Tax Preparation for the Adelaide Hills
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Please download the checklist or use the simplified version below:
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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 □ Did you receive an Australian superannuation Income stream? □ 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 □ □ □ |
