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2012 Personal Tax Return Checklist
Office Use Only - Queries & To Do Items
Name
□ Before Commencing, Download Pre-Filling Report
Address
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DOB
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Tel Home
TFN
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Tel Mob
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Email
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Occupation
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Income Checklist to be Completed by Client
Please indicate income received
Yes
Deductions
No
D1 Work Related Car Expenses
Salary or wages including insurance for lost 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
Employment termination payments
1/3 Expenses
min 5,000 annualised bus kms
Australian Government allowances
12% of Cost
min 5,000 annualised bus kms
Yes
No
Yes
No
Yes
No
Australian Government pensions
Annuities and superannuation income streams
Superannuation lump sum payments
Interest
Dividends
D2 Work Related Travel Expenses
Discount(s) on employee shares or rights
(a) Domestic travel & reasonable allowance
Income from partnerships or trusts
Claim greater than reasonable allowance?
Income from managed funds (investments)
If yes, has receipts for all deductions claimed
Income from your own business
(b) Overseas travel & reasonable allowance
Deferred losses from your business (new clients)
Has receipts for accommodation (must have)
Net farm management deposits or repayments
Claim greater than reasonable allowance?
Sale of assets (shares, property, etc)
If yes, has receipts for all deductions claimed
Foreign income (including pensions)
(c) No travel allowance
Rental income
Has receipts for all deductions claimed
Life assurance company or friendly society bonuses
(d) Travel for 6 or more nights in a row
Farm management deposits or withdrawals
Has a travel diary (unless domestic travel and
Forestry managed investment scheme income
claiming less than the reasonable amount)
Other income not shown above (detail below)
(e) Taxis
(f) Parking & tolls
(g) Train & bus fares
D3 Work Related Clothing
Protective clothing & footwear
Occupation-specific clothing
Compulsory uniform
STOP! We will complete the remaining questions.
Non-compulsory uniform reg with AusIndustry
Please sign & date below
Home laundry (max $150 without receipts)
Dry cleaning
X ___________________
Client Signature
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Date
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Repairs and/or alterations to uniforms
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Deductions Continued
D4 Self-education Expenses (formal qualifications)
Tax Offsets
Yes
No
T2 Senior Australian
Location
T3 Pensioner (ignore if T2 above completed)
Nexus with current work activities satisfied
T4 Australian superannuation income stream
Student union fees
T5 Private health insurance (if not claimed thru fund)
Course fees (not HECS-HELP, HELP or SFSS)
T6 Education tax refund no longer claimable
Tuition fees (FEE-HELP, VET FEE-HELP, OS-HELP)
T7 Spouse superannuation contributions
Textbooks
T8 Live in remote zone/serve in overseas forces
Stationery
T9 Net medical expenses over $2,060
Travel (kms between home & place of education)
T10 Dependent relative
Home office & decline in value of computer
T11 Landcare and water facility
Yes
No
No
Yes
No
T1 Spouse (without dependent child or student)
Course Name
D5 Other Work Related Expenses
Yes
T12 Mature age worker (55yrs + and earns < $63,000)
Computer expenses and software
T13 Entrepreneur (SBE taxpayer & turnover < $75,000)
Depreciation of computers & other equipment
T14 Other tax offsets (describe below)
Home office ($0.34/hour for heating & lighting)
Internet access
Overtime meals (max $26.45 per meal without receipts)
Other Information
Postage
Medicare Levy – no of dependant children
Reference books, technical magazines & journals
Medicare Surcharge – private hospital cover held
Safety Equipment (hard hats, safety glasses & sunscreen)
If not covered – does family income exceed threshold
Seminars, courses, conferences & workshops
If covered – is the whole family covered
Stationery
Became or ceased being a resident during year
Subscriptions
Under 18 years of age at 30/06/2012 (complete A1)
Telephone – home
HELP debt $
Telephone – mobile
PAYG Instalment Credits
Tools and equipment
Spouse Details (if we are not preparing that return)
Union fees
Name:
Date of Birth
Taxable Income
RFBs
Govt Pensions/Allows
Exempt Pensions
Net Invest. Loss
Child Support Paid
Reportable Super
Target Foreign Inc
Other Deductions
D6
Low value pool deductions
D7
Interest deductions
D8
Dividend deductions
D9
Gifts or donations
Yes
No
SFSS debt $
$
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Comments
D10 Cost of managing tax affairs including GIC
D11 Deductible amount for foreign pensions
D12 Personal superannuation contributions
D13 Project pool deductions
D14 Forestry managed investment schemes
D15 Other (incl income protection insurance premiums)
L1
Losses from earlier income years
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Preparer’s Signature
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Date