Name:
Account name, BSB and number:
Date of birth:
Email address:
Current postal address:
For new clients we will need a copy of your last prepared tax return
and any software files you have if you own a business.
INCOME - WHAT TO PROVIDE IF RELEVANT
 Salary or Wages - please provide PAYG summary
 Employer lump sum payments - please provide statement
 Employment termination payments - please provide statement
 Aust Government allowances - please provide Centrelink statement
 Australian Government pensions and allowances - please provide statements
 Other Australian pensions or income streams – please provide statements
 Australian superannuation lump sum payments - please provide statements
 Interest - provide bank summary or we can try obtain this from the ATO
 Dividends - please provide dividend statement
 Employee Share Schemes - provide summary from your employer
DEDUCTIONS (WORK/EMPLOYMENT RELATED ONLY) - PROVIDE EVIDENCE
Work related car expenses
There are four methods we can use to claim your car
expenses:
 Cents per kilometre method (max 5,000kms)
 Log book method
 One-third of actual expenses method
 12% of actual cost method
Work related car use might include, amongst other things:
Visiting customers – existing and new
 Attending meetings & training seminars
 Running errands on behalf of your employer
 Travelling between work sites (NOT to and from work)
Please complete the table below as fully & accurately as possible to ensure we claim the method that gets you the best
result possible.
Make and model of the Car
Registration Number
Date of Purchase
Finance type (if applicable)
Odometer reading at
01/07/13
Odometer reading at
30/06/14
No. of kilometres travelled
for work
No. of kilometres travelled
Purchase Price
Business use percentage %
How much did you spend on:

Petrol

Registration

Insurance

RACV

Tyres

Services

Repairs

Lease/HP
Other: (RACV, car washes etc)
Do you still hold all receipts / statements and proof of payments?
Yes/No
Other work-related travel expenses
Did you travel away from home on behalf of your employer? If so, do you have:
 A travel allowance on your PAYG summary / pay slips that was taxed? Please provide a payslip showing allowance.
 Did you travel nationally or internationally for work?
 Any other work-related travel expenses? Ie, parking, tolls...
Work-related uniform and other clothing expenses
Amount spent $
Receipts?
Protective clothing
Yes/No
Occupation-specific clothing
Yes/No
Non-compulsory uniform
Yes/No
Compulsory uniform
Yes/No
Laundry (up to $150 without receipts)
Yes/No
Dry cleaning
Yes/No
Other claims – mending/repairs, etc
Yes/No
Work-related self-education expenses

Did you do any WORK RELATED courses? - please provide details.

Did you study for the course at home? If so, how many hours per week and how many weeks?

Did you have any other course related expenses (stationery, books etc)? - please provide details
Other work-related expenses
Did you have any of the following? If so, please provide details and the work related %:

Home office expenses?

Computer expenses (software, hardware etc)?

Internet?

Phone?

Tools/equipment?

Subscriptions/union dues?

Magazines?

Calculators/briefcases etc?

Office assets (computers/tablets/printers etc)?

Sun protection products?

Did you work from home? If so, approx how many hours per week and how many weeks?

Small courses?

Any other work related expenses?
Other deductions

Gifts or donations – please provide details

Cost of managing tax affairs - how much did you pay last year and did you travel? If so, how many kms?
OFFSETS / REBATES

Did you receive a superannuation income stream? - please provide statement

Do you have Private Health Insurance? - please provide statement

Did you make superannuation contributions on behalf of a spouse?

Did you live in a remote zone or serve overseas with the defence force in 2014? If so, where?

Did you have net medical expenses over $2,000? Did they relate to disability aids, attendant care or aged care expenses?
INCOME TESTS

Did you receive any government tax free pensions? - please provide statement

Child support you paid? Please provide amount
SUPPLEMENTARY SECTION
Income

Did you receive any partnerships/trusts/managed fund income? - please provide statement

Direct or indirect interests in controlled foreign entities? - please provide statement

Foreign source income (incl pensions) & foreign assets or property? - please provide statement

Forestry managed investment scheme income? - please provide statement

Other income (please specify)
Deductions

Deductible amount of UPP of foreign pension or annuity?

Personal superannuation contributions?

Forestry managed investment scheme deduction?

Did you have Income Protection Insurance?
INVESTMENTS
Did you have any of the following expenses? If so, please provide details

Home office?

Computer / software?

Internet?

Telephone?

Subscriptions / magazines?

Journals / books?

Did you use your home office for investment related use? If so, how many hours per week and how many weeks?

Did you attend any seminars?
RENTAL INCOME (IF APPLICABLE)
Please complete for each property you rented out during the year.
Taxpayers Name: ______________________________________________ Ownership %: __________________
Taxpayers Name: ______________________________________________ Ownership %: __________________
Address of Property:
Date first Available for Rent:
No of weeks Rented:
INCOME
Rental Income
Other Income
EXPENSES
Advertising
Body Corporate
Borrowing Costs
Cleaning
Council Rates
Depreciation
Gardening
Insurance
Interest
Land Tax
Legal Costs
Pest Control
Property Agent Fees
Repairs & Maintenance
Special Building Write Off
Stationary, Telephone, Postage
Travel Expenses
Water Charges
Sundry Rental Expenses
Other Information:
$
DETAIL OF WORKINGS
OTHER

Did your Australian Residency change at all during 2014?

Have any details between you and your spouse changed during the year?

Do you have a HECS/HELP debt or student supplement loan?

Did you sell any shares or investment properties? If so, we will need the details of the purchase of each and the sale of each.

Did you do any share trading? If so, we will need the financial summaries from the management group (if applicable).
By signing this document you confirm that you believe that you can account for and substantiate the income and expense
amounts that you wish to claim in your tax return; and that you understand that there are repercussions for lodging false tax
returns.
Signature of Taxpayer & date
Liability limited by a scheme approved under Professional Standards Legislation.