2016 Client Profile Form
|
|
|
- Wilfrid Fletcher
- 5 years ago
- Views:
Transcription
1 2016 Client Profile Form (All new and existing clients to complete) / / CURRENT INFORMATION Preferred Name Title Given Name(s) Surname Address 1 Address 2 Address (physical) P.O. Box not acceptable Address (postal) Put as above if the same Telephone contacts Mobile: Work: Home: Skype: Please help us to help you. At Good Life Accounting we aim to help you reach your financial goals and cover your risks along the way. We have developed strategic alliances with trusted professionals. As a function of our duty of care, we recommend that you seek advice with regards to all aspects of your financial situation. Which of the following areas do you consider the highest priorities for your current and/or future financial needs: Retirement Planning Wealth Creation Estate Planning Audit Insurance Debt Reduction/Consolidation Other see over for a full list of services offered Self Managed Super Funds Superannuation/Rollovers Personal Risk Insurances Testamentary Trust Thank you for helping us to help you. Someone will be in touch soon. Free subscription to our regular newsletter with all the latest updates in taxation Page 1
2 Advice - Audit - per hour BSA Audit Reports Advice - Estate Planning Company - dividend minutes Advice - initial introductory meeting Company - tax return Advice - Retirement Planning FBT return Advice - taxation and accounting Incorporation of a new company Advice - Wealth Creation IAS - preparation and lodgement form client reports Advice - Board Meetings Individual - income tax return Advice - Business Health Check Insurance - individual - income protection Advice - Structure Insurance - individual life Advice - Asset Protection Insurance - individual TPD Advice - Exit Strategy Accounting and taxation records sent to third parties Advice - SWOT Analysis Partnership - Financial Statements Application for ABN Partnership - income tax return Application for ABN & TFN Payroll processing Application for GST deregistration Payroll processing - Superannuation Reconciliation Application for GST Registration Private Ruling Applications Application for GST registration & PAYG Withholding Super Guarantee Charge Calculations Application for PAYG Withholding SMSF - Incorporation and Establishment of relevant entities Application for registration of FBT Establishment of a new trust Application for registered business name Establishment of a new trust & Incorporation of a new company Application for TFN Trust - Financial Statements ASIC - Change Company Name Trust distribution minutes ASIC - Registered Agent Trust - income tax return ATO Liaising Trust - Trustee Resolution ATO debt negotiation basic Xero - Accounting Package - Business Large ATO debt negotiation extensive Xero - Accounting Package - Business BAS - preparation and lodgement from client reports BAS - quarterly bookkeeping - extensive transactions BAS - quarterly bookkeeping - limited transactions Confirmation of income, profit/loss or ATO debts for the purpose of borrowing Medium Xero - Accounting Package - Business Small Xero - Enter conversion balances from previous accounting package Xero - Set up new employees for payroll Page 2
3 2016 individual income tax return checklist 01/07/ /06/2016 Title Given Name(s) Surname TFN Date of birth ABN (If applicable) Occupation The ATO no longer issues cheque refunds. Bank account details are required for any returns that result in a refund BSB / Account number BSB: ACC: Account name Please circle YES or NO for each of the items listed below and provide relevant details (if known) where prompted. If you are unsure of any answers, please leave the item blank and bring it to attention during your appointment with Peter. Questions/Notes (to be completed by tax payer before appointment if applicable) Page 3
4 File Notes (Peter to complete during appointment If applicable) Page 4
5 INCOME Please provide evidence 1. Salary or wages... YES/NO Number of payment summaries Allowances, earnings, tips, director s fees etc... YES/NO 3. Employer lump sum payments... YES/NO 4. Employment termination payments... YES/NO 5. Australian Govt allowances and payments like Newstart/youth allowance/austudy payment.. YES/NO 6. Australian Government pensions and allowances... YES/NO 7. Australian annuities and superannuation income streams... YES/NO 8. Australian superannuation lump sum payments... YES/NO 9. Attributed personal services income... YES/NO 10. Gross Interest... YES/NO Dividends... YES/NO Employee share schemes... YES/NO 13. Distributions from partnerships and/or trusts... YES/NO 14. Personal services income (PSI)... YES/NO 15. Net income or loss from business (If yes, please complete attached business schedule)... YES/NO 16. Deferred non-commercial business losses... YES/NO 17. Net farm management deposits or repayments... YES/NO 18. Capital gains... YES/NO 19. Foreign entities: Direct or indirect interests in a controlled foreign company... YES/NO Transfer of property or services to a non-resident trust. YES/NO 20. Foreign source income (including foreign pensions) and foreign assets or property... YES/NO During the year did you own, or have an interest in, assets located outside Australia which had a total value of AUD$50,000 or more..... YES/NO 21. Rent (If yes, please complete 1 of the attached rental schedules per property)... YES/NO Number of properties Bonuses from life insurance companies or friendly societies... YES/NO 23. Forestry managed investment scheme income... YES/NO 24. Other income (please specify)... YES/NO Page 5
6 DEDUCTIONS Please provide evidence D1. Work related car expenses Make/Model/Registration/Year of Manufacture Business KMs Engine Capacity Fuel/Oil Registration Insurance Interest/Leasing Repairs & Maintenance Depreciation Other Logbook% D2. 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., a borrowed car)... YES/NO (please specify) Page 6
7 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 expenses (up to $150 without receipts)... YES/NO Dry cleaning expenses... YES/NO Other claims such as 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 travel... YES/NO seminars... YES/NO other (please specify)... YES/NO Page 7
8 D5. Other work related expenses Home office expenses: Number of Hours... x 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 related deductions (please specify)... YES/NO Page 8
9 Other types of deductions D6. Low value pool deduction.... YES/NO D7. Interest deductions... YES/NO D8. Dividend deductions... YES/NO D9. Gifts or donations... YES/NO D10. Cost of managing tax affairs (Fees paid to Good Life Accounting/Audit Shield will be included)... YES/NO D11. Deductible amount of undeducted purchase price of a foreign pension or annuity... YES/NO Other types of deductions D12. Personal superannuation contributions (not including Super Guarantee)... YES/NO Full name of fund:... Account no:... Fund ABN:... Fund TFN:... Do you pass the 10% test?..yes/no Have you provided the fund a notice of intention to deduct the contribution?... YES/NO Has this notice been acknowledged by the fund?... YES/NO D13. Deduction for project pool... YES/NO D14. Forestry managed investment scheme deduction... YES/NO D15. Other deductions (including income protection insurance)... YES/NO L1. Tax losses of earlier income years... YES/NO Page 9
10 Tax offsets/rebates Please provide evidence T1. Are you a senior Australian or pensioner?... YES/NO T2. Did you receive an Australian superannuation income stream?... YES/NO T3. Did you make superannuation contributions on behalf of your spouse?... YES/NO T4. Did you live in a remote area of Australia or serve overseas with the Australian defence force or the UN armed forces in 2016?... YES/NO T5. Did you have net medical expenses in 2016?... YES/NO If so, do these medical expenses include expenses relating to disability aids, attendant care or aged care expenses?... YES/NO Did you claim for NMETO in 2014 and 2015?... YES/NO Gross Medical Expenses Refund Amounts Net Medical Expenses T6. Did you maintain a dependant who is unable to work due to invalidity or carer obligations?... YES/NO T7. Are you entitled to claim the landcare and water facility tax offset?... YES/NO T8. Other non-refundable tax offsets (please specify)... YES/NO T9. Other refundable tax offsets (please specify)... YES/NO Page 10
11 Other relevant information Medicare levy and Medicare levy surcharge M1. Are you entitled to the Medicare levy exemption or reduction in 2016?... YES/NO (If yes, please specify and provide supporting documentation from the Medicare Office): M2. For the entire 2016 income year, were you and all of you dependants (including your spouse) covered by the appropriate private health insurance hospital cover?. YES/NO Private health insurance policy details Do you have the details of your private health insurance policy details... YES/NO Please provide details below as well as a copy of your private health insurance statement Health insurance Provider Membership Number Share of premiums paid in the financial year Share of government rebate received Benefit code A1: Were you under the age of 18 on 30 June 2016 YES/NO A2: Did you become an Australian tax resident at any time during the 2016 income year?... YES/NO Date residency commenced:... A2: Did you cease to be an Australian tax resident at any time during the 2016 income year?. YES/NO Date residency ceased:... A3: Did you make a non-deductible (non-concessional) personal super contribution in 2016?. YES/NO A4: Did a trust or company distribute income to you in respect of which family trust Distribution tax (FTDT) was paid by the trust or company?... YES/NO C1: Did you pay any tax within 14 days before the due date (e.g., HECS/HELP)?... YES/NO Income tests information IT1: Do you have any total reportable fringe benefits amounts in YES/NO IT2: Do you have any reportable employer superannuation contributions in 2016?....YES/NO IT3: Did you receive any tax-free government pensions in 2016?...YES/NO IT4: Did you receive any target foreign income in 2016?...YES/NO IT5: Did you have a net financial investment loss in 2016?...YES/NO IT6: Did you have a net rental property loss in 2016?...YES/NO IT7: Did you pay child support in 2016?...YES/NO IT8: Number of dependent children in Page 11
12 Spouse details married or de facto (including same sex) 1. Did you have a spouse for the full year from 1 July 2015 to 30 June 2016?...YES/NO If you had a spouse for only part of the income year, please specify the dates between 1 July 2015 to 30 June 2016 when you had a spouse: From / / to / / 2. Did your spouse die during the 2016 income tax year?...yes/no 3. What is your spouse s name and date of birth? (If you had more than one spouse during 2016, provide the name of your spouse on 30 June 2016 or your last spouse) Name: DOB:.. 4. Did your spouse (named above) have taxable income for the 2016 income year?......yes/no 5. Did your spouse have a share of trust income on which the trustee is assessed under S.98 of the ITAA36 not included in your spouse s taxable income for YES/NO 6. Did a trust/company distribute income to your spouse in 2016 in respect of which family trust distribution tax was paid by the trust/company?... YES/NO 7. Did your spouse have reportable fringe benefits amounts for the 2016 income year?...yes/no 8. Did your spouse receive any Australian Government pensions or allowances (not including exempt pension income) in the 2016 income year?...yes/no 9. Did your spouse receive any exempt pension income in the 2016 income year?......yes/no 10. Does your spouse have any reportable super contributions for the 2016 income year?...yes/no 11. Did your spouse receive any tax-free government pensions paid under the Military Rehabilitation and Compensation Act 2004?...YES/NO 12. Did your spouse receive any target foreign income in the 2016 income year?...yes/no Page 12
13 13. Did your spouse have a total net investment loss (i.e., the financial investment loss/rental property loss) for YES/NO 14. Did your spouse pay child support during YES/NO 15. If your spouse is 55 to 59 years old, did they receive a superannuation lump sum (other than a death benefit) during the 2016 income year which included a taxed element that does not exceed their low rate cap?...yes/no Other 1. Do you have a HECS/HELP liability or a student financial supplement loan debt?... YES/NO 2. 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 under Division 7A): 3. Did you make a gain or loss from financial arrangements and wish to apply the TOFA rules to bring them into account for tax purposes in the 2016 income tax year... YES/NO 4. Did you receive any benefit from an employee share acquisition scheme?... YES/NO 5. Family Tax Benefit ( FTB ): Did you have care of a dependent child in 2016?... YES/NO Did you or your spouse receive FTB through the Department of Human Services in 2016? YES/NO Dependent Name Date of Birth Dated the... day of Signature of taxpayer... Name (print) By signing this checklist, you are authorising Good Life Accounting to act as your accountant and registered tax agent. The authority includes updating your records with the Australian Taxation Office and downloading respective reports available to tax agents. Page 13
2016 Individual Income Tax Return Information Sheet
Full Name Tax File Number Date of birth ABN (if applicable) Address Address (postal) (Put as above if the same) Telephone contacts Mobile: Business Hours (work) : After Hours (home): Email Electronic banking
Tax Return Checklist Individual Tax Return INSTRUCTIONS GENERAL TAX INFORMATION. Information for 2017 Tax Return
INSTRUCTIONS Please complete your details below (for the period 1 July 2016 to 30 June 2017, unless stated otherwise). You may wish to refer to our 2017 Year End Is it Tax Deductible Checklist for Individuals.
2018 Individual Income Tax Return Information Sheet
2018 Individual Income Tax Return Information Sheet Full Name Tax File Number Date of Birth ABN (if applicable) Address Postal address (if different) Telephone Mobile: Business hours: After hours: Email
2017 Individual Income Tax Return Checklist
2017 Individual Income Tax Return Checklist Full Name Tax File Number (TFN) Has name changed since last return? Date of birth Are you an Australian resident? ABN (if applicable) Yes / No If Yes, previous
Individual Income Tax Return Checklist
www.tascentre.com.au Mount Isa Qld: (07) 474 36342 Casuarina NT: (08) 8941 3900 Individual Income Tax Return Checklist For the financial Year 1 July to 30 June. (all questions below relate to this period).
Client Details Form 2018 Individual Income Tax Return
Client Details Form 2018 Individual Income Tax Return Full Name Tax File Number Date of birth / / ABN (if applicable) Address Address (postal) (Put as above if the same) Mobile: Telephone contacts Business
2018 Individual Income Tax Return Checklist
2018 Individual Income Tax Return Checklist 1. Salary or wages Income Please provide evidence Yes No Unsure 2. Allowances, earnings, tips, director s fees etc. 3. Employer lump sum payments 4. Employment
2018 individual income tax return checklist
PO BOX 8124, Baulkham Hills NSW 2153 www.norwestsolutions.com.au admin@norwestsolutions.com.au 2018 individual income tax return checklist Please note that the 2018 individual income tax return interview
Tax Year Ending JUNE 2018 Individual income tax return checklist
2018 Tax Year Ending JUNE 2018 Individual income tax return checklist Full Name Mr / Mrs / Miss / Ms Name changed since last return? Tax File Number Date of birth YES/NO If YES, previous name: ABN Are
Visions Synergy Associates (Certified Practising Accountant & Registered Tax Agent)
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,
2017 individual income tax return checklist
2017 individual income tax return checklist Full Name Tax File Number Date of birth ABN (if applicable) Address Address (postal) (Put as above if the same) Telephone contacts Mobile: Business Hours (work)
Income Tax Return Checklist Year end 30 June 2018
Income Tax Return Checklist Year end 30 June 2018 Name: Date of Birth: ABN (if applicable): Please provide the following information in order for us to complete your tax return Personal details: Are you
INDIVIDUAL INCOME TAX RETURN CHECKLIST 2018
INDIVIDUAL INCOME TAX RETURN CHECKLIST 2018 Please complete this checklist and return to our office via fax, post or email: Fax: 1300 726 132 Postal Address: GPO Box 4347, Melbourne, VIC 3001 Email: info@thehopkinsgroup.com.au
2007 Client tax return interview checklist
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,
INDIVIDUAL TAX CHECKLIST 2013
FULL NAME: HOME ADDRESS: _ POSTAL ADDRESS: TELEPHONE: (H) (W) (M) EMAIL: FAX: OCCUPATION: BANK ACCOUNT DETAILS From 1 July 2013 the ATO won t be issuing cheque refunds. All refunds will need to be banked
GOODMAN CHARTERED ACCOUNTANTS INDIVIDUAL TAX CHECKLIST 2011 Income Tax Return
Name: Occupation: Residential Address: Postal Address: Telephone: (H) (W) (M) Email: Fax: INCOME 1 Salary or wage Include PAYG payment summaries. 2 Allowances, earnings, tips, director s fees, etc. Provide
2014 PERSONAL INCOME TAX RETURN CHECKLIST
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
2018 Individual Tax Return Checklist
2018 Individual Tax Return Checklist Ample Finance Group Pty Ltd (T/as Ample Finance) ABN 52 602 835 209 Tax Agent Number: 25255377 Address: T7 / 1 Queens Road, Melbourne, VIC 3004 Phone: (03) 9988 2911
TAX EXPRESS CHECKLIST FOR INDIVIDUAL TAX RETURN TAXEXPRESS 2018 INDIVIDUAL TAX RETURN CHECKLIST
TAXEXPRESS 2018 INDIVIDUAL TAX RETURN CHECKLIST Remember you only have to provide answers to those questions that are relevant to you, and by emailing /mailing/faxing documents to us (e.g. payment summary,
Personal Income Tax Return - Year End Questionnaire 2018
Personal Income Tax Return - Year End Questionnaire 2018 To assist us in preparing your income tax return, please use this questionnaire as a checklist when you compile your information. With respect to
2016/17 Individual Income Tax Return Checklist
2016/17 Individual Income Tax Return Checklist To assist us in preparing your income tax return, please use this checklist when you compile your information. Completing the checklist can take some time
Client Name Home Address Postal Address Address (Mandatory) ABN (if applicable) Tax File No. Date of Birth Australian Resident?
2018 Individual Income Tax Return Kit Client Details SYNERGY PTY LTD Client Name Home Address Postal Address Email Address (Mandatory) ABN (if applicable) Tax File No. Date of Birth Australian Resident?
2018 Personal Tax Return Instructions
Page 1 of 6 2018 Personal Tax Return Instructions Your Last Name Your Given Names Postal Address Residential Address (if different to postal address) Your Occupation Work Phone No Mobile Phone No Home
Personal Income Tax Return Year End Questionnaire 2016
Personal Income Tax Return Year End Questionnaire 2016 Client: Date: To assist us in preparing your income tax return, please use this questionnaire as a checklist when you compile your information. With
Personal Income Tax Return Year End Questionnaire 2016
Personal Income Tax Return Year End Questionnaire 2016 Client: Date: To assist us in preparing your income tax return, please use this questionnaire as a checklist when you compile your information. With
2017 PERSONAL INCOME TAX WORKSHEET
2017 PERSONAL INCOME TAX WORKSHEET TAXPAYER DETAILS Title Tax File Number Surname Date of Birth First Name Best Contact Number ( ) Other Name/s Or Mobile Telephone Occupation (not Title) Residential Address
TAX INFORMATION CHECKLIST 2018
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
2018 INDIVIDUAL TAX RETURN - CHECKLIST
info@mwpartners.com.au 2018 INDIVIDUAL TAX RETURN - CHECKLIST Please use this document to collect all necessary information for the completion of your tax return for the financial year ended 30 June 2018.
2017 Flight Attendants Tax Checklist
Page 1 of 5 I have read the questions in this checklist and confirm that I have considered and answered each question as it relates to my circumstances. The completed form and attached receipts, log books
2017 Individual Tax Return Year End Questionnaire
2017 Individual Tax Return Year End Questionnaire Individual Name: Please take the time to complete this checklist as it is a very important part of the accounting process. It helps you: Identify and provide
INDIVIDUAL TAX INTERVIEW CHECKLIST 2012 INCOME TAX RETURN
INDIVIDUAL TAX INTERVIEW CHECKLIST 2012 INCOME TAX RETURN This interview checklist is a series of questions to assist clients and tax practitioner s complete tax returns efficiently and consistently and
2018 Individual Tax Return Checklist
2018 Individual Tax Checklist Name of Client Tax File No (TFN) Instructions: Where relevant, double-click on the check boxes and select Checked The following income tax return checklist should be completed
Tax return for individuals July 2011 to 30 June 2012
Use Individual tax return instructions 2012 to fill in this tax return n Print clearly using a black pen only n Use BLOCK LETTERS and print one character per box S M I T H S T Tax return for individuals
INFORMATION FOR TAX RETURN CHECKLIST 2012
INFORMATION FOR TAX RETURN CHECKLIST 2012 For year ended 30 th June 2012 IMPORTANT NOTE WORKFLOW MANAGEMENT As your Tax Returns are not due for lodgement until April 2013, please advise: a. Is your Return
Individual Tax Interview Checklist Income Tax Return
The interview checklist is a series of questions to assist clients and tax practitioner s complete tax returns efficiently and consistently and to help identify relevant tax issues for special consideration.
2017 TAX RETURN CHECKLIST
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
TAX RETURN IBO CHECKLIST. The sky s the limit
2015 TAX RETURN The sky s the limit SURNAME: FIRST NAME: OTHERS: ADDRESS: SUBURB: POSTCODE: HOME TEL NO: WORK TEL NO: MOBILE TEL NO: EMAIL: TFN: ABN: DOB: SPOUSE NAME: TFN: DOB: INCOME Gross salary, wages,
2017 Personal Tax Return Questionnaire
Thank you for choosing Brilliance for Business to complete your 2017 Income Tax Returns. To ensure we can process your returns as efficiently as possible, we have set out below a questionnaire to assist
MRL Group Pty Ltd Chartered Accountants. Business Solutions. PERSONAL INCOME TAX RETURN CHECKLIST 30 JUNE 2017
MRL Group Pty Ltd Chartered Accountants. Business Solutions. PERSONAL INCOME TAX RETURN CHECKLIST 30 JUNE 2017 This checklist is designed as a guide for the preparation of your personal income tax return.
2016 PERSONAL INCOME TAX WORKSHEET
2016 PERSONAL INCOME TAX WORKSHEET TAXPAYER DETAILS Title Tax File Number Surname of Birth First Name Best Contact Number ( ) Other Name/s Or Mobile Telephone Occupation (not Title) Residential Address
2018 TAX RETURN CHECKLIST
2018 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
2018 Individual Income Tax Return Check List
2018 Individual Income Tax Return Check List YOUR PERSONAL DETAILS This checklist is for you to review, collect and submit your personal tax documents to our office for professional review. After it is
PERSONAL INCOME TAX RETURN QUESTIONNAIRE
PERSONAL INCOME TAX RETURN QUESTIONNAIRE Checklist for the year ended 30 June 2017 Instructions: 1) Please answer all questions. If a question does not apply to your circumstances, please mark with "N/A.".
Financial Year
Income Tax Data Sheet 2013-14 Financial Year Please only complete information NOT already recorded in prior years Please keep a copy of ALL documents you send to us Date:... Name: Date of Birth:..........
INFORMATION FOR INCOME TAX RETURN CLIENT CHECKLIST INDIVIDUALS - for year ended 30 June 2016.
INFORMATION FOR INCOME TAX RETURN CLIENT CHECKLIST INDIVIDUALS - for year ended 30 June 2016. To assist us in preparing your income tax return, please use this checklist when compiling your information.
Financial Year 1 st of July th June 2018 Personal Tax Organiser Checklist
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
2017 Taxation Checklist
2017 Taxation Checklist Yes No Details 1. Have there been changes to personal details? Please advise over INCOME 2. Have you received Payment Summaries (formerly group certificates)? 2a What is your main
MEDICAL SERVICES GROUP 2017 Income Tax Information
MEDICAL SERVICES GROUP 2017 Income Tax Information Full Name Home Address Postal Address (if different from above) Occupation / Speciality Date of Birth Phone (W) Mobile Tax File Number Phone (H) Email
2018 TAX RETURN INFORMATION CHECKLIST FOR INDIVIDUALS PLEASE PROVIDE TO US IN RELATION TO YOUR INCOME:
2018 TAX RETURN INFORMATION CHECKLIST FOR INDIVIDUALS NAME: OCCUPATION: HOME PHONE: MOBILE: EMAIL: RESIDENTIAL ADDRESS: POSTAL ADDRESS: BANK ACCOUNT DETAILS: BSB: Account Number: Account Name: PLEASE PROVIDE
Lesson 6 - Temporary Budget Repair Levy, Medicare Levy and Tax Calculation
Tax Training School Lesson 6 - Temporary Budget Repair Levy, Medicare Levy and Tax Calculation Table of Contents Taxable income and rates of tax 2 Budget repair levy 2 The Medicare levy 2 Exemptions from
INFORMATION FOR 2016 TAX RETURN CHECKLIST INDIVIDUAL
For year ended 30 th June 2016 Page 1 of 9 INFORMATION FOR 2016 TAX RETURN CHECKLIST INDIVIDUAL IMPORTANT NOTE WORKFLOW MANAGEMENT We shall endeavour to ensure that your Individual tax return is lodged
Select Your Service. We re not just another Accounting firm You re not just another client
Our Abacus Angels have made tax season even easier for you this time around with their new and improved EasyPack transforming in to a SIX STEP process! This form contains questions that will help us prepare
Client details form individual income tax return
Full Name Client details form individual income tax return Tax File Number Date of birth ABN (if applicable) Address Address (postal) (Put as above if the same) Telephone contacts Mobile: Business Hours
INFORMATION FOR TAX RETURN CHECKLIST INDIVIDUALS
INFORMATION FOR TAX RETURN CHECKLIST INDIVIDUALS For year ended 30 th June 2015 IMPORTANT NOTE WORKFLOW MANAGEMENT As your tax returns are not due for lodgment until May 2016, please advise: a. Is your
TAX RETURN CHECKLIST : INDIVIDUAL
2017-2018 TAX RETURN CHECKLIST : INDIVIDUAL For year ended 30th June 2018 IMPORTANT NOTE WORKFLOW MANAGEMENT The lodgement due date of your tax return is between 31st of October 2018 and 15th of May 2019
Small Business Entity Rules
End of Year Tax Planning Checklist 2012 Small Business Entity Rules Small Business Entities - the small business entity rules apply to a sole trader, partnership, company or trust which has a group turnover
Susan Nash & Associates Document Checklist
Susan Nash & Associates Document Checklist Print this PDF out to help you remember what information you need to bring or email/fax to your next appointment with Susan Nash & Associates. As a bare minimum
2018 Individual Tax Return Checklist
2018 Individual Tax Return Checklist Name of taxpayer: Address: Preferred contact no.: Income PAYG payment summaries (eg from employers) Lump sum payments (eg employment termination payment) Partnership
Taxation Return Checklist
Taxation Return Checklist Tax File Number: YOUR DETAILS MrMrsMiss: Bank name: Account name: Date of birth: DDMMYYYY Daytime phone: Fax: Email address: Residential street address: Suburb: BSB: Branch: Bank
TaxPack Instructions for taxpayers. To help you complete your tax return 1 July June Lodge online.
Instructions for taxpayers TaxPack 2009 To help you complete your tax return 1 July 2008 30 June 2009 Lodge online. n Use e-tax to prepare and lodge your tax return online. n Most refunds are issued within
Instructions for completing the PAYG withholding variation application 2013
Complete the application if you want to vary the rate or amount of pay as you go (PAYG) tax withheld from payments made to you for the year ending 30 June 2013. You must also complete the PAYG withholding
The NTAA 2016/17 Year End Supplement
The Tax Advisers' ' Voice July 2017 Year End Supplement The NTAA 2016/17 Year End Supplement Voice Page 1 Voice 2016/17 Supplement Index Capital Gains Tax Improvement Thresholds... 21 Cars Per Kilometre
ANNUITY TAX GUIDE ANNUITY TAX GUIDE TO HELP YOU COMPLETE YOUR TAX RETURN Issue date: July 2018
ANNUITY TAX GUIDE 2018 ANNUITY TAX GUIDE TO HELP YOU COMPLETE YOUR 2017 2018 TAX RETURN Issue date: July 2018 Annuity Tax Guide 2018 This guide will help you to complete your 2017 2018 tax return if you
Tax Return Information Form
1. Please complete / confirm your details below, to the best of your knowledge 2. All information supplied should be for the period 1 July 2016 to 30 June 2017, unless stated otherwise 3. Provide all supporting
Maximise year end opportunities and minimise risks
Maximise year end opportunities and minimise risks Key dates Pre 30 June 2014 Actions Review shareholder loan accounts and make minimum loan repayments (may need to declare dividends) Pay all superannuation
2013/2014 BUDGET & ATO ITEMS
pics 21 June 2013, Volume 3, Page 1 INDIVIDUALS AND FAMILIES Taxable Income Threshold and Marginal Tax Rates The following rates for 2013/14 apply from 1 July 2013: Resident thresholds $ Marginal rates
n Print clearly, using a BLACK pen only. n Place X in ALL applicable boxes.
Self-managed superannuation fund annual return 2013 WHO SHOULD COMPLETE THIS ANNUAL RETURN? Only self-managed superannuation funds (SMSFs) can complete this annual return All other funds must complete
Welcome to: FNSBKG404 Carry Out Business Activity and Instalment Activity Statement Tasks
Welcome to: FNSBKG404 Carry Out Business Activity and Instalment Activity Statement Tasks Lisa Genna lisa.genna2@tafensw.edu.au Monday Room H G.09-6:00 pm to 9:00 pm Lesson 2 Part 1 TFN and ABN Requirements
Review of Lessons 1 to 7
Review of Lessons 1 to 7 Lesson 1 Lodgement Requirements What is Tax? Compulsory contribution to the revenue of the state and/or nation Tax is managed by the State and Federal Governments and is levied
Please find enclosed a checklist to assist in the preparation of your 2013 Income Tax Return.
TAX TIME 2013 Dear Client, Please find enclosed a checklist to assist in the preparation of your 2013 Income Tax Return. The checklist and all supporting documentation should be brought with you to your
P&L BUSINESS SERVICES
YOUR PERSONAL DETAILS Name Home Address Postal Address Email Address INDIVIDUAL TAX RETURN CHECKLIST - 2016 Date of Birth Home Phone Tax File Number Mobile SPOUSE DETAILS Name Date of Birth Date of Marriage/
Moore Stephens Victoria. Level Collins Street Melbourne VIC 3000 Australia. T F E
Tax Guide 2016/2017 Moore Stephens Victoria Level 18 530 Collins Street Melbourne VIC 3000 Australia T +61 3 9608 0100 F +61 3 9608 0192 E victoria@moorestephens.com.au www.moorestephens.com.au Moore Stephens
INFORMATION FOR 2017 TAX RETURN CHECKLIST INDIVIDUAL
For year ended 30 th June 2017 Page 1 of 9 INFORMATION FOR 2017 TAX RETURN CHECKLIST INDIVIDUAL IMPORTANT NOTE WORKFLOW MANAGEMENT We shall endeavour to ensure that your Individual tax return is lodged
JUNE 2017 NEWSLETTER. The 2017 financial year has seen the raft of changes, first introduced in the 2016 budget, legislated into law.
JUNE 2017 NEWSLETTER The 2017 financial year has seen the raft of changes, first introduced in the 2016 budget, legislated into law. Fortunately the 2017 budget did not announce any further large reform
ATO audits, yes. this year for real
ATO audits, yes. this year for real The financial year ends on THURSDAY 30 th June and so it s timely to reassess your financial position as we commence the 2016/2017 financial year. To assist you in preparing
2018 Company, Trust or Partnership Tax Return Checklist
Experienced Advice, from people who care 2018 Company, Trust or Partnership Tax Return Checklist Name of taxpayer/s: Address: Preferred contact no.: Preferred email: Financial institution details for tax
Baker Solutions Group Happenings
Baker Solutions Group Happenings June 2016 Graham Graham has completed his Professional Certificate in Self-Managed Superannuation funds at the University of Adelaide. Alexander is now 16 months old and
2015 Year-end tax planning & Obligations
2015 Year-end tax planning & Obligations Key dates Pre 30 June 2015 Actions Review shareholder loan accounts and make minimum loan repayments (may need to declare dividends) Pay all superannuation obligations
EOY Support Note # 5 Payment Summary Guide
EOY Support Note # 5 Payment Summary Guide The end of financial year deadline is fast approaching. This guide covers using MYOB to complete your PAYG payment summaries and other end of year payroll issues.
Payment instruction form
Payment instruction form Please complete and sign this form to provide your payment instructions. Mail the completed form to: Plum Super, Reply Paid 63, Melbourne Vic 8060. If you need assistance in completing
THINGS TO DO BEFORE 30 JUNE
16 June 2017, Volume 7, Page 1 Our Business Website Staff Update Fees Things to do before 30 June Taxation & Accounting Checklists Audit Checklists ATO My Deductions App Office Hours: 8:30am to 5:00pm
Important EOFY actions
Important EOFY actions Reducing your tax exposure, maximising the opportunities available to you, and reducing your risk of an audit by the regulators is in your best interests. With the end of the financial
Checklist of employment-related claims
Checklist of employment-related claims 13.000 Checklist of employment-related claims This checklist is a guide only. The results may vary depending on individual circumstances. Income Tax Assessment Act
Company Tax Return Preparation Checklist 2017
COMPANY TAX RETURN PREPARATION CHECKLIST 2017 This checklist should be completed in conjunction with the preparation of tax reconciliation return workpapers. The checklist provides a general list of major
Key changes for 2015 and beyond
Key changes for 2015 and beyond 10 December 2014 Mansi Desai outlines recent technical changes and what s in store for 2015 and beyond. Superannuation Superannuation Guarantee Superannuation Guarantee
Is it tax deductible?
Everyone wants to pay less tax right? To do that you need to know what you can claim and what you can t. It s not about cheating the system, or creative accounting. It s all about claiming what you re
Is it Tax Deductible?
Everyone wants to pay less tax right? To do that you need to know what you can claim and what you can t. It s not about cheating the system, or creative accounting. It s all about claiming what you re
Tax Rates Tables REVISED VERSION. September 2017
Tax Rates Tables 2017-18 REVISED VERSION September 2017 Individual income tax rates Residents 2016-17 Taxable income Marginal rate Tax on this income $0 $18,200 Nil Nil $18,201 $37,000 19% 19c for each
Self managed superannuation fund annual return instructions 2012
Instructions for superannuation funds Self managed superannuation fund annual return instructions 2012 To help you complete the self managed superannuation fund annual return for 1 July 2011 30 June 2012
Client Needs Analysis
Date: YOUR DETAILS: Client Needs Analysis Full name (Client 1): Full name (Client 2): If Company and/or Trust: Company/Trust name: ABN/ACN: Registered address: Business address (if different from above):
Self managed superannuation fund annual return instructions 2011
Instructions for superannuation funds Self managed superannuation fund annual return instructions 211 To help you complete the self managed superannuation fund annual return for 1 July 21 3 June 211 For
Tax file number declaration
Instructions and form for taxpayers Individuals Tax file number declaration The information you provide in this declaration will enable your payer to work out how much tax to withhold from payments made
Fact. sheet. 2. How super works. Overview. Member account. Contributions. Product Disclosure Statement
Statement Fact 2. How super works The information in this document forms part of the Statement (PDS), dated 30 September 2018 for the Local Government Super (LGS) Accumulation Scheme. This document is
CSL Super a membership category of Maritime Super Membership Supplement
CSL Super a membership category of Maritime Super Membership Supplement 30 September 2017 Membership Supplement Maritime Super Division CSL Super (a membership category of Maritime Super) 30 September
Lesson 7 - Tax Offsets
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
Medicare levy M2. Medicare levy surcharge. Dependants For this question, a dependant (regardless of their income, includes:
Medicare levy surcharge THIS QUESTION IS COMPULSORY. Medicare levy M2 The Medicare levy surcharge (MLS) is in addition to the Medicare levy. The MLS rate is 1% of: n your taxable income n your total reportable
Accumulation account. Contents. Product Disclosure Statement (PDS) About LGIAsuper 1. How super works 2. Benefits of investing with LGIAsuper
Accumulation account Product Disclosure Statement (PDS) Date prepared: 18 January 2019 Date issued: 21 January 2019 Contents About LGIAsuper 1 How super works 2 Benefits of investing with LGIAsuper 3 Risks
Contributory Accumulation Seafarers Division Membership Supplement
Contributory Accumulation Seafarers Division Membership Supplement 30 September 2017 Membership Supplement Seafarers Division Contributory Accumulation 30 September 2017 About this Supplement The information
AMOU Staff Seafarers Division Membership Supplement
AMOU Staff Seafarers Division Membership Supplement 30 September 2017 Membership Supplement Seafarers Division AMOU Staff 30 September 2017 About this Supplement The information in this Supplement forms
CERTIFICATE IV. FNSTPB401 Complete business activity and instalment activity statements USER GUIDE. sample for review
CERTIFICATE IV FNSTPB401 Complete business activity and instalment activity statements USER GUIDE All Rights Reserved Copyright 2018 OfficeLink Learning Version 18.6 Xero No part of the contents of this