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TAX RETURN CHECKLIST
Title:
Mr
Mrs
Miss
Ms
Dr
Other
First Name:
Surname:
Date Of Birth
Phone Number:
Email Address:
Income Details
Salary & Wages (inc PayG Summaries)
Yes
No
N/A
Allowances, Benefits, Earnings, Director's Fees, etc
Yes
No
N/A
Lump sum & termination benefits - ETP Payment Summaries
Yes
No
N/A
Centrelink or Veteren Affairs - Tax Statement
Yes
No
N/A
Capital Gains - Details of any assets sold during the year
Yes
No
N/A
Interest - Bank statement, Term deposit & high interest saver
Yes
No
N/A
Dividends - statements x2 per year
Yes
No
N/A
Income from Partnerships, Managed trust funds or Trusts
Yes
No
N/A
Income from Business
Yes
No
N/A
Rental Property - Rental statement, loan statement, rates, water, etc
Yes
No
N/A
Other income - Jury fees, Income protection payment etc
Yes
No
N/A
Deduction Details
Work related expenses - Log book & kilometers travelled
Yes
No
N/A
Work related travel - Domestic travel expense receipts
Yes
No
N/A
Uniform, protective clothing receipts
Yes
No
N/A
Self education expenses, course fees, travel & books
Yes
No
N/A
Phone **NEED 1 MONTH OF ITEMISED BILLS & BUSINESS PERCENTAGE
Yes
No
N/A
Home Office & Internet **NEED A 4 WEEK DIARY
Yes
No
N/A
Tools, materials, union fees, subscriptions, computer etc
Yes
No
N/A
Donations with receipts
Yes
No
N/A
Interest & dividend deductions
Yes
No
N/A
Cost relating to managing your tax affairs
Yes
No
N/A
Income protection, accident & sickness insurance premiums
Yes
No
N/A
Income Tests
Spouse income
Yes
No
N/A
HECS or SFSS load details
Yes
No
N/A
Private Health insurance details - Tax statement
Yes
No
N/A
Reportable fringe benefits
Yes
No
N/A
Child support - paid or received
Yes
No
N/A
If you have completed this checklist you can now call us to book an appointment
03 5338 7455
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