ADAM HUNTER PTY LTD.
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1 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. Financial Year Ended 30 June YOUR DETAILS: Full Name Date of Birth Tax File Number Occupation Individual 1 Individual 2 Your spouse s Name Spouses Taxable income Dependants Details DOB Residential Address Postal address Phone Hm: Wk: Hm: Wk: Mobile: Mobile: Fax Hm: Wk: Hm: Wk: OTHER DETAILS: What year was your last tax return lodged? : Please forward along with this sheet the following documents: - Most recent Tax Return Lodged (NEW CLIENTS ONLY)
2 TAX RETURN REQUIREMENTS The completion of this form will minimise preparation time, and ensure costs are kept to a Minimum. To ensure your returns are completed in a timely manner. Please forward this paperwork to our office, along with all supporting tax documents. Group Certificates received: This information can be requested from your employer Name of Employer Start Date End Date Withheld Gross Pay Interest received: This information can be requested from the bank Owner Bank Name A/C Number Amount Dividends received: Please supply BOTH interim and final dividend advice statements Owner Company Unfranked Franked Imp Credit Dividend Statement(s) Motor Vehicles: Private (personal use only) vehicle expenses Do you use your motor vehicle for work purposes? If so, please provide details of your vehicle and the number of kilometres which relate to your employment duties. Make & Model & Rego Engine Size (litres) Work-related kms travelled (home to work, and vice versa, does not count) Work Related Travelling : Please attach any receipts you have in relation to these expenses. If these were reimbursed by your employer, then they cannot be claimed in your tax return. Destination # days In year Flight Accommodation Meal
3 Personal Superannuation Contributions: Please attach your Personal Super Deduction form (provided by your super fund) Name of Policy Holder Fund Name Membership no Super Deduction Form Must be Must be Income Protection Insurance: Please attach Tax Invoice or Policy Document Name of Policy Holder Insurance Company Policy no Tax Invoice or Policy Document Must be Must be Private Health Insurance: Please Provide Annual Member Statement Fund Name Membership Number Type of Cover Hospital, Ancillary, Combined Members Covered Annual Member Statement
4 OTHER SCHEDULES Capital Gains Did you sell Shares: If yes, please attach the relevant documents for each share: Purchase documents (to determine cost base) Sale documents (to determine proceeds on sale) Did you sell Rental Property: Did you sell any rental/business property during the year? If yes, please attach the following, including Offer & Acceptance and settlement documents Purchase documents (to determine cost base) Sale documents (to determine proceeds on sale) Rental property: Are you renting out a property? Do you have a property Agent? (If you are renting through an agent, please provide us with the agent statements) Address: Cost Price: Date Purchased: Rental Income Other Income Insurance Council Rates Water Rate Water Consumption Repairs and Maintenance Land Tax Management Fees Interest (inc bank statements) INCOME EXPENSES NEW CAPITAL / ASSET PURCHASES Description TOTAL (exc GST) Date of purchase
5 Business Schedule (sole trader): Are you registered for GST? Entity Name (legal name) Registered Trading Name Tax File Number (TFN) Australian Business Number(ABN) Australian Company Number (ACN) Method of Keeping Records: Software Programme MYOB Quickbooks Cash flow Manager Other Manual System Version PLEASE RETURN TO: ADAM HUNTER PTY LTD PO BOX 3269 BLUFF POINT WA 6530
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