Audit Paperwork Checklist Business Tax Return Checklist GST Registration Individual Tax Return Checklist Individual Tax Return Information

Ross, Cowley & Co. Certified Practicing Accountants

Individual Tax Return Checklist

Income

• Salary/Wages: Include your Group Certificates/PAYG Payment summaries
• Centrelink Payments Summary (PAYG Forms)
• Eligible Termination Payment: Attach ETP statements for funds withdrawn from Super or Termination payments
• Interest Income: Include all interest received. Please provide bank statements or a summary
• Dividends: Please provide statements of dividends received in the current financial year.
• Partnership/Trust Distributions: Please provide Annual Tax Summaries of trusts (e.g BT, Colonial, AXA)
• Capital Gains on Shares: Include Purchase and Sale details including date, number of shares purchased or sold and the dollar amount paid and received.
• Capital Gains on Properties: Include details of purchase and sale (see Capital Gains on Properties in the Information Section)
• Rental Income: Provide Details of rental income and expenses. (see Rental Properties in the Information Section)
• Other Income: Please include details of any other income you have received during the year.

 

Deductions

• Work Related Motor Vehicle Expenses: See Travel Expenses in the Information Section
• Other Work Related Travel Expenses: See Travel Expenses in the Information Section
• Work Related Uniforms/ Protective Clothing/ Laundry Expenses: Including purchase of uniforms, protective clothing, shoes, laundry & dry cleaning
• Work Related Self Education Expenses: See Education in the Information Section
• Union Fees
• Association Fees
• Depreciation
• S & A Insurance
• Stationery
• Subscriptions
• Tool Replacement Receipts
• Work Related Telephone/Mobile/Internet use
• Interest and Dividend deductions: (including bank fees & taxes, investment advice)
• Gifts or Donations to Eligible Organisations: See Donations in the Information Section
• Cost of Managing Tax Affairs: Your  Tax Agents Fees from the previous year.

 

Other Information Required:

• Do you have Private Health Cover? (include health fund statement)
• Do you have a spouse? Please provide your spouse’s name,  taxable income & any Centrelink Benefits received
• Did you make any personal contributions to a superannuation fund? Please provide details
• Did your medical expenses for the year total more than $1,500? If so, please provide receipts. See Medical Expenses in the Information Section  for details on what medical expenses you can claim.

If you have any other information you are unsure about and would like us to be aware of, please include it in your paperwork. If you have any further queries please contact a member of the accounting team.