2016/17 Individual Income Tax Return Checklist
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1 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 and effort however your efforts will enable us to process your work more efficiently. This can lead to both time and cost savings as we will not need to come back to you with further requests for information, thus delaying the processing of your return. Please ensure you complete ALL relevant questions and provide additional information as required. Personal Details Name MR/MRS/MS/MISS... Date of Birth... Tax File Number... Address Occupation... Phone... Are you an Australian Resident: Yes/ No/ Unsure Did you become or cease to be an Australian Resident during the year: Yes/ No/ Unsure In the case of a tax refund, please supply the following information as this is now compulsory per the ATO for taxpayers receiving a refund. BSB Number... Account Number... Account Name... Please provide the following details for your spouse if we do not prepare his or her tax return: Name... Date of Birth... Adjusted Taxable Income... Do you have any dependant children? Yes / No If yes, how many?...
2 Income Yes No? Salary or wages (including workcover/paid parental leave) Allowances, earnings, tips, directors fees etc Employer lump sum payments eg Pro Rate Annual Leave Employment Termination Payments Australian Government allowances and payments such as newstart, youth allowance, and austudy payments Australian Government pensions and allowances Australian superannuation pensions or lump sum payments Bank Interest Dividends from companies in Australia (including any reinvested) Employee Share Schemes Distributions from partnerships and/or trusts Foreign source income (including pensions) and foreign assets or property PSI or Business Income Rental properties (refer to Rental Property checklist) Sale of assets with potential Capital Gains Tax implications Life Assurance Bonuses Insurance Payout Have you received any other income? Please provide details of any other income you have received:
3 Work Related Deductions Yes No? Motor Vehicle Expenses Travel expenses in relation to your employment Work related or occupation specific clothing Protective clothing Laundry expenses Sun protection products Self education Union fees Professional Memberships Meals when working overtime Conference or Seminar costs Books, journals and professional libraries Telephone and/or internet Home office (provide hours of use per week) Computers and/or software for work related purposes Tolls Parking Expenses relating to allowances received Tools and or equipment Please provide details of any other work related expenses you have paid:
4 Other Deductions Yes No? School and building fund donations Gifts or donations to charity Expenses relating to dividend or interest income Tax agent fee Distance travelled to tax agent last year Income Protection Insurance Interest or Dividend deductions Are you self employed and have made Personal Superannuation contributions? If Yes and you intend to claim a deduction, please provide a copy of the notice on intent to claim a deduction form and the details below: Personal Superannuation Contribution amount... Full name of Super fund... Account Number... Fund ABN... Fund TFN... Do you pass the 10% rule? Have you provided the fund a notice of intention to deduct the contributions? Has this notice been acknowledged by the fund? Tax Losses Carried Forward Please provide details of any other deductions you have paid:...
5 Tax Offsets and Rebates Yes No? Do you have a Spouse? If we do not also prepare their return, please provide details of their taxable income: $..... Are you a senior Australian or pensioner? Did you make superannuation contributions on behalf of your spouse? Have you lived in a remote or isolated area of Australia? If Yes, please specify location... No. of days lived in location during the year... Are you exempt from paying Medicare Levy, or have a Medicare Levy reduction? If Yes, please specify Do you hold private health hospital cover? If Yes, please provide your annual tax advice from your fund and the following details below: Health Insurance ID... Membership Number... Share of premiums paid in the financial year (label J on your statement)... Share of government rebate received (label K on your statement)... Benefit Code (label L on your statement)... Do you have a Higher Education Loan Programme (HELP) debt? Have you made any PAYG Instalment payments? Are you a working holiday maker in Australia on a 417 (working holiday) visa or 462 (working holiday) visa?
6 I 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. Client Signature.. Date
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