Individual Tax Return Checklist

Individual Tax Return Checklist
Date*

DayMonthYear
Date
Name*

First NameMiddle NameLast Name
Date of Birth*

DayMonthYear
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Phone Number*

Area CodePhone Number
E-mail*
Bank Account Details for Tax Refund
BSB*
Account Number*
Account Name*
Are you an existing client of BCG?*

YesNo
Tax File Number (TFN)*
Tax return to be lodged*
For multiple years please complete a form for each year
Do you have a Spouse or Partner?*

YesNo

Spouse

Spouse / Partner Details
Name*

First NameMiddle NameLast Name
Is Business Concepts Group Pty Ltd preparing the Income Tax Return for your Spouse or Partner for the financial year?*

Yes - Spouse will need to complete separate checklistNo
Did you have a spouse or partner for the full financial year?*

YesNo
Please provide the dates you had a Spouse of Partner between 1 July and 30 June*
Did you make any superannuation contributions to a complying superannuation fund or retirement savings account (RSA) on behalf of your Spouse/Partner during the financial year?*

YesNo
Please provide the amount of contributions paid on behalf of your Spouse/Partner during the financial year ($) - maximum of $3,000.*
Taxable Income of Spouse or Partner $*
Spouse Tax File Number*

Interest

Details of interest during the financial year from any bank accounts or investments (e.g. term deposit) in your name or joint names
How are you providing the details:*

BelowIn a separate attachment

Business Income and Expenses

Including any Contracting Income
Trading Name*
Business Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
ABN*
Business Activity*

Work Related Car Expenses

Motor Vehicle (Only claim this if you owned the car)
Cents Per KM: You do not need written evidence, but you need to be able to show how you worked out your work related kilometres

Logbook: Your logbook is valid for five years. It must cover at least 12 continuous weeks.
What motor vehicle records do you have:*

A log book and am claiming a % of all motor vehicle expensesClaiming an amount of kilometers travelled for work purposes
Type of Car*
Total work related km (maximum of 5,000km)*
Type of Car*
Was this vehicle purchased during the financial year?*

YesNo
Was the vehicle purchase financed?*

YesNo
How are you providing the expense details:*

BelowIn a separate attachment
Motor Vehicle Expenses
Work related use %*
Registration*
Insurance*
Repairs and Maintenance*
Fuel & Oil*
Depreciation*
Interest*
Lease*
Other*
Other expenses may include things like car washes and parking.

Other Work Related Travel Expenses
How are you providing the details:*

BelowIn a separate attachment
Details
Domestic Travel*
Award Transport Payment*
Overseas Travel*
Rental Cars*
Other*

Work Related Clothing Expenses
How are you providing the details:*

BelowIn a separate attachment

You cannot claim the cost of purchasing or cleaning plain uniforms or clothes, such as black trousers, white shirts, suits or stockings, even if your employer requires you to wear them.

NOTE: Examples of type of clothing are:
• OCCUPATION SPECIFIC - e.g. flight attendant, pilot, police officer, chef
• COMPULSORY UNIFORM - e.g. specified by your employer and strictly enforced
• NON-COMPULSORY REGISTERED UNIFORM - e.g. registered with AusIndustry

• PROTECTIVE - e.g. protective footware, fire-resistant clothing, sun protection, safety vests, non-slip shoes, gloves, overalls, hard hats, safety glasses, heavy duty shirts and trousers.

Work Related Self Education Expenses
Type of Course*
Name of Institution*
How did this course relate to your current employment? (please describe in detail)*
How are you providing the details:*

In a separate attachmentBelow
Cost of Course*
Textbooks*
Stationary*
Student union fees*
Public transport*
Use of motor vehicle (number of km)*
Repairs to items of equipment used for self education*
Purchase of assets used in self education e.g computers, desks etc.*
Please provide purchase price and date of purchase for each item

Other Work Related Expenses
Complete the details below
Union Fees*
Stationery (e.g. Postage, Log Books, Diaries)*
Subscriptions to Work Related Associations*
Work Related Conferences, Seminars & Training*
Technical Journals/Periodicals/Professional Library*
Please provide details and amounts of any other work related expenses*

Working from Home

Designated office or rate per hour
The deductions you can claim depend on whether you have a designated work (such as a study or spare room), or whether you do not.
Number of hours per week you work from home*

Other deductions
Tax Agent Fees (if you used another agent last year)
Gifts or donations greater than $2 to eligible organisations
Please list charity and amount

Capital Gains Tax in Sale of Investment Assets or Personal Use Assets/Collectables
How are you providing the details:*

BelowIn a separate attachment

NOTE - Incidental costs are those costs directly associated with the purchase or disposal of assets, e.g. stamp duty, legal fees, and brokerage fees.

Overseas Employment
How are you providing the details:*

BelowIn a separate attachment
Name of Employer*
Country of Employment*
Date departed Australia*

DayMonthYear
Period employed overseas*
Anticipated length of overseas Employment:*
Frequency of return visits to Australia: (specify how many days you return each year)*
Income derived overseas:*
Tax Paid on overseas income:*
Please attach expenses related to earning overseas income.

Please attach a copy of the employment contract if applicable.

Any other income
How are you providing the details:*

BelowIn a separate attachment
Please provide details of any other income received*

Zone Rebate
Number of days you lived in the remote or isolated area*

Medical Expenses Rebate (only eligible expenses are for disability aids, attendant care or aged care)
How are you providing the details:*

BelowIn a separate attachment
(i) Gross Medical Expenses ($):*
(ii) Amount reimbursed by Medicare or Private Health Funds ($):*

Anything Else.......
Is there anything else that you need to tell us about, or would like to ask?*

YesNo
Details*

	Account number	Interest earned	TFN withholding tax
Account 1
Account 2
Account 3
Account 4
Account 5
Account 6
Account 7
Account 8
Account 9
Account 10

	Type of Clothing e.g. Occupation Specific (refer to Note)	Amount ($)
Home Laundry
Dry Cleaning
Purchases
Other

	Cost ($)	Percentage of work related use (%)
Total Home Phone cost for year ($)
Total Mobile Phone cost for year ($)

	Item	Business Use (%)	Date: dd/mm/yyyy	Amount ($)

	Cost ($)	Percentage of area for home office use (%)
Total Electricity cost for year ($)
Total Gas/Oil cost for year ($)

Individual Tax Return Checklist

Bank Account Details for Tax Refund

Spouse

Tax Return

Interest

Business Income and Expenses

Work Related Car Expenses

Other Work Related Travel Expenses

Work Related Clothing Expenses

Work Related Self Education Expenses

Other Work Related Expenses

Working from Home

Other deductions

Capital Gains Tax in Sale of Investment Assets or Personal Use Assets/Collectables

Overseas Employment

Rental Property - Income and Expenses

Any other income

Zone Rebate

Medical Expenses Rebate (only eligible expenses are for disability aids, attendant care or aged care)

Anything Else.......

Documentation Required

Other Services

	Asset Description	Purchase Date (contract date)	Total Purchase Cost (inc Incidental Purchase Cost)	Disposal Date (contract date)	Gross Sale Proceeds ($)	Incidental Selling Costs ($)

	Purchase/Disposal/Trade-In	Item	Date of Purchase Disposal	Amount ($)

	Description	Date of Purchase	Amount ($)