2018 TAX RETURN INFORMATION CHECKLIST FOR INDIVIDUALS PLEASE PROVIDE TO US IN RELATION TO YOUR INCOME:
|
|
|
- Paula Cori Fisher
- 5 years ago
- Views:
Transcription
1 2018 TAX RETURN INFORMATION CHECKLIST FOR INDIVIDUALS NAME: OCCUPATION: HOME PHONE: MOBILE: RESIDENTIAL ADDRESS: POSTAL ADDRESS: BANK ACCOUNT DETAILS: BSB: Account Number: Account Name: PLEASE PROVIDE TO US IN RELATION TO YOUR INCOME: 1. Group Certificates/Payment Summaries: Including Centrelink Statements and Pensions etc. Number of certificates attached: 2. Other Salary Income: including any directors fees, commissions etc. 3. Termination Payment Statements: 4. Interest Earned: on bank accounts. You may wish to provide us with the bank statements. Name of Bank Account No. Interest Received ($) TFN Withholding ($) Joint Account (Y/N) 5. Dividend Statements: This includes dividend statements for cash dividends and Dividend Reinvestment Plan (DRP) allotments. Although you do not physically receive money from a DRP, the company uses the amount owed to you in dividends to buy more shares on your behalf. This amount is therefore income for the purpose of your income tax return. 6. Trusts/Managed Funds Annual Taxation Statements: including BT funds, Colonial and Westfield etc. 7. Capital Gains: Capital gains are earned on the sale of assets, such as shares or property, acquired after 20 September Please provide documentation of the purchase date and cost, as well as the sale date and proceeds. 8. Rental Income:
2 Should you use an agent, please provide us with the annual summary provided by your agent. Please notify us of: - Total income received (i.e. rent and reimbursement of expenses by tenant) - Total expenses paid (i.e. council and water rates, insurance, emergency services levy, repairs) - Interest paid on loans as documented by the bank statements - Travel (distance in kilometres) to the property Rental properties for which information is attached: Also, if you purchased a property after 1 July 2017 please supply the settlement and purchase documents. 9. Any other income: Please provide details and documentation of any income you received that either doesn t fit into the above categories or for which the appropriate tax treatment is unknown, for example income from deceased estates. PLEASE PROVIDE TO US IN RELATION TO YOUR DEDUCTIONS: 1. Motor Vehicle: Did you use your own car for business/work purposes throughout the year? If yes, please provide information for one of the following methods: Log Book Method Business % Use: Business use percentage: % Expenses incurred over the financial year: Fuel & Oil: Registration: Insurance Repairs and Maintenance: Interest paid on car loan (where applicable) and the cost of the car. Copy of the hire purchase contract (where applicable). Lease payments (where applicable). Kilometres Method: If you have not kept a logbook, but use your car for work, you can still claim the kilometres you travelled for work. The maximum the tax office allows you to claim is 5,000 kilometres at a flat rate of 66 cents per kilometre. Kilometres travelled:
3 2. Work Uniform: Deduction allowed for protective clothing or uniforms with a logo. If were you out of pocket throughout the year after purchasing any new items please provide details: 3. Living away from home allowance: If you have incurred expenses while living away from home, please include the receipts or a summary of your out of pocket expenses. 4. Work Related self-education expense: Course and other fees Books, stationery and equipment purchases Seminars and travel 5. Other work related expenses: Home office expenses, computer and software Telephone/mobile phone Tools and equipment, depreciation Subscriptions and union fees Journals/periodicals Sun Protection Products (i.e. sunscreen and sunglasses) Seminars and courses not with an educational institution Any other work related deductions (please specify) Note: If you have attended University now or in the past and are paying off your fees through HECS then please provide us with your HECS Statement to include in your return. 6. Sickness and accident insurance/income protection: 7. Donations/school building fund: PLEASE PROVIDE TO US IN RELATION TO REBATES: 1. Private Health Insurance: Do you have private health insurance? If yes, please provide us with a copy of the health fund statement sent to you after the end of the financial year as this will document your entitlement to a rebate. 2. Spouse: Did you have a spouse for the full financial year? If Yes, for part of the year: From: To: If Yes, what was your spouse s income for full financial year? How many dependent children do you have? Did you pay child support in the 2017/2018 financial year, if so how much? $
4 3. Superannuation: Are you self-employed? Have you made any personal contributions to a superannuation fund? If yes, please provide details of the contributions you made to your superannuation for the financial year. This amount does not include any contributions made by your employer on your behalf. Name of Superannuation Fund: Amount contributed: $ 4. Other: Please detail anything else you would like us to be aware of. _ I declare that all the information supplied is correct and I have the required invoices/receipts to substantiate my claims. Signature Date
5 INTERNAL USE ONLY CLIENT CODE PREPARER Telephone (08) UNITS 233 Commercial Street West Facsimile (08) Mount Gambier SA 5290 DATE DX PO Box 246 I, hereby agree to arrange payment of my fees for the engagement detailed below at the time of completion using the payment method as follows: Preparation of 2018 Income Tax Return: Drop and Go Single $154 Couple $275 Appointment (accountant) Single $176 Couple $297 Appointment (partner) Single $198 Couple $319 Other $ Payment Method: Cash/Cheque Eftpos Credit Card Trust Account ($16.50 charge applies) Trust Account Details (If using this payment method) I, authorise Galpins Accountants situated at 233 Commercial Street West, Mount Gambier to pay immediately any trust money received by them on my account in respect to the engagement referred to above into a trust bank account, as defined hereunder, operated by them with the Commonwealth Bank, Bay Road, Mount Gambier. I further authorise them in consideration of the completion of the engagement, to deduct from the trust money so held the amount of the fee rendered as detailed above and to forward the balance of the account to me. I further authorise the Australian Society of Certified Practising Accountants (the Society)/The Institute of Chartered Accountants in Australia to use any information on such files or records for the purpose of its audit and quality reviews. This authority is strictly limited to the engagement referred to in the body of this document. Bank details for receipt of balance of refund BSB:. Account Number: Account Name: Credit Card Details (If using this payment method) Card Type: Visa/Mastercard Name on Card:. Card Number:... Expiry Date: /.. CVV Number:.. address:... Client Signature:. Date:
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
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.
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
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.
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
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
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
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
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).
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
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
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
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
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
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,
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
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?
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 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
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 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
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
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
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
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,
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.
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
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
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
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
2016 Client Profile Form
2016 Client Profile Form (All new and existing clients to complete) / / CURRENT INFORMATION Preferred Name Title Given Name(s) Surname E-mail Address 1 E-mail Address 2 Address (physical) P.O. Box not
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
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
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
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
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.
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
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
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
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/
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
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
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
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
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 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)
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.".
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
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,
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,
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
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:..........
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
Change of details form
Change of details form AT YOUR FINANCIAL SERVICE Issued 30 June 2008 Suncorp Portfolio Asteron Services Portfolio Limited Services ABN Limited 61 063 ABN 427 61958 063 (Trustee) 427 958 AFS Licence No
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
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
ADAM HUNTER PTY LTD.
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.
APPLICATION FORM FOR A HABITAT HOUSE
APPLICATION FORM FOR A HABITAT HOUSE Habitat for Humanity Australia SA For Use of Habitat Only: Please Do Not Write In This Space Name(s) of Applicant(s): Address: Post Code: Phone: (Home) (Work) (Mobile)
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
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
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.
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
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
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
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
ANNUAL CLIENT QUESTIONNAIRE CHECKLIST 2017 FINANCIAL YEAR
81 Cashmere Road PO Box 28-132 Christchurch 8242 Phone: (03) 337 0076 Mobile: 027 220 6299 Email: cyril@childs.co.nz Website: www.childs.co.nz Name: Balance Date: 31 March 2017 ANNUAL CLIENT QUESTIONNAIRE
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
APPLICATION FOR TENANCY
Property Address/ Type of Property 1st Applicant Current Address Full Name: Date of Birth / / Maiden Name/Other Names: Current Address: Phone: Work Phone: Mobile Phone: Email Address: Lease Expiry / /
WA Annual SMSF Checklist 2017
Director: Gary Hinchliffe Shannon Worrall Chartered Accountants 6/128 Fullarton Road Norwood SA 5067 Postal Address: PO Box 464 MARDEN SA 5070 Phone: 08 8364 3246 Fax: 08 8364 3256 Email: accountant@wiseaccountants.com.au
TAX RETURN CHECKLIST: COMPANY
2017-2018 TAX RETURN CHECKLIST: COMPANY 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
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
kendons CLIENT INFORMATION QUESTIONNAIRE - INDIVIDUAL
Balance Date: 31 March 2018 kendons BUSINESS CLIENT INFORMATION QUESTIONNAIRE - INDIVIDUAL ADVISORS CHARTERED ACCOUNTANTS We are conscious of the need to provide an efficient and cost effective service
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
Early release of superannuation benefits on grounds of financial hardship
ANZ Australian Staff Superannuation Scheme Early release of superannuation benefits on grounds of financial hardship Check that you qualify You may be eligible to claim your preserved benefit on the grounds
Salary Packaging Application Form Standard Benefits
Personal Information Surname: Date of Birth: / / Payroll Identification Number: Payroll Cycle: q Weekly q Fortnightly q Monthly q Other Your contact details: Work Mobile Home Employer Name: Nominated account
NAHC South side Office Shop 12, 48 Browns Plains Rd, Browns Plains QLD 4118 Ph: Fax:
NAHC APPLICATION National Affordable Housing Consortium Ltd APPLICANTS NAME : ADDRESS APPLYING FOR: Personal Information Collection Notice and Request for Consent (Tenants) The National Affordable Housing
TAX RETURN CHECKLIST : TRUST/PARTNERSHIP
2016-2017 TAX RETURN CHECKLIST : TRUST/PARTNERSHIP For year ended 30th June 2017 IMPORTANT NOTE WORKFLOW MANAGEMENT Your Tax Returns are not due for lodgement until 15 March 2018. Is your tax return required
Fringe Benefits Tax Information Gathering Questionnaire
Fringe Benefits Tax Information Gathering Questionnaire Client: Date: Please complete this questionnaire in relation to the FBT year 1 April 2015 to 31 March 2016 and return the questionnaire and relevant
Approved by: Diocesan Council 23 November 2016
POLICY No. 10.2 CLERGY AND LAY MINISTRY REMUNERATION PACKAGING Approved by: Diocesan Council 23 November 2016 1 OBJECTIVE The objectives in establishing this policy for clergy and Lay Ministry Workers
If you are not an existing investor and/or if your details have changed, please complete all sections of the Application Form.
Application Form (Aurora Fortitude Absolute Return Fund, PDS No. 4) This Application Form is part of a Product Disclosure Statement ( PDS ) dated 25 October 2017 relating to Units in the Aurora Fortitude
Katherine Accounting Services PO Box 2120 KATHERINE NT 0851
Katherine Accounting Services PO Box 2120 KATHERINE NT 0851 ABN: 22 390 511 454 Phone: (08) 8972 3384 Fax: (08) 8972 3854 Email: admin@katherineaccountingservices.com.au Personal Tax Return Checklist for
personal loan application
Office use only Application number: Primary borrower customer number: Joint borrower customer number: personal loan application Amount applying for $ Purpose of loan Loan details Qantas Points Car Loan
BUDGET 2019 TAX GUIDE
BUDGET 2019 TAX GUIDE 1 This SARS pocket tax guide has been developed to provide a synopsis of the most important tax, duty and levy related information for 2019/20. INCOME TAX: INDIVIDUALS AND TRUSTS
This form is to be used by a party to a financial case, such as property settlement, maintenance, child support or financial enforcement.
Financial Statement 1 FORM 13 Federal Magistrates Court Rules ~ RULE 24.02 Please type or print clearly and mark [X] all boxes that apply. Attach extra pages if you need more space to answer any questions.
Early release of superannuation benefits on grounds of financial hardship
Early release of superannuation benefits on grounds of financial hardship CHECK THAT YOU QUALIFY You may be eligible to claim your preserved benefit on the grounds of financial hardship if you are an Australian
Fringe Benefit Client Questionnaire
Fringe Benefit Client Questionnaire This attachment has been prepared to aid you in completing your Fringe Benefit Client Questionnaire. The purpose of this attachment is to provide you with more information
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
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
Fringe Benefits Tax (FBT) Questionnaire
Fringe Benefits Tax (FBT) Questionnaire Client Name: Date: Please take the time to complete this checklist as it is a very important part of the FBT return process. It helps you: Identify and provide the
Fringe Benefits Tax (FBT) Questionnaire Year
Client Name: Date: Please take the time to complete this checklist as it is a very important part of the FBT return process. It helps you: Identify and provide the information we need to prepare your Fringe
Updating your account details
MLC MasterKey Business Super MLC MasterKey Personal Super Updating your account details MLC Nominees Pty Limited ABN 93 002 814 959 AFSL No. 230702 RSE L0002998 The Universal Super Scheme R1056778 ABN
Sample only. Change of registration details
Change of registration details Use this form to change the following registration details for the entity: entity name or trading name postal, email or business address authorised contact person associates
Accounts Preparation - Year End Questionnaire 2017
Accounts Preparation - Year End Questionnaire 2017 Client: Date: This Accounts Preparation - Year End Questionnaire is designed to save you time and money. The effort you invest to complete this questionnaire
Fringe Benefits Tax (FBT) Questionnaire Year
Client Name: Date: Please take the time to complete this checklist as it is a very important part of the FBT return process. It helps you: Identify and provide the information we need to prepare your Fringe
Severe Financial Hardship Application Form
Severe Financial Hardship Application Form How to use this form Use this form to apply for an early release of your superannuation benefits held in The Transport Industry Superannuation Fund ( The T.I.S.
Application Form New Investors
Application Form New Investors Dated 20 September 2016 Issued by Investors Mutual Limited ABN 14 078 030 752 AFS Licence No. 229988 This application form must not be given to another person unless accompanied
Please complete the Application Form in BLOCK LETTERS and sign on the back page of the Application Form.
This application form relates to an application for units in the Ganes Focused Value Fund pursuant to the Product Disclosure Statement dated 22 August 2011 EXISTING INVESTORS - Completing the Application
If you are an existing Trilogy Investor, please provide your Investor ID and complete sections 5-9:
trilogy industrial property trust trilogyfunds.com.au 53 Application Form This is an Application Form for investment in the Trust listed in Section 5 Trust issued by the responsible entity, Trilogy Funds