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					PERSONAL DETAILS - 2000 TAX RETURN



Tax File Number:             __ __ __ / __ __ __ / __ __ __

Australian Business Number:                 __ __ / __ __ __ / __ __ __ / __ __ __



Are you an Australian resident?                            Yes ( )       No ( )

Your sex                                                   Male ( ) Female ( )

Title

Given names

Surname or family name

Has any part of your name changed since
completing your last tax return?                           Yes ( )       No ( )

Previous surname
           ---------------------------------------------------------------------------------------------------------------
Your postal address

                             Suburb or town

                                            State                        Postcode

Has this address changed since completing your last tax return?                                        Yes ( )
           ---------------------------------------------------------------------------------------------------------------
Is your home address different from your postal address? No ( ) Yes ( ) Print your home address


                             Suburb or town

                                          State                         Postcode
           ---------------------------------------------------------------------------------------------------------------
Your date of birth

Your daytime telephone number Area Code                                  Telephone number

Home Phone:                                                Mobile:                                     Fax:

Do you have a hECS debt? Yes ( )        No ( ) If Yes has first semester been included Yes ( ) No ( ) Total debt


Was provisional tax paid last year? Yes ( ) No ( )                                      Amount
Will you need to lodge an Australian tax return in the future?                             Yes ( ) Don't Know ( )                 No ( ) Final

E-mail Addresss:
----------------------------------------------------------------------------------------------------------------------------------------------------

Your spouse's name: Surname or family name

                              Given names

                              Date of birth (         /    /   )                           Spouse's taxable income

                              If married/de facto in 1999/2000, what date did this occur                       (      /       /      )

Any additional information that may need to be known:




After completing all relevant sections you fax your return on 03 9858 2213




2000 TAX RETURN
To complete your Income details

               Group certificates
               Eligible termination payments
               Commonwealth Of Aust government allowances and payments like Newstart, youth allowance & austudy payment
               Commonwealth of Australian Government pensions and allowances
               Other Australian pensions or annuities-including superannuation pensions
               Gross Interest
               Dividends
               Shares or other assets sold
               Rent from property
               Other Income                                                       Sheet 1 : Income


To complete your Deduction details

               Work related car expenses
               Work related travel expenses
               Work related uniform, occupation specific or protective clothing, laundry and dry cleaning expenses
               Self education
          Other work related expenses
          Interest & dividends deductions
          Gifts or donation
          Undeducted purchase price of Australian pension or annuity
          Cost of managing tax affairs
          Total allowable prior year losses
          Australian film incentives
          Deductible amount of undeducted purchase price of foreign pension or annuity
          Non-employer sponsored superannuation contributions


To complete your Rebates
          Spouse -- maried or de facto -- child-housekeeper or housekeeper
          Sole parent
          Low income aged person
          Superannuation contributions, pension and annuity
          30% private health insurance
          Superannuation contributions on behalf of your spouse
          Zone or overseas forces
          20% rebate on net medical expenses over $1250
          Parent, spouse's parent or invalid relative


To complete your     Private health insurance policy details
                     Medicare levy related items
                     Adjustments
                     Credit for tax paid


GBS Tax & Accounting Services                         Ph: (03) 9858 2213     Email: els@gbstax.com.au
46 Macedon Road Lower Templestowe Vic 3107            Fax: (03) 9858 2214    Website: www.gbstax.com.au
---------------------------------




                             No ( )
---------------------------------
s ( ) Print your home address




---------------------------------




 Yes ( ) No ( ) Total debt
Yes ( ) Don't Know ( )               No ( ) Final


-------------------------------------------------------




Spouse's taxable income

 this occur       (      /       /      )




start, youth allowance & austudy payment




              Sheet 1 : Income




thing, laundry and dry cleaning expenses
          Sheet 1 : Deduction




          Sheet 1: Rebates




          Sheet 1 : Other

Email: els@gbstax.com.au
Website: www.gbstax.com.au
2000 INCOME INFORMATION
  1    Salary or wages                2 Allowances, earnings, tips, director's fees etc.
  3    Lump sum payments              8 Total reportable fringe benefits amounts
                  Your main salary and wage occupation
       Description
       Name of employer                                         Tax instalments deducted-show cents



       Lump Sum Payments                           Reportable Fringe Benefits Amount
       A             B       E



       Name of employer                                         Tax instalments deducted-show cents



       Lump Sum Payments                           Reportable Fringe Benefits Amount
       A             B       E



       Name of employer                                         Tax instalments deducted-show cents



       Lump Sum Payments                           Reportable Fringe Benefits Amount
       A             B       E


       Name of employer                                         Tax instalments deducted-show cents



       Lump Sum Payments                           Reportable Fringe Benefits Amount
       A             B       E


       Name of employer                                         Tax instalments deducted-show cents



       Lump Sum Payments                           Reportable Fringe Benefits Amount
       A             B       E


       Name of employer                                         Tax instalments deducted-show cents



       Lump Sum Payments                           Reportable Fringe Benefits Amount
       A             B       E



  4    Eligible termination payments
       Name of employer or payer

       Date of ETP               /     /           Tax Instalments Deducted
    Are payments shown on this worksheet Dealth benefits? Yes ( ) No ( )
    At the time of dealth or payment, were you a dependant of the deceased? Yes ( ) No ( )

    Components of amounts taken in cash (retained amount)
    Excessive                                  Post June 1983 Untaxed
    Undeducted                                 Non-qualifying
    CGT Exempt component                       Post June 1994

    Name of employer or payer

    Date of ETP                   /     /           Tax Instalments Deducted

    Are payments shown on this worksheet Dealth benefits? Yes ( ) No ( )
    At the time of dealth or payment, were you a dependant of the deceased? Yes ( ) No ( )

    Components of amounts taken in cash (retained amount)
    Excessive                                  Post June 1983 Untaxed
    Undeducted                                 Non-qualifying
    CGT Exempt component                       Post June 1994


5   Commonwealth of Aust government allowances and payments like Newstart, youth allowance and austudy payment
    Description                                                 Tax instalments deducted-show cents




6   Commonwealth Of Australia Government pensions and allowances
    Description                                    Tax instalments deducted-show cents




7   Other Australian pensions or annuities-including superannuation pensions
    Type                                                Tax instalments deducted-show cents




9   Gross interest
    Organisation                        Account Type            Account Number
10   Dividends
     Organisation                           Unfraked              Franked




13   Shares or other assets sold                       Date       Amount
     Description of asset sold                         Bought     Paid




17   Rent from property
        Address of Rental
                 Property
                   Suburb
                 Acquired         /     /                         State
               Ist Income        /     /                                    weeks rented

               Private use                                      (A) Gross rental Income
                  % share                                        (B) Other rental Income

           (D) Advertising for Tenants
               (E) Body corporate fees
              (F) Borrowing Expenses                                       (P) Property Agent Fees/Commission
                            (G) Cleaning                                            (Q) Repairs and maintenance
                     (H) Council Rates                                    (S) Stationery, Telephone and Postage
          (J) Gardening/Lawn Mowing
                          (K) Insurance                    (V) Sundry Rental expenses
                   (L) Interest on loans
                           (M) Land Tax

19   Other income
     Description                                                 Tax instalments deducted-show cents



                                                                               INCOME SECTION IS COMPLETE
ector's fees etc.




ents deducted-show cents    Income-do not show cents



               Total Allowances




ents deducted-show cents    Income-do not show cents



               Total Allowances




ents deducted-show cents    Income-do not show cents



               Total Allowances



ents deducted-show cents    Income-do not show cents



               Total Allowances



ents deducted-show cents    Income-do not show cents



               Total Allowances



ents deducted-show cents    Income-do not show cents



               Total Allowances
ased? Yes ( ) No ( )


               Pre-July 1983
               Concessional
               Post June 1983 Taxed




ased? Yes ( ) No ( )


               Pre-July 1983
               Concessional
               Post June 1983 Taxed



youth allowance and austudy payment
ents deducted-show cents   Income-do not show cents




ents deducted-show cents   Income-do not show cents




on pensions
ents deducted-show cents   Income-do not show cents




               Total       Total Tax Taxpayer's
               Interest    Deducted % Share
               Imputed     TFN         Taxpayer's
               credit      Amounts     % Share




               Date        Consideration
               Sold        Received




               Postcode
weeks rented

ental Income
ental Income

                    (N) Legal Fees
                   (O) Pest control
) Property Agent Fees/Commission
      (Q) Repairs and maintenance
Stationery, Telephone and Postage
                (U) Water Charges
al expenses




ents deducted-show cents   Income-do not show cents



  INCOME SECTION IS COMPLETED
2000 DEDUCTION INFORMATION

     If you are claiming work-related expenses, have you received a letter from the ATO requesting that you lodge a
     Schedule of Work-related Expenses with your tax return?       Yes ( ) No ( )
D1   Work related car expenses - 4 methods to choose from
     Up to 5000 business kilometres
     Cents per kilometre method:        You do not need written evidence
     More than 5000 business kilometres
     Logbook method - ensure log kept for 12 consecutive weeks, must also keep odometer records and written
                             evidence for all your car expenses - except for fuel and oil costs.
     12% of original value method: based on the original value of the car & subject to depreciation cost limit of $55,134
     One-third of actual expenses method: need written evidence for all other car expenses except Fuel & oil costs
                Fill out as much detail below and we will work out which method will provide you with the greatest claim
     MOTOR VEHICLE: Registration No:                           Vehicle                  Model

     Engine capacity:eg. 1600cc (1.6 litre)                                 Ordinary car or Rotary engine car

     Business %                 Business Km's                               Purchase Price

     Period Start ( / / )       Odometer Start (                  )         Period End: (        /   / )

     Expenses: Fuel/Oil                                       Services                                     Lease payments
               Insurance                                      Interest                                     Tyres/battery
               Repairs                                        Rego/3rd Party                               Other

     Explanation & justification for work purposes
     Has a log book been kept for a 12 consecutive weeks? Yes ( ) No ( )               Date last time filled in
                                                   If you wish to claim for another vehicle press the add button

D2   Work related travel expenses
                  * Domestic travel requires client to sleep away from home. Expenses include meals, accommodation, car hire & incidentials
                  * Other travel expenses may include air, bus, train, tram and taxi fares, bridge and road tools, parking and car hire fees.
                  * Travel diary require for domestic and overseas travel when away from home for 6 consecutive nights or more.
                  * Substantiation is not required where "reasonable allowance" paid to employee for accommodation (domestic only), food,
                  drink and incidentials if allowance within ATO limits. TR 98/10


     Explain how these expenses relate to your work

     Description of expense



D3   Work related uniform, occupation sepecfic or protective clothing, laundry and dry cleaning expenses
     Protective clothing (P):must reduce risk of dealth or injury eg. Safety boots,fire resistant clothing,overalls,dust jackets,aprons
                Description of expense
     Compulsory work uniform (C): identifies you as an employee of an organisation which has a strictly enforced uniform policy
                Description of expense
     Non-compulsory (N): can't claim the unless your employer has registered the design
               Description of expense
      Occupation specific clothing (S): would allow the public to easily recognise your occupationeg. Chef's checked pants
               Description of expense
      Laundry No substantiation for reasonable claims up to $150 in respect of abovementioned clothing
               Eg. $1 per load or 50cents mixed loads

D4    Self education       * you can claim only if there is a direct connection between your self-education and your work
                             activities at the time the expense was incurred.
                             * Examples include student union fees, boks, stationery, consumables, travel & depreciation
                             *Important to note that private travel in respect of self-education (eg. Uni to home) and other
                             non -deuctible expenses can be included in the first $250 which is not deductible.
      Description                                     Amount                  Description




      Indicator            K: improve skills required for curent income-earning activity
                           I: is likely to increase income from current income-earning activity
                           O: other circumstances
D5    Other work related expenses                     Amount
      FIDS-charged on income                                    Telephone
      DEBITS TAX-charged on outgoings                           Home office
      Union fees                                                Tools & Equipment
      Subscriptions                                             Computer & software
      Overtime meals                                            Other
      Seminars
      Books & journals
      Stationery & Postage

D6    Interest & dividends deductions - Can't claim unless income at question 8 or 9
      Description                    Name of product/investment                     Amount claimed




D7    Gifts or donation      There must be no tangible benefit from making the donation
      Description                                 Amount                 Description




D8    Undeducted purchase price of Australian pension or annuity             - this amount represents the return of capital
      Description                              Amount                        Description



D9    Cost of managing tax affairs                                           Amount

D10   Total allowable prior year losses                             Primary production
                                                                Non-primary production
D11   Australian film incentives                                          Amount

D12   Deductible amount of undeducted purchase price of foreign pension or annuity
      Description                                                            Amount



D13   Non-employer sponsored superannuation contributions   self-employed claim first $3000 and 75% of excess up to specified limits
      Full name of fund                                     Policy number
ATO requesting that you lodge a




p odometer records and written

ct to depreciation cost limit of $55,134
  expenses except Fuel & oil costs
  provide you with the greatest claim




                 Purchase Date:

                 Odometer End: (           )

  Lease payments
  Tyres/battery



  Date last time filled in
ehicle press the add button                ADD


, accommodation, car hire & incidentials
oad tools, parking and car hire fees.
ome for 6 consecutive nights or more.
accommodation (domestic only), food,




                 Total cost of expense




y and dry cleaning expenses
 othing,overalls,dust jackets,aprons
                 Amount
 has a strictly enforced uniform policy
                 Amount
              Amount
occupationeg. Chef's checked pants
           Amount
ovementioned clothing
           Amount

n your self-education and your work

  consumables, travel & depreciation
ducation (eg. Uni to home) and other
 0 which is not deductible.
                                    Amount




                          Amount




    Amount claimed




                                        Amount




ount represents the return of capital
                                        Amount




n
3000 and 75% of excess up to specified limits
                              Gross
2000 REBATES INFORMATION
     Calculation of Separate Net Income (SNI)
               1 Taxable income plus exempt income (exclude imputation credits, ETP's, Family & maternity allowan
               2 ADD back donations, PY losses, superannuation contributions, and tax agents fe
               3 DEDUCT spouse's cost of travel to and from work, child care expenses and mea
                 consumed at worked during working hours.

R1   Spouse -- married or de facto -- child-housekeepeer or housekeeper
     Description          Date begin            Date end



R2   Sole parent : dependent child under 16 or dependent student under 25 whose SNI was less
     Description                                 Date Begin


R3   Low Income aged person
     On 30 June 200 were you a male aged 65 years or more or a female aged 61.5 years or mo
     did not receive an age pension or service pension? Yes ( )         No ( )

R4   Superannuation contributions, pension and annuity
     Did you make personal undeducted superannuation contributions? If yes
     Description of Australian Superannuation annuity or pension



R5   30% private health insurance
     Fund name:(              )               Policy (       )
     Date begin (       )                     Premium paid (               )
     Date end (        )                     Reduction amount received (         )
     Days received reduction (   )            No of dependents (           )

R6   Superannuation contributions on behalf of your spouse
     18% of 3000 and 10,800 or less income, and no rebate if AI over 13,800 Super amount reduced by $1 for every $1
     Description                                           Spouse's income plus RFB


R7   Zone or overseas forces                  Zone A $338          Zone B $57
     Location                                           Date begin



R8   20% rebate on net medical expenses over $1250
     Medical expenses    Amount    Refund    Net
R9   Parent, spouse's parent or invalid relative
     Relationship                                Date begin
on credits, ETP's, Family & maternity allowances       $
ation contributions, and tax agents fees               $
 work, child care expenses and meals
                                      $
           SEPARATE NET INCOME (SNI): $
 or housekeeper                       Basic
            SNI    Dependant Y/N      parenting allowance




tudent under 25 whose SNI was less than $1786
             Date End                       SNI



e or a female aged 61.5 years or more but
Yes ( )         No ( )


tributions? If yes            Amount
                              Amount which qualifies




                Class (     ) I:individual Type (    ) A:ancillary
                              C:couple                 H:hospital
                              F:family                 C:combined


                              RFB: reportable fringe benefits
800 Super amount reduced by $1 for every $1 over $10,800
income plus RFB                             Contribution


  Zone B $57                  Special Area $ 1173
            Date end                     Student                 SNI




                Medical expenses            Amount     Refund    Net
Date end   SNI of dependant
2000 OTHER INFORMATION
     PRIVATE HEALTH INSURANCE POLICY DETAIL
     Fund name                                            Fund ID                     Membership No


     MEDICARE LEVY RELATED ITEMS
M1   Medicare levy reduction or exemption
     No of dependent children and students                Full 1.5% levy exemption If Yes-reason
     Taxable income of spouse                             Half 1.5% levy exemption IfYes-reason


M2   Medicare levy surcharge -         This item is compulsory
     No of days you do not have to pay the surcharge                                  No of dependent children

     ADJUSTMENTS
A1   Under 18 excepted net income
     Type                                                 Amount                      Code


A2   Part year tax-free threshold                               Income while a student
     Did you become a resident during the year? If Yes when did it occurred           (                    /       /   )
     Did you cease to be a resident during the year? If year when did it occurred     (                    /       /   )
     Did you cease full time education during the year? If yes whe did it occurred    (                    /       /   )

A3   Amount on which ultimate beneficiary non-disclosure tax was payable
     From:                                                        Amount

A4   Amount on which ultimate beneficiary non-disclosure tax was payable

A5   Family tax assistance                                No of nights               Shared care single period
     Given Names of FTA dependants            DOB         of full care               Nights you    Night others




     Dependant child under 5 years? Yes ( )    No (   )   Number of days at least one child under 5 years of age
     Did you received Family tax payment during year? Yes ( )    No (    )           Part A


     CREDIT FOR TAX PAID
C1   Income tax vouchers-not shown elsewhere on your tax return                                     Amount

C2   Credit for interest on early payments-amount of interest                                       Amount
                Type          A: ancillary
                              H:hospital
                              C:combined



                No of days
                No of days



endent children



                A:excepted person
                M:person under 18 at 30/06/00
                N:person will be 18 in 2000/01



 (     /    /        )
 (     /    /        )
 (     /    /        )




                Amount

                              Shared care multiple
                              Nights you provided




                Part B

				
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