2016-2017
Tax Return Checklist
Thischecklistcanbeusedforemail,postal,face-to-faceappointmentsandphone
interviews–itwillallowyoutocollateyourrelevantinformation.Oncecompleted
xto0733595879orpost
toAffinitas Accounting,POBox377 AspleyQLD4034.
PreviousClient:YesNewClient:Yes Attach DL Referred By:
Surname:
FirstName:
Address:
State:PostCode:
Has yournamechangedthroughoutthe year(marriage/separationetc)?If yes, pleaseprovide maidenname.
NoYes
Isthisachangeofaddresssincelodgingyourlastreturn?YesNo
DaytimePhone:EveningPhone:
Mobile:E-mail:
Occupation:DateofBirth:
Tax File Number:
AreyouanAustralianResident:YesNo
Ifno,didyouliveinAustforthefullyear:YesNo
Do you havea HECSDebt?:YesNoDoyouhavea Sup Loan?:YesNo
DoyouhaveanyoutstandingChildSupportorATOdebts?: YesNo Ifyes,$
Doyouhaveaspouse(marriedordefacto):YesNoName:
Ifnotmarried/defactoforthefullyear please specify the date change:
SpouseDateofBirth Spouse’sincome$
BankAcctDetails:BSB:Acct:
NameonAccount:
Affinitas Accounting(ABN:50441659369)
PO Box 377, AspleyQLD4034E:
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Income
1. Group Certificates/PAYG Summaries
Pleaseattachallcertificates,terminationstatementsandother documents received from your employer/s,
including Centrelink payments.
2.Pensions/Superannuation/CentrelinkPayments
Pleaseattachcertificatesetc
3.Interestreceived
Banks, Building Societies, Cash Management Trusts, etc
InstitutionAccNoTotalInterestYourShare(eg50%ifjoint)
4. Did you receive BOS income?YesNo(Flight Centre only)
PleasesupplyannualstatementsissuedfromBOSandinterestpaidontheloanifyouhavetakenoutaloanagainsttheBOS.
5.Dividends,Trust Partnership Distributions received
PleaseincludecopiesofDistributionStatement
Share Dividends
CompanyUnfrankedDividendFrankedDividendImputation Credit
(hasTFNtaxbeendeducted?)YesNoIfso,howmuch?
DividendsreportedinthisreturnareonesPAIDtoyouinthisfinancialyear
6. CapitalGains(egSaleofInvestmentPropertyorShares)
DatePurchased:Cost$
Additions–Date:Cost$
DateSold:Sale Price$
OtherAssociatedCosts:StampDuty,legalfeesetc$
Attachdocumentationofpurchasedateandprice,andsubsequentcapitalexpenditureincurredand
saledateandprice.
7. ShareDemergerSchemes?
Didyouownanysharessubjecttodemerger?YesNo
Ifso,wewillneeddetailsofyourshareholdingsandthedemergerdocumentationreceivedto
calculatecapitalgains.
8. Any other income or capital received?
Expenses – any expenses paid by ledger, rewards pass or salary sacrifice cannot be claimed as they are
made from pre-tax dollars
1. Motor Vehicle –includesDrivingtoBuzzNights/Conferences/ProductNights/Expos,shopvisits,
trainingatHeadOfficeetc
Writtenevidencekept?YesNoCentsperkm-No.ofkmstravelledforwork:
MakeandRego of Vehicle:
Youmustbeabletoexplainwhyyouusedyourmotorvehicleforworkpurposesand,ifusing cents/km method,
howyoucalculatedkms. (logbook,pleasediscusswithyourtaxconsultant)
2.OtherworkrelatedTravelexpenses(NotEducationalTravel,butincludestraveltoseminars,conferencesetc)
AmountclaimedWritten evidence kept?
Fares $YesNo
Taxis/Parking/Tolls $YesNo
Meals(alcoholisnotdeductible) $YesNo
Pleaseexplainwhyyouincurredtheseexpensesforworkpurposes.
3.Uniform,ClothingandLaundryExpenses
AmountclaimedWritten evidence kept?
Drycleaning $YesNo
Alterations/Mending $YesNo
Additional Purchases (from your own money) $YesNo
Laundry(weuseanATOformulatocalculatethis) YesNo
(Pleasenotethatshoesstockingsarenotdeductible). Deductions are only allowable for: Registered logoed uniforms; occupation specific or protective clothing including high visibility.
4.SelfEducationExpenses– study must be directly related to your employment
Written evidence kept? YesNo
Please explainhowthese expenses relate toyourincome.
Nameofcourse:Institution:
Dateyoucommencedthecourse?Fees:Travel/Accommodation:
Books,stationeryetc:Other (pleasespecify)
5. Additionstodepreciableassetsusedinearningyourincome
ItemAmountBusinessUse(%)PurchaseDateReceipt
Computer:$YesNo
Other:$YesNo
6. IncomeProtectionInsurance: Please supply letter from Insurer
(Nothealthorlifeinsuranceanditisnotpartofyoursuperanuationaccount–ratheritisafreestandingpolicywithacompanysuchasAMPetc)
Companythatthepolicyisheld with$
7. Seminars,Conferences(Educationals)
Destination
Expenses:(egParticipationfees, meals, transfers,taxes etc)
Destination
Expenses:(egParticipationfees, meals, transfers,taxes etc)
8. Business / Work use of Home Office -Pleaselistallrelevantexpenses
RunningcostsofhomeOffice–(Pleasekeepadiaryforonemonthtosubstantiateclaim)
HowmanyhoursspentonaverageeachweekworkingfromthehomeOffice?
(Please keep a diary for one month to substantiate claim)
9. InterestDividenddeductions
DoyouhaveamarginloanorinvestmentloanYesNo
Ifso, howmuch interestdidyoupaythroughout theyear?
Didyouprepayanyinterest?YesNo$
10. Other work expenses(PleasenotethatTravelInsurance,Immunisations,PassportPhotosFilmProcessingarenotdeductible)
Total Percentage
Amount Claimed Written evidence kept?
Subscriptions/Memberships$YesNo
Journals/Lonely Planets (Newspapers are no longer deductible)$YesNo
MobilePhone $Yes No
(Please keep a diary for one month to substantiate claim)
DocumentCarriers/LaptopBags$YesNo
InternetConnection $Yes No
(Please keep a diary for one month to substantiate claim)
Other(please specify)$YesNo
11.Donations(eg WorldVision, Red Cross etc)HaveyoukeptreceiptsYesNo
CharityName:$
CharityName:$
SchoolBuildingLevy:$
If youbuylotteryticketsticketsinraffles,thesearenotadonation.To be deductible youmustnotgetanythinginreturnforyourdonation.
12. OtherDeductions
TaxAgent Fees (previous year)$
Anyotherexpensesrelatedtoincomethatisnotshownelsewhere?
RentalPropertySchedule
For the period 1 Julyto30 June
Addressofproperty
Datepropertyfirstbecameavailableforrent:
Number of week’s property was rented for:
Income:
RentalIncome(a)$
OtherRentalRelatedIncome(b)$
Total Rent: (a + b)(c)$
Expenses:
Advertising for Tenants$
BodyCorporate$
Borrowing Expenses$
Cleaning$
CouncilRates$
DepreciationonPlant$
Gardening/LawnMowing$
Insurance$
Interest on Loan(s)$
Land Tax$
LegalFees$
PestControl$
PropertyAgentFees/Commissi$
RepairsMaintenance$
SpecialBuildingWriteOff$
Stationery, Telephone & Postage$
Travel Expenses$
WaterCharges$
SundryRentalExpenses$
Total Expensesw)$
NetRent(c-w)$
PrivateHealthInsurance/MedicalSurcharge
Wereyouandallyourdependants,includingspouse/partner,coveredbyPrivateHospitalCover
ForthewholeyearYesNo Policy start date if not for full year
Ifno,youmaybeliable topaythemedicarelevyexemptionfromthedateyoubecamea coupleiefullor part year.
PleaseindicateFamilyCover YesNoSingle Cover. OnlyYesNo
NameofFundPolicyNumber
Level of Cover:HospitalonlyAncillaryOnly(extras)CombinedCover(HospitalExtras)
DependantChildren; Name Age:
Please provide a copy of your health fund statement for each individual completing their tax return.
Declaration
I
declarethatIhaveappropriaterecordsanddocumentationtosupportallincomeand deduction amounts
includedonthischecklist. I duly authorise Affinitas Accounting,to prepare
my2015/2016IncomeTaxReturn from the information provided in this checklist. Iacknowledgethatthe
informationprovidedmaybecheckedorfurtherclarifiedbeforethereturnisfinalisedandanestimateprovided.
I have been advised of Affinitas Accountingprivacy policy (see attached) and I
authorisethecompanytoholdmypersonaltaxationdocuments and to pass them on to any future purchaser
ofthebusiness. Ialsoacknowledgethatthefeesforthereturnarepayablepriortolodgementandthatlegal
actioncouldbetakentorecoveranyunpaidfees.
SignatureDate
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