2015 Personal Income Tax Return Checklist
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- Horatio Kelly
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1 2015 Personal Income Tax Return Checklist Name: Phone Number: ASSESSABLE INCOME Indicate the type of income you received during the 2014/15 financial year and attach any supporting documents. Salary Income (including group certificates and PAYG Summaries) Social Security/Centrelink Income (attach statements) Austudy Pension Payments Dividend Income Imputation Credits/Details of Bonus Share Issues Trust and Partnership Distribution (including Managed Funds) Income Capital Gains on sale of assets (cost price, sale price, date of purchase and sale) Rental Income (see attached rental schedule) includes negatively geared foreign rental properties Termination payments/unused annual leave or long service leave (including ETP Group Certificate/PAYG Payment Summary or Statement of Termination Payment) Allowances/Commissions Overseas Income/Transactions Superannuation/Annuity Pension (including Group Certificates/PAYG Payment Summaries) DEDUCTIBLE EXPENSES Indicate if any of the following deductions relate to you, and attach any supporting documents or relevant information. EXPENSES INCIDENTAL AND RELEVANT TO EMPLOYMENT Self Education/Uniforms/Tools Self education to maintain skills Technical and trade journals Home office expenses where home is used as business premises If yes, how many hours per week? Telephone expenses (work related) If yes, indicate what percentage is work use Uniform/protective/compulsory clothing, purchase and laundering Tools of trade, replacing and repairing Union, professional or business association fees Page 1 of 5
2 Car Expenses Make, model, engine capacity (cc) If a logbook is kept, details of running expenses including fuel, repairs, rego, insurance, maintenance, log book business percentage If no logbook is kept, estimate of work related kilometres travelled Travel Expenses Business Related Meals and accommodation Airfares, taxi, train, bus, etc (provide your travel diary) Deductible Expenses Tax Agent fees (other than The MBA Partnership) Donations Income Protection Tax Projects (Palandri, Sandalwood, Ecompos, Forestry Managed Investment Schemes) Annual tax statements from the project manager Separate loan statements from finance provider REBATE ITEMS Indicate if any of the following items relate to you and attach any supporting documents. Superannuation Contributions Amount of personal superannuation contributions (excluding employer contributions) Full Name of Fund: Policy Number: Superannuation contributions on behalf of your spouse Private Health Cover Private health insurance statement from your health fund Maintenance of Dependents Spouse and dependent s incomes Single or widowed parent Medical expenses of taxpayer and family (includes disability aids, attendant care or aged care) (net of health fund and Medicare refunds) if in excess of $2,162 (only able to be claimed in 2015 if also claimed in 2014 Financial Year) Maintenance of your parents, spouse s parents or invalid relative Education expenses for dependents Dependent children under 18 - provide name and DOB of each dependent OTHER Please indicate if any of the following items relate to you and attach any supporting documents. HECS liability details (if any) In 2014/15 did you become/cease being a resident of Australia for tax purposes? klms Page 2 of 5
3 PROPERTY PURCHASES Indicate if any of the following items relate to you and attach any supporting documents. Have you purchased a property during the year inclusive of your main residence? If please include: Date of Purchase of Property Contracts Legal Fees Stamp Duty Loan Statements Details of Construction Costs Approximate age of Property EFT DETAILS To ensure a quicker refund, please provide your bank account details. BSB: Bank: Account Number: Account Name: RENTAL PROPERTY SCHEDULE Property 1 Page 3 of 5
4 Property 2 Property 3 LINE OF CREDIT (B ACCOUNT BANK STATEMENTS) Write details of payments and deposits onto your bank statements and attach copies of all statements for 1 July 2014 to 30 June If this is the first year rented, please provide the following documents (if not already provided) Loan application and borrowing fees (including those of financial agencies such as Falcon Group) Depreciation schedule from builder Purchase contract (land and buildings) Has your property been refinanced in the 2014 financial year? If yes, provide copies of bank statements for both loans and borrowing costs for the new loan. FINANCIAL PLANNING We encourage all clients to meet with one of our financial planners for a free consultation. This ensures you are receiving comprehensive advice. Would you like our Financial Planning team to contact you regarding: Page 4 of 5
5 Superannuation Personal insurances Lending or loan review Leasing Estate planning (Wills, etc) Savings plan Cash flow and budgeting Retirement planning DOCUMENT UPLOAD your completed form and attachments through our website at or to If you do not have a client login for our website, please contact our office to arrange this before uploading documents. Or, post to PO Box 10839, Southport BC QLD 4215 If you have any questions, call us on (07) Page 5 of 5
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