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    Client Interview Page 2 - Income Details
    A Consultant will contact you upon the completion of the interview

Tax File Number:
Mobile Number   :  

Payers ABN

Payers Name

Gross Wages

Tax Withheld

Reportable Fringe Benefits

Lump Sum Payments A

Lump Sum Payments B

Lump Sum Payments D

Lump Sum Payments E

Union Name

Union Membership Amount

Allowances shown on your group certificate and other earnings, tips, director’s fees:

Particulars of payment Gross Amount Tax

Australian Government Allowances and Payments

Note:Clearly State the nature of Allowance received

Nature of Allowance

Gross Amount

Tax

 

 

 

 

 

 

Non Government Pensions

Description

Gross Payment

Tax Withheld

Deductible Amount

Rebatable Amount

 

 

 

 

Gross Interest

Particulars of Account

Gross Interest

TFN Withholding

 

 

 

 

 

 

 

 

 

Foreign Source Income

Nature of Income

Gross Income

Foreign Tax Paid

 

 

 

Dividends  

Description

Unfranked Amount

Franked Amount

Imputation Credit

TFN Amount

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Partnerships and Trusts

Please provide the details of Partnership and Trust Distribution
Please send the financial statements as attachments to tax2007@brisbanetaxagent.com

Particulars of Business

Please provide Full details of income, expense including depreciation.

Capital Gains

Please provide details of Acquisition, improvement and Disposal  of Capital Assets


Rent

Please provide details of Rental Property including depreciation

  

 

 
     
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