Individual Income Tax Return Checklist

Click here to download the 2009 Individual Income Tax Return Checklist

See below to complete the checklist online

Given Name
Middle Name
Surname
Address
Suburb
State	junk please select ACT VIC NSW QLD TAS WA NT SA  Postcode
Phone
Mobile
Email
Date of Birth
Tax File Number

Bank Details for Refund Deposit
BSB	-	Account No.

Income

Investment Income

Investment income including interest, dividends and/or distributions (Please do not type in the browse field. Select the browse button to upload your file)

no yes Investment Income Bank account Interest Name of financial institution Account No.   Individual Joint Your Share Dividends Please provide details and/or complete Name of company Unfranked Franked Imputation Cr TFN amount Your Share Did you receive a distibution from a Managed Fund?  no  yes If yes, attach Annual Tax Statement

Capital Gains

Did you have a Capital Gain from a sale of assets? (Please do not type in the browse field. Select the browse button to upload your file)

no yes Capital Gains Property Purchase Cost   Date on Contract Settlement Date Stamp Duty Title Registration Legal Fees to Purchase Sale Price Date on Contract Settlement Date Legal Fees to Sell Agents Commission to Sell Selling Costs Shares/investments Name of Shares   Number of Shares Purchase Date Selling Date Purchase Cost incl. Brokerage Selling Cost incl. Brokerage Name of Shares   Number of Shares Purchase Date Selling Date Purchase Cost incl. Brokerage Selling Cost incl. Brokerage Name of Shares   Number of Shares Purchase Date Selling Date Purchase Cost incl. Brokerage Selling Cost incl. Brokerage Name of Shares   Number of Shares Purchase Date Selling Date Purchase Cost incl. Brokerage Selling Cost incl. Brokerage

Rental income and  Expenses

Do you have rental income & expenses (Please do not type in the browse field. Select the browse button to upload your file)

no yes Rental Income and Expenses Property 1 Address Suburb State Post Code Date First Earned Income Number of weeks property was rented this year Property 2 Address Suburb State Post Code Date First Earned Income Number of weeks property was rented this year Property 3 Address Suburb State Post Code Date First Earned Income Number of weeks property was rented this year Property Details Please provide details or complete   Property 1 Property 2 Property 3   Income   Rent Expenses Advertising Agent's Commission Bank Charges Body Corporate Fees Council Rates Gardening/Lawn Mowing Insurance Interest Land Tax Letting Fee Repairs & Maintenance Stationery, Telephone & Postage Travel Water Rates Capital Expenses over $300 Date   If new property, we require the following:- Statement of Adjustments on purchase Stamp Duty cost Registration of Title costs Legal Fees on Purchase Loan Establishment and other costs Loan Statements Quantity Surveyors Report or List of Depreciable Assets

Tax Offsets / Rebates / Other

Do you have any tax offsets / rebates or other expenses? (Please do not type in the browse field. Select the browse button to upload your file)

no yes Tax Offsets / Rebates / Other Did you claim the Baby Bonus in the 2007 year? no yes Do you wish to claim a Spouse rebate (without dependent child) no yes if yes please specify amount Did you have Private Health Insurance? no yes Superannuation contributions on behalf of spouse no yes Do you wish to claim a 20% tax offset on net medical expenses over $1,500? no yes Do you have an accumulated HELP debt? no yes Do you have an accumulated SFSS loan? no yes

Deductions

Do you have any deductions? (Please do not type in the browse field. Select the browse button to upload your file)

no yes Deductions Work related car expence claims Method of recording Cents per KM method Log Book method Vehicle Type Registration Number Percentage claim for work use (Log Book) % Work Use Type of Travel Amount of KM Interest on Loan Loan payments Fuel Registration, insurance & RACV Repairs & services Car washes Other work related travel expenses Type of travel Please select Air fair Train travel Public transport Accommodation Meals Other if other please specify Work related uniform & other clothing expenses Protective clothing     Type of Clothing Amount Receipt Uniforms     Laundry (up to $150 without receipts) Dry cleaning Other Expenses   Total Amount % used for work   Power & Gas for working at home Computer, internet and software Home telephone Mobile telephone Stationery Tools and equipment Subscriptions Seminars & short courses Journals / periodicals Sunscreen / sunglasses Union dues Work related self education expenses Name of course and institution   Course Fees (HELP is not deductible) Books Travel Stationery Deductions against investment income Loan Interest   Bank Fees Books & Subscriptions Travel Expenses Computer Expenses Gifts or Donations Other Information Other Information

Do you have any accounting expenses? (Please do not type in the browse field. Select the browse button to upload your file)

no  yes        if yes specify amount $

   indicates required fields