Checklist for Individual Tax Return Preparation - PDTeefy

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					Paul D Teefy CPA                                                  PO Box 288 Ashmore City Q 4214                                 Ph 07 55030088
                                                                       paul@pdteefy.com.au                                       Fax 07 55030299


     Individual Tax Return for July 2009 to June 2010

    Name                                                                                                       Date       /                  //                  /
    Occupation
    Address




    Email                                                              Telephone
                                                                                                                          Office Use
                    Please circle either YES or No and provide the requested details                                         Only




                                                                                                                                            held/sighted
                                                                                                                                                           As Advised
                                                                                                                              Advised Nil
                                                                                                                                            Receipts
    Item 1          Salary and Wages
                    Did you receive a PAYG Summary (Group Certificate) from your
                                                                                                   Yes   No
                    employer ?

                        If yes, ensure you bring them all in.


    Item 2          Allowance, earnings, tips, directors fees etc
                    Did you have any earnings or fees that were not included on a PAYG
                                                                                                   Yes   No
                    Summary?

                       If yes, bring in the details.
    Items           Did you receive any Lump Sums or Employment Termination (ETP's)
                                                                                                   Yes   No
    3&4             from your employer ?

                       If yes, bring in Payment summary (Group Certficate) from your employer.

    Items
    5,6,7 & 8 Did you receive any Government Pension or allowance,                                 Yes   No
              Superannuation Pension, Annuity, Lump sum or similar payment ?
                     If yes, bring in the PAYG Payment Summary or statement and any letters which accompanied the
                    payment.

    Item 10         Did you receive interest from your Bank Accounts, Building Society
                                                                                                   Yes   No
                    Investments or private loans ?
                     If yes, please check with the Bank etc before coming in to ensure that all your interest is included.
                    Most Banks can give you a computer readout of interest on request.

    Item 11         Did you receive dividends from the shares you own ?                            Yes   No

                      If yes, ensure that you have all of the details including the Franked Dividends, Franking Credits
                    and Unfranked Amounts on each amount received. ( Include Dividend Reinvestment Plans)-Ask us
                    for a Dividend Worksheet or download from www.pdteefy.com.au

                      N.B. If you own shares you also need to retain details of the purchase date and cost of all your
                    shares for future Capital Gains Tax Calculations. This includes shares purchased through dividend
                    reinvestment. - Ask us for a Capital Gains Record Sheet or download from www.pdteefy.com.au

                    Notes:




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Paul D Teefy CPA                                                  PO Box 288 Ashmore City Q 4214                                      Ph 07 55030088
                                                                       paul@pdteefy.com.au                                            Fax 07 55030299


                                                                                                                              Office Use Only




                                                                                                                                    Advised Nil




                                                                                                                                                                As Advised
                                                                                                                                                  held/sighte
                                                                                                                                                  Receipts

                                                                                                                                                  d
    Item D1         Did you use your car for work related use ?                                        Yes        No

                       If yes, please provide the following details.
                                                                                                       Engine Size
                       What is the engine size of the vehicle?                                                             < 1.6 Litre

                                                                                                                           < 2.6 Litre

                                                                                                                       over 2.6litre
                                                                                                       Total Klms
                       How many klms did you travel for work?

                                                                                                   Fuel
                       If you have kept a log book detail the amount of expenses:                                      $
                                                                                                   Registration
                                                                                                                       $
                                                                                                   Insurance
                                                                                                                       $
                                                                                                   Repairs &
                                                                                                   maintenance         $
                                                                                                   Lease or Loan
                                                                                                   Payments            $
                                                                                                   Total


                                                                                                   % Business Use
                      What is the percentage business use calculated in your log book?                                                                              %

                     If you have purchased a new vehicle this year which you use for work provide details of the
                    purchase cost and details of any loan or lease ( i.e. purchase contract + loan contract).


    Item D2         Did you have work related travel and accommodation expenses ?                      Yes        No

                        If yes, bring in the receipts. What was the reason for the travel?

    Item D3         Did you have work related uniform, occupation specific or protective
                    clothing?                                                                          Yes        No

                       If yes, bring in the receipts for the items


    Item D4         Did you have work related self education ?                                         Yes        No

                     If yes, you must establish the link with your existing work and then you can claim course fees,
                    books, travel etc but not HECS. Bring in your receipts for these items.


    Item D5         Did you have other work related expenses ?                                         Yes        No

                       If yes, bring in your receipts or provide details below.


                    Union Fees                                                                     $

                    Telephone - Business Use                                                       $

                    Internet - Business Use                                                        $

                    Subscriptions and Memberships                                                  $

                    Replacement of Tools/ Work Related Items                                       $

                    Stationery - Business Use                                                      $

                    Assets purchased for work use                                                  $

                    Other work related expenses                                                    $



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Paul D Teefy CPA                                                  PO Box 288 Ashmore City Q 4214                         Ph 07 55030088
                                                                       paul@pdteefy.com.au                               Fax 07 55030299

                                                                                                                  Office Use Only




                                                                                                                       Advised Nil




                                                                                                                                                   As Advised
                                                                                                                                     held/sighte
                                                                                                                                     Receipts

                                                                                                                                     d
    Item D7
                                                                                                       Yes   No
    & D8            Did you have deductions against your dividend and interest income?

                       If yes, bring in the details


    Item D9         Did you make any gifts or donations to registered charities ?                      Yes   No

                       If yes, bring in the receipts


    Item D10 Did you pay a tax agent to prepare an income tax return last year?                        Yes   No

                       If yes, bring in the receipts


    Medical         Were you covered by a private health insurance fund ?                              Yes   No

                       If yes, bring in the year end statement which the fund sent you.

    Income
    Test                                                                                               Yes   No
                    Did you pay child support during the year

                       If yes, bring in the details of the amount you paid.

                                                                                                       Yes   No
    Offsets         Did you have a spouse during the year?

                       If we are NOT preparing your spouse's tax return, provide the following details.
                     - Spouse's full name
                     - Date of Birth
                     - Taxable Income                                                              $

                     - Details of any Trust income not included in taxable income                  $

                     - Reportable Fringe Benefits                                                  $

                     - Government Pensions and Allowances                                          $

                     - Exempt pension Income                                                       $

                    - Reportable superannuation contributions                                      $

                    - Any tax free Military Rehabilitation and Compensation pensions               $

                    - Foreign income                                                               $

                    - Net investment loss ( financial investments & rental property)               $

                    - Child support your spouse paid                                               $

                    - Taxed element of superannuation lump sum where tax rate = 0                  $


    Item T6         Education Tax Refund
                    You can claim if you received Family Tax Benefit A AND incurred eligible expenses for primary or
                    secondary school students. Eligible expenses are for computers, computer related equipment, home
                    internet, educational software, textbooks, stationery and prescribed trade tools. For more
                    information ask for a Fact Sheet or download from www.pdteefy.com.au

                    Are you eligible to claim the Education Tax Refund?                                Yes   No

                       If Yes, provide the following details.
                                                                                                   $
                     - Amount of eligible expenses

                     - Number of Primary School Students

                     - Number of Secondary School Students

    Item M1         How many dependent children or students do you have ?




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Paul D Teefy CPA                                                  PO Box 288 Ashmore City Q 4214                             Ph 07 55030088
                                                                       paul@pdteefy.com.au                                   Fax 07 55030299


                                                                                                                    Office Use Only




                                                                                                                           held/sight
                                                                                                                           Receipts
                                                                                                                           Advised




                                                                                                                           Advised
                                                                                                                           Nil




                                                                                                                           As
                                                                                                                           ed
    Item 13         Did you receive any distributions from Partnerships, Trusts or
                    Managed Portfolios?                                                            Yes   No

                      If yes, then you will need to bring in these details from the Trust or Fund Manager. Some of these
                    are not available until September so wait to gather all the information before making an appointment
                    to do your Tax Return.

    Items
    14 & 15         Did you earn any income from business or contract activities?                  Yes   No

                       If yes, bring in the details of all your income and expenses.

    Item 18         Did you have any Capital Gains or Losses from sale of Shares or
                    Property or other investments during the year?                                 Yes   No

                     If yes, you need to bring in details of any items sold, the date you purchased it, the price you paid
                    and any additional expenditure spent on the asset during your ownership, the sale price and the
                    date you sold it. If you reinvested dividends on shares you will need to track each of these to
                    determine the purchase price of each share sold.

                      N.B. If you own shares, property or other investments you also need to retain details of the
                    purchase date and cost of all your investments for future Capital Gains Tax Calculations. - Ask us for
                    a Capital Gains Record Sheet or download from www.pdteefy.com.au

    Item 20
                    Did you receive any Foreign Sourced Income OR own or have a share              Yes   No
                    in assets located outside Australia valued at more than $50,000

                      If yes, bring in details of all overseas income and assets and any related expenses - The ATO is
                    targeting this area. Please ensure you do not overlook any overseas income.


    Item 21         Did you own a Rental Property ?                                                Yes   No

                     If yes, bring in all relevant income and expenditure for the property. Ask us for a rental schedule
                    questionnaire to assist you with these details or download it from www.pdteefy.com.au


    Item T9         Did you have Net Medical expenses greater than $1500 ?                       Yes     No
                    This means the medical expenses you have paid less any refunds you received from Medicare and /or
                    your Private Health Insurance Fund. If yes, bring in the receipts for the expense and the details of
                    your refunds. Statements can be obtained from Medicare and Private Health Funds.You will need to
                    contact Medicare and/or your private fund to request these statements. If you regularly use the same
                    chemist they can provide a statement.

    Items    Did you make any personal superannuation contributions or
    T7 & D13 contributions on behalf of your spouse?                                               Yes   No

                       If yes, bring in the details.

    D16             Have you paid premiums for Income Protection or Sickness and
                                                                                                   Yes   No
                    Accident Insurance?
                       If yes, bring in the details

    Other           Have you received any income from Life Insurance Company
                    Bonuses, Forestry Managed Investment Scheme Income or any other
                    source? Have you acquired shares under an employee share
                    scheme? Have you invested in an Australian Film or Forestry                    Yes   No
                    Investment? Did you live or work in a remote or isolated area?
                    Did you serve overseas in the Defence Forces?

                       If yes, bring in the details

                                                                                                   Yes   No
                    Have you received any other income during the year?

                       If yes, bring in the details



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