Individual Tax Checklist
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ABCDEFGHI
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Flow Accounting is a CPA Practice
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Individual Tax Checklist
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This symbol on the form means receipts or supporting documents are required for the item.
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Tax File Number (TFN):
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Title;Name(s):Surname:
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Have you changed your name since your last tax return?
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Phone;M:H:
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Date of birth: / /
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Year of tax return: / /
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Did you live in Australia for the whole tax year?YesNo
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If not, advise date of arrival: / /
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Are you an Australian citizen?YesNo
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Are you an Australian Resident for tax purposes?YesNo
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Bank Details;
BSB:Account No:
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Name of account holder:
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Home AddressUnit/Level Number:
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Street Address:
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Suburb:
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City:
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State:
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Postcode:
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Postal Address
(if different)
Unit/Level Number:
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Street Address:
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Suburb:
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City:
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State:
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Postcode:
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Would you like to pay by ‘Fee From Refund’?YesNo
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Copy of last year’s tax return;YesNo
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Spouse Details
(if applicable)
First name(s):
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Surname:
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Date of birth: / /
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Taxable income (If known):
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Dependent children: YesNo
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Number of dependent children:
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Private Health Insurance (if appl.)
Fund Name:
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Member Number:
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Proof of Identity (New clients)
YesNo
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Have you accrued bank interest
YesNo
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Details of bank interest earned:
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Do you have debts with government departments?
YesNo
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Details of debts:
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Do you have medical expenses to claim?
YesNo
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Details of medical expenses:
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WAGES AND INCOME
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Occupation:
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PAYG Summaries, if so how many; YesNo
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WORK RELATED EXPENSES
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1. 6.
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2. 7.
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3. 8.
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4. Gifts/Donations:
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5. Last year’s tax agent fees:
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Copies of dividend statements or employee share scheme statements; YesNo
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Income protection premiums; YesNo
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RENTAL PROPERTIES
Not applicable
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Property 1Unit/Level Number:
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Street Address:
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Suburb:
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City:
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State:
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Postcode:
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Name(s) of additional owner(s):Ownership percentage:
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RENTAL PROPERTY 1 - EXPENSES
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Date property 1st earned rental income or was available for rent: / /
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Rental Income:
$
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Body Corporate Fees:
$
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Cleaning: $
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Capital Allowance (depreciation on plant):
$
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Interest on loans:
$
79
Legal Fees: $
80
Property Agent Fees/Commission:
$
81
Stationery, Telephone, Postage:
$
82
Sundry rental costs:
$
83
Other rental income:
$
84
Advertising for tenants:
$
85
Borrowing expenses:
$
86
Council rates:
$
87
Gardening/lawn mowing:
$
88
Insurance: $
89
Land tax: $
90
Pest control: $
91
Repairs and Maintenance:
$
92
Capital Works deductions (Building write off):
$
93
Travel expenses:
$
94
Water Charges:
$
95
Obtain Quantity Surveyors depreciation report if available:YesNo
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Confirm tenant is at arm’s length to the owner:YesNo
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Property 2Unit/Level Number:
98
Street Address:
99
Suburb:
100
City:
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