2017 - 2018 TAX RETURN CHECKLIST : INDIVIDUAL

For year ended 30th June 2018

 

IMPORTANT NOTE – WORKFLOW MANAGEMENT


The lodgement due date of your tax return is between 31st of October 2018 and 15th of May 2019 (depending on your circumstances)

 

Is your tax return required urgently?  If yes, please contact your Client Manager (express fees may apply).

calendar
 
Bank Details
 
If you wish for your refund to be deposited into your bank account, please provide the following details:
Dependant Details
 1234
First Name
Last Name
Tax File Number
Date Of Birth
INCOME:

1. Group Certificates (including pensions)

3. Termination Payments (if you received a lump sum termination please provide Eligible Termination Statement – ETP Statement)

Applicable:


4. Interest (money received on your bank accounts)

 123
Name of Bank
Account Number
Gross Interest
TFN Withholding
Joint Account

 
5. Dividends:
Please provide copies of dividend statements for income received. Also note that if you are on a Dividend Reinvestment Plan (DRP) which means you don’t physically receive the money to a bank account [the company uses that money to buy you more shares] that this is still income and must be reported in your return.
Add another (1)?
Add another (2)?
Add another (3)?
Add another (4)?

6. Employee Shares/ Options

Have you received any Shares and/or Options under Employee Share Scheme?




9. Capital Gain: Did you sell any assets such as shares or property which were acquired after 20 September 1985?






14. LOANS
Are your loans looked after via a broker or directly through a bank manager
DEDUCTIONS:

Please ensure you are able to substantiate work related claims with a total amount of more than $300.

1. Motor Vehicle: Did you use your own car for business / work purposes through the year:


Kilometres Method: You haven’t kept a log book but use your car for work. Let us know how many kilometres you would have travelled for work. The maximum the tax office allows you to claim is 5000 kilometres.
2. Work Uniform: Do you have to wear a monogrammed uniform or protective clothing?

3. Other Work Related Deductions:-
 123
Diary / stationery / work materials
Union fees / professional bodies
Sickness & accident insurance / income protection
Donations / school building fund
Seminar costs or self education
Other
Do you have HECS/HELP debt?

REBATES:

1. Private Health Insurance

    Do you have private health insurance?



2. Spouse

 YesNo
Did you have a spouse for the full financial year
Is your spouse a dependent (earn less than $6000) and was born before 1/7/1952
Does your spouse receive any benefits from Centrelink

3. Superannuation

a) Are you self employed? Each individual taxpayer is entitled to claim concessional personal contribution deduction, regardless whether they are self employed or not. *

b) Have you made any personal non concessional contribution to your superannuation fund? If so you may be entitled to super co-contributions (conditions apply). We do not require any information for your tax return as the process to claim this is automatic between the Australian Taxation Office and your superfund upon lodgement of your tax return.

c) Have you made superannuation contributions on behalf of your spouse?



RENTAL PROPERTY ANNUAL INCOME & EXPENSES


Taxpayer Name:

Property Details
Property 1
Do you have a quantity surveyor report for depreciation schedule for the property?

Expenses
 DateAccount RefPaid ToAmountTotal
Advertising for Tenants
Body Corporate Fees
Cleaning
Council Rates
Gardening/Lawn Mowing
Insurance (Land Lord & Prop)
Interest on Loans
Land Tax
Legal Fees
Pest Control
Property Agent Fees
Repairs&Maintenance
Stationary/Phone/Postage
Water Charges
Sundry Rental Expenses
Other 1
Other 2
Other 3
Expenses not listed on agent summary

Add Another?
------------------------------------------------------------
 
Property 2
Do you have a quantity surveyor report for depreciation schedule for the property?

Expenses
 DateAccount RefPaid ToAmountTotal
Advertising for Tenants
Body Corporate Fees
Cleaning
Council Rates
Gardening/Lawn Mowing
Insurance (Land Lord & Prop)
Interest on Loans
Land Tax
Legal Fees
Pest Control
Property Agent Fees
Repairs&Maintenance
Stationary/Phone/Postage
Water Charges
Sundry Rental Expenses
Other 1
Other 2
Other 3
Expenses not listed on agent summary

Add Another?
------------------------------------------------------------
 
Property 3
Do you have a quantity surveyor report for depreciation schedule for the property?

Expenses
 DateAccount RefPaid ToAmountTotal
Advertising for Tenants
Body Corporate Fees
Cleaning
Council Rates
Gardening/Lawn Mowing
Insurance (Land Lord & Prop)
Interest on Loans
Land Tax
Legal Fees
Pest Control
Property Agent Fees
Repairs&Maintenance
Stationary/Phone/Postage
Water Charges
Sundry Rental Expenses
Other 1
Other 2
Other 3
Expenses not listed on agent summary

Add Another?
------------------------------------------------------------
 
Property 4
Do you have a quantity surveyor report for depreciation schedule for the property?

Expenses
 DateAccount RefPaid ToAmountTotal
Advertising for Tenants
Body Corporate Fees
Cleaning
Council Rates
Gardening/Lawn Mowing
Insurance (Land Lord & Prop)
Interest on Loans
Land Tax
Legal Fees
Pest Control
Property Agent Fees
Repairs&Maintenance
Stationary/Phone/Postage
Water Charges
Sundry Rental Expenses
Other 1
Other 2
Other 3
Expenses not listed on agent summary

Add Another?
------------------------------------------------------------
 
Property 5
Do you have a quantity surveyor report for depreciation schedule for the property?

Expenses
 DateAccount RefPaid ToAmountTotal
Advertising for Tenants
Body Corporate Fees
Cleaning
Council Rates
Gardening/Lawn Mowing
Insurance (Land Lord & Prop)
Interest on Loans
Land Tax
Legal Fees
Pest Control
Property Agent Fees
Repairs&Maintenance
Stationary/Phone/Postage
Water Charges
Sundry Rental Expenses
Other 1
Other 2
Other 3
Expenses not listed on agent summary

Add Another?
------------------------------------------------------------
 
Property 6
Do you have a quantity surveyor report for depreciation schedule for the property?

Expenses
 DateAccount RefPaid ToAmountTotal
Advertising for Tenants
Body Corporate Fees
Cleaning
Council Rates
Gardening/Lawn Mowing
Insurance (Land Lord & Prop)
Interest on Loans
Land Tax
Legal Fees
Pest Control
Property Agent Fees
Repairs&Maintenance
Stationary/Phone/Postage
Water Charges
Sundry Rental Expenses
Other 1
Other 2
Other 3
Expenses not listed on agent summary

Add Another?
------------------------------------------------------------
 
Property 7
Do you have a quantity surveyor report for depreciation schedule for the property?

Expenses
 DateAccount RefPaid ToAmountTotal
Advertising for Tenants
Body Corporate Fees
Cleaning
Council Rates
Gardening/Lawn Mowing
Insurance (Land Lord & Prop)
Interest on Loans
Land Tax
Legal Fees
Pest Control
Property Agent Fees
Repairs&Maintenance
Stationary/Phone/Postage
Water Charges
Sundry Rental Expenses
Other 1
Other 2
Other 3
Expenses not listed on agent summary

Add Another?
------------------------------------------------------------
 
Property 8
Do you have a quantity surveyor report for depreciation schedule for the property?

Expenses
 DateAccount RefPaid ToAmountTotal
Advertising for Tenants
Body Corporate Fees
Cleaning
Council Rates
Gardening/Lawn Mowing
Insurance (Land Lord & Prop)
Interest on Loans
Land Tax
Legal Fees
Pest Control
Property Agent Fees
Repairs&Maintenance
Stationary/Phone/Postage
Water Charges
Sundry Rental Expenses
Other 1
Other 2
Other 3
Expenses not listed on agent summary

Add Another?
------------------------------------------------------------
 
Property 9
Do you have a quantity surveyor report for depreciation schedule for the property?

Expenses
 DateAccount RefPaid ToAmountTotal
Advertising for Tenants
Body Corporate Fees
Cleaning
Council Rates
Gardening/Lawn Mowing
Insurance (Land Lord & Prop)
Interest on Loans
Land Tax
Legal Fees
Pest Control
Property Agent Fees
Repairs&Maintenance
Stationary/Phone/Postage
Water Charges
Sundry Rental Expenses
Other 1
Other 2
Other 3
Expenses not listed on agent summary

** Add Another?
------------------------------------------------------------
 
Property 10
Do you have a quantity surveyor report for depreciation schedule for the property?

Expenses
 DateAccount RefPaid ToAmountTotal
Advertising for Tenants
Body Corporate Fees
Cleaning
Council Rates
Gardening/Lawn Mowing
Insurance (Land Lord & Prop)
Interest on Loans
Land Tax
Legal Fees
Pest Control
Property Agent Fees
Repairs&Maintenance
Stationary/Phone/Postage
Water Charges
Sundry Rental Expenses
Other 1
Other 2
Other 3
Expenses not listed on agent summary

Plant and furniture additions, charges, scrapping during year
Renovations during year
Loan refinancing during year



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