2023 Individual Tax Return Checklist

Are you a new or existing client to GTS?*

New
Existing

How did you hear about us?

Who referred you?*

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Prior to the preparation of your tax return, we require a certified copy of your photo identification. Please upload this with your submission. If you are unable to provide a certified copy, we may accept a picture of your photo ID along with a Zoom call to visually confirm your identity. If neither options are possible for you, please call our office on 3267 3043.

Your personal details

Name*

First Last

Postal address*

Street Address Suburb State Postcode

Residential address*

Street Address Suburb State Postcode

Date of birth*

Tax File Number*

Phone*

Email*

Bank details for your refund to be deposited into

Account name	BSB	Account number

Your income details

How many employers did you have during the year?*

What was your main occupation title during the year?*

Did you earn any bank interest income?*

Yes
No

Amount:

Did you earn any share dividend income?*

Yes
No

Did you earn any managed funds income?*

Yes
No

Did you buy, trade or sell any cryptocurrency?*

Yes
No

Did you have an investment property?*

Yes
No

You should complete the Individual Tax Return with Investment Property submission form.

Did you sell any assets during the financial year?

Yes
No

What assets did you sell during the year?

Assets may include real estate, stock and investments, cryptocurrency, business assets (equipment/machinery), etc.

Your circumstances

Did you have a spouse (married or defacto)?*

Yes
No

Spouse's Name

First Last

Spouse's Date of Birth:

Spouse's Taxable Income

Did you have any dependent children living with you?*

Children up to 21 years of age + full-time students under 25

Yes
No

How many children:

Did you have private health insurance?*

Yes
No

What type of coverage did you have?*

Extras only
Hospital cover

Health insurance provider:

Do you have an outstanding HELP / SFSS / TSL debt?*

Yes
No

Total amount owing:

Your work-related deductions

Did you use your vehicle for work-related travel during the year?*

Yes
No

Make / model	Rego number	Purchase price	Purchase date

What method will you be claiming for your vehicle?*

Cents per kilometre
Logbook

Total work kilometres travelled for the year (max 5,000kms):

According to your logbook, what date was it completed?*

Each logbook you keep is valid for 5 years, but you may start a new logbook at any time.

According to your logbook, what percentage of your vehicle's usage was for work purposes?

Provide your vehicle's expenses for the year. Provide actual costs, not estimates.

Registration costs	Insurance premium	Repairs and maintenance	Fuel and oil	Interest on loan	Other

Did you incur any work-related travel expenses?*

Types of expenses may include public transport, air travel, taxi fares, ride-share fees, road tolls, parking fees, short-term car hire, meals, incidental expenses, accommodation, etc.

Yes
No

Work-related travel expenses expense type and total

Expense type	Expense total

Did you incur any work-related uniform, clothing, laundry, protective equipment expenses?*

This is a uniform, either compulsory or non-compulsory that is unique and distinctive to the organisation for whom you work. You can claim the costs of washing, drying, and ironing eligible work clothes, or having them dry-cleaned. You must have written evidence, such as diary entries and receipts, for your laundry expenses if the amount of your claim is greater than $150.

Yes
No

Work-related uniform, clothing, laundry, protective equipment expenses expense type and total:

Expense type	Expense total

Did you have any self-education expenses relating to your job?*

Self-education expenses are deductible when the course you undertake leads to a formal qualification. The course must have a sufficient connection to your current work activities as an employee and: maintain or improve the specific skills or knowledge you require in your current work activities; and result in, or is likely to result in, an increase in your income from your current work activities.

Yes
No

Self-education expenses relating to your job expense type and total:

Expense type	Expense total

Did you use your home office for work purposes?*

To claim home office, you must have a dedicated work area, such as a home office when you perform any work from home. You must also have kept records of either: your actual hours spent working at home for the year, or a diary for a representative four-week period to show your usual pattern of working at home.

Yes
No

What is the total number of hours you worked from home during the year?*

Did you keep a record of all the hours you worked from home?*

Yes
No

Total home energy expenses (electricity and gas) paid for the year?

You likely incurred running expenses (i.e. energy expenses for heating or cooling and lighting). We require the total amount you paid for electricity and gas for the year.

What percentage of your home's energy expenses would you estimate to have been work-related?

Did you use your home internet for work-related purposes?*

If you used your own internet for work purposes, you may be able to claim a deduction if you spent the money yourself; the expense was directly related to earning your income, and you have a record to prove it. You cannot claim a deduction where you have not incurred any expenses, or you were reimbursed for any costs by your employer.

Yes
No

What was your average monthly home internet cost?

What percentage of your home internet usage would you estimate to have been work-related?

Did you use your mobile phone for work-related purposes?*

If you used your own mobile phone for work purposes, you may be able to claim a deduction if you spent the money yourself; the expense was directly related to earning your income, and you have a record to prove it. You cannot claim a deduction where you have not incurred any expenses, or you were reimbursed for any costs by your employer.

Yes
No

What was your average monthly mobile phone bill?

What percentage of your mobile phone usage would you estimate to have been work-related?

Did you incur any other work-related expenses?*

Items may include books, periodicals, digital information, protective glasses, cosmetics containing sun protection, overtime meals, seminars, conferences, education workshops, union fees, subscriptions to associations, tools or equipment <$300, stationery, briefcases, satchels, etc.

Yes
No

Other work related expenses type and total

Expense type	Expense total

Did you purchase any tools, equipment, or other assets that cost more than $300?*

If you bought tools, equipment, or other assets to help earn your income, you can claim a deduction for some or all of the cost. If you use the tools for both work and private purposes you will need to apportion the amount you claim. If you have a computer that you use for private purposes for half of the time, you can only deduct 50% of the cost.

Yes
No

Item description, date of purchase, purchase price, and work-related percentage:

Item Description	Date of Purchase	Purchase Price	Work-Related Percentage

Your other deductions

Did you make any donations of $2 or more?*

Donations made to a GoFundMe personal campaigns are generally considered to be personal gifts and are not guaranteed to be tax-deductible. Only donations made to a GoFundMe certified charity campaigns are guaranteed to be tax-deductible.

Yes
No

Donations made

Recipient	Total

Did you pay any tax agent/accounting fees during the year?*

Yes
No

Total amount paid:

Did you pay any income protection insurance premiums?*

*Note: Does not include policies covered within your super fund

Yes
No

Total amount paid:

Did you make any post-tax contributions to super?*

*Note: Does not include salary sacrifice.

Yes
No

How much:

Got any questions?

Do you have any notes or comments for your accountant?

If you're a new client referred by someone, provide their name here.

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