TM FIFOCONSULTANTS Flyin Flyout Specialists PERSONAL INCOME TAX RETURN CHECKLIST FOR THE YEAR ENDED 30 JUNE 2015 INSTRUCTIONS 1. Please answer all questions. If a question does not apply to your circumstances, please mark with "N/A.". 2. If there is insufficient space, please provide a separate schedule containing the additional information. 3. If you have any queries in relation to the checklist, please contact our office on 1300 793 313 Client 1 PERSONAL DETAILS 1 Full Name 2 Date of Birth 3 Tax File Number 4 Occupation 5 Current Residential Address 6 Postal Address 7 Home phone number Mobile phone number 8 Email Address 9 Did you live with a spouse during the 2015 income year? If yes, please provide the following details: Spouse’s Full Name Spouse’s Date of Birth Spouse’s TFN Spouse’s Income Details (if known): 1. Taxable income 2. Reportable Employer Superannuation Contributions 3. Reportable Fringe Benefits Amount 4. Investment losses 10 Did you have any dependants (children under 21 and full time students under 25) living with you during the 2015 income year? If yes, please provide full name and date of birth Dependant 1 Dependant 2 Dependant 3 Dependant 4 Client 2 INCOME DETAILS 1 PAYG PAYMENT SUMMARY Did you earn salary or wages from any employer(s) during the year? If yes, please provide payment summaries. 2 ALLOWANCES, BENEFITS, TIPS, ETC Did you receive any allowances, benefits, tips, directors’ fees, kilometre reimbursements for car/s during the year? If yes, please provide relevant documentation. 3 TERMINATION / LUMP SUM PAYMENTS Did you receive any lump sum payments from an employer as a result of retiring or ceasing with that employer during the year? If yes, please provide PAYG/ETP summaries 4 GOVERNMENT BENEFITS/ALLOWANCES Did you receive any Government benefits/allowances (eg: Newstart, Austudy, Sickness, etc) during the year? If yes, please provide relevant payment summaries and/or Statement of Benefit/Allowance. 5 AUST. GOVERNMENT PENSIONS/ALLOWANCES Did you receive any Aust Government pensions/allowances (eg Age pension, Disability pension, Age Service Pension etc) during the year? If yes, please provide payment summaries and/or Statement of Benefit/Allowance. 6 OTHER AUSTRALIAN PENSIONS OR ANNUITIES Did you receive any other AUSTRALIAN pensions or annuities including superannuation pensions? If yes, please provide relevant documentation. 7 INTEREST RECEIVED Did you receive any bank interest during the year? If yes, please provide the following details: Name of Bank / Interest received Name of Bank / Interest received Name of Bank / Interest received Name of Bank / Interest received 8 DIVIDENDS RECEIVED Did you receive any dividends during the year? If yes, please provide dividend statements. 9 DISTRIBUTIONS FROM PARTNERSHIP/TRUSTS Did you receive distributions from business or investments held in partnerships or trusts during the year? If yes, please provide all relevant details (including tax statements or tax returns for each investment or business held) 10 CAPITAL GAINS/(LOSSES) Have you sold any assets (eg: house, land, shares etc.) or made any other capital gains or losses during the year? If yes, please provide the following details: * Purchase details (amount and date) * Sale details (amount and date) * Details of any additions/improvements made to the asset whilst held 11 FOREIGN INCOME Did you receive any foreign income during the year? If yes, please provide all relevant documentation. 12 RENTAL PROPERTY INCOME Did you earn any rental income during the year? If yes, please provide a summary of the rent received and expenses incurred (including interest on borrowings) for the financial year. (see attached schedule) 13 OTHER INCOME Were you involved in any other income earning activities not already covered by the questionnaire, or have you received any insurance payouts or similar? If yes, please provide relevant documentation. 14 SHARE TRADING Were you involved in any share trading activities during the year? If yes, please provide details of purchases/sales made during the year. DEDUCTION DETAILS 1 WORK RELATED MOTOR VEHICLE EXPENSES If you used your car for work related purposes other than travelling to or from home and work and wish to make a claim for these expenses please, provide the following information: If business kms do not exceed 5000km : (2 Methods available) * Set Rate per km: Please provide engine capacity and number of business kms travelled for the year. * Log Book Method: Please provide copy of log book and summary of expenses incurred for the year. If business kms exceed 5000km : (4 Methods available) * Set Rate per km: As above * Log Book Method: As above * 12% of Cost: Please provide details regarding original purchase date and cost of car * One-third of Expenses: Please provide summary of expenses incurred for the year. 2 OTHER WORK RELATED TRAVEL EXPENSE Did you incur any other work related travel expenses? If yes, please provide details of the expenses incurred and advise what percentage you wish to claim 3 UNIFORM AND PROTECTIVE CLOTHING Did you have any occupation specific clothing, protective clothing or compulsory work uniform expenses that relate to your work? If yes, please provide all relevant information including the cost to purchase the item and the cost of cleaning it. 4 WORK RELATED SELF EDUCATION Did you have any work related self education expenses during the year? If yes, please provide all relevant information. Please note that HECS/HELP and Financial Supplement fees are not deductible. 5 OTHER WORK RELATED EXPENSES * Computer & software (advise total cost and percentage to claim) * Union fees * Subscriptions/Professional Journals * Home office expenses (advise hours worked from home) * Tools & equipment * Telephone/mobile phone (advise total cost and percentage to claim) * Sickness & Accident Insurance * Income Protection Insurance * Any other work related deductions 6 INTEREST & DIVIDEND DEDUCTIONS If you had interest and dividend income during the year what were the expenses in relation to that income? 7 OTHER DEDUCTIONS * Gifts over $2 - provide name of organisation * Tax Agent fees for previous year * General Interest Charge paid to ATO 8 PREVIOUS YEARS TAX LOSSES Do you have tax losses carried forward from previous years? If yes, please provide details relevant documentation. 9 SUPERANNUATION If self employed, did you contribute to a superannuation fund during the year? If yes, please provide relevant documentation. OFFSETS & REBATES 1 PRIVATE HEALTH INSURANCE REBATE Do you have private health cover? If yes please provide a copy of the annual statement from your Health Insurer detailing your Health Cover, Policy number and rebate entitlement (if any). 2 SUPERANNUATION CONTRIBUTIONS ON BEHALF OF YOUR SPOUSE Did you make any superannuation contributions on behalf of your spouse? If yes, please provide relevant documentation. 3 ZONE REBATE Did you live and/or work in a remote location during the year? If yes, please provide the following: * Name of the remote location * Nights spent at location 4 MEDICAL EXPENSES REBATE If you claimed a rebate for medical expenses in your 2013/14 tax return, you may be eligible for a rebate in your 2014/15 tax return. Please let us know if you incurred any major medical expenses in 2014/15 and we will let you know if you need to provide any documentation. ADJUSTMENTS 1 PART-YEAR TAX-FREE THRESHOLD During the 2014/15 year did you move to Australia or leave Australia? If yes, please provide date and reason for the change. 2 FOREIGN ENTITIES During the year did you own or have an interest in assets held overseas with a value over AUD $50,000? 3 MEDICARE LEVY SURCHARGE Did you receive a Medicare Levy Surcharge exemption certificate for the 2014/15 year? If yes, please provide a copy of the certificate. 1 HECS/HELP DEBT/FINANCIAL SUPPLEMENT LOANS Do you have a HECS/HELP Debt or Financial Supplement loan? If yes, we can obtain the debt/loan balance from the ATO. I acknowledge I have been requested to complete a Personal Income Tax Questionnaire provided by GR8 FIFO Consultants Taxation and have also been requested to ask any questions which require further clarification before my tax return is prepared and lodged with the Australian Taxation Office. Signature of Client 1 Signature of Client 2 Name - Please Print Name - Please Print Date Signed Date Signed Address of Rental Property: _________________________________________________________________________________________ Date property first earned rental income: __________________ Number of weeks property was available for rent this year: _____________ JULY RENT RECEIVED: LESS EXPENSES: Advertising Bank Charges Body Corporate Fees Borrowing Costs Commission Depreciation Insurance Interest Land Tax Letting Fees Management Fees Miscellaneous Postage & Petties Rates – Council Rates – Water Repairs & Maint. Telephone Calls Travel Expenses Water Charges NET RENT: AUG SEPT OCT NOV DEC JAN FEB MAR APR MAY JUN TOTAL