Skip to content
Register New User
Schedule Appointment
Pay my Bill
08 92284622
Client Area
DASperth – Accountancy Practice and Business Advisory in Perth
Home
About Us
Our Company
Our Mission
Our Work
Meet the Team
FAQ
Our Services
Starting Up Your Business
Growing Your Business
Mature Businesses
Exiting Your Business
Personal Taxation
Tax Returns, BAS Preparation
Accounting, Bookkeeping, and MYOB Consulting
Resources
Cashflow Boost Calculator
Business Resources
External Links
Xero
About Xero
Xero Resources
Contact
Contact Us
New Client Form
Super Streaming
Home
About Us
Our Company
Our Mission
Our Work
Meet the Team
FAQ
Our Services
Starting Up Your Business
Growing Your Business
Mature Businesses
Exiting Your Business
Personal Taxation
Tax Returns, BAS Preparation
Accounting, Bookkeeping, and MYOB Consulting
Resources
Cashflow Boost Calculator
Business Resources
External Links
Xero
About Xero
Xero Resources
Contact
Contact Us
New Client Form
Super Streaming
NewClientForm
New Client Form
General Information
Name
*
Dr.
Miss
Mr.
Mrs.
Ms.
Prof.
Rev.
Title
First
Middle
Last
DOB
*
DD slash MM slash YYYY
Preferred Phone
*
Alternate Phone
Email Address
*
Alternate Email
Who refered you to Dasperth?
Residential Address
*
Street Address
Address Line 2
Suburb
State
Post Code
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Country
Postal Address
*
Same as Residential Address
Street Address
Address Line 2
Suburb
State
Post Code
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Country
Tax File Number
*
Australian Business Number (ABR)
Bank Details for Refunds
BSB Number
Account Number
Name(s) on Account
Name of Bank
Spouse Information
Did you have a spouse at any time during the 2020 FY?
*
No
Yes
Did you have a spouse for the full 2020 FY ?
Yes
No
Date Start
DD slash MM slash YYYY
End Date
DD slash MM slash YYYY
Spouses Name
*
Dr.
Miss
Mr.
Mrs.
Ms.
Prof.
Rev.
Prefix
First
Middle
Last
Spouse's DOB
DD slash MM slash YYYY
Spouse's Taxable Income
*
Dependants
How many Dependants/Children?
*
None
One
Two
Three
Four
Dependant 1
Miss
Master
Mr.
Prefix
First
Middle
Last
Dependant 2
Miss
Master
Mr.
Prefix
First
Middle
Last
Dependant 3
Miss
Master
Mr.
Prefix
First
Middle
Last
Dependant 4
Miss
Master
Mr.
Prefix
First
Middle
Last
2020/2021 Income Tax Return Checklist
Any Interest Earned on any bank accounts
Drop files here or
Select files
Max. file size: 32 MB.
You can easily login and check your Financial Year summary by logging into your internet banking (please note most banking phone apps don't have this function - you need to actually login via the internet - a print off would be great if possible)
Any other Income such as Dividends, Centrelink Income, Employee Share Scheme, Capital Gains, Investment Property, etc
Drop files here or
Select files
Max. file size: 32 MB.
If you do have a rental property then please contact our office for a Rental Property checklist to assist with your records too
Drop files here or
Select files
Max. file size: 32 MB.
Deductions
Do you use your car for work purposes?
No
Yes
MV Make
MV Model
Cents per KM/Log Book Method
Cents per KM
Log Book
Estimated number of Kms travelled For Work Purposes
Please enter a number from
0
to
5000
.
can claim up to a maximum of 5,000 kms using this method
Rego
Insurance Expenses
Fuel & Oil Expenses
Depreciation - Purchase Date
DD slash MM slash YYYY
Depreciation - Purchase Cost
Interest
Finance Contract
Max. file size: 32 MB.
If the vehicle was purchased through finance then we will need the finance contract
Lease Costs
Work Related Travel Expenses
Did you travel interstate or overseas for work?
Yes
What was spent on flights, accommodation and food and incidentals?
Work related parking whilst on the road?
Amount paid for any taxis for work purposes?
Noting that to and from work is not claimable
Amount paid for Train or Bus fares for work purposes
Noting that to and from work is not claimable
Total Travel Expenses
Work Related Clothing/Uniform
Did you pay for any alterations to any logoed, protective or occupation specific uniform?
Yes
Amount Paid
Did you dry-clean any logoed, protective or occupation specific uniform?
Yes
Amount Paid
Do you have a logoed uniform or need to have protective clothing as we can claim up to $150 in laundry costs for washing it at home?
Yes
Amount Paid
Did you purchase any logoed uniform, protective clothing or occupation specific uniform?
Yes
Amount Paid
Work Related Clothing/Uniform Total Costs
Work Related Self-Education Expenses
Any Self Education Expenses incurred ?
Other Work Related Expenses
Business Promotion - Any business promotional type expenses paid for?
E.g. client lunches, client gifts
Computer Requisites - How much does the internet at home cost per month?
Computer Requisites - As a % how much do you use it for work ?
Depreciation - any computer, Mobile Phone, Tablet, Tools - any individual item purchased over $300
Fees & Licences - Did you pay for any work related fees or licences? Please note that your driver’s licence is considered personal and not claimable.
Home Study - Do you do any work at home for work ? If so we can claim a work percentage of your home electricity and gas bills?
Any income protection insurance paid for personally not paid out of super?
Seminars or Conferences - Any seminars, conferences or courses undertaken that you had to pay for that were work related?
Stationery - Any pens, ink cartridges, paper, diary etc bought for work or bought for home for work ?
Subscriptions - Any memberships or subscriptions paid for that were work related?
Sun Protection Products - does your job require you to work out in the sun? Any purchases of Sunglassess, Sunburn Cream or Hats?
Telephone - How much is your monthly bill on average?
Telephone - As a % how much do you use it for work?
Texts & Journals - Any books or magazines bought for work that are work related?
e,g Newspapers for research purposes
Tools and Equipment – any tools or equipment purchased for work or for home that is used for work?
Training Costs - Any training courses that you have had to pay for that you attended to help you with your work?
Union Dues - Any Union fees paid for?
Donations
Any donations made to charity?
Please note that purchasing charity raffle tickets is not a donation because you have a chance to win something.
Tax Agent Fees
How much did it cost to complete your tax return last year ?
Private Health Insurance
Did you have Private Health Insurance?
Yes
Please provide the Annual Taxation Statement please
Max. file size: 32 MB.
Hidden
Prepare Activity Statements
*
Yes
No
Phone
This field is for validation purposes and should be left unchanged.
Go to Top