Client Tax Information Form

Only use this form if you are an existing Letcher Moroney client:

Name*
First name Last name
Email*
Phone*
What financial year does the information you are providing relate to?*
- 2023
- 2022
- 2021
- 2020
- 2019
If you require multiple year’s tax work prepared, please complete this form for each year.
SECTION 1 – TAXABLE INCOME (Wage / Salary)
Current Job Title*
Industry*
1. Please list all the workplaces you were employed during the financial year and provide PAYG Summaries if received:
Share Holdings / Managed Fund Investments
2. Do you have any shareholdings or units in managed funds?*
You answered yes, provide dividend slips / annual tax statements:
Drop files here or

Max. file size: 10 MB.
3. Did you purchase any shares or managed investments during the year?*
You answered yes to question 3. Please upload purchase documents:
Drop files here or

Max. file size: 10 MB.
4. Did you sell any shares or managed investments during the year?**
You answered yes to question 4, provide sale documents & purchase information if not previously provided:
Drop files here or

Max. file size: 10 MB.
Foreign Income
5. Did you receive any foreign income during the year (salaries, investments etc)*
You answered Yes to question 5. Please provide statements or details of gross income & tax withheld (if applicable):
Drop files here or

Max. file size: 10 MB.
Other Income
Did you receive any Pandemic Leave Disaster Payments from Services Australia?*
You answered 'Yes' to the question about Pandemic Leave Disaster Payments From Service Australia. Please attach the letter provided by Services Australia for each payment received.
Drop files here or

Max. file size: 10 MB.
6. Please provide details of any other income received during the year & attach supporting documents:
Excluding rental property (section 2) & business operations (section 3)
Other Income Supporting Documents:
Drop files here or

Max. file size: 10 MB.
Have you held or traded any cryptocurrencies or NFTs in the financial year?*
You answered Yes to question above. Please provide the name of the main exchange you have been using
Please provide copies of the CSV exports showing buys & sells and deposits & withdrawals for your crypto currency:
Drop files here or

Max. file size: 10 MB.
NOTE: Due to the complex nature of cryptocurrency transactions, services rendered in regards to this will be billed on a time basis.
SECTION 2 – INVESTMENT PROPERTY
7. Do you have ownership in an investment property?*
What is your ownership percentage?
8. Please provide property address:
**If you own another property, see additional form at appendix 1**
9. How is this property managed?
Total income amount:
Provide annual agent statement:
Drop files here or

Max. file size: 10 MB.
10. Provide amount paid for following expenses (if not paid through agent)
Council Rates:
Water Rates:
Emergency Services Levy:
Insurance:
Strata Levies (Body Corporate):
Land Tax:
Repairs & Maintenance:
Please upload invoices
Please provide invoices for repairs & maintenance:
Drop files here or

Max. file size: 10 MB.
Furniture & Fittings:
Please provide invoices
Please provide invoices for furniture & fittings:
Drop files here or

Max. file size: 10 MB.
List Other Expenses:
11. Is there a loan on the property?*
Upload – Provide bank statements showing interest paid for the financial year:
Drop files here or

Max. file size: 10 MB.
12. Did you PURCHASE an investment property during the year?*
12. Upload – Provide purchase settlement statement:
Drop files here or

Max. file size: 10 MB.
13. Did you SELL an investment property during the year?*
13. Upload – Provide sale settlement statement & purchase settlement statement or cost if not previously provided
Drop files here or

Max. file size: 10 MB.
SECTION 3 – BUSINESS OPERATION
14. Did you operate a sole trader business during the year?*
**If you operate more than one, please complete APPENDIX 2 form for each business **
15. Is your business registered for GST?*
16. Please provide a description for the nature of operations for this business?
17. Please provide total GST-exclusive income received for business operations*
Provide the Income Type (examples: sales, reimbursements etc..) and the $ Dollar Amount.
Sales
Reimbursements
Other
18. Please provide total GST-exclusive amounts for business cost categories*
*Alternatively, provide excel spreadsheet showing business income & expenses
Purchases
Telephone
Internet
Insurance
Motor Vehicle
Refer Q. 23 – 28
Printing & Stationery
Protective Clothing
Other:
Other:
Average Weekly Time Worked From Home:
*Alternatively, provide excel spreadsheet showing business income & expenses
Drop files here or

Max. file size: 10 MB.
19. Closing stock on hand at year end if applicable:
20. If business sold during year, please provide sufficient information regarding this.
SECTION 4 – TAXABLE DEDUCTIONS
Motor Vehicle
21. Do you use your car for work related travel & are responsible for paying associated costs (regardless if reimbursed)*
22. Have you previously kept a log book for a period of 3 months to calculate work use?
Business % use per log Book:
23. Provide following expenses for your motor vehicle:
Fuel:
Registration:
Insurance:
Insurance:
Repairs & Maintenance:
Interest:
Other:
24. Provide following purchase information for your motor vehicle:
Car model:
Date purchased:
Cost:
Provide purchase invoice below if applicable
Provide purchase invoice if applicable:
Drop files here or

Max. file size: 10 MB.
26. How many KMs would you have travelled for work during the financial year (excluding travel between home & ordinary place of work):
If you have not completed a log book; you can use the cents per kilometre method up to a limit of 5000km
Personal Superannuation Contributions
27. Did you make any personal after-tax superannuation contributions during the year?*
28. Do you wish to claim any of these contributions as a tax deduction?*
Please Provide the ‘Notice of Intent to claim a deduction for personal super contributions’ lodged with the ATO or annual super statement showing contributions made during the financial year
Drop files here or

Max. file size: 10 MB.
Income Protection Premiums
29. Do you have an income protection insurance policy (outside of your superfund)?*
Please provide annual tax statement
Drop files here or

Max. file size: 10 MB.
Donations
30. Did you make any donations during the year?*
31. What was the total amount of donations made?
Provide invoices for donations
Drop files here or

Max. file size: 10 MB.
Work-Related Deductions
Home Office Expenses
32. Do you ordinarily work from home and have a designated office space?*
You selected Yes, please provide average hours per week:
33. Did you work from home during a lockdown?*
You selected Yes, please provide the number of weeks:
You selected Yes, please also provide average hours per week:
You selected Yes, please provide the dates:
34. Other Deductions
Provide amounts and details below for any related expenses to be claimed: Alternatively, provide a schedule summarising expenses
WORK TRAVEL (excluding motor vehicle travel):
Provide amounts and details below for any related expenses to be claimed: **Alternatively, provide a schedule summarising expenses**
WORK CLOTHING:
Must be protective clothing, have logos or be occupation-specific
TELEPHONE:
INTERNET:
HOME OFFICE:
Must have a designated home office area
COURSES & CONFERENCES:
SELF-EDUCATION:
Must directly relate to employment
OTHER:
Please provide description
OTHER:
Please provide description
* Alternatively, provide a schedule summarising expenses
Drop files here or

Max. file size: 10 MB.
FINANCIAL INFORMATION
Bank Account Details (for transfer of tax refund)
Account Name:*
BSB:*
Account Number:*
Please advise your preferred method for payment of Letcher Moroney Invoice*
CLIENT DECLARATION
Please be advised that substantial works outside of scope will be billed on a time basis.
Please review the form and ensure the following has been completed:*
- All relevant sections of form have been completed
- All documentation has been attached where requested throughout form
I declare the information I have provided in this form is complete and correct.*
First Name Last Name
Date*
DD slash MM slash YYYY
OTHER MATTERS
Letcher Moroney has a broad range of services offered which can be provided in addition to the preparation of tax returns.
Please review & consider the following and tick the box if you would like to be contacted to discuss further:
- Personal Insurances (Income Protection, Life Insurance etc)
- Personal Estate (Will)
- Superannuation Policy & Investments
Alternatively, if you require any further taxation, financial or legal advice, please contact the office on (08) 8361 0200 to engage our services.
CAPTCHA

Please note;
Rental Properties – If you have one or more rental properties you will need to complete the Appendix 1 form once you have completed the main form.

Multi Businesses – If you have one or more businesses you will need to complete the Appendix 2 form once you have completed the main form.

Need Help?

If you have any issues in completing this form, please call the office on (08) 8361 0200 for assistance.

For further information regarding the relevant details to include in this form please click this ATO link.

ATO INFORMATION

Alternatively, you can complete this form manually and send with copies of your source documents to the office at; GPO Box 1040 Adelaide 5001.

Download & complete form manually

Client Tax Information Form

SECTION 1 – TAXABLE INCOME (Wage / Salary)

Share Holdings / Managed Fund Investments

Foreign Income

Other Income

SECTION 2 – INVESTMENT PROPERTY

10. Provide amount paid for following expenses (if not paid through agent)

SECTION 3 – BUSINESS OPERATION

17. Please provide total GST-exclusive income received for business operations*

18. Please provide total GST-exclusive amounts for business cost categories*

SECTION 4 – TAXABLE DEDUCTIONS

Motor Vehicle

23. Provide following expenses for your motor vehicle:

24. Provide following purchase information for your motor vehicle:

Personal Superannuation Contributions

Income Protection Premiums

Donations

Work-Related Deductions

34. Other Deductions

FINANCIAL INFORMATION

CLIENT DECLARATION

OTHER MATTERS

Need Help?