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2019 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.
Full Name
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Date of Birth
Tax File Number
Contact Number
Email
Bank details for your refund to be deposited into
Account Name BSB Account Number
Occupation during financial year
Income
1. Number of PAYG Payment Summaries attached
2. Number of Employment Termination Payments attached
3. Did you receive any Interest income during the year?
Source Amount

If yes, please specify source's of income and amount's.
4. Did you receive any Dividend income during the year?
Source Amount

If yes, please specify source's of income and amount's.
5. Did you dispose of any investments during the year?
- Yes
- No
If yes, please attach details of purchase and sale of investment at the end of this form.
6. Did you receive a Distribution from a Partnership or Trust?
Source Amount

If yes, please specify source's of income and amount's.
7. Did you receive any Government payments?
Source Amount

If yes, please specify source's of income and amount's.
8. Did you receive any Foreign Income?
Source Amount

If yes, please specify source's of income and amount's.
Deductions
10. Did you use your vehicle for work travel during the year?
- Yes
- No
Vehicle make/model
Total work kilometres travelled for the year
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).
11. Did you incur any work related uniform*, clothing, laundry, tools & equipment?
Details Cost Receipts (Yes/No)
12. Did you have any self-education expenses relating to your job?
Source Amount

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):
13. Did you incur any other work-related expenses?
Date Description Cost

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.
14. Did you make any donations of $2 or more?
Recipient Amount
15. What was your tax preparation fee last year?
16. Do you have an outstanding HELP/SFSS debt?
Debt Amount

If yes, please specify type's of debt and amount's owing:
17. Did you have a spouse during the year?
- Yes
- No
Your spouse’s full name
Your spouse’s date of birth
Number of days you were together during the year
Taxable income of spouse (de-facto or married):
18. Did you pay any child support?
- Yes
- No
Amount paid
19. Do you have dependent children? If so, how many?
20. For the whole of the financial year did you and all of your dependents have private patient hospital cover?
- Yes
- No
If you had private health during the year, please attach your annual statement.
Queries
Should you have any questions with regards to reporting your income, claiming various deductions, etc. please list them here.
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