International assignment services, client resources, Australia

Pre-meeting tax questionnaire

Our IAS practice strives to provide you with the highest quality advice and assistance.

To this end, we've put together the following questionnaire for you to complete prior to your tax briefing with your Deloitte IAS client service team.

Completion of the questionnaire will enable us to ensure that we are fully prepared for the tax briefing, and can provide you with more relevant and accurate advice.

To assist us in being suitably prepared for our meeting with you, we ask that you complete this questionnaire and submit it at least 48 hours prior to the meeting

Email address of the Deloitte person client is meeting with:*			*( = mandatory fields )**

Deloitte Office:*
Office location:
Office e-mail address:
Office fax number:

General information
1) Full name:*
2) Date of birth:*	/ /
3) Citizenship:*
4) Current residential address:*
5) Tax file number:
6) Home phone number:
7) Home fax number:
8) Accompanying dependants:
a) Spouse/Partner:	Yes No	Name
b) Spouse/Partner Employer:
c) Spouse/Partner Position Title:
d) Children:		Ages

Specifics about the assignment
1) Employer:*
2) Position title:
3) Work address:*
4) Work phone number:*
5) Work fax number:
6) Mobile phone number:
7) Email address:*
8) Transferring:
a) From:
b) To:
9) Assignment start date:	/ /
10) Expected assignment end date:	/ /
11) Expected length of assignment:
12) Visa details
a) Class:
b) Sub-class:
c) Length:
13) Do you need assistance in visa application?*		Yes No
14) Do you have a letter of assignment or work contract?* (If yes, please bring a copy to the meeting or fax to the number above)		Yes No

Salary information
1) Will you continue to be paid by your home country payroll?*		Yes No Unsure
2) Will you be tax equalised whilst on assignment?*		Yes No Unsure
Currency (please specify)		Details
1) Base salary
2) Hypothetical tax
3) Bonus
4) Retirement funding
5) Relocation allowance/reimbursement
6) Education allowance
7) Housing allowance/accommodation
8) Cost of living allowance
9) Home leave
10) Transport allowance/company car
11) Other benefits

Assets/investments
If any of the following items apply to you, please bring any relevant documents to the meeting.
	Home country	Host country	Other
1) Principal residence:				Details
2) Location of personal effects
3) Investment properties
4) Bank account(s)
5) Shares
6) Company stock options/ restricted shares
7) Controlling interest in a private company
8) Life insurance policies
9) Retirement funds
10) Interest in a trust/partnership
11) Other (please provide details)

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