Income Type

What income did the client receive during the year? Select all that apply.

Deductions

What deductions does the client want to claim? Select all that apply. Self-education complexity Not applicable Basic self-education claim — add $55 Detailed self-education claim — add $110 Unsure — review required

Personal Super Contributions

Did the client make a personal super contribution they want to claim? No Yes — notice of intent completed and acknowledged by super fund Yes — we need to prepare/check/correct/assist with the notice of intent Unsure

ATO Superannuation Notices

Does the client have any ATO superannuation notices? Do you want us to prepare or assist with the superannuation notice/election forms? No — client will deal with the forms themselves Yes — add super notice/election form assistance Unsure — review required

Medicare Levy Exemption

Does the client need a Medicare levy exemption or reduction considered? No Yes — client has supporting documents Yes — client needs help obtaining/checking documents Unsure

Investments

How many investment statements does the client have? None 1–10 11–20 21–30 31 or more Unsure

Rental Properties

How many rental properties did the client own during the year? None 1 property 2 properties 3 or more properties Unsure Rental property record quality Standard records — $165 per property Very organised agent statements and loan summaries — $110 per property Poor / incomplete records — starts at $165 per property, extra fees may apply Unsure — review required Is the property jointly owned and are we preparing both owners’ tax returns at the same time? No Yes — split rental schedule fee between both clients Unsure

Capital Gains

Did the client sell, transfer or dispose of any assets? How many capital gains events? None 1 2–5 More than 5 Unsure If the capital gains event involved a main residence, do any of these apply? If the capital gains event involved cryptocurrency, what is the record quality? Not applicable Basic crypto report available Many transactions No report / poor records Unsure

Sole Trader / ABN Income

Approximate sole trader / ABN income None Under $5,000 $5,000–$20,000 $20,000–$75,000 $75,000–$150,000 Over $150,000 Unsure / needs quote Business record quality Not applicable Accounting software, reconciled Spreadsheet / summary provided Bank statements only — add $330–$990 Receipts and invoices — add $330–$990 Monthly cash records — add $660–$1,320 Not organised / shoebox records — add $660–$1,320 Unsure — quote/review required GST / BAS status GST not registered — no extra fee GST registered — BAS already lodged, mandatory GST/BAS review $165 GST registered — BAS not lodged, quarterly BAS work $330 GST registered — annual BAS not lodged $110 Unsure — review required Employees, STP and Super Guarantee status No employees Has employees — STP/super needs checking Needs fix work or basic SGC review Needs complex payroll / STP / SGC fix work — quote required Unsure Stock and inventory No stock Simple stock figure provided Stock/inventory needs review Needs livestock trading account Significant or unclear stock Unsure Number of business assets to review None 1 asset 2 assets 3 assets 4 assets 5 assets 6 assets 7 assets 8 assets 9 assets 10 assets More than 10 / quote required Unsure Number of business loans / finance accounts to review None 1 loan 2 loans 3 loans 4 loans 5 loans 6 loans 7 loans 8 loans 9 loans 10 loans More than 10 / quote required Unsure Other business complexity items

Other Risk / Add-On Questions

Do any of these apply?

Other services agreed / notes Special notes / additional fee warnings

Complete this if the client is signing a direct debit authority. Leave blank if payment is made by credit card upfront.