Tax Preparation for the Adelaide Hills

General □  New clients: last 2 year's income tax returns □  Spouse details including taxable and exempt income □  Private Health Insurance Details	□  Records of sales and purchases of assets such as:     shares, business or property □  Permanent Living Zone □  Child Support payments
Income □  Payment summaries for Salary and Wages □  Lump Sum Payments □  Employment Termination Payments □  Australian Pensions, Annuities, Government payments      and allowances □  Interest earned from Bank or Credit Union □  Dividends earned □  Managed Fund Statements □  Rental Property Income □  Business/ABN income □  Foreign Income of any kind	Expenses □  Motor Vehicle expenses.  Please supply logbook with     all expenses or if no logbook kept an estimation of km's     travelled. (We can supply a logbook) □  Work related expenses such as:  Laundry, Uniform,      Protective Clothing, Tools, Union Fees, Meals, Books      and magazines, Mobile, Computer and Software □  Any Travel expenses □  Investment expenses such as bank fees, investment      borrowings, financial advisor fees □  Rental Property expenses such as: body corp fees,     insurances, rates, interest on loan, agent fees, repairs     and maintenance, capital purchases, travel, water rates,     gardening, depreciation, land tax □  Donations and Charities □  Tax Agent fees □  Income Protection details (please bring statement) □  Personal Superannuation contributions
Offsets □  Senior and Pensioner □  Disability Aid, Attendant Care, Aged Care □  Spouse Super Contributions □  Overseas Forces □  Small Business Income Tax Offset	Please make a list of any queries you  may have □  □ □