2014 PERSONAL INCOME TAX RETURN CHECKLIST
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1 WHM PARTNERS PTY LTD Suite 4, 622 Ferntree Gully Road Wheelers Hill Victoria 3150 PO Box 5221, Brandon Park Victoria 3150 T F E. info@whmpartners.com.au W PERSONAL INCOME TAX RETURN CHECKLIST TAXPAYER DETAILS Title Tax File Number Surname Date of Birth First Name Work Telephone ( ) Other Name/s Mobile Telephone Preferred Name Home Telephone ( ) Occupation (not Title) Residential Address Postal Address Address Mandatory Requirement: The Australian Taxation Office requires the following information regarding your spouse. If WHM Partners is not preparing a return for your spouse we require the following section to be completed. SPOUSE DETAILS 1. Did your marital status change during the year: 2. Full name of Spouse : 3. Date of Birth of Spouse: 4. Tax File Number of Spouse 5. Taxable Income of Spouse 8. Tax-free pensions & benefits-spouse 6. Reportable Fringe Benefits of Spouse 9. Foreign income of Spouse 7. Net rental property losses of Spouse The ATO now direct debit all tax refunds via EFT. If your bank details have changed, please complete below. TAX REFUND BY ELECTRONIC FUNDS TRANSFER (EFT) BSB Number (6 digits) Account Number Account Name Page 1
2 Please note this form is provided as a guide only and is non-exhaustive. Please tick the relevant sections that apply to you and attach all relevant supporting documents to the back of this checklist. INCOME SALARY & WAGES Taxpayer Spouse Have you received all of your income summary statements? This includes: - Unemployment, Youth Allowance or AUSTUDY Statements - Payment Summary/ies (Formally known as Group Certificates) - Employee Termination Payment Statements - Annuity or Superannuation Income Stream Annual Tax Statements - Paid Parental Leave - PAYG summaries from employment overseas INTEREST INCOME Have you received any interest on bank accounts or other investments? If yes, please provide details of all accounts on which interest was received, the amount(s) received and if accounts are jointly or individually held. PARTNERSHIP/TRUSTS INCOME Did you receive any distributions from Trusts or Partnerships? If yes, please provide the appropriate tax summaries. RENTAL INCOME Do you own a rental property? If yes, please complete the rental property worksheet. DIVIDEND INCOME Do you own any shares? If yes, please provide the dividend statements for the year or details of total dividends received from each company for the year as follows:- - Unfranked Dividends - Franked Dividends - Imputation Credits Page 2
3 SALE OF ASSETS Taxpayer Spouse Did you sell any assets during the year that may give rise to Capital Gains Tax? (e.g. shares or a rental property.) If so, please complete the Capital Gains worksheet. Further, if shares were sold and you have received extra dividends due to dividend reinvestment plan then this must also be included on the Capital Gains worksheet EMPLOYEE SHARE SCHEMES Are you involved in any employee share schemes? If yes, please provide all relevant documents. OTHER INCOME Did you receive any other income? If so we need full details of the source and amount of income received such as: Employment Termination Payments Australian Annuities and Superannuation Income Streams Australian Superannuation Lump Sum Payments - Bonuses from life insurance companies and friendly societies Forestry Managed Investment Schemes Income from Trading Organisation i.e. Sole Trader DEDUCTIONS MOTOR VEHICLE Taxpayer Spouse Are you required by your employer to use your car for work? If yes, please complete the Motor Vehicle Worksheet Did you buy or sell a motor vehicle in this financial year, which was Used for work? If so please provide relevant details: TRAVEL Did you incur any work related travel expenses? If so, please provide a list of expenses incurred, such as accommodation, airline tickets or meals. Please note that a diary should be kept if away from home for 6 nights or more and receipts should be supplied where possible. CLOTHING Did you incur any expenses in relation to uniforms or protective clothing (including the laundry / dry cleaning of these uniforms)? If yes please provide a list of these expenses. Page 3
4 SELF EDUCATION Taxpayer Spouse Did you complete any courses which were directly related to your work? If yes, please provide details on the type of course and expenses that were incurred. HOME OFFICE Did your employer require you to perform any work from home? If yes, could you please estimate how many hours a week you work at home and provide a list of expenses related to this (e.g. stationery, books, electricity, gas). OTHERS Did you have any other work related expenses? This includes: union fees, mobile phone bills, tools, sickness & accident insurance, depreciation (professional library, tools, equipment), car parking, seminars & conferences, stationery, computer / internet, subscriptions, sun protection, or any other expenses If so, we require details of these expenses in summary form, or the actual receipts. SUPERANNUATION Do you make voluntary contributions to a Superannuation Fund (not including amounts contributed by your employer)? If yes, please provide a confirmation from your superannuation fund LOANS Did you take out any new loans / borrow for business or investment purposes? If yes, we need details of the purpose of the loan, the loan statement(s), the term of the loan, application costs and other expenses paid to the bank re the loan. DONATIONS Did you make any donations of $2.00 or more to registered charities? If yes, please provide a list of these donations. TAX AGENT COSTS Did you incur tax agent fees for preparing last year s tax return? If yes, and we did not prepare the return, please provide the amount and to whom it was paid. Page 4
5 OTHER INFORMATION Taxpayer Spouse Do you have a H.E.L.P. or P.E.L.S debt or a supplement loan? If yes, please provide us with a copy of the statement(s) or amount of debt outstanding. Did you cease full time education during the year? If yes, we need to know the net income earned while a full time student and the date of ceasing full time education. Did you become a resident of Australia or cease being a resident of Australia during this financial year? If yes, we need to know the date residency status changed and details of any income earned overseas (please complete the Foreign earnings and/or Expat worksheets) TAX OFFSETS Did you have a spouse, relative or child (aged 16 years or over) that is unable to work due to invalidity or carer obligations? If yes, please include the following information. a) Documents showing the eligible dependent who, due to invalidity, received: a disability support pension or a special needs disability support pension, or an invalidity service pension Taxpayer Spouse b) Documents showing the carer received: a carer payment/allowance, or wholly engage in providing care to an eligible dependant from (a). Do you have any children? If yes, please include details such as; full name, date of birth, number of nights under your care and any income received by these children. Do you make Child support payments? If yes, please include detail of amounts paid for the financial year. Did your spouse during the year receive any Family Tax Benefits part B or paid parental leave? If yes, please include the following information: Number of days that your spouse received FTB part B: days Number of days that your spouse received paid parental leave: days Page 5
6 MEDICAL EXPENSES REBATE Taxpayer Spouse Were your family s out of pocket medical expenses over $2,120 (i.e. after Medicare and private health insurance reimbursements)? te that due to the new changes, the ATO will only allow claims in in 2014 if there were claims made in Please provide details of doctors, hospital, dental, optical, therapeutic treatments and pharmaceuticals expenses to potentially receive a rebate. Please also provide copies of any Medicare rebate statements and any private insurance rebates received. HEALTH INSURANCE Did you contribute to any Private Health Insurance during the year? If yes, please provide the annual statement from your health fund in regards to the rebate you may be entitled to. SUPERANNUATION Did you make any contributions to your spouse s superannuation fund? If yes, please include details of the amount of contributions and the taxable income of your spouse. GOVERNMENT PENSIONS Do you receive any tax-free government pension? If yes, please provide the total amount received in the financial year. ZONE OR OVERSEAS FORCES REFUND Do you work or live in a remote or isolated area for tax purposes? Others OVERSEAS ASSETS Did you own or have an interest in assets located outside Australia that had a total value of AUD$50,000 or more at any time during 2013/14? If yes, please provide details of the interest in assets. Page 6
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