A | B | C | D | E | F | G | H | I | |
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1 | |||||||||
2 | Flow Accounting is a CPA Practice | ||||||||
3 | Individual Tax Checklist | ||||||||
4 | To complete this document using Google Docs, choose 'Make a Copy': | (Make a Copy) | |||||||
5 | To save/print a PDF version and complete manually, choose 'Save as PDF': | (Save as PDF) | |||||||
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: | ||||||||
44 | |||||||||
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: |