Tax Return Checklist
Income
Tax File Number………………………ABN………………………Date of Birth………………………….
Name: (Mr/Mrs/Ms/Miss).……………………………………………………………………………………
Address: Residential………………………………………………………………………………………….
: Postal……………………………………………………………………………………………….
Telephone No: (H)…………………… (W)………………………(Mobile)………………………………. Email….................................................................. Occupation .....................................................................
Name of spouse/de facto ............................................................................... Children (Y/N)........................
Bank BSB..................... Account No...................Account Name.....................................
Wages/Salary – Yes/No (Attach PAYG Payment Summaries/Jobsearch/Austudy or other Government Benefits)
………………………………………………………………………………………………………………...
………………………………………………………………………………………………………………...
………………………………………………………………………………………………………………...
Interest Received: (Bank accounts/other investments – deposits)
Name of Institution Interest $
………………………………………………………………………………………………………………... ................
………………………………………………………………………………………………………………... ................
………………………………………………………………………………………………………………...
Dividends received:
Company Unfranked Franked Imp Credit
………………………………………………………………………
………………………………………………………………………
………………………………………………………………………
………………………………………………………………………
………………………………………………………………………………………………………………...
Other Income (Not listed above)
………………………………………………………………………………………………………………...
………………………………………………………………………………………………………………...
Expenses
Motor Vehicle: Model…………………Type……………....Engine size………......Cost………………….
When purchased……………Reg. No...........................Leased/Hire Purchase: Yes/No…..............................
Fuel…………………...Insurance…………………..3rd Party………………..Repairs………………...........
Log book business % ...................... or Kms travelled if 5,000 or under ......................................................
Travel Expense:
Taxi……………………………Public Transport……………………………................................................
Domestic/International......................................................................................................................................
Accommodation/meals ......................................................
Self Education (Must be connected to income)
Course...................................................................Where.................................................................................
Fees……………………………..Textbooks/Stationery…………………………Other…………………….
Clothing
Uniform…………………..Protective clothing (Boots etc)………………………………………………….
Laundry………………………………Dry Cleaning………………………………………………………...
Other work related (apportioned business use) – if insufficient space use separate sheet
Telephone……………………….Mobile………………………..Internet…………………………………..
Stationery……………………………..Computer expenses………………………………………………….
Briefcase……………………Union Fees……………………Books/Magazines/Subscriptions……………..
Donations……………………Bank Fees…………………………..
Other................................................................................................................................................................
Private Health Fund Y/N................Fund Name............................................................................................ Membership No....................................Type of Cover..(H,C,A).......................
