2017 Individual Tax Return Checklist Name: Please take the time to complete this checklist as we will be able to complete your Income Tax Return accurately and efficiently saving you unnecessary fees that may be incurred if we have to come back to you requesting more information. This checklist addresses the most common issues that are required to be dealt with when preparing individual income tax returns. There may be other items that may be specific to your individual situation. If there is anything that has not been addressed above please feel free to bring the matter up with your accountant. The ATO will not be issuing refund cheques this year. If you are in a refundable position, you will need to provide Bank Account details in your Income Tax Return to allow us to lodge your return. Can you please ensure you have this information with you at your appointment or in the information provided. BSB: Account Number: Account Name: INCOME If you received any of the following income during the 2016/2017 financial year please provide the relevant documentation: PAYG Payment Summaries, Eligible Termination Payments Y/N Centrelink allowances or pensions Y/N Interest income Y/N Dividends Y/N Managed investment income (Annual Taxation Statement) Y/N Sale of any investments (see note) Y/N Foreign income Y/N Rent from a rental property Y/N Note: If you did sell investments we will need the date and cost of the investment when it was purchased. EXPENSES If you had any of the following expenses during the 2016/2017 financial year please provide the relevant documentation. Did you have any work related travel? Y/N If so, please provide distance of trips and reason for the travel. Did you purchase a uniform with a logo or were you required to wash the uniform ? Y/N Did you have any other work related expenses for example Tools & Equipment, Professional Association or Union Fees, Income Protection Insurance? Y/N Did you make any donations to charitable institutions? Y/N Did you have any tax agent fees? Y/N
2017 Individual Tax Return Checklist Name: Please take the time to complete this checklist as we will be able to complete your Income Tax Return accurately and efficiently saving you unnecessary fees that may be incurred if we have to come back to you requesting more information. This checklist addresses the most common issues that are required to be dealt with when preparing individual income tax returns. There may be other items that may be specific to your individual situation. If there is anything that has not been addressed above please feel free to bring the matter up with your accountant. The ATO will not be issuing refund cheques this year. If you are in a refundable position, you will need to provide Bank Account details in your Income Tax Return to allow us to lodge your return. Can you please ensure you have this information with you at your appointment or in the information provided. BSB: Account Number: Account Name: INCOME If you received any of the following income during the 2016/2017 financial year please provide the relevant documentation: PAYG Payment Summaries, Eligible Termination Payments Y/N Centrelink allowances or pensions Y/N Interest income Y/N Dividends Y/N Managed investment income (Annual Taxation Statement) Y/N Sale of any investments (see note) Y/N Foreign income Y/N Rent from a rental property Y/N Note: If you did sell investments we will need the date and cost of the investment when it was purchased. EXPENSES If you had any of the following expenses during the 2016/2017 financial year please provide the relevant documentation. Did you have any work related travel? Y/N If so, please provide distance of trips and reason for the travel. Did you purchase a uniform with a logo or were you required to wash the uniform ? Y/N Did you have any other work related expenses for example Tools & Equipment, Professional Association or Union Fees, Income Protection Insurance? Y/N Did you make any donations to charitable institutions? Y/N Did you have any tax agent fees? Y/N
2017-Individual-Checklist.docx