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.