2014 Individual Income Tax Return Kit

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1 Client Details Client Name Address ABN (if applicable) Tax File No Telephone No Mobile No address Date of Birth Has marital status changed Australian Resident? What is your occupation? Please provide bank details BSB Account Number Account Name Spouse s Details Spouse Name Spouse Date of Birth Spouse Tax File No Spouse s taxable income for the 2014 income year Spouse s reportable fringe benefits amounts for the 2014 income year Spouse s reportable super contributions for the 2014 income year Spouse s total net investment loss (i.e., the total of any financial investment loss and a rental property loss) for the 2014 income year Spouse s Australian Government pensions or allowances (excluding exempt Pension income) in the 2014 income year Spouse s exempt pension income in the 2014 income year Spouse s foreign income in the 2014 income year Spouse s trust income in the 2014 income year Child support your spouse paid Your spouse s taxed element of a superannuation lump sum for which the tax rate is zero I confirm that you have advised me that I must demonstrate that I have incurred an expense for income producing purposes. In addition, you have advised me of the stringent SUBSTANTIATION legislation I must satisfy in relation to work, car and business travel expenses. In addition, you have informed me that I must obtain original receipts and keep them for a minimum of five years from the date my return is lodged. Signature

2 Children s Details: Full Name Date of Birth INCOME Salary and Wages (Including Casual Wages and Paid Parental Leave) Please forward all original payment summaries regarding payment of salary and wages during the 2014 Income Year. Employment Termination Payments Please forward details of any Lump Sum payments received together with your ETP Payment Summary. Pensions, Government Allowances, Family Tax Payments, Allowances, Earnings, Director s Fees, Employer Lump Sum payments, Australian annuities, Superannuation income streams and lump sum payments Forward all statements detailing the year s earnings together with any statements for exemption of the Medicare levy. For Annuities include any undeducted purchase price information. Details of Interest Received Bank Account Number $ Joint Yes/No Share of Interest % W/H Tax % % Details of Dividends Received Company Date Paid Unfranked Dividends Franked Dividends Imputation Credits Join Yes/No W/H Tax Did you receive any benefit from an employee share acquisition scheme? If YES, please forward any details. Did you receive any of the following in the 2014 income year? Personal Services Income (PSI) Distributions from Partnerships and/ or Trusts Income / Loss from a Business Foreign Source Income (incl. foreign pensions and foreign assets/ property) If YES, please forward details of any such payments received.

3 Sale of Shares / Property 2014 Individual Income Tax Return Kit Note: Please provide copies of share sale and purchase contracts. For sale of property, please provide settlement statements of the purchase and sale as well as details of any improvements undertaken not previously claimed. Date Purchased or Acquired Cost Date Sold Net Proceeds Description of Property Sold DEDUCTIONS Work Related Motor Vehicle Expenses Method used Cents per kilometre Log Book 1/3 of actual expenses 12% of original value Car (make, model) Have you kept written evidence and/or other Please advise what kind of evidence Please explain the circumstances why you used your car for work purposes. If you made a claim using the log book method, you must include opening and closing odometer readings. You must also have maintained a logbook which documents your business kilometres for a continuous period of 12 weeks (which is representative of your normal annual car usage), you must update your logbook at least every 5 years. If you made a claim using the cents per kilometre method, tell us how you made your estimate of business kilometres. Work Related Travel Expenses Expense Type Accommodation Airfares Meals Incidentals Transport expenses Please explain how these expenses related to your work. Work Related Uniform and Other Clothing Expenses Clothing expense type Protective/ Occupation specific clothing Laundry Compulsory distinctive uniform Non-compulsory registered uniform

4 Please provide a description of the clothing items and explain why you needed to use these for work purposes. Work Related Self Education Expenses Expense type Course Fees (HECS is not deductible) Books, Stationery etc. Travel Seminars/ Conferences Equipment e.g. computer Please explain how these expenses are related to your work as an employee. Other Work Related Expenses Expense type Union fees Home office (please specify) Books, journals & professional library Computer & Software expenses Telephone Tools Seminars & Conferences Sun Protection Please explain how these expenses relate to your work. If you have apportioned a work related expense eg. telephone, tell us how you arrived at the amount and what percentage you are claiming. Other types of deductions Expense type Interest Deductions Dividend Deductions Gifts or Donations Financial Planning Fees Sickness/ Accident Insurance Tax Agent Fees Personal Deductible Superannuation Contributions Please provide all necessary details in regards to this claim

5 TAX OFFSETS Dependent (Invalid and Carer) Tax Offset This replaces (or rather consolidates) 8 previous dependency tax offsets that were relevant for the 2012 and earlier income tax years, including the housekeeper (with or without child), the child-housekeeper (with or without child), invalid relative, carer spouse, invalid spouse and parent or parent-in-law offsets. If you were maintaining a dependent spouse born before 1 July 1952 in the 2014 income year you are eligible to claim this offset if you meet certain conditions. Note: You cannot claim this offset if you are eligible to claim Family Tax Benefit Part B and your adjusted taxable income combined with that of your spouse exceeds $150,000, or if your spouse s or housekeeper s adjusted taxable income was $9,974 or more. If you were maintaining a dependent parent or invalid relative who was living in Australia as a resident for Australian tax purposes please provide the following details: their name, date of birth, address and adjusted taxable income for the period 1 July 2013 to 30 June If another person helped to maintain this person please provide the % of maintenance you provided. You can claim for more than one relative. Note: You cannot claim this offset if your adjusted taxable income combined with that of your spouse exceeds $150,000, or if your dependants adjusted taxable income was $9,974 or more. Senior Australian Were you eligible for an Australian Government Pension in 2014? Did you receive an Australian superannuation income stream? YES / NO YES / NO Private Health Insurance Were you in a Private Health Fund for the period 1 July 2013 to 30 June 2014? YES / NO What type of Private Health Cover do you have? Please Circle. A Ancillary H Hospital C Combined What Class of Private Health Cover do you have? Please Circle. I Individual C Couple F Family Please include all names of dependants included on your Private Health Insurance Policy. Please provide a copy of your and your spouses annual Private Health Insurance Statement. Schoolkids Bonus The Education Tax Refund has been replaced by the Schoolkids Bonus and can no longer be claimed for expenses incurred in the 2014 financial year, or any excess eligible expenses carried forward from previous years. If you were eligible for the Schoolkids Bonus, you would have received a payment of $205 for each child in primary school and $410 for each child in secondary school in July, 2013 and January, The July, 2014 payment is subject to legislation ending the Schoolkids Bonus being passed in Parliament. Superannuation contributions on behalf of your spouse You may be entitled to tax offset up to $540 for your spouse if your spouse s assessable income, reportable employer superannuation contributions and total reportable fringe benefits did not exceed $13,800. Please provide:- The total amount of contributions $ Spouse s assessable income and reportable fringe benefits $

6 Zone Tax Offset or Overseas Forces Tax Offset You may be eligible for a tax offset if you lived or worked in a remote area of Australia, or served overseas with the Australian Defence Force for 183 days or more during the 2014 income year. Please note that remote areas do not include offshore oil or gas rigs. Name of Remote Area Number of Days Net Medical Expenses Tax Offset You may be able claim a tax offset of 20% of your net medical expenses over $2,162 if your adjusted taxable income for rebates does NOT exceed $88,000 for singles or $176,000 for families. If your adjusted taxable income for rebates exceeds these thresholds, you will be able to claim 10% of your net medical expenses over $5,100. To be eligible to claim the offset you must have either: received this offset in your income tax assessment; or paid for medical expenses relating to disability aids, attendant care or aged care Description Gross Fee Medical Fund Reimbursement Net Paid Doctor s Fees Dentist s Fees Chemist Prescriptions Optometrists Carer IVF Artificial Limb, Optical or Hearing Aid Other, please specify Income Tests Information For the 2014 income year the Australian Tax Office will apply new income tests and amend other existing tests to assess the eligibility of taxpayers to claim certain tax offsets as well as to receive certain government benefits. In order to make sure you are meeting all obligations towards the ATO and to ensure we considered all relevant factors when preparing your tax return please provide the following information:- reportable fringe benefits amounts reportable employer superannuation contributions Tax-free government pensions Foreign Income Net financial investment loss Net rental property loss Child support you paid Number of dependent children $

7 Rental Property Income & Expenses NOTE: If you acquired or sold property during this financial year, please enclose a copy of the settlement statement from the land conveyancer. Property Address:.. Rental Period: Date first rented out... % of Ownership: INCOME Rent $ Other Income $ EXPENSES Advertising $ Body Corporate Fee $ Borrowing costs $ Cleaning $ Council Rates $ Electricity $ Gardening/Lawn Maintenance $ Insurance $ Interest Loan 1 + date if refinanced $ Interest Loan 2 + date if refinanced $ Loan refinance costs if applicable $ Land Tax $ Legal Fees $ Pest Control $ Postage $ Property Agents Fees/Commission/Lease Fees $ Repairs & Maintenance $ Stationery, Telephone $ Travel $ Sundry $ - Emergency Service Levy $ - Bank Charges $ - Others (please provide details) $ Water Rates $ If you purchased any depreciable items (cost over $300) in the 2014 income year, please provide detailed information regarding the item itself, its purchase cost and purchase date.