Personal Income Tax Checklist Please answer all questions and upload relevant documentation Which year is this questionnaire for? June 2021 June 2020 June 2019 June 2018 June 2017 June 2016 Please select one Name First Name Last Name Phone number - pls provide in case we have queries - Area Code Phone Number Please confirm your current address Street Address Street Address Line 2 City State / Province Postal / Zip Code Email example@example.com Date of birth - Day - Month Year Date Marital Status Single Married Divorced Defacto TFN - only required if we are not currently your agent Name of Spouse/Partner Partners DOB - Day - Month Year Date If we do not complete your partner's return please provide their taxable income Number of dependents Did we complete your prior year tax return? Yes No Please upload a copy of your prior year return here Browse Files Cancel of Back Next Save Income Did you receive employment Income? Yes No Please confirm your occupation Please list your employers so I can confirm the information I have access to from the ATO Please upload a copy of your payment summary if relevant (i.e. you had a small employer not subject to STP for 2020) Browse Files note - limit of 3MB per file Cancel of My Income Statement (for larger employers under Single Touch Payroll) is "TAX READY" Yes No Did you receive any interest income? Yes No Either provide details below or upload documents OR Upload files Browse Files Cancel of Do you have a managed Investment Portfolio? Yes No Please upload the end of year Tax summary that you receive from the fund Browse Files Cancel of Did you receive any dividends? Yes No Either provide details below or upload documents. Please provide Company name, Dividend Received, whether the dividend was franked or unfranked and details of the franking credit Dividend paperwork Browse Files Cancel of Did you receive any partner & trust distributions Yes No Name of the Entity Amount received Annual Summary taxation statement or other files Browse Files Cancel of Business Income Did you earn any business income? Yes No Summary of income received and expenses incurred - this is probably best to send as a file which you can upload below Attach Browse Files Cancel of Did you use your car for the business, if so what % was business use? You need a logbook to support this Any attributable personal services income? i.e. was more than 80% of your income from one client Yes No Capital Gains Tax Did you sell any assets during the year which resulted in a capital gain? Yes No General Description of Capital Gain Paperwork regarding Capital Gains Browse Files Please provide - Description of asset; Date of purchase; Purchase price paid; Date of sale; Consideration received. Note : If sale relates to shares that included dividend reinvestment details of each reinvestment made are required. If sale relates to property the settlement statement for purchase and sale are required. Cancel of Paperwork relating to property purchase Browse Files If sale relates to property the settlement statement for purchase and sale are required. Cancel of Foreign Income Did you receive any foreign income NOT included above Yes No Details of foreign income Upload files if applicable Browse Files Cancel of Was any rental income received in Australia? Yes No Supporting documents regarding rental income Browse Files If so please provide the following details:• Description of asset• Date of purchase• Purchase price paid• Date of sale• Consideration receivedNote : If sale relates to shares that included dividendreinvestment details of each reinvestment made are required. If sale relates to property the settlement statement for purchase and sale are required. Cancel of Deductible expenses incurred - hover mouse for more details Super Fund Any Super Fund or annuity received (generally only if you are retired?) Yes No Supporting documentation Browse Files . Cancel of Other Income Details of any other income received during the year not included above including details of any government assistance received (Centrelink) Any other income? Yes No Please provide details Supporting documentation Browse Files . Cancel of Total Income Back Next Save DEDUCTIONS & EXPENSES Motor Vehicle expenses Do you use a motor vehicle for work which you own and pay for? Yes No Make and model of vehicle Date of purchase Which method do you want to use? For the logbook method you need a logbook for a period of 12 weeks in the last 5 years. Cents per km is limited to 5,000km per year cents per KM Logbook method Have you kept a log book? what dates does it cover? What is the business % Expenses re Rego Insurance Fuel Repairs and Maintenance Lease payments/interest paid Number of business KM travelled Work Related Travel Expenses Have you incurred expenses for travelling while working that have not been reimbursed by your employer? Yes No Please provide details Supporting documentation Browse Files . Cancel of Work related: Uniform/ protective clothing/ Laundry Expenses Do you wear a uniform for work or wear protective clothing? Note the uniform needs to be branded and compulsory. Normal clothes do not count. Yes No Cost of dry cleaning? Please provide receipts Receipts re work related uniform/protective clothing Browse Files Cancel of If washed at home please advise how many loads of work related clothes are washed per year and if this is only for work clothes. if mixed loads what is the % of work clothes? Yes No Number of laundry washes Work related Self Education Expenses Have you incurred expenses for studies directly related to your work? Yes No Please provide details to include: Name of course, where studying, fees incurred (excluding HECS) text books and any other costs. Do you travel to get to your studies? Yes No Please advise the destinations and KM between e.g work to studies to home and if possible provide any receipts Supporting documents re travel costs relating to studies Browse Files Cancel of Other work related. This may include subscriptions, book purchases, tools etc... Did you work from home during FY 2021 Yes No If you worked from home during COVID - do you want to claim the 80c/hour? Note if you claim this allowance you don't need a separate work space at home but you are not able to claim any other deductions (such as telephone, internet, work equipment - such as laptop, office furniture etc) Yes No Number of hours a week you worked at home Do you have any other work related expenses Yes No Please provide details and provide receipts. Supporting documents for other work related expenses Browse Files Cancel of Back Next Save Insurance Do you pay personally for an Income Protection Insurance Policy - i.e. not paid by your super? If so please provide the name and policy number of your insurer and please upload a copy of the policy premium. You should also receive an end of year tax statement from them. (This does not include insurance paid by your Super or Life Insurance) Browse Files Cancel of Superannuation Did you make any personal superannuation contributions? This does not refer to super contributions made by an employer but made by yourself personally Yes No Please provided annual taxation statement showing these contributions plus an acknowledgement of intent to claim from super fund. Browse Files Cancel of Donations Did you make any donations in the financial year? Yes No Please provide details of any donations made to include name and amount Supporting documents for donation in the financial year Browse Files Cancel of Interest and Dividend charges Did you incur any Income-related or business related interest or dividend charges. Yes No Please provide details to include: Who it was paid to and amount e.g. margin loan interest etc... Supporting documents for donation in the financial year Browse Files Cancel of Tax Agent Fees If we did not complete your prior year return who paid to Amount paid Please advise if any of the following apply to you: Do you have a HECS / HELP debt? Yes No Did you make any PAYG payments during the year? Yes No Bank Details Please complete your bank details where you would like a refund to be paid Bank Name Account Name BSB Account Number Save Submit Form Should be Empty:
