2018 Partnership Checklist
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- Stuart Garrett
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1 2018 Partnership Checklist To assist us in preparing your partnership income tax return in accordance with Australian Taxation Office requirements, please use this checklist when you compile the information. For income and deductions, keep in mind that self-assessment applies. In the event of a Tax Office audit you will need to be able to substantiate the deductions claimed and income earned. Finally, if you have sold any assets during the year please provide full details so we can determine whether Capital Gains Tax may apply to the transaction. **DELIVERY UPON COMPLETION** (Please tick preferred delivery method upon completion of your income tax return) to me (only applicable to clients who or use dropbox to send their tax information in to us) ( or dropbox to advice@baggetta.com.au) I will collect it from your office upon notification from you Post to me (I understand postage fees may apply) FULL NAME OF PARTNERS: First Name/s: First Name/s: Surname: Surname: Legal Name of Partnership: Trading Name of Partnership: (if different to Legal Name) Preferred Contact Name: Business Address: Postal Address (if different to Business Address): Telephone (W): (H): (M): ABN: Is the partnership registered for GST? NO YES Business Activity Description:
2 Did the Partnership have its business data on a bookkeeping software package? Data file (if applicable) Name of Software: Version: Login ID (if applicable): Password (if applicable): Please provide the following documentation: Copy of ALL business bank account statements covering the period 1 July 2017 to 30 June 2018 inclusive Copy of ALL business credit card statements covering the period 1 July 2017 to 30 June 2018 inclusive Did the Partnership have any business loans? Copy of ALL business loan statements covering the period 1 July 2017 to 30 June 2018 Loan #1: Reason for Loan is to Business/investment portion of Loan : % Loan #2: Reason for Loan is to Business/investment portion of Loan : % Did the Partnership employ staff? Copy of PAYG Payment Summaries issued Copy of Annual PAYG Payment Summary Statement
3 Did the Partnership buy, lease or hire any business assets between 1 July 2017 and Purchase contract, and/or Invoice/receipts Did the Partnership sell or scrap any business assets between 1 July 2017 and Sale contract, and complete the table below Date Sold/Scrapped Asset Number Asset Description Amount Received (if any) Is the Partnership a trading business? Did the Partnership write off any bad debts? Stock on Hand as at 30 June 2018 $ Name of Debtor Amount written off
4 Did the Partnership use a motor vehicle for business related purposes? YES. Please select method of claim Business kms travelled: km, Make & Model of Motor Vehicle: OR Logbook method. Please complete form below: MV logbook form provided (if you do not have one, please call Baggetta & co) Did the Partnership have any debtors (i.e people who owe you money) as at NO. Go to page 4 Name of Debtor Amount outstanding (including GST) Did the Partnership have any creditors (i.e people you owe money to) as at NO. Please sign declaration below Name of Creditor Amount outstanding (including GST)
5 NEW CLIENTS ONLY 1. Please provide a copy of the 2017 Tax Return and Financials If you did not use a Tax Agent to prepare and lodge the 2017 Tax Return, please provide the following information: Partnership Tax File Number: I confirm that I have reviewed the above checklist and have supplied all the relevant information to prepare my 2018 income tax return. I also confirm that the above information is correct to the best of my knowledge and that where necessary I hold documentary evidence in support of my claims. Dated the.. day of Signature of Partner... Full Name of Partner F:\ADMINISTRATION INHOUSE\baggetta & co\forms\checklists Tax Returns\2018 Tax Return Checklists\2018 Partnership Checklist
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