Client Interview Page 2 - Income Details A Consultant will contact you upon the completion of the interview
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:
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
Deductible Amount
Rebatable Amount
Gross Interest
Particulars of Account
TFN Withholding
Foreign Source Income
Nature of Income
Gross Income
Foreign Tax Paid
Dividends
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 email: info@nhtaa.com.au
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
