2020 Individual Tax Return Checklist

Name*

First Last

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

How many employers did you have during the year?

What was your main occupation title during the year?

Did you receive any Government Payments?*

E.g. Newstart Allowance/JobSeeker, Austudy, Age Pension, e.t.c.

Yes
No

Did you receive a distribution from a partnership or trust?*

Yes
No

Did you receive any investment income?*

Yes
No

Investment Incomes

Share dividends
Bank interest/term deposit
Managed funds
Investment property

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?*

*Note: 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

Health Insurance Provider:

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

*Note: Does not include salary sacrifice.

Yes
No

How much:

Did you sell any investment assets during the financial year?*

Yes
No

Please provide details:

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

Yes
No

Vehicle Registration Number

Vehicle Make and Model

Total Work Kilometres Travelled For The Year

Reason/s for Travel

Where travel has exceeded 5,000kms, please include details of all vehicle expenses incurred and your business usage percentage (determined via the use of a logbook over a continuous period of 12 weeks).

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 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 use your home office for work purposes?*

To claim home office, you need to 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

How many hours per week did you work from home, on average?

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

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 child support 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 pay any tax agent/accounting fees during the year?*

Yes
No

Total amount paid:

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

Yes
No

Total amount owing:

Do you have any notes or comments for your accountant?

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07 3267 3043

2020 Individual Tax Return Submission Form