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DASperth – Accountancy Practice and Business Advisory in Perth

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Home
About Us
Our Services
Resources
Xero
- About Xero
- Xero Resources
Contact
- Contact Us
- New Client Form
Super Streaming

Register New User

Schedule Appointment

NewClientForm

New Client Form

General Information
Name*
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 Country
Postal Address*
Same as Residential Address

Street Address Address Line 2 Suburb State Post Code 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*
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
Prefix First Middle Last
Dependant 2
Prefix First Middle Last
Dependant 3
Prefix First Middle Last
Dependant 4
Prefix First Middle Last
2020/2021 Income Tax Return Checklist
Any Interest Earned on any bank accounts
Drop files here or

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

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

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*
Name
This field is for validation purposes and should be left unchanged.

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- New Client Form
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