Individual-income-tax-return-checklist-2011

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Individual Income Tax Return –
Checklist for the year ended 30 June 2011
To assist us in preparing your income tax return for the year ended 30 June 2011, please complete this checklist when you compile your information.
If ticking yes please provide additional information or contact us.

 Income                        Details                                                                                                                Yes   No
 Employment Income             Salaries & Wages
                               Allowances
                               Other
 Pensions &                    Government
 Superannuation Payments       Non-Government
 Investment Income             Interest
                               Dividends
                               Trust Distributions
                               Rental Properties
                               Foreign Income
                               Bonuses from Life Companies
                               Other
 Business Income               Any details from Business Income & Expenses
 Any Other Income              Capital Gains on Sales of Investments
                               Government grants/subsidies/recovery payments
                               Other
 Expenses                                                                                                                                             Yes   No
 Work-related Expenses         Motor Vehicle
                               Travel
                               Uniforms and Laundry
                               Education and Seminars
                               Insurances
                               Union Fees
                               Other
 Study Expenses                Education expenses incurred by recipients of Youth Allowance, ABSTUDY and Austudy
 Job Seeking Expenses          Costs of finding employment incurred by recipients of Newstart Allowance and Youth Allowance Job-Seekers
 Donations                     Please advise donations to deductible gift recipients
 Investment Expenses           Eg. Deductions against investment income
 Superannuation                Any superannuation payments for yourself or your spouse (other than standard employer contributions)
 Any Other Expenses            Accident and Sickness Insurance Premiums
                               Other


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Other                                                                                                                                                Yes   No
Private Health Insurance    If you hold Private Health Insurance please provide copy of the annual statement
Education Tax Refund        If your family is entitled to ‘Family Tax Benefit A’ a 50% rebate is available for costs including education software,
                            home computers, internet connection costs etc. The maximum rebate is $397 for each child in primary school &
                            $794 for each child in secondary school.
Medical Expenses            Net medical costs over $2,000 ie after Medicare and Private Health Insurance Reimbursements (excluding private
                            health insurance premiums)
HELP/SFSS Debt              If you have HELP debt or SFSS debt please provide details
Spouse Adjustable Taxable   If we do not prepare your spouse’s income tax return please advise their 2011 adjusted taxable income.
Income
Children                    Please provide names and dates of birth of any children born during the year.
Flood Levy                  Are you exempt from the Flood Levy due to suffering from a Natural Disaster that occurred in 2010/11? (This is
                            relevant in calculating PAYG-Instalment tax for the 2011/12 financial year). If you are unsure please contact us.
Anything Else               Please advise anything else that may be relevant to your 2011 income tax return.


Do you have Income          Please let us know if you have sufficient Income Protection Insurance
Protection Insurance?


Notes




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