How to Reduce your tax and accounting fees while paying the correct amount of tax and not a cent more?
Tax Tips Individual Tax Tips Handy Tax Guide
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| Handy Tax Guide |
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Whether you are delivering your documents to our office or have arranged an appointment with one of our accountants, please answer the following questions or use this document as a guide for summarizing your tax return details. We will promptly contact you to discuss finalising your tax return. Surname: First Name: Current Address: Preferred Telephone No: Email Address: Occupation: Name Only Name of Bank Account Number Interest $ (My Share) Joint Account Yes/No YES: | NO: YES: | NO: YES: | NO: YES: | NO: Company Unfranked Franked Imp. Credit Type of Expenditure Amount Motor Vehicle Expenses (In general a tax deduction is not allowed for driving between home and work, however you may wish to discuss this claim further with the tax consultant) What type of car do you own: Model: Engine Capacity Did you keep a logbook? Yes: No: YES: | NO: How many km’s did you drive between workplaces? Travel Expenses Public Transport Taxi/Bus/Train Overseas Other Self Education Expenses Course Fees Textbooks/Stationery Internet/Telephone Expenses How many hours do you study from home per week? Travel Expenses Do you drive between work and the place of study? Professional Development Courses/Seminars Other Clothing Expenses Uniform Protective Clothing Laundry Dry Cleaning Clothing Alterations Sun Protection Expenses Other Expenses Telephone Home Telephone Mobile How many hours do you work from home per week? Internet Expenses Stationery Computer Expenses Tools/Materials Computer Expenses Briefcase/Luggage Union Fees/Memberships Books/Magazines/Journals Donations Did you purchase any desks, chairs, bookshelves or other work related items that exceed $500? Parking/Tolls that you were not reimbursed for Previous Tax Agents Fee’s and Other Professional Fee’s Other Expenses If you require more space, please provide further information on a separate page and enclose within. We will contact you in regards to rebates and other deductions that you may be entitled to claim. Other Income Did you receive income from other sources such as Managed Fund Investments, Share Sales, Foreign Income, Rental Property or Business Income. If yes please write a description below and enclose the supporting documentation within. Other Issues Please write down any issues of concern or matters that you would like further advice on such as Negative Gearing, Business Advice, Asset Protection, Tax Effective Investments, Salary Packaging, Centrelink Entitlements, Tax Planning, Insurance, Superannuation, Home or Business Loans and Bookkeeping. Deductions List all expenses that you have made during the year that you believe may be a tax deduction. PAYG Group Certificates/Jobsearch/Austudy or other Benefits. Please list and enclose the supporting documents within. Please ensure that interest from all bank accounts is included. If you have a joint account only show your share and mark joint account. Please place any dividend statement(s) within: If you require more space, please provide further information on a separate page and enclose within Did you incur medical costs that exceeded $2,000 net Do you have a Health Fund of Health Insurance & Medicare refunds? If yes, please summarise on a separate page and enclose within. If yes, please provide the year-end Tax Statement. Are you entitled to the 30% Child Care Rebate? More deductions inside (Please summarise separately) |
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