Tax Return Information Form
|
|
|
- Jonathan Richard
- 5 years ago
- Views:
Transcription
1 1. Please complete / confirm your details below, to the best of your knowledge 2. All information supplied should be for the period 1 July 2016 to 30 June 2017, unless stated otherwise 3. Provide all supporting documents where prompted and applicable. 4. Sign where indicated and submit to our office. 5. Once submitted we will review and book your end of financial year appointment with us GENERAL TAX INFORMATION Information for 2017 Tax Return Residential Address: Spouse Spouse Postal Address: TFN: Phone: W H M Bank Details (as of 1 July 2013, if you are expecting a refund, you MUST provide the ATO your EFT Bank Details) Account BSB: Bank Account No.: Children Page 1
2 PAYG Payment Summaries (please provide ALL payment summaries when you reach the end of the form) Employer: Occupation: Gross: Tax: Bank Interest Bank: Amount: TFN Credits: Bank Charges: Work & Other Expenses (please provide your detailed listing when you reach the end of the form) Motor Vehicle Make: Reference Books: Motor Vehicle Model: Stationery: Work Kilometres: Mobile Phone: Taxi Fares: Internet: Other Travel: Memberships: Uniform/Laundry: Tools & Equipment: Sun Protection Items: Interest expenses: Self-Education: Gifts & Donations: Union Fees: Income Protection Insurance: Seminars/Prof Development: Other Expenses: please include in provided listing Page 2
3 Private Health Insurance Do you have Private Health Insurance? If yes - please provide your Private Health Statement Did you have any Out of Pocket Medical Expenses? Do You Have Any of These Items? Investment Income, Rental Properties, Investments Sold or Motor Vehicles used for Work If yes - please provide details ONLY IF you made a claim in your 2015 & 2016 tax returns, unless they relate to disability aids, attendant/aged care If yes - please complete relevant sections below If no - please proceed to the end of the form, provide supporting documents, sign and send back to us. INVESTMENT INFORMATION Dividends Company Name Date Paid Unfranked Franked Imputation Credits TFN Credits Page 3
4 Unit Trusts (Please provide your Trust Tax Year Summary when you reach the end of the form - you may not receive this until September) Trust Name Trust Income TFN Credits Imputation Credits Capital Gains Foreign Income Foreign Tax Investments Sold / Disposed Company/Trust Name Date Sold No. Sold Amount Received Date Purchased No. Purchased Amount Paid MOTOR VEHICLE INFORMATION Information for 2017 Tax Return Log Book Kept: Period Covered by the Log Book: (within last 5 financial years) Page 4
5 Vehicle Registration No.: Owner/s of Vehicle: Total Km Travelled in Financial Year: Log Book calculation of Business Use %: Make & Model: Driver of Vehicle: Business Km in Log Book Period: Total Km in Log Book Period: Date Purchased: Purchase Price: How was the vehicle financed? Lease Paid Cash Chattel Mortgage Hire Purchase Date sold (if applicable in this tax year?) Sale Price: Running Costs Total For Year (Including Gst) Monthly Payments Fuel/Oil: Registration: Insurance: Repairs & Maintenance: Please provide a copy of your Hire Purchase / Lease / Chattel Mortgage Agreement when you reach the end of the form. Lease Payments: Hire Purchase / Chattel Mortgage Payments: Interest Paid: Services: Tyres/Battery: Membership Fees: Parking & Tolls: Page 5
6 RENTAL PROPERTY INFORMATION Please complete one of these schedules per Property. Property Details Address of Rental Property: Date Property Purchased: No. of Weeks Available for Rent this year: Date Property First Earned Rental Income: Date Property Built: Ownership Details: In Your Name In Joint Names (please provide details) Please provide the purchase settlement statement and other purchase costs, e.g. stamp duty, legal fees, renovations or initial repairs, and any loan application fees and/or mortgage discharge expenses when you reach the end of the form. Income Gross Rent: Other Rental Income: Property Details Advertising for Tenants: Body Corporate Fees: Borrowing Expenses: Cleaning: Council Rates: Gardening / Lawn mowing: Insurance: Interest on Loan/s: Land Tax: Legal Fees: Pest Control: Repairs & Maintenance: Property Management Fees/Commission: Stationery, Telephone & Postage: Travel:* Water Charges: Other: Other: *Please note that from 1 July 2017 travel expenses for rent collection, inspections, repairs and maintenance are no longer allowed by the ATO as result of the 2017 Budget. Page 6
7 Depreciable Items Item Date Purchased Cost Improvements / Construction Costs Please provide a copy of your tax depreciation schedule prepared by third party below. Item Date Cost Additional Information / Notes Please note below any additional information we may need to know to complete your tax returns, that has not been covered in the above questions. Page 7
8 SUPPORTING DOCUMENT CHECKLIST Payment Summaries Detailed Work Expenses Listing Private Health Statement Out of Pocket Medical Expense Claims Unit Trust Tax Year Summary Motor Vehicle Hire Purchase / Lease / Chattel Mortgage Agreement Rental Property Purchase Settlement Statement / Costs Rental Property Depreciation Schedule (as prepared by Third Party) Letter noting tax deductibility of Income Protection Premiums CLIENT SIGNATURE Page 8
2016 PERSONAL INCOME TAX WORKSHEET
2016 PERSONAL INCOME TAX WORKSHEET TAXPAYER DETAILS Title Tax File Number Surname of Birth First Name Best Contact Number ( ) Other Name/s Or Mobile Telephone Occupation (not Title) Residential Address
2017 Taxation Checklist
2017 Taxation Checklist Yes No Details 1. Have there been changes to personal details? Please advise over INCOME 2. Have you received Payment Summaries (formerly group certificates)? 2a What is your main
2017 PERSONAL INCOME TAX WORKSHEET
2017 PERSONAL INCOME TAX WORKSHEET TAXPAYER DETAILS Title Tax File Number Surname Date of Birth First Name Best Contact Number ( ) Other Name/s Or Mobile Telephone Occupation (not Title) Residential Address
INFORMATION FOR 2016 TAX RETURN CHECKLIST INDIVIDUAL
For year ended 30 th June 2016 Page 1 of 9 INFORMATION FOR 2016 TAX RETURN CHECKLIST INDIVIDUAL IMPORTANT NOTE WORKFLOW MANAGEMENT We shall endeavour to ensure that your Individual tax return is lodged
MEDICAL SERVICES GROUP 2017 Income Tax Information
MEDICAL SERVICES GROUP 2017 Income Tax Information Full Name Home Address Postal Address (if different from above) Occupation / Speciality Date of Birth Phone (W) Mobile Tax File Number Phone (H) Email
INFORMATION FOR 2017 TAX RETURN CHECKLIST INDIVIDUAL
For year ended 30 th June 2017 Page 1 of 9 INFORMATION FOR 2017 TAX RETURN CHECKLIST INDIVIDUAL IMPORTANT NOTE WORKFLOW MANAGEMENT We shall endeavour to ensure that your Individual tax return is lodged
2018 Individual Income Tax Return Check List
2018 Individual Income Tax Return Check List YOUR PERSONAL DETAILS This checklist is for you to review, collect and submit your personal tax documents to our office for professional review. After it is
Financial Year 1 st of July th June 2018 Personal Tax Organiser Checklist
Phone: (03) 5229 1290 Fax: (03) 5222 1629 Email: enquiries@spinell.com.au Director: Patrick Klemke Dip.Acc B.Com CPA 14 Belmont Street PO Box 252 Associate: V. Joseph Dancevic BELMONT VIC 3216 BELMONT
TAX INFORMATION CHECKLIST 2018
TAX INFORMATION CHECKLIST 2018 INDIVIDUAL This checklist has been designed to assist our salary & wage clients with ensuring that all relevant documentation is collated and provided to our Firm to enable
INFORMATION FOR INCOME TAX RETURN CLIENT CHECKLIST INDIVIDUALS - for year ended 30 June 2016.
INFORMATION FOR INCOME TAX RETURN CLIENT CHECKLIST INDIVIDUALS - for year ended 30 June 2016. To assist us in preparing your income tax return, please use this checklist when compiling your information.
Personal Income Tax Return - Year End Questionnaire 2018
Personal Income Tax Return - Year End Questionnaire 2018 To assist us in preparing your income tax return, please use this questionnaire as a checklist when you compile your information. With respect to
TAX RETURN CHECKLIST : INDIVIDUAL
2017-2018 TAX RETURN CHECKLIST : INDIVIDUAL For year ended 30th June 2018 IMPORTANT NOTE WORKFLOW MANAGEMENT The lodgement due date of your tax return is between 31st of October 2018 and 15th of May 2019
2018 INDIVIDUAL TAX RETURN - CHECKLIST
info@mwpartners.com.au 2018 INDIVIDUAL TAX RETURN - CHECKLIST Please use this document to collect all necessary information for the completion of your tax return for the financial year ended 30 June 2018.
2018 TAX RETURN CHECKLIST
2018 TAX RETURN CHECKLIST With the end of financial year fast approaching, we have compiled a checklist regarding income and expenses that need to be on hand for the preparation of your tax return. The
INFORMATION FOR TAX RETURN CHECKLIST INDIVIDUALS
INFORMATION FOR TAX RETURN CHECKLIST INDIVIDUALS For year ended 30 th June 2015 IMPORTANT NOTE WORKFLOW MANAGEMENT As your tax returns are not due for lodgment until May 2016, please advise: a. Is your
INFORMATION FOR TAX RETURN CHECKLIST 2012
INFORMATION FOR TAX RETURN CHECKLIST 2012 For year ended 30 th June 2012 IMPORTANT NOTE WORKFLOW MANAGEMENT As your Tax Returns are not due for lodgement until April 2013, please advise: a. Is your Return
2017 TAX RETURN CHECKLIST
2017 TAX RETURN CHECKLIST With the end of financial year fast approaching, we have compiled a checklist regarding income and expenses that need to be on hand for the preparation of your tax return. The
2018 Personal Tax Return Instructions
Page 1 of 6 2018 Personal Tax Return Instructions Your Last Name Your Given Names Postal Address Residential Address (if different to postal address) Your Occupation Work Phone No Mobile Phone No Home
Client Name Home Address Postal Address Address (Mandatory) ABN (if applicable) Tax File No. Date of Birth Australian Resident?
2018 Individual Income Tax Return Kit Client Details SYNERGY PTY LTD Client Name Home Address Postal Address Email Address (Mandatory) ABN (if applicable) Tax File No. Date of Birth Australian Resident?
Financial Year
Income Tax Data Sheet 2013-14 Financial Year Please only complete information NOT already recorded in prior years Please keep a copy of ALL documents you send to us Date:... Name: Date of Birth:..........
TAX EXPRESS CHECKLIST FOR INDIVIDUAL TAX RETURN TAXEXPRESS 2018 INDIVIDUAL TAX RETURN CHECKLIST
TAXEXPRESS 2018 INDIVIDUAL TAX RETURN CHECKLIST Remember you only have to provide answers to those questions that are relevant to you, and by emailing /mailing/faxing documents to us (e.g. payment summary,
2018 Individual Tax Return Checklist
2018 Individual Tax Return Checklist Ample Finance Group Pty Ltd (T/as Ample Finance) ABN 52 602 835 209 Tax Agent Number: 25255377 Address: T7 / 1 Queens Road, Melbourne, VIC 3004 Phone: (03) 9988 2911
Taxation Return Checklist
Taxation Return Checklist Tax File Number: YOUR DETAILS MrMrsMiss: Bank name: Account name: Date of birth: DDMMYYYY Daytime phone: Fax: Email address: Residential street address: Suburb: BSB: Branch: Bank
TAX RETURN IBO CHECKLIST. The sky s the limit
2015 TAX RETURN The sky s the limit SURNAME: FIRST NAME: OTHERS: ADDRESS: SUBURB: POSTCODE: HOME TEL NO: WORK TEL NO: MOBILE TEL NO: EMAIL: TFN: ABN: DOB: SPOUSE NAME: TFN: DOB: INCOME Gross salary, wages,
2014 PERSONAL INCOME TAX RETURN CHECKLIST
WHM PARTNERS PTY LTD Suite 4, 622 Ferntree Gully Road Wheelers Hill Victoria 3150 PO Box 5221, Brandon Park Victoria 3150 T. +61 3 9561 8588 F. +61 3 9561 8677 E. info@whmpartners.com.au W. www.whmpartners.com.au
Personal Income Tax Return Year End Questionnaire 2016
Personal Income Tax Return Year End Questionnaire 2016 Client: Date: To assist us in preparing your income tax return, please use this questionnaire as a checklist when you compile your information. With
2016/17 Individual Income Tax Return Checklist
2016/17 Individual Income Tax Return Checklist To assist us in preparing your income tax return, please use this checklist when you compile your information. Completing the checklist can take some time
Client details form individual income tax return
Full Name Client details form individual income tax return Tax File Number Date of birth ABN (if applicable) Address Address (postal) (Put as above if the same) Telephone contacts Mobile: Business Hours
Tax Return Checklist Individual Tax Return INSTRUCTIONS GENERAL TAX INFORMATION. Information for 2017 Tax Return
INSTRUCTIONS Please complete your details below (for the period 1 July 2016 to 30 June 2017, unless stated otherwise). You may wish to refer to our 2017 Year End Is it Tax Deductible Checklist for Individuals.
Personal Income Tax Return Year End Questionnaire 2016
Personal Income Tax Return Year End Questionnaire 2016 Client: Date: To assist us in preparing your income tax return, please use this questionnaire as a checklist when you compile your information. With
P&L BUSINESS SERVICES
YOUR PERSONAL DETAILS Name Home Address Postal Address Email Address INDIVIDUAL TAX RETURN CHECKLIST - 2016 Date of Birth Home Phone Tax File Number Mobile SPOUSE DETAILS Name Date of Birth Date of Marriage/
Income Tax Return Checklist Year end 30 June 2018
Income Tax Return Checklist Year end 30 June 2018 Name: Date of Birth: ABN (if applicable): Please provide the following information in order for us to complete your tax return Personal details: Are you
Residential Rental Property Checklist 2012
Residential Property Checklist 2012 This checklist, prepared by Moore Stephens on behalf of CPA Australia, will assist you in completing the relevant tax return details for residential rental properties.
ADAM HUNTER PTY LTD.
ADAM HUNTER PTY LTD. TAX TIME CHECKLIST In order to complete your Income Tax Return in a timely manner please complete the following fact sheet and forward to our office along with your tax source documents.
2017 Personal Tax Return Questionnaire
Thank you for choosing Brilliance for Business to complete your 2017 Income Tax Returns. To ensure we can process your returns as efficiently as possible, we have set out below a questionnaire to assist
2018 TAX RETURN INFORMATION CHECKLIST FOR INDIVIDUALS PLEASE PROVIDE TO US IN RELATION TO YOUR INCOME:
2018 TAX RETURN INFORMATION CHECKLIST FOR INDIVIDUALS NAME: OCCUPATION: HOME PHONE: MOBILE: EMAIL: RESIDENTIAL ADDRESS: POSTAL ADDRESS: BANK ACCOUNT DETAILS: BSB: Account Number: Account Name: PLEASE PROVIDE
INDIVIDUAL INCOME TAX RETURN CHECKLIST 2018
INDIVIDUAL INCOME TAX RETURN CHECKLIST 2018 Please complete this checklist and return to our office via fax, post or email: Fax: 1300 726 132 Postal Address: GPO Box 4347, Melbourne, VIC 3001 Email: info@thehopkinsgroup.com.au
MRL Group Pty Ltd Chartered Accountants. Business Solutions. PERSONAL INCOME TAX RETURN CHECKLIST 30 JUNE 2017
MRL Group Pty Ltd Chartered Accountants. Business Solutions. PERSONAL INCOME TAX RETURN CHECKLIST 30 JUNE 2017 This checklist is designed as a guide for the preparation of your personal income tax return.
2017 Flight Attendants Tax Checklist
Page 1 of 5 I have read the questions in this checklist and confirm that I have considered and answered each question as it relates to my circumstances. The completed form and attached receipts, log books
Individual Income Tax Return Checklist
www.tascentre.com.au Mount Isa Qld: (07) 474 36342 Casuarina NT: (08) 8941 3900 Individual Income Tax Return Checklist For the financial Year 1 July to 30 June. (all questions below relate to this period).
2017 Individual Income Tax Return Checklist
2017 Individual Income Tax Return Checklist Full Name Tax File Number (TFN) Has name changed since last return? Date of birth Are you an Australian resident? ABN (if applicable) Yes / No If Yes, previous
Client Details Form 2018 Individual Income Tax Return
Client Details Form 2018 Individual Income Tax Return Full Name Tax File Number Date of birth / / ABN (if applicable) Address Address (postal) (Put as above if the same) Mobile: Telephone contacts Business
Residential Rental Property Checklist 2017
RESIDENTIAL RENTAL PROPERTY CHECKLIST 2017 This checklist will assist you in completing the relevant tax return details for residential rental properties. : : : requires the user to indicate whether they
2016 Client Profile Form
2016 Client Profile Form (All new and existing clients to complete) / / CURRENT INFORMATION Preferred Name Title Given Name(s) Surname E-mail Address 1 E-mail Address 2 Address (physical) P.O. Box not
2018 Individual Income Tax Return Information Sheet
2018 Individual Income Tax Return Information Sheet Full Name Tax File Number Date of Birth ABN (if applicable) Address Postal address (if different) Telephone Mobile: Business hours: After hours: Email
GOODMAN CHARTERED ACCOUNTANTS INDIVIDUAL TAX CHECKLIST 2011 Income Tax Return
Name: Occupation: Residential Address: Postal Address: Telephone: (H) (W) (M) Email: Fax: INCOME 1 Salary or wage Include PAYG payment summaries. 2 Allowances, earnings, tips, director s fees, etc. Provide
INDIVIDUAL TAX CHECKLIST 2013
FULL NAME: HOME ADDRESS: _ POSTAL ADDRESS: TELEPHONE: (H) (W) (M) EMAIL: FAX: OCCUPATION: BANK ACCOUNT DETAILS From 1 July 2013 the ATO won t be issuing cheque refunds. All refunds will need to be banked
2017 individual income tax return checklist
2017 individual income tax return checklist Full Name Tax File Number Date of birth ABN (if applicable) Address Address (postal) (Put as above if the same) Telephone contacts Mobile: Business Hours (work)
Tax Year Ending JUNE 2018 Individual income tax return checklist
2018 Tax Year Ending JUNE 2018 Individual income tax return checklist Full Name Mr / Mrs / Miss / Ms Name changed since last return? Tax File Number Date of birth YES/NO If YES, previous name: ABN Are
2016 Individual Income Tax Return Information Sheet
Full Name Tax File Number Date of birth ABN (if applicable) Address Address (postal) (Put as above if the same) Telephone contacts Mobile: Business Hours (work) : After Hours (home): Email Electronic banking
Select Your Service. We re not just another Accounting firm You re not just another client
Our Abacus Angels have made tax season even easier for you this time around with their new and improved EasyPack transforming in to a SIX STEP process! This form contains questions that will help us prepare
Please find enclosed a checklist to assist in the preparation of your 2013 Income Tax Return.
TAX TIME 2013 Dear Client, Please find enclosed a checklist to assist in the preparation of your 2013 Income Tax Return. The checklist and all supporting documentation should be brought with you to your
Expenses ACCOUNTING FEES EXPENSE ADVERTISING EXPENSE AUTOMOBILE EXPENSE
Expenses The majority of Consultants will be using the Quick Method of paying HST/GST, so expenses should be entered into the manual including HST/GST. If you are using the Long Method for remitting HST/GST,
PERSONAL INCOME TAX RETURN QUESTIONNAIRE
PERSONAL INCOME TAX RETURN QUESTIONNAIRE Checklist for the year ended 30 June 2017 Instructions: 1) Please answer all questions. If a question does not apply to your circumstances, please mark with "N/A.".
2018 Individual Income Tax Return Checklist
2018 Individual Income Tax Return Checklist 1. Salary or wages Income Please provide evidence Yes No Unsure 2. Allowances, earnings, tips, director s fees etc. 3. Employer lump sum payments 4. Employment
Katherine Accounting Services PO Box 2120 KATHERINE NT 0851
Katherine Accounting Services PO Box 2120 KATHERINE NT 0851 ABN: 22 390 511 454 Phone: (08) 8972 3384 Fax: (08) 8972 3854 Email: admin@katherineaccountingservices.com.au Personal Tax Return Checklist for
2018 individual income tax return checklist
PO BOX 8124, Baulkham Hills NSW 2153 www.norwestsolutions.com.au admin@norwestsolutions.com.au 2018 individual income tax return checklist Please note that the 2018 individual income tax return interview
TAX RETURN CHECKLIST : TRUST/PARTNERSHIP
2016-2017 TAX RETURN CHECKLIST : TRUST/PARTNERSHIP For year ended 30th June 2017 IMPORTANT NOTE WORKFLOW MANAGEMENT Your Tax Returns are not due for lodgement until 15 March 2018. Is your tax return required
ADAM HUNTER PTY LTD.
ADAM HUNTER PTY LTD. WHAT WE NEED TO COMPLETE YOUR FARM & PERSONAL INCOME TAX RETURN In order to complete your Income Tax Return in a timely manner please complete the following fact sheet in full and
Client Questionnaire for Businesses
Client Questionnaire for Businesses Please take the time to complete this Questionnaire as it is a very important part of the accounting process. It helps you: Identify and provide the information we need
TAX RETURN CHECKLIST: COMPANY
2017-2018 TAX RETURN CHECKLIST: COMPANY For year ended 30th June 2018: IMPORTANT NOTE WORKFLOW MANAGEMENT The lodgement due date of your tax return is between 31st of October 2018 and 15th of May 2019
FBT CHECKLIST Business Name
FBT CHECKLIST Business Name 1. Car Benefits Did you provide a car to a director, employee or their associate(s) that was available for private use? Do you have any employees who salary package cars? Have
Australian Taxation. Presented by: Albert Chua Principal GC & Associates Pty Limited Accountants, Tax Agents & Business Advisors
Australian Taxation Presented by: Albert Chua Principal GC & Associates Pty Limited Accountants, Tax Agents & Business Advisors Property Investments Tax Smart Australian properties Very popular with local
Income Tax Basics 2012 Day 2. Overview...1
Contents Overview...1 1. The self-assessment system...1 1.1 Periods of review...2 2. Preparing the business return...3 2.1 Accounting records vs. tax records...3 2.2 Process for completing the business
Business Name Contact Person Preferred Phone Preferred Address Person Preparing Checklist Changes to Details (if any)
BUSINESS CHECK Business Name Contact Person Preferred Phone Preferred Email Address Person Preparing Checklist Changes to Details (if any) Financial Year 1 July 2017 to 30 June 2018 (All information requests
LEVY, LEVY AND NELSON
LEVY, LEVY AND NELSON A PROFESSIONAL ACCOUNTANCY CORPORATION 23801 CALABASAS ROAD, SUITE 2012 CALABASAS, CA 91302 PHONE:(818)346-8034 FAX:(818)346-6409 EMAIL:APPOINTMENTS@LEVYNELSON.COM TAX RETURN YEAR
Accounts Preparation - Year End Questionnaire 2017
Accounts Preparation - Year End Questionnaire 2017 Client: Date: This Accounts Preparation - Year End Questionnaire is designed to save you time and money. The effort you invest to complete this questionnaire
Application for Review Form
Application for Review Form AAT first review of a child support decision Do you disagree with a decision of the Child Support Registrar? The AAT provides quick, fair and independent review of certain decisions
TAX RETURN CHECKLIST : TRUST/PARTNERSHIP
2017-2018 TAX RETURN CHECKLIST : TRUST/PARTNERSHIP For year ended 30th June 2018 IMPORTANT NOTE WORKFLOW MANAGEMENT The lodgement due date of your tax return is between 31st of October 2018 and 15th of
ANNUAL CLIENT QUESTIONNAIRE CHECKLIST 2017 FINANCIAL YEAR
81 Cashmere Road PO Box 28-132 Christchurch 8242 Phone: (03) 337 0076 Mobile: 027 220 6299 Email: cyril@childs.co.nz Website: www.childs.co.nz Name: Balance Date: 31 March 2017 ANNUAL CLIENT QUESTIONNAIRE
Visions Synergy Associates (Certified Practising Accountant & Registered Tax Agent)
2007 Client tax return interview checklist Tax File Number:.../... /... ABN:... Are you an Australian resident? YES/NO/UNSURE... Name: Mr/Mrs/Ms/Miss:... Name changed since last return? YES/NO If YES,
Income Tax Basics 2007 Day 2. Introduction...1
Introduction...1 1. What is the aim and structure of this seminar?...1 2. The self-assessment system...1 2.1 Complexity of returns has increased...2 3. Introduction to completing the business return...2
ORGANIZER FOR 2018 TAXES
Gerald Hersh EA Page 1 800 Main St Amherst MA 01002 Tel: (413) 256-1663 Fax: (413) 256-1665 Email: gerrystaxhelp@aol.com website: www.amhersttaxpreparation.com ORGANIZER FOR 2018 TAXES Name Social Security
2016 PERSONAL TAX CHECKLIST
Kaushal & Company Chartered Professional Accountants Inc. Suite 400 713 Columbia St. New Westminster, BC V3M 1B2 T 604.566.8484 F 604.544.5131 www.kaushal.ca 2016 PERSONAL TAX CHECKLIST Full Name: Full
Australian Taxation. Presented by: Albert Chua Principal GC & Associates Pty Limited Accountants, Tax Agents & Business Advisors
Australian Taxation Presented by: Albert Chua Principal GC & Associates Pty Limited Accountants, Tax Agents & Business Advisors Property Investments Tax Smart Australian properties Very popular with local
Income Tax Basics 2008 Day 2
Introduction...1 1. What is the aim and structure of this seminar?...1 2. The self-assessment system...1 2.1 Complexity of returns has increased...2 3. Introduction to completing the business return...2
Fringe Benefits Tax Return Information
Fringe Benefits Tax Return Information Please feel free to bring this form to your appointment or include with the information you send to us, via post, e-mail or internet upload: TO: WLF Accounting &
Is it Tax Deductible?
Everyone wants to pay less tax right? To do that you need to know what you can claim and what you can t. It s not about cheating the system, or creative accounting. It s all about claiming what you re
Fringe Benefits Tax (FBT) Questionnaire Year
Client Name: Date: Please take the time to complete this checklist as it is a very important part of the FBT return process. It helps you: Identify and provide the information we need to prepare your Fringe
Fringe Benefits Tax (FBT) Questionnaire Year
Client Name: Date: Please take the time to complete this checklist as it is a very important part of the FBT return process. It helps you: Identify and provide the information we need to prepare your Fringe
Fringe Benefits Tax (FBT) Questionnaire
Fringe Benefits Tax (FBT) Questionnaire Client Name: Date: Please take the time to complete this checklist as it is a very important part of the FBT return process. It helps you: Identify and provide the
Small Business Entity Rules
End of Year Tax Planning Checklist 2012 Small Business Entity Rules Small Business Entities - the small business entity rules apply to a sole trader, partnership, company or trust which has a group turnover
Client Needs Analysis
Date: YOUR DETAILS: Client Needs Analysis Full name (Client 1): Full name (Client 2): If Company and/or Trust: Company/Trust name: ABN/ACN: Registered address: Business address (if different from above):
Is it tax deductible?
Everyone wants to pay less tax right? To do that you need to know what you can claim and what you can t. It s not about cheating the system, or creative accounting. It s all about claiming what you re
Client Needs Analysis
Date: YOUR DETAILS: Client Needs Analysis Full name (Client 1): Full name (Client 2): If Company and/or Trust: Company/Trust name: ABN/ACN: Registered address: Business address (if different from above):
Fringe Benefits Tax Information Gathering Questionnaire
Fringe Benefits Tax Information Gathering Questionnaire Client: Date: Please complete this questionnaire in relation to the FBT year 1 April 2015 to 31 March 2016 and return the questionnaire and relevant
Name:!!!!!! Identity Number:!!!!!! Work Telephone:!!!!!! Work Fax:!!!!!! Home Telephone:!!!!!! Mobile:!!!!!! !!!!!! Employer:!!!!!!
PERSONAL DATA UPDATE Name: Identity Number: Physical Address: Postal Address: Work Telephone: Work Fax: Home Telephone: Mobile: Email: Employer: Bank Details: Bank: Account Number: Branch Code: Type Of
Cardinal Accounting & Tax
Cardinal Accounting & Tax 2716 Telegraph Road, Suite 203, St. Louis, MO 63125 314-487-3663 (Fax) 314-487-2515 Please complete the organizer and mail or bring it to our office with all W2 s, 1099 s, Forms
Document Organizer FINANCIAL LITERACY PERSONAL INFORMATION. INCOME (include T3s, T4s, T4As, T5s, T600s, and invoices) Name: D M Y.
Name: FINANCIAL LITERACY PERSONAL INFORMATION Social Insurance Number Date of Birth D M Y Name Name of Spouse/Partner Name of Dependants 1. 2. 3. 4. Address Apt. # Street Province City Postal Code Telephone:
End of Year Tax Planning Checklist 2016
www.moorestephens.com.au End of Year Tax Planning Checklist 2016 Contents A. INTRODUCTION... 6 1. Taxing of Trading Income... 6 2. Record Keeping... 6 3. Taxation Rates... 6 4. Temporary Budget Repair
2018 Partnership Checklist
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.
CANADIAN PERSONAL TAX RETURN CHECKLIST
Roohi & Associate Chartered Professional Accountants LLP CANADIAN PERSONAL TAX RETURN CHECKLIST 2016 Tax Returns Please enter the number of t- slips or receipts you are submitting for each section. Name:
2017 Individual Tax Return Year End Questionnaire
2017 Individual Tax Return Year End Questionnaire Individual Name: Please take the time to complete this checklist as it is a very important part of the accounting process. It helps you: Identify and provide
Fringe Benefits Tax Information Schedule & Checklist For the FBT year ending 31 st March 2018 Page 1 of 8
Page 1 of 8 Client Name Important Information about this checklist 1. Checklist Due Date: Friday, 27 th April 2018 - Failure to return this checklist by the due date may result in delayed preparation of
Client Needs Analysis
Date: YOUR DETAILS: Client Needs Analysis Full name (Client 1): Full name (Client 2): If Company and/or Trust: Company/Trust name: ABN/ACN: Registered address: Business address (if different from above):
n Print clearly, using a BLACK pen only. n Place X in ALL applicable boxes.
Self-managed superannuation fund annual return 2013 WHO SHOULD COMPLETE THIS ANNUAL RETURN? Only self-managed superannuation funds (SMSFs) can complete this annual return All other funds must complete
TAX DEDUCTION CHECKLIST. This checklist looks at possible deductions you can claim against your tax.
HOW TO LEGALLY REDUCE YOUR TAX AND PROTECT YOUR ASSETS CHECKLIST TAX DEDUCTION CHECKLIST This checklist looks at possible deductions you can claim against your tax. It is not exhaustive, and obviously,
The Lee Accountancy Group, Inc th Street Oakland, CA
January 22, 2016 The Lee Accountancy Group, Inc. 369 13th Street Oakland, CA 94612-2636 Client, Dear : The Tax Organizer will assist you in collecting and reporting information necessary for us to properly
LOCH, ELSENBAUMER, NEWTON & CO. A PROFESSIONAL CORPORATION
LOCH, ELSENBAUMER, NEWTON & CO. A PROFESSIONAL CORPORATION ACCOUNTANTS AND CONSULTANTS INDIVIDUAL INCOME TAX ORGANIZER 2014 Taxpayer Name: Spouse's Name: Day Time Phone Number: Cell Phone Number: Email
2011/12 Accounts Preparation Checklist
2011/12 Accounts Preparation Checklist To assist us in preparing your financial statements, please use this checklist when you compile your information. Completing the checklist can take some time and