2018 Company, Trust or Partnership Tax Return Checklist
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1 Experienced Advice, from people who care 2018 Company, Trust or Partnership Tax Return Checklist Name of taxpayer/s: Address: Preferred contact no.: Preferred Financial institution details for tax refund: Account Name: BSB: - Account No: I/We hereby instruct you to prepare our Financial Accounts and Taxation Returns for the financial year ended 30 June I/We undertake to supply all information necessary to carry out such services, and will be responsible for the accuracy and completeness of such information. You are hereby authorised to communicate with my bankers, solicitors, finance companies and all government agencies such as the ATO to obtain such information as you require enabling you to complete the above assignment. Name: Signature: Date / / PART A NEW CLIENTS (ONLY) Only complete Part A if this is the first time Rubiix is preparing your income tax return Entity Name #1: Entity Name #2: Entity Name #3: Client Tax File Number Australian Business Number (ABN) Entity #1 Entity #2 Entity #3 Australian Company Number (ACN) *only if entity is a company Details of your last Tax Agent: Name: Address: Contact No.:
2 What were the accounting fees you paid last year? Name $ Are you able to supply a copy of your previous year s tax return & Financial Statements? Yes No (Please circle) PART B ALL CLIENTS Required General Backup of data file* (ie MYOB, QuickBooks, Xero ) or Cashbook *if not an online file Income Copies of sell notes and settlement statements for shares sold (and original contract notes and settlement statements if possible) Copies of sell notes for units in managed funds sold (and original purchase notes if possible) Details of any other income such as rental income Details of any other investment income Details of any subsidies, grants and payments received Details of interest and repayments received from shareholders Details of proceeds from disposal of capital assets Managed funds distribution statements, annual tax statements and capital gains statements Dividend statements Deductions Details of bad debts actually written off during the financial year Details of bonuses and commissions paid to employees Details of bonuses and commissions paid to external parties Details of bonuses paid to directors Details of borrowing costs for new loans entered into during the year Details of directors fees Details of donations of $2 and over to registered charities Details of entertainment expenses Details of expenses incurred during the financial year that were associated with establishing, expanding, merging or liquidating the entity Details of fringe benefits tax (FBT) paid (and a copy of the FBT return lodged) Details of interest on loans Details of lease expenses for motor vehicles, premises and equipment Details of legal expenses Details of lump sum payments (including for retirement and redundancy)
3 Details of motor vehicle expenses Details of prepayments Details of repairs and maintenance Required Details of research and development activities and expenses Details of royalties paid Details of salaries paid, including fringe benefits (provide PAYG summaries) Details of superannuation contributions for directors Details of superannuation contributions for employees Details of travel expenses (provide travel diaries) Balance Sheet Assets Bank statements Copies of confirmation of any units in managed funds purchased Copies of contract notes and settlement statements for any shares purchased Details of any other investments purchased Details of capital assets purchased during the financial year Details of leases entered into and terminated during the financial year Details of loans, payments, forgiveness of debts, or provision for use of assets to shareholders or their associates Details of work-in-progress (WIP) Listing of trade debtors with amounts outstanding Value of stock as at 30 June 2018 (and basis of valuation) Balance Sheet Liabilities Accrued expenses (eg audit fees and bonuses) and unearned revenue Details of all loans Listing of trade creditors with amounts owing Provisions for long service leave and annual leave Statements from lending authorities detailing the opening and closing balances of existing loans during the financial year Balance Sheet Equity Details of any changes to shareholding Details of loans from shareholders or partners Details of any increase or decrease in reserves Additional Company Auditor s report (if applicable) Copies of minutes of company meetings Details of any share buy-backs or share cancellations
4 Additional Trust Required Copies of minutes of trustee meetings, in particular distribution resolutions Copy of trust deed or any amendments during year, if not already supplied Details of any units redeemed or issued during the year (for a unit trust) Details of any unpaid present entitlements to beneficiaries or associate private companies Details of any elections eg family trust election, interposed entity election If closely held trust, any relevant notices eg tax file number (TFN) report, trustee beneficiary (TB) statement Additional Partnership Copies of minutes of partnership meetings Copy of partnership agreement If the partnership was restructured during the year, please provide details Additional All Entities If you have any doubts about any income or expenses that the entity has received or incurred, bring the documents in with you Any other information that you think is relevant
5 Additional from Rubiix: Delivery of all Tax Year documentation You can send in all your information into our office via the following options: a) Via mail or express post b) Via if you can scan all documents and the files are not too large c) Via Drop Box- a virtual storage facility where you can upload documents into a cloud environment for the accountant to collect all necessary information from. - this is a free service online, all you need to do is setup an account and advise your accountant this is your preferred delivery, so they can look out for an alert. > when sharing folders through drop box, please use the main Rubiix ; reception@rubiix.com.au unless otherwise advised by your accountant. Payment of Rubiix Fee You can pay your Rubiix Accounting Fees via the below methods: a) Cheque (for the time being - please note this method may not be available in the future) b) Direct EFT Transfer (refer to Rubiix bank details on your Invoice) c) Credit Card: o Please note if you pay within trading terms, being 14 days from date of invoice, Rubiix will not charge the 1% surcharge that normally applies to invoices paid by MasterCard or Visa only. o After 14 days, a surcharge fee of 1% will apply to all payments via MasterCard or Visa o Please note all payments via Amex will incur a 3% surcharge d) Through your tax refund from the ATO; o An authority to deduct fees form is required to be completed before lodgement of tax returns to ensure the Rubiix trust bank account is included on the returns. - please speak to your accountant to know more about this. Rubiix Pty Ltd Level 10, 50 Queen Street Melbourne VIC 3000 Tel (03) Fax (03) This document is produced expressly for the use of clients of Rubiix. It is not to be used for any other accounting purpose and remains the property of Rubiix Pty Ltd.
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