TAX INFORMATION CHECKLIST 2018
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1 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 us to prepare your income tax return/s. Please review this checklist, complete all necessary information and attach all relevant documents prior to returning the checklist to our office. PERSONAL DETAILS (PLEASE COMPLETE DETAILS) Full Name Residential Address Postal Address Address Home Phone Mobile Work Phone Date of Birth Bank Account Details for Refunds / / BSB: Account Number: Account Name: What is your main occupation? (job title / job description from which most of your income is earned) Do you hold a 417 (Working Holiday) or 462 (Work and Holiday) Visa? If yes, please provide further details. Tax Information Checklist 2018 Individual (Salary & Wage) Page 1 of 8
2 SECTION 1 LODGEMENT HISTORY / GOVERNMENT DEBTS 1.1 Do you have any overdue lodgements? If YES Details here: Yes N/A 1.2 Are you aware of any debt you may have with the ATO? If YES Details here: 1.3 Are you aware of any debt you may have with Centrelink? If YES Details here: 1.4 Have you, or were you required to make Child Support Payments during the income tax return for which the return is being prepared? If YES Details here: 1.5 Has your name changed? If yes, you will need proof of identity documents so that it can be updated with the ATO prior to lodgement of your return. 1.6 Could you please advise if you have a mygov account? It is important to note that if you have linked the ATO to your mygov account, your ATO correspondence will now come directly to your mygov Inbox rather than through the post or our office. SECTION 2 INCOME (PROVIDE COPIES OF DOCUMENTS WHERE RELEVANT) 2.1 Did you earn income from salary or wages shown on a PAYG payment summary? If yes, Please provide all 2018 PAYG Payment Summaries. 2.2 Any Australian Government allowances, payments or pensions? 2.3 Did you earn foreign employment income or any other foreign income? If yes, please provide further details. 2.4 Did you receive any allowances (car, travel, tool, laundry, risk, entertainment etc.), earnings, tips not shown on a PAYG payment summary? If yes, please provide any statements or details of the payments relating to the allowance, benefit or other income. 2.5 Have you expended the allowance in full? If yes, please provide details of the expenditure. Yes N/A Tax Information Checklist 2018 Individual (Salary & Wage) Page 2 of 8
3 2.6 Did you receive any lump sum payments from your employer for unused annual leave or unused long service leave? Please provide your PAYG payment summary or comparable statement showing an amount at Lump Sum A or Lump Sum B. 2.7 Did you receive any Superannuation Income Streams or Annuities / Lump Sum Payments 2.8 Did you receive any interest from Australian banks? If yes, please provide supporting documentation from your bank. Please also provide details of any TFN Withholding Tax that may have been deducted from interest received. 2.9 Did you receive any dividends from Australian companies? If yes, please provide dividend statements. This includes dividends paid under the dividend reinvestment scheme (DRP) Did you receive any income from managed investment fund/s? If yes, please provide Annual Tax Statement & relevant reports 2.11 Did you receive any income or loss from a partnership or income from a trust? If yes, please provide a statement of distribution from the partnership or trustee 2.12 Buy / Sell Contracts for Shares 2.13 Did you sell any assets during the year, including: Main residence (i.e. your home) Rental property Shares Any other assets If yes, please supply further details Do you have any carried forward capital losses? 2.15 Did you receive any other income? i.e. grants or other educational awards, jury attendance fees, defence force income etc 2.16 Did you derive any income or loss from any business as a sole trader? i.e. did you work under an ABN. If yes, please supply details SECTION 3 RENTAL PROPERTIES 14 Yes N/A 3.1 Did you earn rental income or was your property available for rent? 3.2 Is the property owned jointly with another party? If yes, please provide details. Details Here: Tax Information Checklist 2018 Individual (Salary & Wage) Page 3 of 8
4 3.3 What date was the property first available for rent? 3.4 Was the property rented or available for rent for the full year? If not, please provide commencement and / or end dates. 3.5 Please provide your real estate agent s or rental property agent s annual rental statement summary showing a breakdown of the rental income received and expense details. Otherwise, please provide the following information: Tax Information Checklist 2018 Individual (Salary & Wage) Page 4 of 8
5 3.5.1 Rent received during the year and any other rental related income. E.g. rental bond money retained, insurance compensation for lost rent, tenant s contribution to repairs and maintenance, Government rebates for energy saving hot water system etc Provide details of all other expenses relating to your rental property. E.g. advertising, body corporate fees, cleaning, rates, gardening / lawn mowing, insurance, land tax, legal fees, pest control, property agent fees / commission, repairs and maintenance, stationery, telephone, postage, travel expenses, water charges (Please note: from 1 July 2017 you are no longer able to claim deductions for the cost of travel relating to residential rental properties, you may only be able to claim travel deductions if you are carrying on a business of property investing or are an excluded entity). 3.6 For first year rental properties settlement statement, purchase contract including depreciation schedule, advice from vendor regarding historical construction costs, description and cost of all capital expenditure since purchase. 3.7 Provide details of interest paid on money borrowed to purchase or improve the property. SECTION 4 DEDUCTIONS/PURCHASES 3 Stock / Goods Own Use Amount ( s) N/A 4.1 Uniforms - compulsory uniform that is distinctive & identifies you as an employee of the organisation i.e. employer s logo; or non-compulsory uniform that your employer has registered with AusIndustry. 4.2 Occupation Specific Clothing allows people to easily recognise that occupation i.e. chef s checked pants when working 4.3 Protective Clothing & Footwear i.e. heavy-duty shirts & trousers, sun protective clothing, non-slip nurse shoes, steel capped boots etc 4.4 Laundry of Uniforms 4.5 Union Fees / Professional Memberships 4.6 Seminars / Conferences / Workshops 4.7 Work Related Travel Expenses 4.8 Work Related Car Expenses. Please advise number of kilometres travelled for work related purposes, along with type of vehicle used OR provide logbook along with associated expenses incurred. or klms 4.9 Cost of Managing Tax Affairs accounting fees & travel to accountant 4.10 Self-Education Expenses 4.11 Gifts / Donations 4.12 Any Personal (after-tax) superannuation contributions 4.13 Income Protection / Sickness & Accident Insurance 4.14 Other work-related expenses e.g. tools, books, stationery etc Please provide details: Tax Information Checklist 2018 Individual (Salary & Wage) Page 5 of 8
6 SECTION 5 TAX OFFSETS 5 Investments, Shares, Units & Managed Funds Yes N/A 5.1 Medical Expenses: The net medical expenses tax offset is being phased out. From 1 July 2015 to 30 June 2019, claims for the medical offset are restricted to net eligible expenses relating to disability aids, attendant care or aged care only. If you are eligible for the offset, the percentage of expenses you can claim is determined by your adjusted taxable income & family status. Please supply details if you incurred any eligible expenses 5.2 Did you maintain an invalid, or an invalid carer aged 16 years or older? To be eligible for the offset, the following conditions need to be met: - Your adjusted taxable income (ATI) must be less than 100, The invalid or invalid carers ATI must be less than 10,946, this includes disability support pensions, carer payments etc. 5.3 Zone: From 1 July 2015, eligibility is based on your usual place of residence i.e. you can only claim the offset based on the location of your residence & not days you spent in other zones working or visiting. Please provide your principle place of residence details for the year: Address Number of Days at this address SECTION 6 PRIVATE HEALTH INSURANCE 5 Creditors Yes N/A 6.1 Were you, and all of your dependants covered by Private Health Insurance during the year? If yes, please provide your Private Health Insurance Statement provided by your private health insurer. Each adult covered under the policy will receive their own annual statement. SECTION 7 INCOME TEST QUESTIONS 15 Ye s N/A 7.1 Did you receive any reportable fringe benefits amounts of 3,773 or more? 7.2 Did your employer make reportable employer superannuation contributions (RESC) on your behalf? Please note that these contributions are additional to the compulsory contributions your employer must make. Please provide any PAYG payment summaries showing your RESC. Tax Information Checklist 2018 Individual (Salary & Wage) Page 6 of 8
7 7.3 Did you receive any tax-free government pensions or benefits? E.g. disability support pension, some carer payments, Veterans Affairs disability pension etc. If so, please provide details. SECTION 8 DEPENDANT CHILDERN N/A 8.1. Please provide the following information for each dependent child: Full Name Date of Birth Income Received (if working) Full Time Student? Yes No SECTION 9 SPOUSE Full Name Date of Birth / / Were you together for the full tax year? Yes NO please provide dates If your spouse prepares their own tax return or has it prepared through a different tax agent, please provide either a copy of their tax return or the following income details: Taxable Income Reportable Fringe Benefits Govt. Pensions & Allowances Exempt Pensions Reportable Super Contribution Tax-free Govt. Pensions Investment / Rental Loss Child Support Paid Taxed element of super lump sum for which tax rate is zero Tax Information Checklist 2018 Individual (Salary & Wage) Page 7 of 8
8 SECTION 10 OTHER INFORMATION If there is any other information that you consider relevant, or if you have concerns / queries, please provide us with details in the space below. Attach information if applicable. SECTION 11 - DECLARATION I declare that the information provided on this document to be true and correct. Completed By (name) Signature Date Please ensure all relevant documents are attached prior to returning this checklist to our office. THANK YOU FOR TAKING THE TIME TO COMPLETE THIS CHECKLIST. Tax Information Checklist 2018 Individual (Salary & Wage) Page 8 of 8
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