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Information Request for Sole Traders Tax Returns
First Name
*
Last Name
*
Email
*
Phone Number
*
Street
*
Suburb
*
Postal code
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City
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State
*
Business Name
Business Street
Business Suburb
Business Postcode
Business City
Business State
Please Select
NSW
VIC
QLD
WA
SA
NT
TAS
Any particular questions or advice you would like to discuss?
Occupation
Australian Business Number
Do you use an Accounting Software (if yes, please select)
Please Select
Xero
Quickbooks Intuit
Excel or Spreadsheets
None
Other
What other income did you earn this year?
Wages and Salary
Dividends
Interest
Rental Income
Capital Gains or Sale of Investments
Other Income
Did you have Private Health Insurance?
Hospital
Extras
Both
What expenses or tax deductions do you think you have?
Work-related travel deductions
Work-related motor vehicle deductions
Work-related clothing expenses
Work-related telephone or internet expenses
Study or education expenses
Donations/gifts to charity
Tax agent fees
Other work-related deductions
I don't know
What types of assets do you own?
Motor Vehicles
Shares
Property (Home)
Property (Investment)
Other
Do you give us authority to obtain any further information from the Australian Tax Office (ATO), or any other third party necessary to complete the financial statements and tax returns (including the tax returns of any related parties)?
*
Please Select
Yes
No
How did you hear about us?
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