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All Checklists
2004/2005 INDIVIDUAL Income Tax Return Checklist
Client name: __________________________________________________________
Address: __________________________________________________________
ABN (if applicable) _____________________ Tax File No:
Telephone No: ______________(H)_____________(W) Fax No:___________________
Email Address: __________________Date Change in Marital Status_______________
Date of Birth ____/_____/_______ Occupation ______________________________
Please tick (√) and complete the following boxes if they apply to you
INCOME
|
√ |
Amount ($) and Other Details |
Aust. Government support/allowances/pensions |
|
$ |
Group Certificate/PAYG Summary Statement/ETP |
|
$ |
Interest/Dividend |
|
$ |
Investment Income |
|
$ |
Net income or loss from business
(Please request for a Business Checklist this applies to you) |
|
$ |
Sale of shares/properties/etc (provide documentation) |
|
Sale$ Cost$ |
Foreign source income (including foreign pensions)
and foreign assets or property |
|
$ |
Rent
(Please provide rental property information where applicable ie council rates $_______, $strata levies_______, insurance_________, land tax_______, water rates________, loan interest$________, rental property statements from real estate agent), Other expenses (see our detailed list of expenses on our website) |
Other income (please specify)
|
|
$ |
DEDUCTIONS
Work related car expense claims
- IMPORTANT: Second job/ work sites/ uni/ seminars
-
- C B
-
-
- Home A Main Job
-
- (Please note that Trip ‘A’ and ‘C’ are not be deductible.
- Only Trip B is deductible)
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√ |
Amount ($) and Other Details |
Car Make______, Model_______, Rego______, |
|
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i) cents per kilometre method (max 5,000kms) |
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Engine Capacity - circle the one that is yours <1.6L, <2.2L and >2.6L) |
ii) log book method (Please maintain a logbook for the financial year and record the Work usage_______%
Date the car was purchased ______/_____/_____
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|
Fuel $________, Reg$______, Insur $_____,Cost$_____,Repairs $____, Interest on any loan $________. |
iii) 1/3 of actual expenses method |
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iv) 12% of cost method |
Other work related travel expenses:
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√ |
Amounts ($) and % business |
Accommodation |
|
$ ___% |
Air Travel |
|
$ ___% |
Taxi, Bus, Car Hire |
|
$ ___% |
Others (Please specify) |
|
$ ___% |
WORK RELATED UNIFORM & OTHER CLOTHING EXPENSES
|
√ |
Amounts ($) and % business |
Protective clothing |
|
$ ___% |
Compulsory uniform |
|
$ ___% |
Laundry (up to $150 without receipts) |
|
$ ___% |
WORK RELATED SELF EDUCATION EXPENSES
- (Please notify us if the courses are at the educational institution or not)
|
|
- Amounts ($) and % business
|
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OTHER EXPENSES (REQUIRE COST $)
(Please total each of the expenses for the entire year and we will adjust this by the business % you provide us) |
√ |
Amounts ($) and % business |
Home office expenses (dates and amounts)
Electricity and Gas (No. of rooms including study room) Internet & Telephone (State full year cost) |
|
$ ___%
$ ___%
$ ___% |
Tools/Equipment Purchases including Computer and software (Purchase $, Date) |
|
$ Date___/___/___ ____%
$ Date___/___/___ ____% |
Mobile Phones |
|
$ ___% |
Subscriptions/Union Fees/Journals/Periodicals |
|
$ |
Expenses in relation to allowances |
|
$ |
Sunscreen and Sunglasses |
|
$ |
Other Work Deductions |
|
$ |
OTHER TYPES OF DEDUCTIONS
|
√ |
Amounts ($) and Other Details |
Interest and dividend deductions |
|
$ |
Gifts or donations |
|
$ |
Cost of managing tax affairs |
|
$ |
Tax losses of earlier income years |
|
$ |
Non-employer sponsored superannuation contributions
(Full name of Superannuation Fund and Policy No.)
Superannuation Details: |
|
$
Name:
Number: |
TAX OFFSETS/REBATES (PLEASE TICK ”√” IF THEY RELATE TO YOU)
Spouse (without child) |
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Superannuation Pension/ETP annuity |
|
Child housekeeper/ Housekeeper |
|
Low income aged persons |
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Zone Rebate |
|
Life assurance/Friendly Society |
|
Medical expenses ($1,500) |
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Private health insurance |
|
Parent/parent-in-law |
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Family tax benefit Part A |
|
Invalid relative |
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Family tax benefit Part B |
|
Low income |
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Hecs Debt |
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- ¶ Spouse (without child), child-housekeeper, and housekeeper rebate may not be available.
FIRST CHILD TAX OFFSET (BABY BONUS)
From 1 July 2003, you can claim the baby bonus for one eligible child through the tax system.
Was your child born on or after 1 July 2001? NO YES
Name:__________________________________ Date of Birth:______________________
Name:__________________________________ Date of Birth:______________________
TAX AUDIT INFORMATION (ESTIMATED FIGURES)
ASSET (Market Value) |
|
LIABILITY |
|
Properties |
$ |
Property Loans |
$ |
Motor Vehicles |
$ |
Car Loans |
$ |
Share/Investments/Other |
$ |
Credit Cards |
$ |
Superannuation |
$ |
Other Loans including personal loans |
$ |
TOTAL |
$ |
TOTAL |
$ |
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