Engagement Letter and Tax Questionnaire Page – Reyes Group Australia

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Engagement Letter & Tax Questionnaire

Please fill out the form below.

Step 1 of 8

12%

IMPORTANT: Before completing this form, please make sure to have a photo of your Driver's License, Photo I.D., or Passport.
Current Date*
Date Format: DD slash MM slash YYYY
Name*
First Middle Last
Mobile Number*
10-digit Number
Email*
Please Read
To assist us in preparing your income tax return, please use this questionnaire as a checklist when you compile your information. With respect to your income, please keep in mind that the Australian Taxation Office has the ability to check your return income against independent sources. In particular, this applies to PAYG Payment Summary income, interest received and dividends. For deductions, keep in mind that self-assessment applies. In the event of a Tax Office audit you will need to be able to substantiate the deductions claimed. Finally, if you have sold any assets during the year please provide full details so we can determine whether Capital Gains Tax may apply to the transaction. Thank you for completing this questionnaire. Completing it takes considerable time and effort however your efforts will enable us to process your work quickly and efficiently because we will have all the necessary information at hand to complete the work. This will also ultimately save you money and time because we won’t need to come back to you with further requests for information, thus delaying the processing of your return. Please ensure you attach all relevant documentation to the questionnaire, then sign and date this form below, and return your questionnaire and documentation to us. If you have any queries or concerns, please do not hesitate to contact us.
Engagement
I/ We hereby instruct you to prepare our Taxation Returns for the financial year ended 30 June 2024. I/We undertake to supply all information necessary to carry out such services, and will be responsible for the accuracy and completeness of such information. You are hereby authorised to communicate with my bankers, solicitors, finance companies all the government agencies such as the ATO to obtain such information as you require to enable you to carry out the above assignment.
I agree with the terms of engagement stated above, and confirms that all information provided herein are true and correct.
- Yes

Profile
To ensure that our records are up to date, please assist us by confirming and/or completing the following:
Tax File Number*
Please enter your 9-digit Tax File Number
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Your Date of Birth*
Date Format: DD slash MM slash YYYY
Your Occupation*
SPOUSE (IF ANY)
Spouse's Name (if any)
Spouse's Date of Birth
Date Format: DD slash MM slash YYYY
Spouse’s Tax File Number
Please provide 9-digit Tax File Number
CHILDREN (IF ANY)
PLEASE LIST NAMES AND DATES OF BIRTH OF CHILDREN (if any)
Name Date of Birth
Bank Account
The ATO will no longer issue cheques for the tax refund. Refunds can now only be made via Electronic funds transfer. Please provide the following details:
Account Name*
BSB Number*
Bank Name*
Account Number*

Tax Questionnaire
Please answer the following, YES or NO
1. For Identification purposes, please provide either of the following:*
- Driver's License Copy
- Passport Copy
- Photo I.D. Copy
Please attach the selected I.D. here.*
Drop files here or

Accepted file types: jpg, gif, png, pdf.

FEES
Basic Tax Return fee - starts from*
Conditions Apply: 1. Are you new client? 2. Are your deduction less than $300? 3. Hurry! Limited Time Offer while it Last...
Price: $ 150.00
PLUS
1. How many employer/s do you have?*
Please choose from the options below.
- 1
- 2
- 3
- 4
- 5
2. Are you 18 yrs old and above at this financial year?*
- Yes
- No
3. Are you Temporary Resident?*
If Yes, you can claim an Exemption for Medicare which will give you 2% of of your Taxable Income as your Tax Savings. e.g. Taxable Income is $75,000 x 2% = $1,500 Additional Tax Refund
- Yes
- No
4. Do you want us to apply for your Medicare Levy Exemption?
- Yes
- No
Fee for application for Medicare Levy Exemption*
Price: $ 85.00
Please attach copy of your Foreign Passport & Most Current Visa
Passport and Visa needs to be certified true copy... Otherwise, Reyes Group Australia can certify for you.
Drop files here or
Total
$ 0.00

Expenses
If your tax deduction is more than $300?
Additional Fees apply and expect a call from us for further details.
- YES
- NO
General Deduction Expenses
- Work related uniform, occupation protective clothing, and laundry expenses
- Mobile and Internet expenses
- Work related tool expenses
- Printing and stationery expenses
- Meals while working Overtime expenses
- Income protection insurance expenses
- Seminar expenses
- Any membership, license or registration fees
- Union fees
- Gifts or donations
- Cost of managing tax affairs
General Deduction Expenses Fee:*
Price: $ 33.00
Special Deduction Expenses
- Work related car expenses
- Work related travel expenses
- Work related self-education expenses
- Work from Home expenses
- Depreciable Items e.g. Laptop, Mobile, etc
Total
$ 0.00

Others
1. Do you have Private Health Insurance?*
- Yes
- No
2. Do you put extra of your own money on your superfund?*
- Yes
- No
3. Have you sold or dispose of any asset?*
- Yes
- No
4. Do you have foreign income or foreign asset with a total value of AUD 50,000 or more?*
- Yes
- No

SPEAK TO US OR WE WILL CALL YOU IF YOU HAVE ANY OF THE FOLLOWING
For any item answered YES, we will contact you for further details. Or you may initiate to call us at 0404-789-193.
For Individuals
1.Do you have Business Income (Sole Trader)?*
- Yes
- No
2. Do you have Rental Income?*
- Yes
- No
3. Do you want to save money on your electricity, mobile, and interrnet bills?*
- Yes
- No
For Business
4. Do you want to lodge, Partnership/ Company/ Trust or SMSF Tax Return?*
- Yes
- No
5. Are you interested in having your own Business or set up a Company?*
We can even help you with your Website, Marketing and Advertisement of your Business...
- Yes
- No
For Investment
6. Are you interested with Home Loan?*
- Yes
- No
7. Are you interested with Business/Car Loan?*
- Yes
- No
8. Are you interested in Self-Managed Super Fund (SMSF)?*
Buying Property in SMSF is the best... Because you can take advantage of Leverage (getting a loan) and the same time low tax rate as it is only 15% Fixed Tax Rate, not to mention 0% as in Zero Tax upon your retirement... To find out more talk to us your Accountant is always here to help you...
- Yes
- No
For Protection of Yourself and Your Family
9. Are you interested to get an Income Protection to secure your family?*
- Yes
- No
10. Are you interested to get a Life Insurance?*
- Yes
- No
11. Are you interested to get a Home Insurance?*
- Yes
- No

Please let us know who refer you to this page/service.
WHO REFER YOU?
Thank you for choosing us.
Please click "SUBMIT"
Total
$ 0.00

USEFUL LINKS

Australian Business Register
ASIC
ASX
Class Super
Financial Reviews
MYOB
NSW Office of State Revenue
Yahoo Finance
Xero

HELPFUL TOOLS

ATO
Business Activity Statement
Exchange Rate Calculator
Individual Income Tax Rates
Lodgement Due Dates
PAYG Withholding Calculator
Super Contribution

CONTACT DETAILS

Current Office: Ground Floor, Suite 2, 51-53 Cross Street, Guildford NSW 2161 (Australia)
Postal Address: PO Box 83 Guildford NSW 2161 (Australia)
+61 404 789 193
may@reyesgroup.com.au

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