"2012 Personal Income Tax Return Checklist"
2012 Personal Income Tax Return Checklist Name: Phone Number: Email Address: ASSESSABLE INCOME Please indicate the type of income you received during the 2011/12 financial year and attach any supporting documents. Salary Income (including group certificates and PAYG Summaries) Yes No Social Security/Centrelink Income (attach statements) Yes No Austudy Yes No Pension Yes No Other Payments Dividend Income – Imputation Credits/Details of Bonus Share Issues Yes No Trust and Partnership Distribution (including Managed Funds) Yes No Interest Income Yes No Capital Gains on sale of assets (cost price, sale price, date of purchase and sale) Yes No Rental Income (see attached rental schedule) – includes negatively geared foreign Yes No rental properties Termination payments/unused annual leave or long service leave (including ETP Yes No Group Certificate/PAYG Payment Summary or Statement of Termination Payment) Allowances/Commissions Yes No Overseas Income/Transactions Yes No Superannuation/Annuity Pension (including Group Certificates/PAYG Payment Yes No Summaries) DEDUCTIBLE EXPENSES Please indicate if any of the following deductions relate to you, and attach any supporting documents or relevant information. EXPENSES INCIDENTAL AND RELEVANT TO EMPLOYMENT Self Education/Uniforms/Tools Self education to maintain skills Yes No Technical and trade journals Yes No Home office expenses where home is used as business premises Yes No If yes, how many hours per week? Telephone expenses (work related) Yes No Uniform/protective/compulsory clothing, purchase and laundering Yes No Tools of trade, replacing and repairing Yes No Union, professional or business association fees Yes No Car Expenses Make, model, engine capacity (cc) Yes No If a logbook is kept, details of running expenses including fuel, repairs, rego, Yes No insurance, maintenance, log book business percentage If no logbook is kept, estimate of work related kilometres travelled klms Page 1 of 4 your success | your future | your adviser | the mba partnership Travel Expenses – Business Related Meals and accommodation Yes No Airfares, taxi, train, bus, etc (provide your travel diary) Yes No Other Deductible Expenses Tax Agent fees (other than The MBA Partnership) Yes No Donations Yes No Income Protection Insurance Yes No Tax Projects (Palandri, Sandalwood, Ecompos, Forestry Managed Investment Schemes) Annual tax statements from the project manager Yes No Separate loan statements from finance provider Yes No REBATE ITEMS Please indicate if any of the following items relate to you and attach any supporting documents. Superannuation Contributions Amount of personal superannuation contributions (excluding employer contributions) Yes No Full Name of Fund: Policy Number: Superannuation contributions on behalf of your spouse Yes No Private Health Cover Private health insurance statement from your health fund Yes No Maintenance of Dependents Spouse and dependent’s incomes Yes No Single or widowed parent Yes No Medical expenses of taxpayer and family (net of health fund and Medicare refunds) if in Yes No excess of $2,000 Maintenance of your parents, spouse’s parents or invalid relative Yes No Education expenses for dependents Yes No Dependent children under 18 - provide name and DOB of each dependent Yes No Child’s Name: DOB: Male Female Child’s Name: DOB: Male Female Child’s Name: DOB: Male Female OTHER Please indicate if any of the following items relate to you and attach any supporting documents. HECS liability details (if any) Yes No In 2011/12 did you become/cease being a resident of Australia for tax purposes? Yes No COMMENTS Please note any further information you feel is relevant. Page 2 of 4 your success | your future | your adviser | the mba partnership EFT DETAILS To ensure a quicker refund, please provide your bank account details. BSB: Bank: Account Number: Account Name: RENTAL PROPERTY SCHEDULE Property 1 Owner Address Dates available for rent (if not entire financial year) Rental income (attach agent’s statement) Agent’s commission Insurance Council rates Strata levies/Body corporate fees Bank fees Postage Interest (provide loan statements) Other Property 2 Owner Address Dates available for rent (if not entire financial year) Rental income (attach agent’s statement) Agent’s commission Insurance Council rates Strata levies/Body corporate fees Bank fees Postage Interest (provide loan statements) Other Page 3 of 4 your success | your future | your adviser | the mba partnership Property 3 Owner Address Dates available for rent (if not entire financial year) Rental income (attach agent’s statement) Agent’s commission Insurance Council rates Strata levies/Body corporate fees Bank fees Postage Interest (provide loan statements) Other LINE OF CREDIT (B ACCOUNT BANK STATEMENTS) Please write details of payments and deposits onto your bank statements and attach copies of all statements for 1 July 2011 to 30 June 2012. If this is the first year rented, please provide the following documents (if not already provided) Loan application and borrowing fees (including those of financial agencies such as Falcon Group) Depreciation schedule from builder Purchase contract (land and buildings) Has your property been refinanced in the 2012 financial year? Yes No If yes, provide copies of bank statements for both loans and borrowing costs for the new loan. FINANCIAL PLANNING We encourage all clients to meet with one of our financial planners for a free consultation. This ensures you are receiving comprehensive advice. Would you like our Financial Planning team to contact you regarding - Superannuation Yes No Personal insurances Yes No Lending or loan review Yes No Leasing Yes No Estate planning (Wills, etc) Yes No Savings plan Yes No Cash flow and budgeting Yes No Retirement planning Yes No ELECTRONIC NOTICE OF ASSESSMENT If you have provided your email address, your Notice of Assessment will be emailed to you unless you check this box If you have any questions, call us on (07) 5557 8700. Email your completed form and attachments to through our Secure Client Upload Manager at www.mbapartnership.com.au or to firstname.lastname@example.org. Or, post to PO Box 10839, Southport BC Qld 4215 Page 4 of 4 your success | your future | your adviser | the mba partnership