TAX RETURN CHECKLIST : INDIVIDUAL
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1 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 (depending on your circumstances) Is your tax return required urgently? If yes, please contact your Client Manager (express fees may apply). First Name * Middle Name(s) Last Name * DOB * Street Address * Address Line 2 Suburb * State/Territory * Zip/Postal Code * Preferred Phone Number * Additional Phone Number TFN Preferred Address * Occupation Bank Details If you wish for your refund to be deposited into your bank account, please provide the following details: BSB ACCOUNT# ACCOUNT NAME (ALL CAPITALS) Please choose a Chan & Naylor Branch * 1/11
2 Dependant Details First Name Last Name Tax File Number Date Of Birth INCOME: 1. Group Certificates (including pensions) 2. Other salary income: (include any directors fees, commissions etc.) 3. Termination Payments (if you received a lump sum termination please provide Eligible Termination Statement ETP Statement) Applicable: 4. Interest (money received on your bank accounts) Name of Bank Account Number Gross Interest 2/11
3 TFN Withholding Joint Account If you have more than 8 bank account items, please attach the documents with the details here (up to 5MB-Please ZIP into single le) file chosen 5. Dividends: Please provide copies of dividend statements for income received. Also note that if you are on a Dividend Reinvestment Plan (DRP) which means you don t physically receive the money to a bank account [the company uses that money to buy you more shares] that this is still income and must be reported in your return. 1. Name of Shares (please indicate if the shares take part in DRP) Unfranked Dividend Franked Dividend Imputation Credit Add another (1)? If you have more than 5 dividend statement items, please attach the documents with the details here (up to 5MB) file chosen 6. Employee Shares/ Options Have you received any Shares and/or Options under Employee Share Scheme? 7. Trusts and Partnerships: (i.e. example of trusts is BT funds, Black Rock, Colonial First State, etc). Name of trust or partnership Please provide documents (including year end Tax Statements) to show income from the funds you list. file chosen 8. National Rental Affordability Scheme: Did you provide any rental under the Natonal Rental Affordability Scheme? If so, please supply details. 3/11
4 file chosen 9. Capital Gain: Did you sell any assets such as shares or property which were acquired after 20 September 1985? If yes then please provide documentation of when it was purchased / cost and also documents on sale / funds received etc. (up to 5MB-Please ZIP into single file) file chosen 10. Rental Income: Please attach details of the rent received and all expenses in their separate categories. Please supply lawyers settlement sheets, contract exchanged and agent s invoice, if any, for property acquired. Should you require the services of a Quantity Surveyor for a depreciation report please contact your client manager. List of rental properties, (Please complete the attached schedule for each property): file chosen 11. Foreign Sourced Income: Did you have any foreign income, including rental properties that are positively and/or negatively geared? Have you paid any foreign tax? If so, please provide foreign tax return or a statement indicating foreign tax paid/withheld. file chosen 4/11
5 12. Business Sourced Income: Did you have any business income? If so please provide details including any capital purchases over $20,000. file chosen 13. Any other income: Any income you received in the financial year which doesn t fit into any of the above categories for example Government allowances, pensions & payments (eg. Newstart, Youth Allowance, Austudy, Australian Government Disaster Recovery Payment & Natural Disaster Relief Recovery Arrangements). file chosen 14. LOANS Are your loans looked after via a broker or directly through a bank manager Broker Bank Manager DEDUCTIONS: Please ensure you are able to substantiate work related claims with a total amount of more than $ Motor Vehicle: Did you use your own car for business / work purposes through the year: Type of Vehicle -If yes then please provide one of the following: Log Book Method Business % use (Please ensure you keep a log book for a continuous period of 12 weeks. If the logbook is over 5 years old or there is significant change in work related usage of vehicle, please provide a new logbook.) Please provide details of all expenses you incurred over the financial year including fuel, repairs / maintenance, registration / insurance etc. 5/11
6 file chosen If you have a loan for the vehicle please provide details of the interest you have paid over the year and the cost of the car, if you have a hire purchase or lease arrangement, please provide a copy of the purchase contract. file chosen Kilometres Method: You haven t kept a log book but use your car for work. Let us know how many kilometres you would have travelled for work. The maximum the tax office allows you to claim is 5000 kilometres. Kilometres: 2. Work Uniform: Do you have to wear a monogrammed uniform or protective clothing? -If yes were you out of pocket through the year for purchasing any new items (if so please provide details). Please provide details of uniform maintenance. (laundry/dry cleaning etc.) 3. Other Work Related Deductions:- Diary / stationery / work materials Union fees / professional bodies Sickness & accident insurance / income protection Donations / school building fund Seminar costs or self education 6/11
7 Other Do you have HECS/HELP debt? Please attach any additional information (up to 5MB-Please ZIP into single file) file chosen REBATES: 1. Private Health Insurance: Do you have private health insurance? What is your policy excess? 2. Spouse Did you have a spouse for the full financial year Is your spouse a dependent (earn less than $6000) and was born before 1/7/1952 Does your spouse receive any benefits from Centrelink What is your spouse Taxable Income for the year Details of Benefits: If you have any relevant documents, please attach here (up to 5MB-Please ZIP into single file) file chosen 3. Superannuation a) Are you self employed? Each individual taxpayer is entitled to claim concessional personal contribution deduction, regardless whether they are self employed or not. * 7/11
8 Please provide details of contributions you made to your superannuation for the financial year. If you have any relevant documents, please attach here (up to 5MB-Please ZIP into single file) file chosen b) Have you made any personal non concessional contribution to your superannuation fund? If so you may be entitled to super co-contributions (conditions apply). We do not require any information for your tax return as the process to claim this is automatic between the Australian Taxation Office and your superfund upon lodgement of your tax return. if yes, please provide details of contributions you made to your superannuation for the nancial year. c) Have you made superannuation contributions on behalf of your spouse? 4. Medical Expenses: To be eligible to claim this offset, you must have either: received this offset in your income tax assessment; and paid for medical expenses relating to disability aids, attendant care or aged care Table: Entitlement to net medical expenses tax offset Family status ATI threshold What can I claim? Single (single at 30 June 2018 and no dependent children) $90,000 or less above $90,000 20% of net medical expenses over $2,333 10% of net medical expenses over $5, /11
9 Family $180,000* or less 20% of net medical expenses over $2,333 (with a spouse at 30 June 2018, or dependent children at any time during the year, or both) above $180,000* 10% of net medical expenses over $5, OTHER: Any other information which you are unsure of, or which you would like us to be aware of i.e. Income Protection Insurance If you have any relevant documents, please attach here (up to 5MB-Please ZIP into single file) file chosen RENTAL PROPERTY ANNUAL INCOME & EXPENSES Taxpayer Name: First Name Middle Name(s) Last Name Property Details Property 1 Postal Address (or PO BOX) Post Code Ownership Purchase (Contract) Date (DD-MM-YYYY) Date First Rented (DD-MM-YYYY) Weeks Rented this year Do you have a quantity surveyor report for depreciation schedule for the property? 9/11
10 If yes then please provide quantity surveyor report for depreciation schedule for the property (up to 5MB-Please ZIP into single file) Income file chosen Annual rental income ($) Expenses Date Account Ref Paid To Amount Total Advertising for Tenants Body Corporate Fees Cleaning Council Rates Gardening/Lawn Mowing Insurance (Land Lord & Prop) Interest on Loans Land Tax Legal Fees Pest Control Property Agent Fees Repairs&Maintenance Stationary/Phone/Postage Water Charges Sundry Rental Expenses Other 1 Other 2 Other /11
11 Expenses not listed on agent summary For this property, please upload the PURCHASE CONTRACT, SETTLEMENT STATEMENT & LOAN OFFER for this property. Please attach here (up to 20MB-Please ZIP into single le) Add Another? file chosen Plant and furniture additions, charges, scrapping during year Renovations during year Loan re nancing during year Please provide a copy of your year s tax return with the documents (up to 20MB-Please ZIP into single le) file chosen TAXPAYER'S DECLARATION * I declare that all the information I have given is true and correct. Your signature * clear SUBMIT Chan & Naylor /11
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