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2011 Individual Tax Checklist Spreadsheet

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2011 Individual Tax Checklist Spreadsheet Powered By Docstoc
					                                                                                   4 Zillman Road Hendra Qld 4011
                                                                                        PO Box 14 Albion Qld 4011
                                                                                                  p: 07 3630 0069
                                                                                    info@accountingaffaires.com.au

2011 ELECTRONIC TAX WORKBOOK                                                      www.accountingaffaires.com.au




                                                                              Please enter
                                                                 Your Name:
                                                           Tax File Number:
                                                             Postal Address
                                                                     Email:
                                                             Contact Phone:



INSTRUCTIONS

Using excel, start at the main page and fill in the PINK SHADED AREAS in the questions
that apply to you.

If your answer to any question is "Yes", place an "X" in the column, and
click on the grey box to go to the linked worksheet, and provide the additional information

If you have any problems or questions, please phone us on 07 3630 0069
or send an e-mail to "workflow@accountingaffaires.com.au"

When the checklist is complete, save the file with a new named as follows

Save As: "SurnameFirstname2011TaxEWB"          for example: "SimpsonMonique2011TaxEWB"

If you have been asked to provide an attachment :

If e-mailing: scan the pages and attach to the file

Save As: "SurnameFirstname2011TaxEWBA"                for example: "SimpsonMonique2011TaxEWBA"

If posting : print all pages and attach the extra information.

Send your completed workbook and attachments to:

Postal:   Accounting Affaires PO Box ALBION QLD 4010

Email: workflow@accountingaffaires.com.au

Phone: 07 3630 0069
              INCOME TAX WORKBOOK FOR YOUR 2011 TAX RETURN

A.   PERSONAL DETAILS
     Your Name:
     The tax year:
     Residential Address:
     Postal Address:
     Daytime Phone :
     E-Mail Address:
     Date of Birth:
     Your ABN
     Occupation:
B.   INCOME
1    Did you receive:                                                                 Yes
     a. Salary/Wages
     b. Employer lump sum and termination payments
     c. Pension, annuity or government benefits/allowance
     d. Interest income
     e. Dividends including dividend reinvestments
     f. Income from Managed investments, Partnerships or Trusts
     g. Income from capital repayments on shares, company demergers or restructures
     h. Consulting Fees or Income from running a business.
     i. Overseas Income - e.g.. foreign employment, pensions, interest,
        rents, dividends, profit on sale of overseas assets etc.
     j. Other income - e.g. employee shares schemes
2    Did you sell shares or property this year?
3    Do you own a rental property?
C.   DEDUCTIONS
4    Can you claim any of these work deductions?
     a. Use personal car for work purposes
     b. Unreimbursed work related travel expenses - e.g. taxis, airfares etc
     c. Other work related expenses
     d. Purchase work uniform, or wash/dry clean compulsory work uniform
5    Can you claim any of these tax deductions?
     a. Expenses relating to earning interest and dividend income
     b. Gifts and donations
     c. Tax agent fees, postage and cost of travel to tax agent
     d. Other deductions - e.g. Income Protection Insurance
     e. Education tax refund - only if total family income is less than $150,000
D.   TAX OFFSETS
6    a. Do you support a dependent spouse/de facto?
     d. Did your spouse receive any Parenting payment or other Centrelink payments?
7    Did your medical expenses for the financial year exceed $1,500 after any refunds
     from Medicare and/or private health insurance fund?
8    Did you and your dependents have private health insurance cover?
9    Are you entitled to claim a Medicare exemption?
10   Did you pay a Superannuation Contribution on behalf of your spouse?
11   Did you become an Aust tax resident or stop being a tax resident this tax year?
12   Do you have a HECS debt?
13   Is there any other information which may be relevant?
Detailed answers to Question 1
a. Salary/Wages
     **PLEASE SEND YOUR PAYG PAYMENT SUMMARY**

b. Employment Termination Payments (ETPs)
   **PLEASE SEND YOUR ETP STATEMENTS**

c. Pension, annuity or government benefits/allowance
   **PLEASE SEND THE STATEMENTS**

d. Interest received
      Name of Bank       Account No. Interest Received     TFN Tax      Withh Tax




  Totals                                        $0.00           $0.00       $0.00

e. Dividends including dividend reinvestment
     Company Name       Unfranked        Franked          Imp Credit Withh Tax
                                                                0.00
                                                                0.00
                                                                0.00
                                                                0.00
                                                                0.00
                Totals         $0.00            $0.00           $0.00    $0.00

f. Managed investments and Partnership and Trust income
   **PLEASE SEND THE ANNUAL TAX STATEMENT AND INTEREST PAID ON LOAN (IF ANY)**

g. Income from capital repayments on your shares or company demergers or restructures
   **PLEASE SEND ALL PAPERWORK REGARDING THIS INCOME**

h. Consulting Fees or income from running a business
   ** PLEASE SEND DETAILS OF INCOME & EXP OR A BACKUP FILE FROM YOUR SOFTWARE

i. Overseas Income
   **PLEASE SEND STATEMENTS** or summarise below
             Descriptions            Amount              Tax Withheld


                              Totals            $0.00           $0.00

j. Other Income eg Discount on shares received under Employee Share Scheme etc
   **PLEASE SEND ALL PAPERWORK REGARDING THIS INCOME**
   Description                          Amount


                               Total $0.00
OAN (IF ANY)**

gers or restructures




UR SOFTWARE




e Scheme etc
SALE OF SHARES
                                             No. of Sh                          No. of Sh

       Company Name              Buy Date   purchased    Cost       Sell Date     Sold      $ Received   Gain/Loss
                                                                                                                 $0.00
                                                            $0.00                                                $0.00
                                                            $0.00                                                $0.00
                                                            $0.00                                                $0.00
                                                            $0.00                                                $0.00
                                                            $0.00                                                $0.00
                                                            $0.00                                                $0.00
                                                            $0.00                                                $0.00
                                                            $0.00                                                $0.00
Total gain or loss on sale of shares:                                                                            $0.00

SALE OF PROPERTY
**PLEASE SEND ALL PAPERWORK REGARDING THE PURCHASE AND SALE**
Address of Property:


Date of Sale (i.e. contract date not settlement date)
Purchase Date (i.e. contract date not settlement date)

Sale price per contract
Less:
   Purchase Price
   Agent Commission on Sale
   Solicitors Fees on Sale
   Solicitors Fees on Purchase
   Stamp Duty on purchase
   Other
Total Capital Costs                                         $0.00

Total gain or loss on sale of property                      $0.00
             RENTAL PROPERTY SUMMARY FOR YEAR ENDED 30 JUNE 2011
Please send the annual statement from your managing agent or complete this page
Address:                                                             Date Purchased:
No. of weeks rented this yr:                                         Ownership %
            Total     Agents             Letting      Council               Repairs    Strata    Water         Sundry     Total       Net        Loan      Loan
Period      Rent       Fees      GST      Fee          Rates       Ins      & Maint    Levies    Rates          Exp        Exp      Income      Interest   Fees
July                                                                                                                         0.00        0.00
August                                                                                                                       0.00        0.00
September                                                                                                                    0.00        0.00
October                                                                                                                      0.00        0.00
November                                                                                                                     0.00        0.00
December                                                                                                                     0.00        0.00
January                                                                                                                      0.00        0.00
February                                                                                                                     0.00        0.00
March                                                                                                                        0.00        0.00
April                                                                                                                        0.00        0.00
May                                                                                                                          0.00        0.00
June                                                                                                                         0.00        0.00
Other                                                                                                                        0.00        0.00
TOTAL          0.00       0.00    0.00       0.00          0.00      0.00       0.00      0.00        0.00         0.00      0.00        0.00       0.00     0.00
                                                                                                                                        0.00
If this is a new property:                          If you have refinanced this year:                        Additional costs of owning the property
1. Attach the settlement sheet                      List the following borrowing costs:                      List any other expenses & capital costs:
2. List the capital costs                           Loan Application Fees
Cost of property                                    Registration Fee
Stamp Duty                                          Stamp Duty on Loan
Legal Fees                                          Valuation Fee
3. List other purchase costs                        Mortgage Insurance
                                                    Legal's -Mortgages
                                                    Settlement fee

                         $0.00                      Total                                $0.00                                                    $0.00
                                                    To be claimed over the term of the loan or 5yrs
                                                    Term of loan 3yrs, 5yrs, more?
Q.4 Work related Expenses
a. Work related vehicle expenses
    If a new vehicle was purchased please provide either the invoice, the lease agreement or the HP documents

        Vehicle                       Capacity      logbook kept? If no, estimate
         Make            Rego          in cc        Yes/No       work kms this yr




      Registration     Insurance      Repairs           Fuel           Lease/HP       Interest on       Car        Parking
       expense          Expense                                        payments         car loan       wash




              $0.00           $0.00         $0.00           $0.00            $0.00           $0.00         $0.00        $0.00

b.   Work related travel
     Domestic travel:
        Flights          Taxi           Tolls         Car Hire      Hotels           Meals            Other


              $0.00           $0.00         $0.00           $0.00            $0.00           $0.00         $0.00

     International travel:
         Flights           Taxi         Tolls         Car Hire      Hotels           Meals            Other


              $0.00           $0.00         $0.00           $0.00            $0.00           $0.00         $0.00

c.   Other Work Related Expenses - e.g. self education, work uniform (must have employer logo).
                           Description                                 Amount




                                                            Total            $0.00
Q5   Other tax deductions
a.   Expenses relating to earning interest, dividends or investment income
     Description                                                        Amount




                                                              Total                $0.00

b.   Gifts and Donations
     Name                                                                 Amount




                                                              Total                $0.00

c.   Tax agent fees, financial planning fees, travel re tax affairs etc
     Description                                                          Amount




                                                              Total                $0.00


d.   Other Deductions - e.g. Income Protection Insurance
     Description                                                          Amount


                                                              Total                $0.00

e.   Education tax refund - only if combined family income is under $150,000
     Number of primary school aged students
     Number of secondary school aged students
     Purchase cost of new laptop or home computer
     Repairs and running costs of laptop or home computer
     Purchase cost of new printers and/or flash drives
     Repairs and running costs of printer
     Cost of home internet connection
     Cost of word processing, spreadsheet, presentation software
     Cost of textbooks, learning material, study guides, stationery
     Tools of trade for school based apprenticeship
                                                                 Total             $0.00
Q6.   a. If you support a dependent spouse, please provide:
      i. Name of dependent spouse:
      ii. Date of Birth
      iii. Number of days supported:
      iv. Tax File Number:
      Separate Net Income:

      b. Did your spouse receive any Basic Parenting payment or other Centrelink payments?
      Payment Type                         Periods Paid                                  Amount




Q7.   Were your family medical expenses more than $1,500 after you received refunds
      from Medicare and/or private health insurance fund? If yes, then list details here:
                   Cost of doctor, dentist,            Amt received
                     optometrist, hospital            from Medicare
      Date               chemist etc                and/or health fund               The difference
                                                                                $0.00
                                                                                $0.00
                                                                                $0.00
                                                                                $0.00
                                                                                $0.00
                                                                                $0.00
                                                                                $0.00
                                                                          Total                   $0.00

Q8.   If you have private health insurance hospital cover ?
                           **PLEASE ATTACH THE HEALTH FUND CERTIFICATE**

Q.9   If you have a Medicare exemption?
                           **PLEASE ATTACH THE EXEMPTION CERTIFICATE**

Q.10 Did you pay a Superannuation Contribution on behalf of your spouse?
                  Fund Name                           A/c No.                   Amount Paid


Q.11 If you became a tax resident or a non-resident this year:
     Date that you became a resident for tax purposes
     Date that you became a non-resident for tax purposes

Q.12 If you have a HECS debt, what is the balance?

Q.13 Other information - please make any relevant notes or provide further information or queries

				
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Description: 2011 Tax Checklist Spreadsheet - make tax time easier this year with the use of this electronic tax workbook for individual tax return preparation.