Personal Tax Checklist, Maxwell + Cameron, Rockhampton

Name

Email:

Residential address

Postal Address (if different to Postal)

Phone

Mobile

Fax

Marital Status:

Correspondence Preference:

Occupation:

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Bank Details:

Account Name:

BSB:

Account Number:

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Spouse Details

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(if applicable)

Name

TFN

DOB

Taxable Income $

Name/s of Dependants

DOB

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New Field:

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PERSONAL TAX CHECKLIST

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INCOME – Please provide evidence

Salary or wages

Yes

No

Allowances, earnings, tips, director's fees etc

Yes

No

Employer lump sum payments

Yes

No

Employment termination payments

Yes

No

Australian Government allowance and payments like Newstart, Youth Allowance

Yes

No

Australian Government pensions and allowances

Yes

No

Australian annuities and superannuation income streams

Yes

No

Australian superannuation lump sum payments

Yes

No

Attributed personal services income

Yes

No

Interest

Yes

No

Dividends

Yes

No

Employee share schemes

Yes

No

Distributions from partnerships and/or trusts

Yes

No

Personal services income (PSI)

Yes

No

Net income or loss from business

Yes

No

Deferred non-commercial business losses

Yes

No

Net farm management deposits or withdrawals

Yes

No

Capital gains

Yes

No

Foreign source salary and income (including foreign pensions) and foreign assets or property

Yes

No

Rental Income and Deductions

Yes

No

Bonuses from life insurance companies or friendly societies

Yes

No

Forestry manager investment scheme income

Yes

No

Other income (please provide details

Yes

No

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New Field:

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DEDUCTIONS – Please provide evidence

Work related expenses

Yes

No

Work related car expenses

Yes

No

Work related travel expenses

Yes

No

Work related uniform and other clothing expenses

Yes

No

Work related self-education expenses

Yes

No

Other work related expenses

Yes

No

Home Office Expenses

Yes

No

Computer and Software

Yes

No

Telephone/mobile phone

Yes

No

Tools and equipment

Yes

No

Subscriptions and Union Fees

Yes

No

Journals/periodicals

Yes

No

Seminars and courses not at an educational institution

Yes

No

Any other work deductions (please provide details)

Yes

No

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Other types of deductions

Interest and Dividend deductions

Yes

No

Gifts and Donations

Yes

No

Cost of managing tax affairs

Yes

No

Personal Superannuation contributions

Yes

No

Other deductions (please provide details)

Yes

No

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Tax offsets/rebates

Did you have private health insurance in 2017?

Yes

No

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(If yes, please attach statement with details of dependants covered)

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Claiming Net Medical Expenses - the ATO has now phased out the medical expenses offset for anything other than expenses listed below.

Did you have net medical expenses relating to disability aids, attendant care (for a person with a disability) and/or aged care?

Yes

No

Did you receive an Australian superannuation income stream?

Yes

No

Did you make superannuation contributions on behalf of your spouse?

Yes

No

Did you maintain a dependent relative?

Yes

No

Did you live in a remote area of Australian or service overseas with the Australian defence force or the UN armed forces in 2017?

Yes

No

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Other relevant information

Are you entitled to the Medicare levy exemption or reduction in 2017? (If yes, please provide details)

New Field:

Yes

No

Did you make a non-deductible (non-concessional) personal super contribution?

Yes

No

Did you have a spouse at any time during the 2017 income tax year?

Yes

No

Did you receive any benefit from an employee share acquisition scheme?

Yes

No

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Income tests information

Did you receive any tax-free government pensions in 2017?

Yes

No

Did you pay child support in 2017?

Yes

No

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Additional Comments:

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Please attach and upload supporting documents here:

Supporting Documents

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Personal Tax Checklist - 2017

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