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1 YOUR PERSONAL DETAILS Name Home Address Postal Address Address INDIVIDUAL TAX RETURN CHECKLIST Date of Birth Home Phone Tax File Number Mobile SPOUSE DETAILS Name Date of Birth Date of Marriage/ Separation (if occurred between 1/7/ /6/2016) Does your spouse receive any Centrelink benefits? Please provide details and amounts. $ Taxable Income 2016 $ YOUR BANK DETAILS Account Name BSB Account Number Please note that the ATO are no longer issuing cheques so you will either have to provide bank account details at the time of completing your tax return or use our fee from refund facility to receive a cheque
2 INCOME 1. PAYG Summaries/Group Certificates Number of PAYG Summaries attached 2. Other Salary Income ie cash payments, tips etc Provide Details below 3. Termination Payments please provide ETP Payment Summary 4. Government Payments ie Austudy, Newstart Allowance, Disability Pension, Youth Allowance etc do not include Family Tax Benefit payments 5. Bank Interest Bank Name/ Account Number Total Interest Received Tax Withheld Joint Account / Ownership Share 6. Dividends please provide us with copies of the dividend statements issued by the company. If you are part of a dividend reinvestment scheme you will also need to provide us with copies of these dividend statements Please list the name of the company and the number of statements attached
3 7. Did you sell any assets which were acquired after 20 September 1985? If you answer yes we will contact you for further details. 8. Did you receive any money from a deceased estate, trust distribution (family or unit trust) or from a partnership? Please provide copies of your yearend statements detailing the income received. 9. Did you receive any income from operating your own business? If yes, please complete the business schedule from our website. 10. Did you receive any income from a rental property? If yes, please complete the rental property schedule from our website. 11. Did you receive any money from overseas? If yes, we will contact you for further details. 12. Did you receive any other income such as jury service fees, payments from Workcover, payments from sickness/income protection plans etc. Please provide details below
4 EXPENSES Please remember that you can only claim expenses that were necessary in you earning assessable income. You must also be able to substantiate all claims if requested by the ATO. D1. Did you use your motor vehicle for work purposes (does not include driving to and from work unless your work began at home before you left). If yes, did you keep a log book? If yes, please provide me with the following details Opening Odometer Reading Closing Odometer Reading Number of Business KM Purchase date of car Purchase cost Type & Model of Car (ie Hyundai Tucson) Fuel Insurance Registration Loan Interest / lease payments (please provide lease documentation) Tyres/Battery Repairs & Maintenance RACV Other expenses If no, how many km did you travel that were work related? KM Travelled Make and Model of Motor Vehicle D2. Did you pay for tolls, overnight travel, meals/accommodation, airfares, motor vehicle hire or parking that was work related If yes, we will contact your for further information
5 D3. Work Clothing Did you protective clothing or a uniform with a logo permanently attached If yes please provide details of what you purchased and their cost. $ Work Boots Uniform item (with logo) Protective Clothing such as overalls, heavy denim (if you work on a construction site) Sunscreen Sunhats Safety Goggles Hi Vis gear Hearing Protection D4. Self Education Includes course fees, text books, stationery, student union fees, travel, computer etc. We will call to discuss further D5. Other Work Expenses $ Sunglasses (if your work requires you to be outside for a large part of the day) Trade Union/Professional Fees Telephone Stationery/Journals/Ink Home Office number of hours per week spent on work related activities Overtime meals (you can only claim this is it appears on your PAYG Summary) Internet D6. Interest & Dividend Related Deductions $ Investment Advisor Other Interest on dividend/investment income
6 D7. Donations please itemise $ Institution Amount D8. Tax Agent Fees D9. Personal Superannuation Contributions D10. Sickness & Accident or Income Protection Insurance Other Expenses Did you purchase any items costing more than $300 for work purposes? Items include computers, ipad s, tools, tool boxes, fridges (interstate truck drivers), and printers. Please complete the following table Description Cost Date Purchased % used for work purposes
7 OTHER INFORMATION Do you have Private Health Insurance? Have you made any contributions into your spouse s superannuation fund on their behalf? If yes you will need to provide us with a copy of your Private Health Insurance Statement. If yes, please provide details of how much was paid and to whom it was paid. Do you have a HECS/HELP Debt Liability? Did you live in a remote area during the 2015/2016 financial year Were you an Australian resident for tax purposes from 1 July June 2016 Thank you for taking the time to complete this checklist. Please return this to us together with any requested documents. These can be ed or posted to us at the information below. We will be in contact with you within 24 hours of receipt of these documents to go through your return with you and to answer any questions that you may have. If you have any questions or would like to make an appointment please call Debra on Alternatively you can her at pandltax@outlook.com Post pandltax@outlook.com P&L Business Services Attention Debra Perry 8 Coledale Drive, Melton South VIC 3338
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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
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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
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