Get the free PERSONAL TAX RETURN QUESTIONNAIRE 2014/15

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Public Accountants & Financial Planners P O Box 494 KENSINGTON NSW 1465 pH: 02 9662 3333 Fax: 02 9662 3444 PERSONAL TAX RETURN QUESTIONNAIRE 2014/15 CLIENT DETAILS Last Name: First Name: Mr / Mrs

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How to fill out personal tax return questionnaire

01

Ensure you have all the necessary documents such as your T4 slips, receipts, and any other relevant tax forms.

02

Start by carefully reading through each section of the personal tax return questionnaire to understand the information being asked for.

03

Gather your personal information including your social security number, name, address, and contact details.

04

Provide details about your employment income, including any additional sources of income or self-employment income.

05

Deduct eligible expenses such as medical expenses, charitable donations, and childcare expenses.

06

Report any investment income, rental income, or capital gains from the sale of assets.

07

Ensure you claim all eligible tax credits and deductions, such as tuition fees, student loan interest, or homebuyer's amount.

08

Calculate your total income and deductions accurately to arrive at your net income.

09

Complete the final sections of the questionnaire, including your bank account details for direct deposit of any refund.

10

Review your filled-out personal tax return questionnaire for any errors or missing information before submitting it to the tax authorities.

Who needs personal tax return questionnaire?

01

Individuals who have earned income from employment or self-employment.

02

Individuals who have received investment income or rental income.

03

Individuals who have sold assets and incurred capital gains.

04

Individuals who qualify for various tax credits and deductions.

05

Individuals who want to claim refunds for excess taxes paid during the year.

06

Individuals who are required by law to file a personal tax return.

07

Self-employed individuals, freelancers, and contractors.

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