Stamford Financial – Tax Return Checklist – Individual
2013
Important Note

Please allow up to 4 weeks turnaround for processing post tax returns.

After perusing the checklist below, if you would still prefer an appointment, please contact your Accountant.
Name_________________________________________________
Occupation____________________________________________
DOB_____/______/______
Phone (day time)________________(after hours)________________Email___________________________________
Name of spouse__________________________________________ DOB_____/______/______
Names of dependants ___________________________________
___________________________________
DOB_____/______/______
DOB_____/______/______
Please tick if appropriate and attach relevant documentation
Tick if included
Group Certificates (including pensions & termination payments)
Interest Received
Bank Account No Interest Received
$
Joint account?
(Y/N)
Dividends (please provide copies of dividend statements including employee share scheme (ESS) certificates or those on dividend investments plans showing income received throughout the year)
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Stamford Financial – Tax Return Checklist – Individual
2013
Trusts & Partnerships (please provide annual taxation summary to show income from your managed funds. (eg Aviva, Colonial First State, MLC, etc)
Capital Gain (did you sell any assets such as shares or property that were acquired after 20 September
1985?)
If applicable please provide the following documents:-
Purchase documents including date of purchase, cost of purchase and any other relevant costs associated in the purchase.
Sale documents including date of sale, proceeds from sale and any other relevant costs incurred during the sale.
Rental Property (please provide a copy of the annual statement for your rental property from the real estate agent). Please review the following list of documents to consider and include if applicable for your rental property.
 Rent received (from annual statement or bank statement)
 Tenant advertising
 Body corporate costs
 Borrowing expenses
 Cleaning
 Council rates
 Depreciation
 Gardening
 Insurance
 Interest (please include bank statements)
Further, if you have recently purchased a property, could you please bring in a copy of your settlement documentation for us to file.
The ATO have increased their compliance and as such you must be able to substantiate all claims with a receipt or no deduction will be claimed.
Loans for Trusts & Partnerships (please provide bank loan statements used to fund investments (eg NAB loan, Colonial Margin Lending, Calia, etc)
Financial Adviser Service Fee (please provide a copy of the tax invoice)
Motor Vehicle (did you use your own car for business / work purposes through the year? This does not include travel to and from your home; travel must be between offices or worksites)
Kilometres method –the ATO allow for maximum claim of 5000 km’s. To claim the kilometre method you
must provide evidence of a logbook or odometer records.
Kilometres travelled _________________________km’s
Car engine size (in litres ie 1.6,2.0 etc)___________litres
Work Uniform (if you have to wear a logo uniform or protective clothing please provide receipts of your out of pocket purchases (ie protective work boots, logo embroidery, logo uniforms)
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Stamford Financial – Tax Return Checklist – Individual
Other Work Related Expenses
 Diary/stationery/work materials
 Union fees/registrations/professional bodies
 Sickness & accident insurance/income protection
 Donations/school building fund
 Seminar costs or self education (please include HECS statement if applicable)
2013
Private Health Insurance (please provide us with a copy of the health fund statement)
Fund code (e.g. MBF) ____________________
Membership Number ____________________
Medical Expenses - you may be entitled to a rebate if your net medical expenses (i.e. out of pocket expenses) exceed $2,120. A 20% offset is available for net medical expenditure over $2,120 for taxpayers with adjusted taxable incomes below the Medicare surcharge thresholds ($84,000 for singles and $168,000 for families). Taxpayers with adjusted income above the relevant threshold may claim
10% offset for net medical expenditure above $5,000.
If the above is applicable, please provide annual statements from your healthcare providers, Private
Health fund as well as Medicare and any prescription receipts. Please make note of expenses not claimed via a Private Health Fund or Medicare.
Removal of Education tax Refund - The education tax refund (ETR) has now been replaced by the
Schoolkids Bonus. You cannot claim any school-related costs incurred or any excess eligible expenses you carried forward from the previous year via your tax return after the 2010–11 financial year .Half-yearly payments will automatically be made to you in January and July if you are eligible, no action is required for this to occur.
Family Tax Benefit Parts A & B – These are no longer claimed via your tax return and if you are eligible, will automatically be paid to you after lodgement of your tax return (providing you have registered with the Department of Human Services – formerly Centrelink) for details phone 136 150.
Medicare Levy Surcharge Thresholds – there are now different rates for the Medicare Levy Surcharge depending on the total of your taxable income plus reportable fringe benefits. The following table outlines the rates and thresholds. Note that the surcharge is only applicable if you go over the lowest threshold and do not have Private Health Insurance.
Singles
Families
0%
$84,000 or less
1.0%
$84,001-$97,000
1.25%
$97,001 - $130,000
1.5%
$130,001 or more
$168,000 or less $168,001 - $194,000 $194,001 - $260,000 $260,001 or more
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Stamford Financial – Tax Return Checklist – Individual
2013
Dependant tax offsets – you can no longer claim a dependant spouse if your spouse was born on or before 1 July 1952.
Mature age worker tax offset – from 1 July 2012 this tax offset is only available to those born before 1
July 1957 (i.e. you must be at least 56 years old at 30 th June 2013).
If you are unsure of the category information belongs, please include details of any other information here.
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