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Loan Contract for Purchase of a Car document sample
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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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