Stamford Financial – Tax Return Checklist – Individual
2011
2011 Tax Return – Individual Client Checklist
Important Note
Individual Tax Returns are not due for lodgement until March 2012, please advise your Accountant if you require your
2011 Income Tax Return urgently. Please allow up to 4 weeks turnaround for processing of post tax returns. If you
would prefer an appointment, please contact your Accountant.
Name_________________________________________________
DOB_____/______/______
Occupation____________________________________________
Phone (day time)________________(after hours)________________Email___________________________________
Name of spouse__________________________________________
DOB_____/______/______
Names of dependants ___________________________________
DOB_____/______/______
___________________________________
DOB_____/______/______
___________________________________
DOB_____/______/______
___________________________________
DOB_____/______/______
Please tick if appropriate and attach relevant documentation
Income
Tick if included
Group Certificates (including pensions & termination payments)
Interest Received
Bank
Account No
Interest Received
$
Joint account?
(Y/N)
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Stamford Financial – Tax Return Checklist – Individual
2011
Dividends (please provide copies of dividend statements showing income received throughout the year.
eg Woolworths direct shares)
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 and cost
Sale documents including date of sale and proceeds
Rental Property (please provide the annual statement for your rental property from the real estate
agent or for a property purchased after 1/7/08 please provide settlement documents.
Please review the following list of documents to consider and include if applicable for your rental
property.
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Rent received (from annual statement or bank statement)
Tenant advertising
Body corp
Borrowing expenses
Cleaning
Council rates
Depreciation
Gardening
Insurance
Interest (please include bank statements)
Deductions
Please ensure you are able to substantiate all claims, even if less than $300.
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 tax invoice)
Motor Vehicle (did you use your own car for business / work purposes through the year?
Kilometres method – you use your car for work, but have not kept a logbook. Let us know how many
km’s you would have travelled for work. The maximum the ATO allows you to claim is 5000 km’s.
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
2011
Other Work Related Expenses
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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)
Other
Rebates
Private Health Insurance (please provide us with a copy of the health fund statement)
Membership Number__________________________
Medical Expenses (you may be entitled to a rebate if your out of pocket expenses exceed $1,500. This
means, if you are in a private health fund, the portion of expenses that you did not get any money back
on. If the total NET medical expenses exceed $1,500 you are entitled to a 20% rebate on the amount
over the $1,500 threshold.
If applicable, please provide documents from your healthcare providers as well as Medicare and any
prescription receipts.
Education Tax Refund (new to 2008-2009)(if you had eligible education expenses for a child’s primary or
secondary education or you are an independent student, you can claim an education tax refund of up to
50% of those expenses. To be eligible you must be a person who is entitled to receive FTB Part A (with a
taxable income of less than $45,114) or receives payments that stops them from receiving FTB Part A,
for a child undertaking primary or secondary school studies or an independent student in primary or
secondary school (for specific conditions and eligibility please discuss with your Accountant).
If eligible, please provide documents for any of the following items. You can claim the cost of buying,
establishing, repairing and maintaining any of the following items
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Laptops and home computers
Computer related equipment such as printers, USB flash drives, etc
Home internet connections
Computer software for educational use (including antivirus software)
School text books and other paper based school learning material, including prescribed text
books, associated learning materials, study guides and stationery.
Prescribed trade tools
Other notes
If you are unsure of the category information belongs, please include details of any other information here.
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