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2007 Personal Tax Return Checklist
Office Use Only - Queries & To Do Items
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Name
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Address
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Before Commencing, Download Pre-Filling Report
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Tel Home
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Tel Mobile
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Email
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Income Checklist to be Completed by Client
Please tick to indicate whether income received
Yes
Deductions
No
D1 Work Related Car Expenses
Salary or wages
Rate per Km
Reasonable estimate up to 5,000
Allowances, earnings, tips, director’s fees etc
Log Book
Log book valid for 5 years only
Employer lump sum termination payments
1/3 Expenses
min 5,000 annualised bus kms
Superannuation lump sum payments
12% of Cost
min 5,000 annualised bus kms
Yes
No
Yes
No
Yes
No
Newstart, Youth Allowance, Austudy etc
Australian Government pensions
Other pensions
Interest
Dividends
D2 Work Related Travel Expenses
Income from partnerships or trusts
(a) Domestic travel & reasonable allowance
Income from managed funds (investments)
Claim greater than reasonable allowance
Income from your own business
If yes, has receipts for all expenses claimed
Deferred losses from your own business
(b) Overseas travel & reasonable allowance
Sale of assets (shares, property, etc)
Has receipts for accommodation (must have)
Foreign income (including pensions)
Claim greater than reasonable allowance
Rent
If yes, has receipts for all expenses claimed
Life assurance or friendly society bonuses
(c) No travel allowance
Farm management deposits or withdrawals
Has receipts for all deductions claimed
Benefit from employee share acquisition scheme
(d) Travel for 6 or more nights
Other income not above (detail below)
Has a travel diary
(e) Taxis
(f) Parking & tolls
(g) Train & bus fares
D3 Work Related Clothing
Protective clothing
Occupation specific clothing
Non-compulsory uniform
STOP! We will complete the remaining questions.
Please sign & date below and return form to the receptionist
Compulsory uniform
Conventional clothing (excessive soiling)
Home laundry (max $150 without receipts)
X ___________________
Signature
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Date
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Dry cleaning
Repairs and/or alterations to uniforms
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Deductions Continued
D4 Work Related Self-education Expenses
Tax Offsets
Yes
No
Yes
No
Yes
No
T1 Spouse (without dependent child or student)
Course Name
T2 Senior Australian
Location
T3 Pensioner (ignore if T2 above completed)
Nexus between course and job at time
T4 Superannuation pensions or annuities
Student union fees
T5 Private health insurance
Course fees
T6 Child care (FAO benefit rec’d & out of pocket costs)
Textbooks
T7 Baby bonus (child born 1/07/01 – 30/06/04)
Stationery
T8 Spouse superannuation contributions
Travel
T9 Live in remote zone/serve in overseas forces
Home office
T10 Net medical expenses over $1,500
T11 Parent, spouse’s parent or invalid relative
D5 Other Work Related Expenses
Yes
No
T12 Landcare and water facility
Award overtime meal allowance actually spent
T13 Mature age worker (55yrs + and earns < $63,000)
Computer expenses and software
T14 Entrepreneur (STS taxpayer & turnover < $75,000)
Depreciation
T14 Other tax offsets (describe below)
Home office expenses
Internet access
Postage
Other Information
Reference books
Dependent child for Family Tax Benefits (FTB)
Seminars & courses not at educational institution
If has dependent children – was FTB rec’d from FAO
Stationery
If not received - does family income exceed threshold
Subscriptions
Hospital cover held for Medicare Surcharge
Sun protection (sunglasses & sunscreen)
If not covered – does family income exceed threshold
Technical magazines & journals
If covered – is the whole family covered
Telephone – home
Became or ceased being a resident during year
Telephone – mobile
Under 18 years of age at 30 June 2007
Tools and equipment
HELP liability or SFSS debt
Union fees
If we are not preparing spouse return -
Other Deductions
D6
Low value pool deductions
D7
Interest and dividend deductions
D8
Gifts or donations
D9
Deductible amount for Australian pensions
Yes
No
Taxable income
$
Reportable fringe benefits
$
Taxable Government pensions & allowances
$
Exempt pensions
$
PAYG instalments paid for the year
$
Comments
D10 Cost of managing tax affairs including GIC
D11 Australian film industry incentives
D12 Deductible amount for foreign pensions
D13 Personal superannuation contributions
D14 Project pool deductions
D15 Other (incl income protection insurance premiums)
L1 Tax losses of earlier income years
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Preparer’s Signature
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Date