CHECK LIST

TAX RETURN CHECK LIST

Personal Details

1Tax file number
2ID – passport, drivers license, etc
3Bank details – BSB, account number
4Previous year’s income tax return if new clients
5Spouse taxable income if not our client

Income/Earnings Documents

6Payment summaries (Group certificates)
7Bank interest
8Centrelink Statements
9Superannuation lump sum statements
10Superannuation income stream statements
11Dividends statements
12Share transaction statements
13Partnership & trust distributions
14Managed fund statements
15Capital gains details – investment property sales, etc
16Foreign sourced income and pensions
17Sole trader (ABN) income

Working Expenses

18Motor vehicle expenses
19Travel expenses
20Uniforms and protective clothing
21Self-education expenses
22Other work expenses – Please check our general deduction finder in our tax return form.
23Asset purchase details – Computer, tools, equipment, etc
24Investment related expenses
25Donations to charity organisation
26Accounting or tax agents fee
27Income protection insurance
28Superannuation contribution if self-employed
29Sole trader (ABN) expenses

Offsets

30Dependants details – name, DOB, legal responsibilities
31Zone if staying in a remote area for work or recreation – Please check our zone list in our tax return form.
32Superannuation contributions for spouse
33Private health insurance statement
34Medical expenses

Investment Property

35Details of when property was rented, including any rental or agents statements
36Date when property was purchased
37Rent received
38Advertising fees
39Bank fees
40Body corporate fees
41Borrowing expenses
42Capital costs
43Cleaning expenses
44Council rates
45Gardening or lawn mowing fees
46General maintenance and repair
47Insurance premiums
48Interest on loans
49Land tax details
50Legal fees
51Pest control fees
52Property investment seminars
53Real estate agent fees and commission
54Rental activity related travel expenses
55Utility charges
56Water charges

For Temporary Visa Holders

(Working Holiday Visa, 457 Visa, Student Visa)

57Passport if not Australian citizen or permanent visa holder
58Copy of all of visa covered during this financial year