JSM Standard Individual Tax Return Questionaire

Please ensure you read through this form thoroughly and answer all questions truthfully.  If you are unsure how to answer a question please submit comments requiring further information or contact one of our friendly staff for assistance.  As per the signed Before Your Appointment Document you are required to be able to substantiate all claims made, through proof of purchase – receipts and/or bank statements and nexus requires that:

  1. You must have been required to have this expense as part of earning income
  2. You must have spent it not been reimbursed
  3. Proof of purchase is required – Receipts/invoices/bank statements

This questionnaire forms a strong basis for us to commence our file work.

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CONTACT DETAILS

INCOME ITEMS

Number of payment summaries

WORK RELATED CAR EXPENSES

Please provide totals for fuel, repairs, maintenance, services, insurance, interest on the loan, car wash, registration, seat covers, etc

How many kilometres has been work related travel

WORK RELATED TRAVEL EXPENSES

Luggage expenses, airport parking expenses, meals, accommodation (can include conferences), etc

Luggage expenses, airport parking expenses, meals, accommodation (can include conferences), etc

WORK RELATED UNIFORM EXPENSES

WORK RELATED SELF EDUCATION EXPENSES

Tuition fees, parking, tolls, internet, printing, computer expenses, software, travel expenses

WORK RELATED EXPENSES

Call costs ie monthly bill and % of work use, cases, chargers and accessories

How many hours on an average week/month/year? Internet costs per month, home phone costs, contents insurance, home office expenses - ie desk, chairs, bookcase, lighting, heating/cooling (4 week log required for substantiation)

Computer, laptop bag, printer, accessories, software, anti-virus, dropbox subscriptions

DONATION EXPENSES

OTHER INFORMATION

TAX PREPARATION COSTS

Fees, travel costs (how many km), books, references

ANY ADDITIONAL NOTES / ITEMS

DOCUMENT UPLOAD

Thank you for completing this interview questionaire, one of our friendly team will contact you shortly. Please note: Interview forms will be discussed directly with the client and just because a claim is made does not automatically make it deductible. Deduct-ability is based on taxation law.