Visions Synergy Associates (Certified Practising Accountant & Registered Tax Agent)
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1 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, previous name:... Postal Address:... Postal address changed from last tax return? YES/NO Address:... Date of birth:... /.../... Telephone: (H)... (W)...(M) ... Occupation:... Spouse details (if applicable):... Do you want to use EFT? YES/NO If YES, provide bank details BSB:..... Account Number: Account name:... ABN
2 Please circle YES or NO for each of the items listed below: INCOME Please provide evidence 1. Salary or wages... YES/NO 2. Allowances, earnings, tips, director s fees etc... YES/NO 3. Lump sum payments... YES/NO 4. Eligible termination payments... YES/NO 5. Commonwealth of Australia government allowances like Newstart, youth allowance and Austudy payment... YES/NO 6. Commonwealth of Australia Government pensions and allowances... YES/NO 7. Other Australian pensions or annuities (including superannuation pensions)... YES/NO 8. Attributed personal services income... YES/NO 9. Reportable fringe benefits... YES/NO 10. Interest... YES/NO 11. Dividends... YES/NO 12. Distributions from partnerships and/or trusts... YES/NO 13. Personal services income... YES/NO 14. Net income or loss from business... YES/NO 15. Deferred non-commercial business losses... YES/NO 16. Amounts withdrawn from farm management deposits... YES/NO 17. Net capital gains... YES/NO 18. Direct or indirect interest in a controlled foreign entity... YES/NO 18. Transfer of property or services to a non-resident trust... YES/NO 18. Interest in a foreign investment fund (FIF) or a foreign life assurance policy (FLP)... YES/NO 19. Foreign source income (including foreign pensions) and foreign assets or property... YES/NO 20. Rent... YES/NO 21. Bonuses from a life assurance or friendly society policy... YES/NO 22. Other income (please specify)... YES/NO... ABN
3 DEDUCTIONS Please provide evidence D1. Work-related car expenses cents per kilometer method (max 5,000kms)... YES/NO log book method... YES/NO one-third of actual expenses method... YES/NO 12% of actual cost method... YES/NO D2. Other work-related travel expenses Employee domestic travel with reasonable allowance... YES/NO If the claim is more than the reasonable allowance rate, do you have receipts for your expenses?... YES/NO Overseas travel with reasonable allowance... YES/NO Do you have receipts for accommodation expenses?... YES/NO If travel is for 6 or more nights in a row, do you have travel records? (e.g. a travel diary)... YES/NO Employee without a reasonable travel allowance... YES/NO Did you incur and have receipts for airfares?... YES/NO Did you incur and have receipts for accommodation?... YES/NO Do you have receipts for hire cars (if applicable)?...yes/no Did you incur and have receipts for meals and incidental expenses?... YES/NO Do you have any other travel expenses?... YES/NO Other work-related travel expenses, e.g., borrowed car... YES/NO (please specify) D3. Work-related uniform and other clothing expenses Protective clothing... YES/NO Occupation-specific clothing... YES/NO Non-compulsory uniform... YES/NO Compulsory uniform... YES/NO Conventional clothing... YES/NO Laundry (up to $150 without receipts)... YES/NO Dry cleaning... YES/NO ABN
4 Other claims mending/repairs, etc (please specify)... YES/NO D4. Work-related self-education expenses Course taken at educational institution union fees... YES/NO course fees... YES/NO books, stationery... YES/NO depreciation... YES/NO seminars... YES/NO travel... YES/NO other (please specify)... YES/NO D5. Other work-related expenses Home office expenses... YES/NO Computer and software... YES/NO Telephone/mobile phone... YES/NO Tools and equipment... YES/NO Subscriptions and union fees... YES/NO Journals/periodicals... YES/NO Depreciation... YES/NO Sun protection products (i.e., sunscreen and sunglasses)... YES/NO Seminars and courses not at an educational institution course fees... YES/NO travel... YES/NO other (please specify)... YES/NO Any other work deductions (please specify)... YES/NO ABN
5 Other types of deductions D6. Low value pool deduction... YES/NO D7. Interest and dividend deductions... YES/NO D8. Gifts or donations... YES/NO D9. Deductible amount of undeducted purchase price of an Australian pension or annuity...yes/no D10. Cost of managing tax affairs...yes/no D11. Australian film industry incentives...yes/no D12. Deductible amount of undeducted purchase price of a foreign pension or annuity...yes/no D13. Non-employer sponsored superannuation contributions...yes/no Details of Superannuation Fund, if non-employer sponsored superannuation contributions: Full name of fund... Account number... Fund ABN... Fund TFN... D14. Deduction for project pool...yes/no D15. Other deductions (please specify)...yes/no L1. Tax losses of earlier income years...yes/no ABN
6 Tax offsets/rebates T1. Do you have a dependent spouse (without dependent child or student), a housekeeper or a child-housekeeper?... YES/NO Family Tax Benefit (FTB) Did you have care of a dependent child in 2007?...YES/NO Did you or your spouse receive FTB through the Family Assistance Office in 2007?...YES/NO T2. Are you a senior Australian?...YES/NO T3. Are you a pensioner?...yes/no T4. Did you receive a superannuation pension/etp annuity?...yes/no T5. Did you have private health insurance in 2007?...YES/NO T6. Did you receive Child Care Benefit and have out of pocket expenses during the 2006 income year for which you want to claim the 30% child care tax offset?...yes/no T7. Do you have a child that was born or adopted between 1 July 2001 and 30 June 2004?...YES/NO T8. Did you make superannuation contributions on behalf of a spouse?...yes/no T9. Did you live in a remote area of Australia or serve overseas with the Australian defence force or the UN armed forces in 2007?...YES/NO T10. Did you have net medical expenses over $1,500?...YES/NO T11. Did you maintain a parent, spouse s parent or invalid relative?...yes/no T12. Land care and water facility tax offset...yes/no T13. Are you a mature age worker with net income from working of less than $63,000?...YES/NO T14. Are you an STS taxpayer with an annual turnover of $75,000 or less?...yes/no T15. Other tax offsets (please specify)...yes/no ABN
7 Other relevant information A. Are you entitled to the Medicare levy exemption or reduction in 2007?...YES/NO (If yes, please specify): B. Did you become an Australian tax resident at any time during the 2007 income year?...yes/no C. Did you cease to be an Australian tax resident at any time during the 2007 income year?...yes/no D. Do you have a HECS/HELP liability or a student supplement loan (e.g., SFSS) debt?...yes/no E. Did you pay any tax within 14 days before the due date of the liability (e.g., HECS/HELP)?...YES/NO F. Did a trust or company distribute income to you in respect of which family trust distribution tax was paid by the trust or company?...yes/no G. Do you have a loan with a private company or have such a loan amount forgiven?...yes/no (If yes, please specify) (reviewer consider if deemed dividend in year): H. Did you receive any benefit from an employee share acquisition scheme?...yes/no (If yes, please specify) (reviewer consider if assessable in year): These tax offsets mat not be available where the taxpayer is eligible to claim FTB Part B. Dated the... day of Signature of taxpayer... Name (print) ABN
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Tax Training School Contents Tax Offsets 2 Refundable Tax Offsets 2 Tax Offsets on the return 2 T1 - Senior and Pensioners (including self-funded retirees) 4 T2 - Australian Superannuation Income Stream