2015 Individual Tax Return Information
CLIENT NAME:
CLIENT
SIGNATURE:
X
INFORMATION FOR 2015 TAX RETURN
Name:
Spouse Name:
DOB:
Spouse DOB:
Address:
Postal Address:
TFN:
Email:
Phone:
W
H
M
CHILDREN
Name:
Name:
DOB:
DOB:
School:
Primary/Secondary
School:
Name:
Name:
DOB:
DOB:
School:
Primary/Secondary
Primary/Secondary
School:
Primary/Secondary
PRIVATE HEALTH INSURANCE – Please provide copy of annual tax statement received from Health Fund
Fund Name:
Type of Cover:
Membership No:
Rebate Claimed?
Days Covered:
 Yes
 No
Out-of-pocket Medical Expenses:
$
DO YOU HAVE ANY OF THESE ITEMS?
 Investment Income
 Rental Properties
If so, then please download additional forms from our
Website – rrfarr.com.au
 Investments Sold
 Motor Vehicles used for Work
INCOME
1. PAYG PAYMENT SUMMARIES (Please Attach All Slips)
Employer
Occupation
Gross
Tax
$
$
$
$
2. BANK INTEREST
Bank
Amount
TFN Credits
Bank Charges
$
$
$
$
$
$
3. DIVIDENDS RECEIVED OR REINVESTED (Please provide copies of dividend statements)
Name of Shares
Russell R Farr & Associates – PO Box 1714 HORNSBY WESTFIELD NSW 1635
# of Shares Held
Amount Received
GPS Workpapers/Income Tax Preparation/2015 ITR Checklist
4. TRUSTS AND PARTNERSHIPS (i.e. example of trusts is BT funds, Merrill Lynch, AXA etc.). Name of trust or
partnership – Please provide documents (including year end Tax Statements) to show income from the funds you list.
Name of Trust / Partnership
Tax Statement Attached
5. ANY OTHER INCOME (Any income you received in the financial year which doesn’t fit into any of the above
categories – please provide details)
DEDUCTIONS – Please ensure you are able to substantiate all claims, even if less than $300. refer to our web
site for further information
Work Related Expenses
1. Motor Vehicle Expenses (Please use downloaded forms from our website)
Yes
No
Did you use your own car for business / work purposes through the year
If yes, please provide further information using the downloaded forms from our website rrfarr.com.au
If you have a loan for the vehicle please provide details of the interest you paid over the year and the cost of the car, if
you have a hire purchase please provide a copy of the purchase contract.
If you had a lease for your vehicle please provide figures of your lease payments
Kilometres Method: You haven’t kept a log book but use your
car for work. Let us know how many kilometres you would have
travelled for work. The maximum the tax office allows you to claim
is 5000 kilometres.
Kilometres:
Car Engine Size(i.e. 1.6
litres:
2. Work Uniform
Yes
No
Do you have to wear a logo uniform or protective clothing?
If yes were you out of pocket through the year for purchasing any new items (if so please provide details).
3. Other Work Related Deductions
Expenditure
Details
Diary / stationary / work materials
Union fees / professional bodies
Sickness & accident insurance / income
protection
Donations / school building fund
Seminar costs or self-education
Other: (Any costs you incurred that were
directly related to your job). Please provide
details
Russell R Farr & Associates – PO Box 1714 HORNSBY WESTFIELD NSW 1635
GPS Workpapers/Income Tax Preparation/2015 ITR Checklist
REBATES & OFFSETS
1. Spouse
Yes

Did you have a spouse for the full financial year

Is your spouse dependant

Does your spouse receive any benefits from Centrelink (Details of benefits )
No
2. Superannuation

Are you self employed, if yes please provide
details of contributions you made to your
superannuation for the financial year

Have you made any personal contributions to
your superannuation fund?

Have you made superannuation contributions
on behalf of your spouse?
If so you may be entitled to super co-contributions
(conditions apply). We do not require any information
for your tax return as the process to claim this is
automatic between the Australian Taxation Office and
your superfund upon lodgement of your tax return
3. Medical Expenses
You may be entitled to a rebate for your out of pocket medical expenses.
Refer - http://www.ato.gov.au/Individuals/Income-and-deductions/Offsets-you-can-claim/Medical-expenses
Please note that the entitlement to claim medical expenses has changed significantly and is due to be phased
out completely by 2019. To be eligible, you must have already claimed a net medical tax offset in the year ended
June 2013 & 2014, or the expenses only relate to disability aids, attendant care or age care.
4. Other - Any other information which you are unsure of, or which you would like us to be aware of :
Russell R Farr & Associates – PO Box 1714 HORNSBY WESTFIELD NSW 1635
GPS Workpapers/Income Tax Preparation/2015 ITR Checklist
Tax Return - Items to Consider
To maximise your deductions and ensure that your tax return is complete, please review the following suggestions
and advise us if any apply to you.
Income
General Tax Deductions
 Employment Income
 Centrelink / Pension Income
 Employment Termination Payment (ETP)
 Interest & TFN Credits
 Dividends, Imputation & TFN Credits
 Partnership & Trust Distributions
 Capital Gains
 Rental Property Income
 Foreign Income
 Business Income
 Work Related Motor Vehicle Expenses
(Log Book may be required)
 Work Related Travel Expenses
(Travel Log required)
 Work Related Clothing & Laundry Expenses
 Work Related Self-Education Expenses
 Other Work Related Expenses
 Dividend & Interest Deductions
 Gifts & Donations
 Tax free amount -Pension / Annuity
 Tax Related Expenses
(eg. travel to tax appointment)
Other Items to Consider
Specific Deductions
 HELP (Higher Education Loan Program)
 HECS
 Child Support Agency Liability
 Health Insurance
 PAYG Instalment Credits
 Other Offsets & Tax Credits
 Reportable Fringe Benefits amount
 Income Protection Insurance
 Union Fees
 Home Office Expenses
 Seminars
 Overtime Meals
 Briefcase
 Tools & Equipment
 Depreciation
 Calculator
 Electronic Organiser
 Computer Costs
 Software
 Memberships & Subscriptions
 Telephone & Mobile Phone
 Bank Fees
 Interest Expenses
 Sun Protection Deductions
Russell R Farr & Associates
PO Box 1714 Hornsby Westfield NSW 1635
TELEPHONE: 02-99874077
WEB: www.rrfarr.com.au
Russell R Farr & Associates – PO Box 1714 HORNSBY WESTFIELD NSW 1635
GPS Workpapers/Income Tax Preparation/2015 ITR Checklist
Motor Vehicle Information
2015 Individual Tax Return
CLIENT NAME:
CLIENT SIGNATURE:
X
INFORMATION FOR 2015 TAX RETURN – 1 July 2014 to 30 June 2015
 Yes
Log Book Kept:
 No
Period Covered:
Registration No:
Vehicle Make & Model:
Owner of Vehicle:
Driver of Vehicle:
Total Km Travelled in Financial Year:
Business Km in Log Book Period:
Total Km in Log Book Period:
Your Calculation of Business Use %:
Date Purchased:
____ / ____ / ________
 Leased
Purchase Price:
$
 Hire Purchase
RUNNING COSTS
 Paid Cash
TOTAL FOR YEAR (including GST)
MONTHLY PAYMENTS
Fuel:
$
Please e-mail, fax or post to our office a
Registration:
$
copy of your Hire Purchase / Lease
Insurance:
$
Agreement (if you haven’t already).
Repairs & Maintenance:
$
Lease Payments:
$
$
HP Payments:
$
$
Interest Paid:
$
Membership Fees:
$
Parking:
$
Tolls:
$
Russell R Farr & Associates – PO Box 1714 HORNSBY WESTFIELD NSW 1635
GPS Workpapers/Income Tax Preparation/2015 ITR Checklist
Rental Property Information
2015 Individual Tax Return
CLIENT NAME:
CLIENT SIGNATURE:
X
PROPERTY DETAILS
Address of Rental Property:
Date Property First
Earned Rental Income:
Date Property Purchased:
Number of Weeks
Available For Rent:
Ownership Details:
Date Property Built:
 In Your Name
 In Joint Names (please supply details)
INCOME – 1 July 2014 to 30 June 2015
Gross Rent:
$
Other Rental Income:
$
PROPERTY DETAILS – 1 July 2014 to 30 June 2015
Advertising for Tenants:
$
Body Corporate Fees:
$
Borrowing Expenses:
$
Cleaning:
$
Council Rates:
$
Gardening / Lawn mowing:
$
Insurance:
$
Interest:
$
Land Tax:
$
Legal Fees:
$
Property Management
Fees/Commission:
Stationery, Telephone
& Postage:
Pest Control:
$
$
Repairs & Maintenance:
$
Travel:
$
Water Charges:
$
Other:___________________
$
Other:___________________
$
$
DEPRECIABLE ITEMS – 1 July 2014 to 30 June 2015
ITEM
DATE PURCHASED
COST
$
$
$
$
$
IMPROVEMENTS / CONSTRUCTION COSTS – 1 July 2014 to 30 June 2015
Please email, fax or post to our office a copy of your tax depreciation schedule prepared by third party (if you haven’t already)
ITEM
DATE
COST
$
$
$
Russell R Farr & Associates – PO Box 1714 HORNSBY WESTFIELD NSW 1635
GPS Workpapers/Income Tax Preparation/2015 ITR Checklist