Personal Tax Return Questionnaire - Work Related Deductions

We would appreciate you taking the time to complete the following details. If you have any questions concerning the form, please do not hesitate to ask for assistance.

Personal Details

Client Name Mobile Email

1. Motor Vehicle (Please circle where appropriate)

Do you use your motor vehicle for work? YesNo Do you have a valid Logbook (within the last 5 years)? YesNo If YES please confirm the following:

If you don’t have a valid Logbook please confirm kilometres travelled for the year

2. Travel Expenses

If you have any travel expenses please confirm the following:

3. Laundry

Please list uniform/protective clothing claims:

4. Self Education Expenses

Course Fees Reference Books Stationary Home Office Hours/Week Travel (e.g., Parking, Km Travelled) Other (please specify)

5. Other Work Related Expenses

Computer Phone/Mobile per Month Laptops Internet per Month Tablets Print and Stationery Printer Union Fees Prof Registration Desk Chairs Reference books Tools / Other (please specify)

Conferences Home Office – refer note below

2023/24 Home Office Claims, two options available

Option 1 – Use the ATO’s rate per hour, however you are NOT able to claim separately for the use of your mobile telephone, internet, stationary costs and computer consumables.
Option 2 – Claim the actual costs of your study, and in addition to this you CAN claim the use of your mobile telephone, internet, stationary costs and computer consumables.

Personal Tax Return Questionnaire – Work Related Deductions