PLEASE READ, COMPLETE & SIGN THIS FORM AND ENCLOSE WITH YOUR RECORDS FOR PREPARATION OF YOUR TAX RETURNS |
|||
NAME |
|||
CHANGES TO CONTACT DETAILS |
|||
CHANGES TO BANK ACCOUNT DETAILS FOR REFUNDS |
|||
PLEASE PROVIDE ALL INFORMATION REQUIRED & MARK AS ENCLOSED |
DOCUMENT ENCLOSED |
COMMENTS |
|
1 |
PAYG SUMMARIES/PENSIONS/ALLOWANCES/ETP |
|
|
|
Please enclose payment summaries for all wage/salary, centrelink, pensions, foreign pensions, lump sums, and superannuation payments income received. |
|
|
|
Details of any allowances you receive. |
|
|
|
Details of any income/deductions/expense that is not listed on this form. |
|
|
2 |
INTEREST/DIVIDENDS/MANAGED FUNDS/EMPLOYEE SHARE SCHEME |
|
|
|
Please enclose copies of bank statements, dividend advices, managed fund tax statement and/or employee share schemes. |
|
|
3 |
PARTNERSHIP/TRUSTS |
|
|
|
Please provide the annual tax statements. Ensure all pages are included. |
|
|
4 |
RENTAL PROPERTIES |
|
|
|
Please provide the annual rental summary from your real estate agent. |
|
|
|
Provide details for any asset purchases (including sale & purchase agreement & lawyers settlement statement for new properties). |
|
|
|
Provide list of expenses paid separately from the agent (ie. rates, water, Insurance, other repairs & maintenance). |
|
|
|
Provide copies of loan statements for the year 1 July - 30 June. |
|
|
|
Please complete attached Rental Schedule, if applicable. |
|
|
5 |
CAPITAL GAINS / LOSSES |
|
|
|
Provide documents relating to the purchase of any shares or investments. |
|
|
|
Provide documents relating to the sale of any shares or investments. |
|
|
|
Also provide original purchase details of any shares sold during the year. |
|
|
6 |
BUSINESS INCOME |
|
|
|
If you conducted a business during the year, please provide details of income & expenses (separate GST figures if you are registered for GST). |
|
|
|
If any business assets were purchased during the year, include the invoice. |
|
|
|
Details of existing business assets were sold or became obselete. |
|
|
|
Provide copies of loan statements for the year 1 July - 30 June. |
|
|
7 |
PRIVATE HEALTH INSURANCE |
|
|
|
Please provide the annual tax statement from your health provider. |
|
|
8 |
OTHER KEY INFORMATION (NOT LISTED ELSEWHERE ON THIS FORM) |
|
|
|
If spouse uses another agent supply their date of birth and taxable income. |
|
|
|
Advise if receive family tax benefit (FTB) Part B. |
|
|
|
Copy of last years income tax return if you are a new customer |
|
|
|
Details of any child support payments. |
|
|
NOTES TO THE ACCOUNTANT (ALL OTHER RELEVANT INFORMATION): |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PLEASE TURN OVERLEAF FOR FURTHER QUESTIONS. |
2017 CLIENT QUESTIONNAIRE |
|||
PAGE 2 |
|||
|
|
DOCUMENT ENCLOSED |
COMMENTS |
9 |
EXPENSES |
|
|
|
Work related motor vehicle expenses |
|
|
|
- Logbook percentage (provide business kms AND total kms travelled) |
|
|
|
- Figures for: fuel, registration & insurance, repairs & maintenance etc. |
|
|
|
- Motor vehicle purchase and sale details (if used for work purposes) |
|
|
|
- Car model and engine size. |
|
|
|
Work related travel expenses |
|
|
|
- Details of travel expenses (please convert to AU$) |
|
|
|
Uniforms/Protective Clothing/Uniform |
|
|
|
- If you received an allowance from your employer, remember to claim |
|
|
|
any amounts paid for uniforms/protective clothing. |
|
|
|
Other Work Related Expenses |
|
|
|
- Provide invoices for any asset purchases used in relation to employment. |
|
|
|
- Provide a list of expenses incurred in relation to your employment |
|
|
|
(Including: Union, trade or professional association fee; Reference |
|
|
|
material & professional library; home office expenses; safety expenses; |
|
|
|
tools and equipment purchased - date and cost; professional |
|
|
|
development, conferences, and training expenses.). |
|
|
|
Self Education Expenses |
|
|
|
- If required by your work to complete study, or if any study you currently |
|
|
|
undertake is directly related to improving your skills in your current |
|
|
|
occupation provide details of these expenses (fees, books). |
|
|
|
Interest/Dividend Deductions |
|
|
|
- Provide list of expenses incurred in relation to your investments. |
|
|
|
- For any claims of interest on loans, please provide loan statements. |
|
|
|
Donations |
|
|
|
- Provide list of charities and amounts of donations paid |
|
|
|
Tax Agent fees |
|
|
|
- If your tax return was not prepared by Herzig Prosser & Co last year, |
|
|
|
please provide name of Tax Agent and amount paid. |
|
|
|
Superannuation |
|
|
|
- Provide the personal super contribution deduction paid confirmation |
|
|
|
letter, paid from your superfund. |
|
|
|
Other deductions |
|
|
|
- Details of Income Protection Insurance. |
|
|
|
Spouse Superannuation Contributions |
|
|
|
Advise of super contributions paid for spouse, account numbers etc. |
|
|
|
Spouse Taxable Income |
|
|
|
Please advise your spouse taxable income if the return is not prepared by us. |
|
|
Address of Rental Property |
|
||
Suburb/State/P'Code |
|
|
|
|
|
|
|
Proportion Owned |
% Share |
||
|
|||
Acquisition and Disposal Details |
Date |
Amount |
|
Acquired |
|
|
|
Disposal (give details, documents) |
|
|
|
|
|
|
|
Current Year Rental Start and End Dates |
Date |
||
Date property first earned rental income |
|
||
Rented |
|
To |
|
Number of weeks property was rented this year |
|
||
|
|
|
|
Income |
Gross Amount |
Share |
|
Gross rental income |
|
|
|
Other rental related income |
|
|
|
Total Rent |
|
|
|
|
|
|
|
Expenses |
Gross Amount |
Share |
|
Advertising for tenants |
|
|
|
Body corporate fees |
|
|
|
Borrowing expenses |
|
|
|
Cleaning |
|
|
|
Council rates |
|
|
|
Depreciation on plant |
|
|
|
Gardening/lawn mowing |
|
|
|
Insurance |
|
|
|
Interest on loans |
|
|
|
Land tax |
|
|
|
Pest control |
|
|
|
Property agent fees/commission |
|
|
|
Repairs and Maintenance |
|
|
|
Capital works deductions (Special building write-off) |
|
|
|
Stationery, telephone and postage |
|
|
|
Water charges |
|
|
|
Sundry Rental Expenses |
|||
Accounting fees |
|
|
|
Bank charges |
|
|
|
Maintenance levies |
|
|
|
Total Expenses |
|
|
|
Net Rent |
|
|
|
|
|
|
|
Please advise number of nights used privately
Details of new assets purchased or renovations
Any other relevant income or expenses