Individual Tax return – Checklist

Tax File Number and Occupation details (Must Provide)

Occupation Detail (Must Provide)

Postal Address, Mobile no, Email ID and Date of Birth (Must Provide)

Email: Capitaltaxreturn@gmail.com

Income

Deductions (Common for all)

PAYG Payment Summaries Employer termination payment (ETP) Details on any Allowances Received Any Employee Shares Scheme? Centrelink payments or pensions? New start / Youth Allowance Statements Bank Interest Income Details Dividend Statements Income from a Partnership or trust? Managed Funds Annual Statements Any Capital gains event from the sale of property or shares? If YES have you attached as much information that you can about the dates and prices on the acquisition and sale. Rental Property Annual Summaries Any Foreign income? Other Income from operating any Business Contract notes for buy/sell transactions Tax statements from stockbrokers Income stream statements Statement for income received from life insurance payments

Car Expenses (Home to work is NOT deductible – Unless working from home)– Please mention No of KMs travelled Car Expense – Log book and expense receipts for vehicle used for work purposes. Laundry Dry cleaning Protective clothing (PPE) Compulsory work uniform Non-compulsory work uniform Occupation specific clothing Education related Expenses Financial Institutions Duty (FID) Union fees Award overtime meal allowance expenses Seminars Books and journals Home office running expenses Home office occupancy expenses Home Telephone Computer expenses including depreciation Tools and equipment Other depreciation Other Newspapers Mobile Phone – during the working hours Internet Access – during the working hours Subscriptions Printing Postage and Stationery Donations to Charities Tax agent / Accountant fees Details of Income Protection, Sickness or Accident Insurance