Individual Income Tax Return July 2013 - June 2014 Please complete, print and return to our office: Email admin@nwapilbara.com.au Tax File Number:.../.../... Ph: (08) 9143 1300 Fax: (08) 91431310 ABN:.../.../.../... Mail PO Box 1391 Karratha 6714 Drop in Shop 11 Karratha Village Sharpe Avenue Karratha 6714 SurnameName: FirstName/s: AreyouanAustralianresident? YES NO UNSURE Namechangedsincelastreturn? YES NO IfYES,previousname: HomeAddress: PostalAddress: Dateofbirth: / / Telephone:(H) (W) (M) Email(mustbeprovidedforqueries): Occupation: Spouse/DefactoName: Taxableincome: Dateofbirth: / / Children'sNames DateofBirth Livingwith you?
TheATO isnolongersendingoutcheques,theywilonlyuseelectronicfundstransfers PleaseprovidebankdetailsBSB: AccountNumber: Accountname: Weareabletodeductyourfeefrom yourrefund(atanextracostof$33). Pleaseindicateifyouwouldlikethisservice. YES NO If you are a new client, please provide a copy of your last tax return including depreciation schedules if relevant Please tick where relevant for all following items, and make sure relevant information is provided for tax preparation Income Details for your Tax Return OriginalcopiesofPAYG PaymentSummaries,includingCentrelinkpensionand/or otheralowances RentalProperty income and expenses information,including managing agent summaries,loanstatements,depreciationreportsandpurchasedocumentationif1 st year Alotherincomesources includingforeignsourceincome Amountofspouse/defactoseparatenetincomeforwhichwedonotpreparethetax return(taxableincomelessdaycarecosts) Businessincomedetailsincluding 1. Fulyreconciledcashbookorsummary 2. Incomeandexpensedetails 3. Assetregister Detailsofinterestincomeearnedonalbankaccounts/term deposits.teifjointor individualaccount Dividendnotices(includingdividendreinvestment)andsharetradingdetails,including buyandselnoticesoranytakeover/restructurenotices.includeinterestpaidforany borowingsrelatedtosharespurchased. ManagedFundDistributions RequireAnnualTaxSummaryandCGTSummaryif applicable(manyfundstatementsarenotissueduntillateseptemberandoctober). IncludeinterestpaidforanyborowingsrelatedtoTrustUnitspurchased. DetailsofalTrustorPartnershipincomedistributionsreceivedfrom entitiesforwhich wedonotpreparetheincometaxreturn Purchaseorsaleofanyrealestateand/oranyotherassetsincludingpersonaluse assetsandsharesthathavecapitalgainstaximplications
Deduction Details for your Tax Return Detailsofalowabletaxdeductionsyoumaybeentitledtoclaim eg Homeoficedetailsifrequiredtoworkfrom home(numberofhoursper week) Hometelephone/mobiletelephone(Work/Businessuse%) Motorvehicleexpenses(Workuse,musthavelogbookandsupporting documentationornumberofbusinesskmstraveled) Uniforms/protectiveclothing(whereoccupationspecificorprotectivein nature) Subscriptionstoprofessionalorganisations,unionfees,etc Selfeducationexpenses workrelatedonly Toolsoftradeandequipmentpurchases Donations TaxAgentorTaxAdvicefeespaidduring2013/14 Anyotherexpensesyouconsiderdeductiblepleaseprovidedetailsfor consideration NB:Claimswildependonindividualcircumstancesandmustbesubstantiated PersonalSuperannuationContributions:forself employed tax payers only a) Fulnameoffund b) Policynumber c) AmountcontributedforFinancialYear(mustprovidecopyof leterconfirmingdeductibilityfrom yoursuperannuationfund) NB: Evenifyouarenotself employedyoumaystilbeentitledtoatax ofsetforpersonalsupercontributionsforyourselforspouse.pleaseprovide detailsaspertheabovesowecanchecktax ofsetentitlements Sicknessandaccidentinsuranceorlossofincome/protectioninsurance pleaseprovidedetailsofpremiumspaid Zone(remotearea)/overseasforcestaxofset.Whatdateshaveyoulivedin Karatha/otherzonearea? MedicalcostsforwholefamilyafterMedicare& Healthfundrebatesforthe 2013/14year(Incometestingandthresholdrulesapply) Other Relevant Information Doyouhaveprivatehealthcover? Pleaseprovideacopyofyourannualstatement, jointpolicypleaseprovidedbothstatements. ifa
AreyouentitledtotheMedicarelevyexemptionorreductionin2014(Eg457Visa)? (If yes, please specify): DidyoubecomeanAustraliantaxresidentatanytimeduringthe2014incomeyear? Ifso,whatdatedidyouariveinAustralia? DidyouceasetobeanAustraliantaxresidentatanytimeduringthe2014incomeyear? Ifso,whatdatedidyoudepartAustralia? DoyouhaveaHECS/HELPliabilityorastudentsupplementloandebt? Didyoureceiveanybenefitfrom anemployeeshareacquisitionscheme(egriotinto)? (If yes, please specify) (reviewer consider if assessable in year) (you should have received an Employee Share Scheme Statement). Ifthereareanyothermatersyouarenotsureabout,pleaseprovidedetailssowecan determineistheymayafectyourincometaxreturn Pleaseprovidealrelevantbooksandrecords.Wewilonlycopywhatweneedandreturnal originalsbacktoyou. Paymentofourfeesarerequiredpriortolodgementoftaxreturns. Commentsandnotesyouwishtomake: Datedthe.dayof 20. Signature of taxpayer Name (print) Please provide your preferred contact details Phone : Email : Best Time of day : You will be contacted within one week to confirm any details or to sign your documents.
Thank you.