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2019 Individual & Rental Property 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

  • 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) 
  • DateDescriptionCost 
    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 
    If you had private health during the year, please attach your annual statement.
  • Rental Property Details

  • Date property was purchasedCost
  • (If property sold, please provide settlement statement for both purchase and disposal)
    If yes, please attach a copy.
    If yes, please provide more detail below:
  • Name% Ownership 
  • Income

  • ExpenseCost 
    Deductions include: Advertising for tenants, body corporate fees, borrowing expenses, cleaning, council rates, gardening/lawn mowing, insurance, interest on loans, land tax, legal fees, pest control, property management fees/commission, repairs & maintenance, stationary, telephone & postage, stamp duty, travel*/inspection expenses, water charges, depreciation^, other.
  • DateItemCost 
  • Queries

  • Drop files here or
  • Please note: This Individual & Rental Checklist has only covered the more common items of a specialised tax return. Should you wish to discuss any of the content of the checklist or any other tax or accounting related matter, please do not hesitate to contact our office.