2017 TAX RETURN CHECKLIST
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- Gladys Cunningham
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1 2017 TAX RETURN CHECKLIST With the end of financial year fast approaching, we have compiled a checklist regarding income and expenses that need to be on hand for the preparation of your tax return. The ATO have various offsets and deductions available to the taxpayer, refer to the list we have provided. For more information regarding your eligibility for these offsets or deductions, please speak to your Accountant. We hope you find this useful in the PREPARATION OF YOUR TAX RETURN.
2 Income Checklist Gross salary, wages, earnings, allowances, benefits, tips and directors fees as per the PAYG payment summary supplied by your employer. Distributions from partnerships and trusts (including managed funds) as per the distribution statement provided by the partnership or trust. Lump sum and termination payments as per the ETP payment summary supplied by your employer or super fund. Government and Centrelink payments, including pensions and allowances, as per the PAYG payment summary supplied by Centrelink or other government agency. Annuities or other pensions, such as account based pensions, as per PAYG payment summary or statements provided by your financial institution or super fund. Interest earned as per your bank, building society or credit union statements and ATO refund interest. Dividends received or reinvested, including any franking credits attached as per the dividend statements provided by the company. Details of any capital gains or losses incurred from the sale of (or other dealing involving) CGT assets, such as shares and property. This includes dates and values of acquisitions and disposals, as per purchase and sale documents. Rent received from investment properties as per the real estate agents statements or personal records (see page 5 for detailed Investment Property checklist). Details of any foreign source income (including overseas pensions) earned or received, foreign assets and any foreign taxes paid. Details of any shares issued by your employer under an Employee Share Scheme (ESS), the discount on the purchase of shares under an ESS is often taxable. Resident individual tax rates for the year ending 30 June 2017 Up to $18,200 Nil $18,201 to $37,000 Tax is 19% of the portion over $18,200 $37,001 to $87,000 $3, % of the portion over $37,000 $87,001 $180,000 $19, % of the portion over $87,000 Over $180,000 $54, % of the portion over $180,000 Medicare Levy of 2% applies (not applicable to low income earners) Budget Repair Levy of 2% on taxable incomes in excess of $180,000
3 Deduction Checklist Work Related Expenses Motor vehicle expense details for unclaimed work related travel in a personal vehicle, including the work related kilometres traveled. For log book claims, please provide a copy of the log book. Other unclaimed work related travel expenses, such as taxis, public transport and bridge tolls. Purchase of compulsory uniforms and protective clothing including laundry costs for work related purposes. Self-education expenses, including fees, books, stationery, travel and parking. Uniform fees and memberships to industry and professional organisations. Purchase of sun protection, hats, sunglasses and sunscreens for work related purposes. Purchase of tools of trade or equipment for work related purposes. For items over $300 each, please provide receipts/date of purchase. Telephone calls for work related calls. Meal Allowance. Attendance fees and travel for seminars, conferences and conventions. Books, journals, subscriptions and your professional library expenses. Home office set-up expenses such as depreciation on purchase of equipment, eg. computer, telephone, fax and furniture. Details of home office running expenses such as heating, cooling, lighting and cleaning. Investment Related Expenses Motor vehicle expenses for investment related travel, including investment related kilometres traveled. Telephone accounts for investment related calls. Attendance fees and travel for investment seminars, conferences and conventions. Interest paid and fees charged on money borrowed for investments. Bank fees incurred on investment related activities and accounts. General Expenses Donations to registered charities for $2 or more. Tax preparation fees, including travel to your tax agent. Do you hold Income Protection Insurance? If you are running a business, did you purchase any assets under $20,000 (ex GST)?
4 Tax Offsets & Rebates Private Health Insurance Rebate Please provide your annual tax statement provided by your health insurer so we can work out your entitlement to the rebate. Dependant rebates If you have dependents including spouse, children and parents or parents in law, please provide their details including name, date of birth and their income. Please confirm if you are in receipt of Family Tax Benefits. Zone rebate If you resided in a remote area during the year, the number of days and where you resided. NOTE - your main residence must be in the zone area. Medical expenses Did you have medical expenses relating to disability care, aged care or attendant care? HECS/HELP/SSL or AUSTUDY SSL Debt Your HECS/HELP/SSL or AUSTUDY SSL statement supplied by your education institution. Spouse Income Please provide your spouse s taxable income, reportable fringe benefits, tax free pension, reportable superannuation contribution, investment loss, child support paid, super lump sum received if your spouse is 55 to 59 (not all will be applicable). Spouse Super Contribution Details of any superannuation contributed on behalf of your spouse. Senior Australian Tax Offset You must meet the age requirement to be eligible for this offset and meet certain conditions relating to your income and eligibility for the Australian Government pension. Other Information Residency If you ceased to, or became a resident during the year, please provide the date the event occurred. Important Electronic funds transfer All tax refunds will only be paid by the ATO electronically and therefore we will require your bank account name, BSB and account number to process your tax refund. Name: BSB: Account No:
5 Rental Property Tax Return Checklist Rental Property Worksheet The following worksheet is an easy way to calculate your net income / loss. Income $$$ Rental income Other rental related income Gross rent Expenses $$$ Advertising for tenants Body Corporate fees and charges Borrowing expenses Cleaning Council rates Deductions for depreciation Gardening / lawn mowing Insurance Interest on loan (s) Land tax Legal expenses Pest control Property agent fees or commission Repairs and maintenance Capital works deductions Stationery, telephone and postage Travel expenses Water charges Miscellaneous rental expenses Total expenses Net rental income / loss (calculated Gross rent less Total expenses ) Total rental income earned including bond money retained due to damage or in place of rent and insurance payouts. You may obtain an annual statement from your real estate agent to provide to us to calculate. All rental expenses such as the items found in the Rental Property Worksheet (below). If the property has more than one owner, your percentage share of co-ownership. Tax Depreciation Schedule (Deductions for decline in value of depreciating assets, capital works deductions). Electronic Tax Return Service Our electronic tax return service is available in all of our offices, feel free to provide all documentation as disclosed on our checklist electronically to our address, by referring to our contact details below. Balcatta Office Suite 3, 17 Foley Street Balcatta WA 6021 PO Box 533 Balcatta WA 6914 T: (08) F: (08) E: balcatta@armada.com.au Mt Lawley Office 3 Alvan Street Mount Lawley WA 6050 PO Box 42, Mount Lawley WA 6929 T: (08) F: (08) E: mtlawley@armada.com.au Port Hedland Office 15 Edgar Street Port Hedland WA 6721 PO Box 149, Port Hedland WA 6721 T: (08) F: (08) E: porthedland@armada.com.au Broome Office Shop 4, Hashimoto House, Cnr Short & Carnarvon Street Broome WA 6725 PO Box 42, Mount Lawley WA 6929 T: (08) F: (08) E: broome@armada.com.au TAX & ACCOUNTING AUDITING BOOKKEEPING BUSINESS CONSULTING FINANCIAL PLANNING LENDING Athans & Taylor Pty Ltd ABN , Armada Accountants & Advisors Mt Lawley ABN , Armada Financial Planning Pty Ltd - Authorised Representatives of Sentry Wealth Management Pty Ltd AFSL , Armada Lending Pty Ltd - ABN , Armada Auditing Mt Lawley ABN Are members of the Armada Group. Each member of the Armada Group is a separate legal entity in its own right and is not in partnership with any other members of the Armada Group. Liability limited by a scheme approved under Professional Standards Legislation. A R M A D A. C O M. A U
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