CONTACT US:

07 3267 3043

2 ROYAL PDE EAST
BANYO QLD 4014

2018 Income Tax Return Checklist

  • To assist us in preparing your tax return, please use this checklist when you compile your information. Completing the checklist can take some time however your efforts will enable us to maximise your deductions & process your return efficiently.

  • Account NameBSBAccount Number 
  • Income

  • SourceAmount 
    Add a new row
    If yes, please specify source's of income and amount's.
  • SourceAmount 
    Add a new row
    If yes, please specify source's of income and amount's.
    If yes, please attach details of purchase and sale of investment at the end of this form.
  • SourceAmount 
    Add a new row
    If yes, please specify source's of income and amount's.
  • SourceAmount 
    Add a new row
    If yes, please specify source's of income and amount's.
  • SourceAmount 
    Add a new row
    If yes, please specify source's of income and amount's.
  • Deductions

  • Cents per kilometre method (Max 5,000kms). You can claim vehicle and other travel expenses directly connected with your work but you can't claim for normal trips between home and work, which are considered private travel.Where travel has exceeded 5,000kms please include details of all motor vehicle expenses incurred and your business usage percentage (determined via the use of a log book over a continuous period of 12 weeks).
  • DetailsCostReceipts (Yes/No) 
    Add a new row
  • SourceAmount 
    Add a new row
    If yes, please specify course type's and cost's, as well as associated expenses (attach documentation if necessary at the end of this form):
  • DateDescriptionCost 
    Add a new row
    Professional development courses, professional memberships & subscriptions, professional journals/trade magazines, home office expenses, depreciable assets bought during year, income protection insurance premiums, mobile phone expenses.
  • RecipientAmount 
    Add a new row
  • DebtAmount 
    Add a new row
    If yes, please specify type's of debt and amount's owing:
    If you had private health during the year, please attach your annual statement.
  • Queries

  • Drop files here or