Individual Information Questionnaire 2025

You may have been directed here more than once by other forms - you just need to fill this questionnaire one time in relation to all individuals.

Annual Terms of Engagement

I hereby instruct Endeavour Business Accountants Limited to prepare income tax return/s for the year ended 31 March 2025 for the individuals named below. We undertake to supply all information necessary to carry out such services and will be responsible for the accuracy and completeness of such information as we understand you rely on this information provided by us. If a figure is provided below, we acknowledge that we have the documentation to support or justify this number if required. All other Terms and Conditions of this engagement are the same as those referred to in the original Agreement signed when we became a client.

Your Signature *

Clear

Date *

Individual/s this form applies to *

Specific documentation

If you have any income protection insurance, please add the tax certificate here

If you have any total disability insurance, please add the tax certificate here

If you have a personal loan drawn down to purchase shares, please add an annual summary for it here

If you have any overseas investment income, please add the relevant documents here

For any donations made over $5 during the year, please attach receipts here

Anything else?

Any further information that would be useful please let us know here:

Any further files in relation to the above please attach here