2018 Individual Tax Return Checklist

To assist us in preparing your tax return, please use this checklist when compiling your information. Completing the checklist can take some time however your efforts will enable us to maximise your deductions and process your return efficiently.

For New Client Only / For Information Update Only
PERSONAL DETAILS
Name
TFN
ABN
Address
Postal (if different)
Contact Numbers Mobile Home
Work Fax
Email Address
Date of Birth
Occupation
Were you a Working Holiday Maker? (Visa 417 or Visa 462) Yes / No
SPOUSE & CHILD DETAILS
Spouse (if we don’t prepare ther tax return) Name
Date of Birth
Taxable Income
Names of any dependent children Date of Birth Name
BANK ACCOUNT
Account Name
BSB Account
Are you able to supply a copy of your previous year’s tax return? Yes / No
Details of your last Tax Agent: Name:
Contact Number:
Email:
For All Clients
INCOME
Have you received any of the following payments? Documents Required
Gross salary/wages Yes / No PAYG payment summary / Last Payslip of the Financial Year
Allowances, earnings, tips, director’s fees etc Yes / No PAYG payment summary / Last Payslip of the Financial Year / Details of payments that you received that are not shown on a payment summary or comparable statement
Employer lump sum payments Yes / No PAYG payment summary / Last Payslip of the Financial Year
Employment termination payments Yes / No PAYG payment summary – employment termination payment
Australian Government allowances and payments like newstart, and austudy Yes / No PAYG payment summary / a letter from the agency that paid your allowance or payment stating the amount you received
Australian Government pensions and allowances Yes / No PAYG payment summary / a letter from the agency that paid your allowance or payment stating the amount you received
Australian annuities and superannuation income streams and pensions Yes / No PAYG payment summary – individual non-business / superannuation income stream
Australian superannuation lump sum payments Yes / No PAYG payment summary – superannuation lump sum
Attributed personal services income Yes / No PAYG payment summary – business and personal services / Details of any other personal services income attributed to you
Interest Yes / No Statements, passbooks and other documentation from your financial institutions
Dividends Yes / No Dividend Statement
Employee share schemes Yes / No Employee share scheme statement
Distributions from partnerships and/or trusts Yes / No Statement of Distribution
Net income or loss from business Yes / No
Capital gains, ie sale of shares Yes / No Details of any assets sold.  This includes dates and values of acquisitions and disposals, as per purchase and sale documents.
Foreign source income Yes / No Foreign tax assessments, PAYG payment summary – foreign employment / Distribution advices from companies, partnerships and trusts / Details of any expenses you incurred in earning your foreign income
Rent (please complete rental checklist) Yes / No All rental income earned / Interest charged on money you borrowed for the rental property / Other expenses relating to your rental property / Any expenditure on capital works to your rental property.
Any other income not listed above (please specify) Yes / No
Comments or Questions:
DEDUCTIONS
Have you incurred any of the following for work? (remember you will need to keep records to substantiate) Documents Required
Work related car expenses (one of the following): Yes / No Written evidence for your car expenses (receipts, invoices or diary entries) / your car logbook and odometer records.
cents per kilometre method (up to a maximum of 5,000 kms)
If you travel more than 5,000km for work then you must use the log book method To claim please complete the motor vehicle checklist
Work related travel expenses, ie taxi’s Yes / No Written Evidence
Work related uniform and protective clothing expenses Yes / No Receipts / invoices, or other written evidence (such as diary records)
Work related self-education expenses Yes / No Written Evidence
Other work related expenses: PAYG payment summary – individual non-business / – foreign employment / Statements from your bank, building society or credit union / Receipts, invoices or written evidence from your supplier or association
other written evidence
Telephone / mobile phone / Internet Access Yes / No Receipts / invoices, or other written evidence (such as diary records)
Tools and equipment Yes / No Receipts / invoices, or other written evidence (such as diary records)
Subscriptions and union fees Yes / No Receipts / invoices, or other written evidence (such as diary records)
Computer and software Yes / No Receipts / invoices, or other written evidence (such as diary records)
Journals / periodicals Yes / No Receipts / invoices, or other written evidence (such as diary records)
Sun protection products (i.e., sunscreen and sunglasses) Yes / No Receipts / invoices, or other written evidence (such as diary records)
Seminars / Conferences / Courses Yes / No Receipts / invoices, or other written evidence (such as diary records)
Home office expenses Yes / No Receipts / invoices, or other written evidence (such as diary records)
Other types of deductions:
Interest deductions Yes / No Bank or financial institution statements or passbooks
Dividend deductions Yes / No Dividend statements showing any LIC capital gain amount.
Gifts or donations Yes / No Written Evidence
Cost of managing tax affairs Yes / No Receipts / invoices, or other written evidence
Income Protection Insurance Yes / No Copy of Income Protection Insurance Policies
Personal superannuation contributions Yes / No Notice of Intent to Claim with letter of acceptance from your superannuation fund where you have made a contribution that is being claimed as a deduction
Comments or Questions:
OTHER
Amount / Details / Documents Required
Have you lived in a remote or isolated area of Australia? (Where and how long) Yes / No
Do you have a dependent parent? Yes / No
Did you or your spouse receive FTB through the Family Assistance Office ? Yes / No
Did you have private health insurance ‘Hospital Cover? Yes / No Private Health Insurance Statement
Did you make superannuation contributions on behalf of your spouse? Yes / No
Do you have a HELP liability or a student financial supplement loan debt? Yes / No
Medical Expenses, please note these have changed. From 1 July 2016 you can only include medical expenses relating to disability aids and aged care. Yes / No
Comments or Questions:

You can download a copy of PDF version of 2018 Individual Tax Return Checklist here.