RECENT ASSIGNMENT

Part A – Written Assessment
A new client provides this information at the first interview:
Client information
Personal details
Tax File Number 231 345 789
Name: Peter Squires
Home address 1 Main Street, Dudley Downs, SA 5951
Occupation Salesman
Phone number during business hours 08 8123 4567
Date of birth 25th of January, 1981
What questions would you need to ask to elicit the information required to
complete his tax return?
Questions need to detail the initial question you would ask the client. Do you
need to consider follow-up questions that would be based on the client’s
answers?
(Max 20 marks)