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Please use our checklist below for your appointment
08-83392503

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
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Adelaide Hills Tax Agent  -  Accountant  -  Bookkeeping
Tax and Bookkeeping Services for:   Individuals, Rental Properties, Business, Partnerships, Companies & Trusts  


  • Home
  • Book online appointment
  • About
  • Contact
  • Tax Checklist
  • Blog
  • Lodgement dates