total claims exceeds $300.
CAR / MV WORK-RELATED EXPENSE?
Did you use a personal motor vehicle (MV e.g. car, scooter, bicycle) for work-related travel?
You can claim Car work-related expense if one of the following applies:
- you travel to 2 or more jobs (employers) on same day.
- you travel to 2 or more different locations for same employer on same day .
- you carry bulky tools & equipment for work, the quipment is heavy & hard to transport – at least 20kgs.
Have you exceed 5,000km?
Have you kept a log book?
If claiming under the log book method, please provide details of all vehicle expenses including rego, insurance, petrol, repairs & maintenance, lease payments and interest paid on car loan.
Date Logbook Starts

Day Month Year
Date
Date Logbook Ends

Day Month Year
Date
Work %
Specify your work-use percentage.
MV expense docs.

Browse Files
Upload details of work-related CAR / MV EXPENSES. Cancel of
UNIFORM, PROTECTIVE CLOTHING & DRY CLEANING?
Did you buy work uniform, protective clothing and incur dry cleaning expenses during the financial year?
To claim the cost of a uniform, it needs be unique and distinctive, e.g. contain employer's logo, or is specific to your occupation e.g. police uniform or hi-vis vests for tradies.

You cannot claim plain clothing e.g. suit / dress, even if you wear it to work.
Uniform | Protective Gear expense
Uniform $
Dry cleaning expense
Dry cleaning $
WASHING UNIFORM & PROTECTIVE GEAR?
Did you wash any uniform or protective clothing?
Washing uniform

If you wash work uniform / protective clothing at home please provide details below.
How many loads per week?
How many loads of uniform / protective gear washed per week?
No. weeks worked p.a.
(p.a. = during the FY).
Washing include private clothes?
Does each load include private clothing?
% of work clothes
% of work clothes per load
TRAVEL EXPENSE?
Were you required to travel away from home overnight for work? If yes, answer below lines:
If you were required to travel away from home overnight to remote areas (interstate, overseas etc) to perform work activities. You can claim: -
- travel & accommodation costs e.g. taxi, train, airfares, tolls, parking fees
- meals & other incidental costs.
Travel expense
taxi, train, airfares, tolls, parking fees.
Travel $
Accommodation expense
Hotel, motel, airbnb etc.
Accomm. $
Meals & other incidental expense
Breakfast, lunch, dinner etc.
Meals $
meals & other inc.
Travel Expense docs.

Browse Files
Upload TRAVEL EXPENSE supporting documents. Cancel of
SELF-EDUCATION EXPENSE?
Did you incur any SELF-EDUCATION expenses during the year?
You can claim for studies/course undertaken that have sufficient connection with your current employment and: -
- maintain or improve the specific skills or knowledge you require in your current work activities;
- result in, or is likely to result in, an increase in your income from your current work activities.
You cannot claim for self-education expenses that are: -
- may be generally related to it to current work activities;
- enables you to get new employment.
Name of the course
Institution name
Fees incurred excluding HECs
Fees $
Text books costs
Books $
Other costs
Other cost $
Did you travel to get to your studies?
If yes, provide details including number of kms (e.g. from work to uni - 4km, then from uni to home 5km x and number of trips during the year).
Details of study trips.
Provide travel to studies trips details.
Self-education docs.

Browse Files
Upload SELF-EDUCATION Expense Supporting Documents. Cancel of
PHONE & INTERNET EXPENSE?
Were you required to use personal devices for work?
If you are required to use personal devices, you can claim the work-related portion of internet & data expenses only.
Cell Phone & Sim Plan?
Select "Yes" if your phone and Sim is on 1 plan. If not, select "No" and provide cost of Sim Plan or Prepaid and cost of phone separately, below:
Browse Files
Upload PHONE Phone & Sim Plan Docs. Cancel of
Cell Phone Cost (cell phone itself)
Phone Invoice.

Browse Files
Upload Cell Phone Cost Invoice. Cancel of
Sim Cost (calls & data)
Sim Bill(s).

Browse Files
Upload Sim Plan Bill(s). Cancel of
TOOLS & EQUIPMENT?
Were you required to buy Tools or Equipment? e.g. computer, goggles etc
If you bought tools and equipment to earn your income, you can claim a deduction for some or all of the costs including insurance for the item:-

Technical instruments: stethoscope, thermometer, tongue depressor, calculator, computers & software,

Office Equipments: desks, chairs, lamp, filing cabinets, book shelfs.

Protective items: e.g. hard hats, safety glasses (goggles), sunglasses, sunscreens and cosmetics containing sun protection if you work outdoor.

Hand tools: spanners, hammers, screwdrivers, grinders, sanders and hammer drills and toolboxes.

Please provide list of individual items or set, purchased, and upload supporting documents below. Please Do Not include items acquired under salary packaging.
Item 1
Browse Files
Item 1 supporting documents. Cancel of
Item 2
Browse Files
Item 2 supporting documents. Cancel of
Item 3
Browse Files
Item 3 supporting documents. Cancel of
OTHER WORK-RELATED EXPENSE?
Did you incur OTHER WORK-RELATED expenses that are not listed elsewhere in this DEDUCTION CHECKLIST?
You are entitled to claim deductions for some other directly work re-lated expenses that are not listed elsewhere in this deduction checklist, e.g. if you're a medical professional you may be able to claim: -
- union fees
- professional indemnity insurance, medical registration fees.
- membership fees, AMA, APRAH, other medical professional associations.
- medical journal subscriptions and publications.
- medical briefcase.
- overtime meals
Item 1
Item 2
Item 3
Other work-related expense docs.

Browse Files
Upload OTHER WORK-RELATED expenses documents. Cancel of
INCOME PROTECTION INSURANCE?
Did you incur INCOME PROTECTION INSURANCE during the year?
DONATIONS TO REGISTERED CHARITIES?
Have you donated of $2 or more to registered charities? Provide details & Upload supporting documents below.
Charity Org 1 -
Charity Org 2 -
Donations docs.

Browse Files
Upload DONATIONS supporting documents. Cancel of
TAX AGENT FEES PAID?
Have you paid any TAX AGENT FEES for last year's return?
If yes, how much?
PERSONAL SUPER CONTRIBUTION?
Did you contribute any personal super during the year? DO NOT INCLUDE EMPLOYER CONTRIBUTIONS.
contribution 1 -
contribution 2 -
INTEREST EXPENSE PAID?
Did you pay any interest or borrowing charges for the income earned? If yes, answer below lines
e.g. bank name & product/service name
Amount $
Interest expense docs.

Browse Files
Upload INTEREST /BORROWING expense supporting documents. Cancel of
HOME OFFICE EXPENSE?
Did you use a HOME OFFICE to carry out work activities?
If yes, there are 3 methods: -
1. Shortcut method (80 cents per hour) - new due to COVID19, from 1/3/20.
2. Fixed Rate Method (52 cents per hour)
3. Actual Cost Method: this method is intensive and you must download the Home Office Expense spreadsheet, complete it and re-upload it in the button below.
Record keeping: The 'Shortcut' and 'Fixed Rate' methods requires record-keeping of timesheet, rosters, diaries and entries. The 'Actual Cost' method requires written evidence of all items claimed in the attached spreadsheet.
No. hours worked from home per week?
How many hours did you carry out work activities per week?
No. weeks worked p.a.
(p.a. = during the FY).
Home office expense docs.

Browse Files
If yes, upload HOME OFFICE EXPENSE SPREADSHEET supporting documents. Cancel of
Part 5: Declaration
GREAT WORK! WELL DONE!
Please review the checklist in its entirety to ensure all necessary information has been provided and all supporting documents have been uploaded in relevant "browse files" buttons.

This checklist is not exhaustive and we rely on you to provide us with any additional information that you believe may be relevant.

Declaration:

You hereby appoint Veronique Dang t/as Tax & Accounting House (Tax Agent Reg. No 2580 2656) to act as your tax agent and or accountant. We will add you to our tax agent portal and liaise with the ATO on your behalf as required.

You declare that all the information you have provided to us is correct and complete to the best of your knowledge.

Internet Transfer:
- Individual Clients: You understand that once you transfer your TAH accounting &/or taxation fees into our bank account, your tax return will be prepared and lodged with the ATO and any refund due will be deposited directly into your nominated bank account by the ATO.
- Business & Sole Trader Clients: You are required to submit this form in conjunction with our Engagement Letter. Please read our Engagement Letter, complete, sign and submit the last page of the Engagement Letter via https://form.jotform.co/201973778219871
Signature *
Name

First Name Last Name
Date

Day Month Year
Date
How did you hear about us?
Name of Referrer
Would you like to subscribe to receive tax tips & strategies?
Should be Empty:

NEW CLIENT INTAKE FORM

Part 1: Personal Details

Part 2: Tax Offsets

Part 3: Your Taxable Income

Part 4: Tax Deductible Expenses Checklist

Part 5: Declaration