Tax form INDIVIDUAL TAX RETURN To complete Individual income tax return, following interview sheet should be completed and supporting documents should be attached where applicable. The checklist provides a general list of major issues that should be addressed. (The checklist is not designed to be an exhaustive list of all issues that may warrant consideration.) Name(Required) Surname(Required) Email Mobile/Phone Date of Birth(Required) Tax File Number Bank Details: BSB Account Number Bank Account Holder/s Name Bank or Financial Institution Name Current Address: Street Number and Name Suburb/town State Postcode Evidence of IdentityMax. file size: 2 GB.Please include an evidence of identity(Eg. Passport, Driving license, student id Card etc..)Final tax return: if you know this is your final tax return? Yes No Obtain and attach PAYG payment summaries and if applicable paid parental leave payments Yes No NA Allowances And EarningsAllowances, earnings, tips, director’s fees etc. Yes No NA Employer Lump Sum Payments for Unused annual and long service leave paid out on termination of employment*Obtain and attach a copy of “statement of termination” Yes No NA Employment termination Payment (ETPs)Obtain and attach ETP payment summaries Yes No NA Government allowances such as Newstart, Youth and austudy payment Yes No NA Australian Government pensions and other allowances Yes No NA Attributed personal services incomeObtain all payment summaries – personal services attributed income and details of any other personal services attributed to the taxpayer. Yes No NA Australian annuities and superannuation income streams Yes No NA Australian superannuation lump sum payments Yes No NA Attributed personal services Income Yes No NA Gross interest Yes No NA Dividends Yes No NA Obtain and attach dividends statementsEmployee Share Schemes (ESS) Yes No NA Obtain and attach Employee Share Schemes statementSupplementary Income or Loss Yes No NA If you are not sure, please call 01234567890 or email admin@hraccountants.com.au for details.DeductionsWork related Car expenses Have you used Car for employment or Business purpose Yes No Have you maintained log book for 12 Consecutive weeks in last 5 years to ensure business use ( Percentage) of the vehicles. Yes No If yes print …..% of the vehicle used for employment or business purpose. Motor vehicle expenses worksheet:- Vehicle Details Vehicle make and modelVehicle Registration / Plate No Purchase date Period of vehicle use from Total kilometers % of business use Total kilometer driven during F/Y Motor Vehicle Expenses :- If you do not have log book, please leave BlankRegistration Fee Insurance Repairs and maintenance Fuel & oil Depreciation Interest on Lease Other Expenses Total D2. Work related Travel Expensesa. Domestic travel Yes No b. Overseas travel Yes No Please give small description of work related travels such as location, purpose, date, and duration of the travel.Air fare or Car hire Expenses Meals Accommodation Other Incidentals Expenses D3. Work related uniform, occupation specific or protective clothing, laundry and dry cleaning expensesProtective clothing and safety foodwear Compulsory Uniform Occupation specific clothes Laundry and dry Cleaning expenses D4. Work related self-education Circumstance where these expenses are allowable1. Self-education enables the taxpayer to maintain or improve skill and knowledge Yes No 2. Self-education leads to, or is likely to leads to, and increase in a taxpayer’s income Yes No 3. If taxpayers is employed as a trainee or apprentice which required to complete this course Yes No Expenses relating to self-education that may be claimed• Student union, services and amenities fee • Course fees • Text books, professional and trade journals • Stationery, photocopying, ink cartridges • Home office expenses • Interest on borrowings to purchase a computer • Decline in value of computer and technical tools • Repairs to computers and printers • Secretarial expenses e.g. typing of assignments • Travel – between home to study and work to study • Software relating to study • Accommodation and meal expenses if travelling away from home overnight • Internet expenses Total D5. Other work related expenses•Professional registration /renewal fee • Union Fee • Seminars • Overtime Meals • Home Office • Subscriptions • Telephone/Mobile • Briefcase • Calculator • Electronic Organiser • Depreciation on assets costing>$300 • Write off of assets not exceeding $300 D6. Low-value pool deduction D7. Interest Deduction, (ATO interest) D9. Gifts or Donations D10. Cost of managing tax affairs D. Total supplement Deduction Total Deduction L1. Tax Losses of earlier years Taxable Income and Losses Tax OffsetsT1. Seniors and Pensioners (Includes self-funded retirees) T2. Australian Superannuation income stream Total Tax Offsets Medicare levy related itemsWhat is your visa subclass Have you applied Permanent Visa ? Yes No If yes: Give visa lodgement date. Are you Medicare facility entitlement: Yes No M1. Medicare levy reduction or exemptionNumber of dependent children and students Exemption – Full 2.0% levy exemption days ( if you are not sure, leave it blank, we will contact you for more details)Exemption – Half 2.0% levy exemption days ( if you are not sure, leave it blank, we will contact you for more details)M2. Medicare levy surcharge (MLS)Were you and all your dependents covered by private patient Hospital cover? Yes No If yes, Please attach the statement:Max. file size: 2 GB.Spouse DetailsName Surname Date of Birth Married date Divorce date Note: please ask any question you are not sure???Death Date Please Specified your best time to contactDate Time Best Contact Number Thank you for using online service. We will keep in touch shortly.Attributed personal services income UploadMax. file size: 2 GB.file must be less than 2mb Allowed file types: gif jpg jpeg png txt pdf doc docx xls xlsx xml. Note: consider application of the personal services income (PSI) attribution rules in relation to any income derived by an interposed entity that is personal services income (PSI) of the individual. (PSI is included in the individual’s personal income tax return. PSI is income that is mainly a reward for an individual’s personal efforts or skills).Signature(Required)
