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Resources

Our resources page is designed to assist you with your most common questions and be a place to obtain useful information.

We have a Frequently Asked Questions section where we answer some of the most commonly asked questions.

Our checklists are in PDF format for easy use and access and our fully integrated questionnaires are designed to save you time and help provide us with useful information in relation to completing your tax returns.

FAQs

Individuals

This is a two part answer depending on scenarios. The first part stays the same for all clients irrelevant to their position. After your tax return is lodged the ATO will provide you with a Notice of Assessment (NOA) just as they would if you were receiving a refund but the difference is you will receive payment details on the bottom, detailing how you can pay your tax liability. If you can’t pay your tax liability in one instalment you may be able to arrange a payment arrangement altering the payment due date or to pay in instalments until the debt is cleared.

The second part is dependant on the individual scenario and the reason why they obtained the debt. The ATO may impose a mandatory PAYG instalment (Pay As You Go) which is tax in advance calculated by the ATO depending on the tax liability from the year before. Certain types of one off events like Capital Gains events may not warrant a PAYG instalment although the ATO may still apply it. You may be able to vary or change your instalment, please contact us to discuss these options.

 

Businesses

Firstly, obtain professional advice as soon as possible. A professional will be able to run through all of your options and discuss your personal situation in detail. In many circumstances we will be able to liase with the ATO on your behalf to obtain extensions and/or alternative solutions to your situation.

Clearing the backlog of bookkeeping and BAS whilst building a plan for the future so you don’t get behind again is critical in any bookkeeping plan. We are experienced in clearing the backlog and helping clients move forward with a plan they can afford. If you are behind in your books chat with us today.

Starting a business is one of the most exciting and stressful times in anyone’s life. Our first recommendation is booking a consultation with your accountant, it’s important to discuss your plans and goals whilst receiving tailored advice to your situation.

During the consultation you can expect to discuss the following items:

structuring of your business
employment status
insurance requirements
taxation obligations
gst obligations
business plans and strategic management plans
budget development
break even point
legal and ethical requirements
Book an appointment with us today.

Get a
Call Back

If you need to speak to us about a general query fill in the form below and we will call you back within the same working day.

Questionnaires and
Forms

Individual Tax
Return Questionnaire

Open Form

Corporate
Trustee Setup

Open Form

Company Setup Form
(Individual Shareholders)

Open Form

Company Setup Form
(Trust Shareholders)

Open Form

Trust
Setup Form

Open Form

Client
Details Form

Open Form

Checklists

Our Checklists are designed to obtain detailed and useful information from you in an effective and time efficient way.

jsm banner onsite accounting

Checklist - Individual Tax

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jsm due diligence reporting2

Checklist - Rental Properties

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business planning

log - 4 WEEK MOBILE PHONE

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jsm bookkeeping services 1 2

log - 4 WEEK WORK FROM HOME

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jsm bookkeeping services 1 2

Checklist - Capital Gains - What it is Crypto

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jsm bookkeeping services 1 2

Checklist - Capital Gains - What it is Shares

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jsm bookkeeping services 1 2

Checklist - Capital Gains - What it is Property

Download
FAQs
Questionnaires
Checklists
About JSM Group

JSM Accounting Group offers flexible accounting and bookkeeping services to suit the needs of your business. Our offsite services are provided Australia-wide and onsite services from all areas of Brisbane, up to the Sunshine Coast, down to the Gold Coast and as far west as Toowoomba.

© 2024 JSM Accounting Group
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Professional Standards Legislation

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Individual Tax Questionnaire - Standard

Please complete this questionnaire with as much detail as possible. This assists your preparer to be as thorough as possible. Please note: This form accepts all files. Do you have a spreadsheet? That’s great, we love spreadsheets, please also attach that to the relevant evidence field.

Full Name *
Mobile Number *
Address *
Email *
Financial Year of Tax Return (Year ended 30th June) *
Occupation - Please list multiple, if multiple roles were had *
Bank Accounts Details - If a new client please supply BSB and Account Number, if existing client please confirm last 3 digits so we can compare to details provided for last year. *
Please upload photo of Photo ID - Driver's License or Passport *
Maximum file size: 2 GB
Did you receive payment for any Wages and Salaries from employers, including Allowances, Maternity Leave and/or Dad and Partner Pay? *
Please provide details - including name of employer etc so we can match this to ATO held information
Add evidence here
Maximum file size: 10 MB
Did you receive any Directors Fees/ Income Protection Insurance Claims received? *
Please provide details - We can review to match this to ATO held information
Add evidence here
Maximum file size: 10 MB
Did you receive any Taxable Government Payments - eg: Single Parent Payments, Newstart, Jobseeker *
Please provide details - We can review to match this to ATO held information
Add evidence here
Maximum file size: 2 GB
Did you receive any interest on Bank Accounts? *
Please provide details - We can review to match this to ATO held information
Add evidence here
Maximum file size: 2 GB
Did you receive any Superannuation Lump Sum payments? *
Please provide details - We can review to match this to ATO held information
Add evidence here
Maximum file size: 2 GB
Did you receive any Superannuation Income Streams? *
Please provide details - We can review to match this to ATO held information
Add evidence here
Maximum file size: 2 GB
Did you receive any payments from Share Holdings - this is known as dividend payments? *
Please provide details - We can review to match this to ATO held information
Add evidence here
Maximum file size: 2 GB
Did you receive any Employee Share Scheme payments? *
Please provide details - We can review to match this to ATO held information
Add evidence here
Maximum file size: 2 GB
Did you receive any rental income? *
Please provide details - please note: We require rental statements and a breakdown of expenses - Usually a spreadsheet is helpful
Add evidence here
Maximum file size: 2 GB
Did you receive any Business and/Or Subcontracting Income - this is known as a Sole Trader ABN? *
Please provide details - please note: We require a breakdown of income and expenses - A spreadsheet can be useful
Add evidence here
Maximum file size: 2 GB
Did you receive any Other Income Types: Bitcoin, managed funds, trust income, Air BNB, Airtasker, PSI, Foreign *
Please provide details - We can review to match this to ATO held information
Add evidence here
Maximum file size: 2 GB
Did you have any Capital Gains to declare - Sales of shares, property, cryptocurrency? *
Please provide details - We will review what is provided and ask for further information is required.
Add evidence here
Maximum file size: 2 GB
Did you receive any Government Pandemic or Disaster Relief Payments? Eg. Flood Relief payments. *
Did you use your motor vehicle for work purposes (excluding directly to and from work)? *
Please provide details - including what type of usage and how many kilometres the travel was for - we may ask for a logbook. If wanting to claim the logbook method, please supply logbook and all receipts/invoices
Add evidence here
Maximum file size: 2 GB
Did you use tolls or have parking expenses as part of your work travel? *
Please provide details including amounts paid.
Add evidence here
Maximum file size: 2 GB
Did you travel for work? National or International travel? Overnight Travel? *
Please provide details including amounts paid.
Add evidence here
Maximum file size: 2 GB
Did you receive an overtime meal allowance and were required to purchase your own meals when conducting overtime? *
Please provide details including amounts paid.
Add evidence here
Maximum file size: 2 GB
Did you wear a uniform with a logo on it or were the uniforms protective by nature (ie hi-vis)? Was this a requirement of the work place? *
Please provide details including amounts paid.
Add evidence here
Maximum file size: 2 GB
Did you have dry cleaning expenses? *
Please provide details including amounts paid.
Add evidence here
Maximum file size: 2 GB
Did you wear occupation specific clothing ie Chef Pants? *
Please provide details including amounts paid.
Add evidence here
Maximum file size: 2 GB
Did you have any PPE? Ie: Hard Hats, eye protection etc *
Please provide details including amounts paid.
Add evidence here
Maximum file size: 2 GB
Did you require sun protection? IE Sunglasses, hats, UV protection *
Please provide details including amounts paid.
Add evidence here
Maximum file size: 2 GB
Did you do any study or educational courses in direct relation or link to your current occupation? *
Please provide details including amounts paid.
Add evidence here
Maximum file size: 2 GB
Did you have union fees? *
Please provide details including amounts paid.
Add evidence here
Maximum file size: 2 GB
Did you have professional membership fees? *
Please provide details including amounts paid.
Add evidence here
Maximum file size: 2 GB
Did you have income protection insurance outside of superannuation? *
Please provide details including amounts paid.
Add evidence here
Maximum file size: 2 GB
Did you use your mobile phone for work use? (4 week log required for substantiation) *
Please provide details including amounts paid.
Add evidence here
Maximum file size: 2 GB
Were you required to work from home? *
Please provide details including number of days and hours per day average work from home
Add evidence here
Maximum file size: 2 GB
Did you purchase any tools or equipment directly related to your job? *
Please provide details including amounts paid.
Add evidence here
Maximum file size: 2 GB
Did you purchase a new desktop computer, laptop or tablet? *
Please provide details including amounts paid. Receipts are required for purchases over $300
Add evidence here
Maximum file size: 2 GB
Did you buy a new handbag/ backpack specific for work? *
Please provide details including amounts paid.
Add evidence here
Maximum file size: 2 GB
Did you attend any conferences or training events? *
Please provide details including amounts paid.
Add evidence here
Maximum file size: 2 GB
Did you have any subscriptions? IE magazines or online subscriptions related to work. *
Please provide details including amounts paid.
Add evidence here
Maximum file size: 2 GB
Did you make any donations to registered charity organisations? Including registered fun runs, park runs, sporting events etc? *
Please provide details including amounts paid.
Add evidence here
Maximum file size: 2 GB
Did you have private health cover at any time during the financial year? *
Please provide details and/or upload statement if available
Add evidence here
Maximum file size: 2 GB
Did you have any dependent children under 18 or under 25 and in full time study during the financial year? *
please advise number of children and age. Do not include children that earn an income from full time employment or children that earn over $10,000 per annum.
Add evidence here
Maximum file size: 2 GB
Did you have a spouse at any time during the financial year? *
please provide details of taxable income including any benefits received. Please upload income statement/s if not our client
Add evidence here
Maximum file size: 2 GB
Did you have to pay child support? *
Please provide details including amounts paid.
Add evidence here
Maximum file size: 2 GB
Did you get your tax return prepared by an accountant last year? *
Please provide details including amounts paid.
Add evidence here
Maximum file size: 2 GB
Please provide any additional details to assist with the preparation of your tax return.
Agreement
The information contained in this form is true and correct and we take no responsibility if this is incorrect *
Date *
Email a copy of this agreement to

Corporate Trustee Set-Up Form

This form is to be used when setting up a trading trust with a company as the trustee for. Please ensure all details are entered correctly as we take no responsibility for typographical errors.

If at any point you are unsure about the information you are supplying, please don’t hesitate to contact the office on 07 3814 6512.

Company Setup
Requested Company Name (Subject to availability) *
Postal Address (Where you would like your correspondence to go to) *
Registered Business Address (Where you will operate your business from) *
Registered Office Address (Where the public can see - Can be accountants as part of our annual ASIC Management Fee): *
Other Address
Phone Contact *
Email Address *
Person Details
Trust Setup
Trust Name *
Postal Address *
Registered Business Address *
Phone Contact *
Email Address *
Beneficiary Request Full Name’s *
Date of Birth *
Agreement
The information contained in this form is true and correct and we take no responsibility if this is incorrect *
Date *
Email a copy of this agreement to

Company Set-up Form

This form is to be used when setting up a company structure (no trust attached). Please ensure all details are entered correctly as we take no responsibility for typographical errors.

If at any point you are unsure about the information you are supplying, please don’t hesitate to contact the office on 07 3814 6512.

Requested Company Name (Subject to availability) *
Postal Address (Where you would like your correspondence to go to) *
Registered Business Address (Where you will operate your business from) *
Registered Office Address (Where the public can see - Can be accountants as part of our annual ASIC Management Fee): *
Other Address
Phone Contact *
Email Address *
Person Details
Agreement
The information contained in this form is true and correct and we take no responsibility if this is incorrect *
Date *
Email a copy of this agreement to

Company with Trust as Shareholder Form

This form is to be used when setting up a trading company with the trust as a shareholder. Please ensure all details are entered correctly as we take no responsibility for typographical errors.

If at any point you are unsure about the information you are supplying, please don’t hesitate to contact the office on 07 3814 6512.

Requested Company Name (Subject to availability) *
Postal Address (Where you would like your correspondence to go to) *
Registered Business Address (Where you will operate your business from): *
Registered Office Address (Where the public can see - Can be accountants as part of our annual ASIC Management Fee): *
Other address
Phone Contact *
Email Address *
Person Details
Trust Setup - Shareholder Entity
Trust Name *
Postal Address *
Registered Business Address *
Phone Contact *
Email Address *
Beneficiary Request Full Name’s *
Date of birth *
Shareholder *
No of Shares & Value: @ $1
Trustee's Full Names *
DOB *
Agreement
The information contained in this form is true and correct and we take no responsibility if this is incorrect *
Date *
Email a copy of this agreement to

Trust Set-up Form

This form is to be used when setting up a trust with individuals as trustee for (no corporate entity). Please ensure all details are entered correctly as we take no responsibility for typographical errors.

If at any point you are unsure about the information you are supplying, please don’t hesitate to contact the office on 07 3814 6512.

Trust Name *
Postal Address *
Registered Business Address *
Phone Contact *
Email Address *
Beneficiary Request
Trustees
Appointers
Agreement
The information contained in this form is true and correct and we take no responsibility if this is incorrect *
Date *
Email a copy of this agreement to

Client Details Form

What's this form for?

This form is the client details form used to collect new client information as well as update existing client information after any changes occur.

With this form in place we do expect that if any changes do occur to any of these details provided below, that you please advise us promptly. This way we can ensure your file is kept up to date.

Please take your time to complete this form and ensure all details provided are correct. If you have any queries in relation to the form, please do not hesitate to contact our office on 3814 3512.

Client Details Form For Individuals

Full Name *
Date Of Birth *
Tax File Number (TFN) *
ABN (if applicable) *
Directors Identification Number (DIN) (If applicable)
Residential Address *
City/Town/Suburb *
Postcode *
Postal Address Is Different To Residential Address
Postal Address *
City/Town/Suburb *
Postcode *
Mobile Phone Number *
Home Phone Number
Email *
Communication preference *
Please upload photo of Photo ID - Driver's License or Passport *
Maximum file size: 10 MB
Associated Individual(s) and relationship(s)
Associated Entities and relationship (Director of etc.)
Children
Other Details (Investment property, shares etc.)
Additional Information
Agreement
Confirmation

Client Details Form For Entities

Entity Name *
Trading Name *
Structure *
ABN *
ACN (if applicable)
Tax File Number (TFN) *
Registrations *
Registered Business Address *
City/Town/Suburb *
Postcode *
Postal Address Is Different To Residential Address
Postal Address *
City/Town/Suburb *
Postcode *
Contact Name *
Contact Phone Number *
Contact Email *
Communication preference *
Associated Individual(s) and relationship(s) (Shareholder etc.)
Associated Entities and relationship (Trustee for etc.)
Additional Information
Agreement
Confirmation

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