Taxation Return Checklist
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1 Taxation Return Checklist Tax File Number: YOUR DETAILS MrMrsMiss: Bank name: Account name: Date of birth: DDMMYYYY Daytime phone: Fax: address: Residential street address: Suburb: BSB: Branch: Bank account details are required as the ATO will no longer be issuing cheques Mobile phone: phone: Postal street address: (if different from residential address) Suburb: State: State: I want to be financially secure, tell me more about the 10 steps of success in detail. I have checked out Mulcahy & Co s Facebook page and shared. I want to receive the latest updates, subscribe me to your enewsletter. BANK DETAILS Account number: Postcode: Postcode: The following information is required to complete your taxation return and also provide additional financial assistance if required. Please complete and provide as much information as possible. Once you have the required information and completed the checklist, either send the information to us to via Mulcahy & Co PO Box 380W Ballarat West, Victoria, 3350 or make an appointment on to complete your tax return. or please fill in the form on screen, save the PDF to your hard drive and back to us info@mulcahy.com.au INCOME DETAILS I have attached my PAYG Summaries for the past financial year. I have attached my Eligible Termination Payment statements. I have attached my Pensions or Annuities summary statements. I have attached my Newstart, Youth Allowance, Austudy or other allowance PAYG summaries. I have attached my Australian Government Pensions PAYG summaries. I have attached Interest Income received and bank and term deposit statements. I receive Dividends and have attached my Dividends Statements. I have attached statements for Income from Partnerships & Trusts. Including Managed Fund Annual Tax Summary Statements. I have attached Net Income or Loss from Business including full details of Income and Expenditure. I have attached Sale of Shares including all Purchase & Sale details i.e. Contract tes. I have attached Sale Managed Funds including all Purchase & Sale details i.e. Contract tes. I have attached Sale of Real Estate including all Purchase & Sale details i.e. Contract tes. I have attached Sale of Assets including all Purchase & Sale details i.e. Contract tes. I have attached related documentation regarding Foreign Income. I have attached a complete property schedule or Rental property Income & Expenses. I attached details of Income received. OTHER INFORMATION I have Private Health Insurance and attached a Tax summary. I have HECSHELP liabilities and attached a statement. I have a Student loan and attached a SFSS statement. I have attached my most recent payslips I have attached my most recent superannuations statement. I have Personal Insurance and attached my most recent statement for Life, Trauma, TPD & Income Protection Insurance. I have attached my Family Tax Benefit Entitlement (if not previously provided. MULCAHY & CO P F INFO@ 300B GILLIES ST NTH, BALLARAT
2 Family Details SPOUSE DETAILS MrMrsMiss: Date of birth: DDMMYYYY Taxable Income $: CHILD: 1 MastMiss: CHILD: 4 MastMiss: Date of birth: DDMMYYYY Date of birth: DDMMYYYY CHILD: 2 MastMiss: CHILD: 5 MastMiss: Date of birth: DDMMYYYY Date of birth: DDMMYYYY CHILD: 3 MastMiss: CHILD: 6 MastMiss: Date of birth: DDMMYYYY Date of birth: DDMMYYYY MULCAHY & CO P F INFO@ 300B GILLIES ST NTH, BALLARAT
3 Work Related Expenses 1. VEHICLE EXPENSES Please explain how your car is used for work related purposes (refer to our website for explanation of how vehicles can be claimed. Vehicle Engine Capacity Vehicle Price Work Related Km s for Year If using a logbook method, please also fill out the following. Type of Expenses Total Expense $ Work % (c) Amount Claimed InvoiceReceipt YN Total Km s travelled Total work km s travelled Work related % (a b = c) a b c Fuel & Oil Lease Payments Interest Insurance Registration Repairs & Maintenance 2. TRAVEL (work related) Type of Expense Amount Claimed $ How is this travel expense work related? InvoiceReceipt YN 3. UNIFORM, OCCUPATION SPECIFIC OR PROTECTIVE CLOTHING AND LAUNDRY EXPENSES Type of Expense & how it is work related? Amount Claimed $ Protective Clothing Compulsory Uniform InvoiceReceipt YN MULCAHY & CO P F INFO@ 300B GILLIES ST NTH, BALLARAT
4 Work Related Expenses 4. SELF EDUCATION EXPENSESPROFESSIONAL DEVELOPMENT Type of Expense Amount Claimed $ Description InvoiceReceipt YN Please give details of courses and how it relates to your current work activities. 5. OTHER WORK RELATED EXPENSES Type of Expenses Amount Claimed $ How is this expense related? InvoiceReceipt YN Books and Journals Computer Expenses Home Office Expenses Home Telephone Internet Access Memberships Mobile Phone Seminars Subscriptions Union Fees 6. DONATIONS Charity Details Amount Claimed $ InvoiceReceipt YN MULCAHY & CO P F INFO@ 300B GILLIES ST NTH, BALLARAT
5 Work Related Expenses 7. SUNDRY Details Amount Claimed $ InvoiceReceipt YN Tax Agent Fees Tax Agent Travel Investment Expenses Income Protection Ins. NON TAX RELATED QUESTIONS DECLARATION Are you aware Mulcahy & Co has a legal division to assist with all your legal needs? Do you have an up to date Will? If, would you like Mulcahy & Co Legal to contact you to discuss? If, do you want Mulcahy & Co Legal to obtain this to hold on your behalf? Do you have appropriate level of risk insurance i.e. Life, Trauma, Income Protection Insurance? Have you reviewed your superannuation fund investments recently? Do you have a regular savings plan? If, would you like to? Do you want to know if your paying too much for your loan? If so, please provide latest loan statements Do you require IT assistance? New computer, back-up, cloud data storage, virus protection, networking etc. I declare that the information I have given is true & correct and that I hold the necessary written evidence to support my work related deductions. I have made the necessary inquiries to ensure all expenses listed are deductible. Print Full Name: Signed: Are You Financially Secure? At Mulcahy & Co we are in a unique position to provide the expert advice and solutions of accounting, financial planning, lending, legal and information technology all under the one roof. This makes a normally complicated process seamless to help you on your way to becoming financially secure. WHAT DOES BEING FINANCIALLY SECURE MEAN? It means assessing your personal and business goals and developing a plan to achieve them. 1. Goals & objectives 2. Estate plan 3. Risk plan 4. Asset protection plan 5. Taxation plan 6. Debt plan 7. Retirement plan 8. Business plan 9. Superannuation plan 10. Investment plan FOLLOW OUR 10 STEPS TO SUCCESS TO ACHIEVE FINANCIAL SECURITY... Visit for more information Date: mulcahy.com.au MULCAHY & CO P F INFO@ 300B GILLIES ST NTH, BALLARAT
6 Rental Property Worksheet for the Financial Year Property Address: Taxpayers Name: RENTAL INCOME Description Gross Rental Income related Rental Income (e.g. Insurance Recoup) Total Income RENTAL EXPENSES Description Advertising to tenants Amount Claimed $ Amount Claimed $ Details Details Body Corporate Fees Borrowing Expenses Cleaning Council Rates Capital Allowances (depreciation on plant) Gardening Lawn Mowing Insurance Interest on Loans (please provide Loan Statements) Land Tax Legal Fees Pest Control Property agent feescommission Repairs & Maintenance Capital works deductions (special write off) 2.5% x $ ) Stationery, telephone, phone Travel expenses Water charges Sundry rental expenses Total Rental Property Expenses Less: Private component How is this calculated Net Rental Income Loss Travel Details OTHER Date that first produced income Number of weeks property was rented this year Was there any private use of the property? If property was purchased or sold during this year, please provide purchase and sale contracts. MULCAHY & CO P F INFO@ 300B GILLIES ST NTH, BALLARAT
7 Asset & Liability & Surplus Cashflow Availability Name: Date: Updating your net equity and cashflow position can provide useful information with investment and financial decision making. Please take the time to update these details. ASSETS Bank Accounts Term Deposits Real Estate (include addresstype) Details Value $ Motor Vehicles Shares Managed Funds Superannuation (please include statements) HouseholdPersonal Total Assets LIABILITIES Details Monthly Repayment Owning $ MortgageLoans Total Liabilities Net worth (Assets less Liabilities) MULCAHY & CO P F INFO@ 300B GILLIES ST NTH, BALLARAT
8 Asset & Liability & Surplus Cashflow Availability Cont INCOME Description Gross $ After Tax $ Salary Wages Interest Income DividendsManaged Funds Rentals Gross Expenses Net Rental Income (loss) Total Income EXPENSES Description Gross $ After Tax $ Loan Repayments Living & Private Superannuation (extra) Superannuation (Co- Contribution) Personal Insurance LifeTPDTraumaIP Total Expenses Net Worth (Income less Expenses) MULCAHY & CO P F INFO@ 300B GILLIES ST NTH, BALLARAT
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