BA
Baraka Accounting
Registered Tax Agent · Australia
Individual Tax Return
Client Onboarding Questionnaire
Personal Information
Step 1 of 9
👤
Personal Information
We need your basic details to identify you correctly with the ATO and prepare your return.
Full Legal Name
*
Date of Birth
*
Tax File Number
*
(TFN)
Email Address
*
Mobile Number
*
Residential Address
*
Tax Residency Status
*
— Select your status —
Australian Resident for Full Year
Australian Resident for Part Year
Foreign Resident
Working Holiday Maker
Unsure — please advise
Date you became / ceased to be a resident
Next
→
💼
Employment & Income
Tell us about your employment during 1 July 2024 – 30 June 2025.
📱 Tip:
Most employers report directly to the ATO via Single Touch Payroll. We can pre-fill this from your myGov account — please ensure it's linked.
How many employers did you work for this year?
*
— Select —
1
2
3
4
5+
Employer Name(s)
*
Did you receive any of the following?
(select all that apply)
Work-related allowances (meal, travel, tool etc.)
Bonus or commission payments
Salary sacrifice arrangement (super, car, laptop etc.)
Lump sum payment (redundancy, unused leave, ETP)
Fringe benefits (car, phone, health etc.)
Work From Home
Did you work from home during this financial year?
🏠
Yes
🚫
No
Preferred WFH deduction method
— Select —
Fixed Rate (67c per hour)
Actual Cost Method
Not sure — please advise
Approximate hours worked from home
Business / ABN
Do you operate a business or have an ABN?
🏢
Yes
🚫
No
ABN
Business Structure
— Select —
Sole Trader
Partnership
Company (Pty Ltd)
Trust
Approximate Business Income (gross)
← Back
Next →
🏛️
Government Payments & Family
Centrelink payments, family status and dependants can affect offsets, levies and benefits.
Did you receive any Centrelink / government payments?
✅
Yes
🚫
No
Which payments did you receive?
(select all that apply)
JobSeeker Payment
Parenting Payment
Family Tax Benefit (Part A or B)
Youth Allowance / Austudy / ABSTUDY
Disability Support Pension
Other (please describe below)
Spouse / Partner
Do you have a spouse or de facto partner?
💑
Yes
🚫
No
Spouse's Full Name
Spouse's TFN
(optional)
Spouse's Taxable Income (approx.)
Dependants
Do you have any dependants (children, other relatives you support)?
👶
Yes
🚫
No
Dependant Details
← Back
Next →
🧾
Work-Related Deductions
Legitimate deductions can significantly reduce your tax. Please answer each area — even small amounts add up.
⚠️ ATO Rule:
You can only claim expenses that are directly related to earning your income. Personal expenses are not deductible.
Vehicle & Travel
Did you use your personal vehicle for work purposes (excluding travel to/from work)?
🚗
Yes
🚫
No
Preferred Method
— Select —
Cents Per Kilometre (up to 5,000 km)
Logbook Method
Not sure — please advise
Approximate work-related kilometres
Uniforms & Protective Clothing
Did you purchase or launder compulsory work uniforms or protective clothing?
👔
Yes
🚫
No
Approximate Amount Spent
Tools & Equipment
Did you purchase tools, equipment, or technology for work use?
🔧
Yes
🚫
No
Describe items & approximate cost
Phone & Internet
Did you use your personal phone or internet for work purposes?
📱
Yes
🚫
No
Estimated work-use %
Total annual bill $
Education & Professional Development
Did you undertake any study or courses directly related to your current job?
📚
Yes
🚫
No
Course name and provider
Other Deductions
Do you have any of the following?
(select all that apply)
Union or professional association fees
Charitable donations to DGR-registered charities
Income protection insurance (outside super)
Prior year tax agent fee
Investment-related expenses (adviser, subscriptions)
Amounts / Details for ticked items above
← Back
Next →
📈
Investments & Other Income
Income from investments, properties, and assets must be declared. Capital gains may also apply.
Bank Interest
Did you earn interest from any bank accounts or term deposits?
🏦
Yes
🚫
No
Total interest earned (approximate)
Shares & Dividends
Do you own shares, ETFs, or managed funds?
📊
Yes
🚫
No
Total dividends received (approximate)
Did any dividends include franking credits?
✅
Yes
🚫
No
Investment Property
Do you own an investment property?
🏠
Yes
🚫
No
Property Address
Gross Rental Income $
Loan Interest $
Other Expenses
(rates, management, repairs, insurance)
Do you have a Quantity Surveyor depreciation schedule?
✅
Yes
🚫
No
Capital Gains / Losses
Did you sell any assets (shares, property, crypto, other) during the year?
💰
Yes
🚫
No
Asset description, purchase date & price, sale date & price
Trust / Partnership Income
Did you receive income from a trust or partnership?
📋
Yes
🚫
No
Trust / Partnership name and amount
← Back
Next →
🏦
Superannuation
Super contributions can create deductions and tax offsets. The concessional (pre-tax) cap for FY2024–25 is $30,000.
Super Fund Name
Did you make any personal (after-tax) contributions to super?
✅
Yes
🚫
No
Amount contributed $
Did you lodge a Notice of Intent to Claim a deduction with your fund?
✅
Yes
🚫
No
❓
Unsure
⚠️ Important:
A Notice of Intent must be lodged and acknowledged before your tax return is submitted. We can assist with this.
Did you make super contributions on behalf of a spouse?
💑
Yes
🚫
No
Amount contributed to spouse's super $
Were you aware that employer contributions + salary sacrifice + personal deductible contributions must not exceed $30,000?
✅
Yes, aware
❓
Please advise
← Back
Next →
🏥
Private Health Insurance & Medicare
Private hospital cover may exempt you from the Medicare Levy Surcharge (MLS). We need this information to determine your Medicare obligations.
📌 Medicare Levy Surcharge:
If you earned over $93,000 (single) or $186,000 (family) and did not have private hospital cover, an additional 1–1.5% MLS applies on top of the standard 2% Medicare Levy.
Do you hold private hospital cover?
🏥
Yes
🚫
No
Health Fund Name
Membership Number
Did you receive your annual Private Health Insurance Tax Statement?
✅
Yes
🚫
No
Was your cover held for the full financial year?
✅
Full year
📅
Part year
Cover start / end date(s)
Do you have a Medicare Exemption Certificate?
📄
Yes
🚫
No
← Back
Next →
🎓
HECS-HELP & Student Loans
Student loan repayments are income-contingent and automatically calculated by the ATO when you lodge your return.
📌 2024–25 Repayment Threshold:
Compulsory repayments commence once your repayment income exceeds $54,435.
Do you have an outstanding HELP, VSL, SSL, ABSTUDY SSL or TSL debt?
🎓
Yes
🚫
No
❓
Unsure
Loan Type
— Select —
HECS-HELP (university)
FEE-HELP (private provider)
VET Student Loans (VSL)
ABSTUDY SSL
TSL (Trade Support)
Multiple / Unsure
Approximate outstanding balance (check ATO myGov)
Did your employer withhold extra tax for HECS repayments?
✅
Yes
🚫
No
❓
Unsure
← Back
Next →
📂
Prior Year & Additional Information
Carried-forward losses and any ATO correspondence can affect your return.
Do you have any carried-forward capital losses from prior years?
📉
Yes
🚫
No
❓
Unsure
Have you received any ATO letters, audits, or amended assessments in the past 2 years?
📬
Yes
🚫
No
Please describe the correspondence
Is your myGov account linked to the ATO?
🔗
Yes
🚫
No
❓
Unsure
Preferred Contact Method
— Select —
Email
Phone Call
SMS / WhatsApp
In-person meeting
Best time to contact
— Select —
Morning (8am–12pm)
Afternoon (12pm–5pm)
Evening (5pm–8pm)
Anytime
Anything else you'd like us to know?
Declaration
I declare that all information provided is true, correct and complete to the best of my knowledge. I authorise Baraka Accounting to act as my registered tax agent for the preparation and lodgement of my 2024–25 individual tax return.
*
⚠️ Please check all required fields before submitting.
← Back
Submit →
✅
Questionnaire Submitted!
Thank you — your information has been securely received.
Your dedicated tax agent will review your details and be in touch within
1–2 business days
via your preferred contact method.
Reference: Loading...
🔒 Your data is stored securely and handled in accordance with the Privacy Act 1988.