Individual Tax Checklist

	A	B	C	D	E	F	H
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2							Flow Accounting is a CPA Practice
3	Individual Tax Checklist
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6	This symbol on the form means receipts or supporting documents are required for the item.
7	Tax File Number (TFN):
8	Title;	Name(s):		Surname:
9	Have you changed your name since your last tax return?
10	Phone;	M:		H:
11	Date of birth: / /
12	Year of tax return: / /
13	Did you live in Australia for the whole tax year?					Yes	No
14	If not, advise date of arrival: / /
15	Are you an Australian citizen?					Yes	No
16	Are you an Australian Resident for tax purposes?					Yes	No
17	Bank Details;	BSB:		Account No:
18	Name of account holder:
19	Home Address		Unit/Level Number:
20			Street Address:
21			Suburb:
22			City:
23			State:
24			Postcode:
25	Postal Address (if different)		Unit/Level Number:
26			Street Address:
27			Suburb:
28			City:
29			State:
30			Postcode:
31	Would you like to pay by ‘Fee From Refund’?					Yes	No
32	Copy of last year’s tax return;					Yes	No
33	Spouse Details (if applicable)		First name(s):
34			Surname:
35			Date of birth: / /
36			Taxable income (If known):
37			Dependent children:			Yes	No
38			Number of dependent children:
39	Private Health Insurance (if appl.)		Fund Name:
40	Member Number:
41	Proof of Identity (New clients)					Yes	No
42	Have you accrued bank interest					Yes	No
43	Details of bank interest earned:
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45	Do you have debts with government departments?					Yes	No
46	Details of debts:
47
48	Do you have medical expenses to claim?					Yes	No
49	Details of medical expenses:
50
51	WAGES AND INCOME
52	Occupation:
53	PAYG Summaries, if so how many;					Yes	No
54	WORK RELATED EXPENSES
55	1.			6.
56	2.			7.
57	3.			8.
58	4.			Gifts/Donations:
59	5.			Last year’s tax agent fees:
60	Copies of dividend statements or employee share scheme statements;					Yes	No
61	Income protection premiums;					Yes	No
62	RENTAL PROPERTIES					Not applicable
63	Property 1		Unit/Level Number:
64			Street Address:
65			Suburb:
66			City:
67			State:
68			Postcode:
69	Name(s) of additional owner(s):			Ownership percentage:
70
71
72	RENTAL PROPERTY 1 - EXPENSES
73	Date property 1st earned rental income or was available for rent: / /
74	Rental Income:				$
75	Body Corporate Fees:				$
76	Cleaning:				$
77	Capital Allowance (depreciation on plant):				$
78	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:					Yes	No
96	Confirm tenant is at arm’s length to the owner:					Yes	No
97	Property 2		Unit/Level Number:
98			Street Address:
99			Suburb:
100			City: