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Tax Time Questions
Tax Questionnaire
NOTE:
If you have extra documents to upload or are having trouble uploading, please email directly to:
debbie@stellaraccounts.com.au
Name
Tax File Number
1. Did you make voluntary payments into your superannuation during the financial year? (other than via salary sacrifice arrangements)
(Required)
Yes
No
Have you lodged your Notice of Intent with your super fund
Please note this must be done prior to finalising your tax return
Yes
No
Please upload letter from super fund
Max. file size: 128 MB.
2. Do you use your motor vehicle for any work related purposes?
(Required)
Yes
No
What is the make & model of your motor vehicle?
(Required)
Do you have a logbook? If yes, please provide a copy
(Required)
Yes
No
Drivers Logbook
(Required)
Max. file size: 128 MB.
How many kilometres did you travel for work purposes during the financial year?
(Required)
Please upload details of kms travelled – ie dates, reason, location to location, number of kms
Max. file size: 128 MB.
Is your vehicle completely fitted out as a tool of trade and are you required to take heavy tools to and from work each day?
(Required)
A letter from your employer will be needed to confirm this should you get audited by the ATO.
Yes
No
Letter from Employer
Max. file size: 128 MB.
How many kilometres do you estimate you travelled for work purposes during the financial year?
(Required)
Did your employer reimburse you for any car related costs?
(Required)
Yes
No
3. Were you required to travel away from home overnight for work and have any out of pocket expenses?
(Required)
ie. Meals, accommodation, travel expenses?
Yes
No
Please upload any supporting documentation
Max. file size: 128 MB.
Please upload a travel log for any overseas related travel
Max. file size: 128 MB.
Did your employer reimburse you for these expenses?
(Required)
Yes
No
4. Are you required to wear occupation specific clothing, clothing with a corporate logo on it etc?
(Required)
Yes
No
Did you purchase any such clothing during the financial year?
(Required)
Yes
No
Please upload any supporting documentation
Max. file size: 128 MB.
Do you have any laundry or dry cleaning expenses for the financial year?
(Required)
Yes
No
Please upload any supporting documentation
Max. file size: 128 MB.
Did your employer reimburse you for these expenses?
(Required)
Yes
No
5. Are you undertaking any study which relates to your current occupation?
(Required)
Yes
No
Name of course being studied
(Required)
How does this course relate to your current employment?
(Required)
What were your related costs?
(Required)
Ie. Tuition fees, travel costs/kms between work and place of study, books, study equipment and consumables, hours of study at home etc.
Please upload any supporting documentation
Max. file size: 128 MB.
Did your employer reimburse you for any of these costs?
(Required)
Yes
No
6. Are you required to work from home as a part of your employment?
(Required)
Please note that you will be required to provide a letter from your employer confirming work from home is a requirement of your job and a daily log detailing hours and days worked from home if you are audited by the ATO.
Yes
No
Which rate would you like to use?
(Required)
67c fixed rate (includes phone, internet, stationery and computer consumables)
Actual rate
Please provide total hours worked from home
(Required)
During 1 July – 30 June.
Add
Remove
Do you use your home internet for work purposes?
(Required)
Yes
No
What are your work-related internet costs and usage?
(Required)
Please note you will need to maintain a 4 week log detailing days and times spent using the internet.
Monthly internet cost
Weeks per year used for work
Add
Remove
Please upload a monthly internet bill
Max. file size: 128 MB.
Does your employer reimburse you for any of these costs?
(Required)
Yes
No
7. Do you have to use your own personal mobile phone for work purposes?
(Required)
Please note that you will be required to provide a letter from your employer plus a 4 week log showing mobile phone usage to support this claim.
Yes
No
What are your work-related phone costs and usage?
(Required)
Please note you will need to maintain records of phone usage for work purposes to support your claim if you are audited by the ATO.
Monthly phone bill
Weeks per year used for work
Add
Remove
Please upload a copy of your phone log or 4 week phone bill with work related usage highlighted
Max. file size: 128 MB.
Did your employer reimburse you for any of these costs?
(Required)
Yes
No
8. Did you have to purchase any tools etc for your work that are not provided by your employer?
(Required)
Yes
No
Please upload any supporting documentation
Max. file size: 128 MB.
9. Did you pay for any membership, licences etc in the financial year, relating to your current employment?
(Required)
Yes
No
Please upload any supporting documentation
Max. file size: 128 MB.
Did your employer reimburse you for these costs?
(Required)
Yes
No
10. Did you make any donations during the financial year?
(Required)
Yes
No
Please upload any supporting documentation
Max. file size: 128 MB.
11. Did you pay to get your tax return prepared in the last financial year?
(Required)
Yes
No
What was the cost please?
(Required)
12. Do you have a stand-alone income protection policy (outside of any policy provided as a part of your superannuation)
(Required)
Yes
No
Please upload any supporting documentation
Max. file size: 128 MB.
13. Are there any other out of pocket expenses relating to your employment?
(Required)
Yes
No
Please provide relevant details of these expenses
(Required)
Please upload any supporting documentation
Max. file size: 128 MB.
Signature
(Required)
By signing this Questionnaire I confirm that I have all documentation to support all deductions I wish to claim.
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