INDIVIDUAL TAX RETURN CHECKLIST - 2007

NAME:MrMrs Ms Miss ______

Date Of Birth: ______

Tax File No: ______

2007 INCOME TAX

Due to the requirements of self-assessment, the onus is on you, the taxpayer, to return all income and to hold adequate supporting documentation for all claims.

Would you please complete all the following items where appropriate and then answer questions (1) and (2) before forwarding this sheet to us with any relevant additions.If space is insufficient, please attach details to this form.

1. Have you included all your income from all sources? YES/NO
2. Have you evidence to support your deductions? YES/NO

3.Occupation to be shown on your Return ______(If earning salary or wages)

4.Have you attached your PAYG Summary Sheet/Pension Certificates/Annuities/Centrelink Forms?

If you have changed job or retired, attach your ETP Statements and Rollover Notification Forms(if applicable).

YES/NO

5. Other Salary Income:

List any other salary-type income, e.g. directors fees, allowances, commissions:

______

6. Do you have any overseas assets or income? If yes, provide details including:

Foreign Tax deducted or Underlying Tax.

YES/NO

7. Capital Gains

Did you sell or transfer any property (real or personal) during the year, which was acquired or created after 19 September 1985? (Note that the contract date is critical, not the settlement date.)

If YES, provide details of acquisitions and disposal or sale;

Description:

______

Date of Acquisition and Addition (Contract Date) ______

Purchase Cost and other costs of acquisition (e.g. Legal fees) ______

Date of Sale: ______

Gross Sale Price:______

Cost of sale (e.g.; legal fees, agents commission, advertising)

______

8.Partnership, Trust and Estate Distributions (including Cash Management Trusts and Managed Funds) Please send advice slips and annual statements.

9.Insurance Bonds/Investment Bonds redeemed during the year

(Please provide details of redemption and of the original investment and related advice.)

______

______

10.Interest Received or Credited

(Indicate joint accounts & include your half only). Please check to ensure all interest received has been included.

Name of Bank or Institution / FID Charges (your share) / Branch and Account No / Interest Amount (your share) / TFN Tax Deducted at Source (your share)

11.Dividends Received(including Dividend Reinvestment Plans and Liquidators Distributions)

PLEASE ADVISE IF ANY TAX FILE NUMBER OR FOREIGN TAX WAS DEDUCTED AT SOURCE

(If in doubt, please attach dividend slips)

Please include your share only if shares held jointly with others.

First Dividend / Second Dividend
Company Name / Franked / Unfranked / Imputation Credit / Franked / Unfranked / Imputation Credit / TFN or
Foreign Tax Deducted

12.Other Income

Please provide details of any other income received e.g. royalties, income protection receipts etc.

______

______

  1. Work Related Expenses
A.Car Expenses

Did you keep a log book for a 12 week period some time within the last 4 years?

If YES, and your use of the car has not materially altered:

Business % of total kms traveled / Details of car(s) purchased or sold in 2005/2007 / Total of car expenses

Car Mileage Record: Odometer Reading 01/07/05______

Odometer Reading 30/6/06______

If NO, claims can be made on a cents per kilometre basis, or a 1/3 operating costs or 12% of cost of vehicle.

Total Business KmsType of CarEngine Size

______

B. Other Work Related Expenses (attach schedules)

Travel expenses other than motor vehicle expenses

______

Income protection insurance

______

Tools of trade

______

Protective clothing and laundry/dry cleaning

______

Union fees/professional fees

______

Self-education expenses directly related to work

______

Seminars and conferences

______

Diary, briefcase, stationery, reference journals and publications

______

Work equipment for depreciation (including professional library)

______

Bank charges on wages paid directly into your account

______

Home office expenses (electricity, gas, phone, etc)

______

Other (details please)

______

Occupational specific clothing/uniforms

______

Telephone/mobile phone

______

14.Superannuation Fund Contributions:

(only available if you are self employed or if your salary is less than 10% of total income)

Name of Fund:

______

Policy No:

______

Amount Paid:

______

15.Interest & Dividend Deductions:

Bank Charges related to collection of income (not already included at question 13)

______

______

Other, i.e.: investment publications (provide details)

______

16.Accountancy Fees:

______

17.Donations over $2 to Registered Charities.

Charity

/

Amount

18.Undeducted purchase price paid on an annuity:

______

19. Tax Offsets

A.Medical Offset – Net Medical Expenses in excess of $1,500 (after Health Fund rebate)

Provider Details / Gross Amounts Paid / Reimbursements from Medicare and Health Fund

B.Spouse Offset

Did you have a Dependant Spouse for the whole or any part of the year. (Specify) ______

C.Private Health Insurance Rebate - Insurance Cover

Please attach Advice from your Health Fund if you are entitled to a Tax Rebate, i.e. you did not receive the Rebate by way of reduced premiums or in cash.

D.Superannuation Contributions Offset

Did you make any personal contributions to a Complying Superannuation Fund. (Please provide details.)

______

  1. Superannuation Co-Contribution

Did you make an eligible personal Super Contribution? ______

20.Family Tax Benefits –

i)Are you or your spouse receiving Family Tax Benefit through fortnightly payments from the Family

Assisistance Office (paid by Centrelink)? Yes/No

If not, you may be eligible to received Family Tax Benefit though your tax return.

ii)Children under 18 you are maintaining:

Name:1.______2.______3.______4.______

D.O.B.1.______2.______3.______4.______

iii)How many nights during the year was the child under your care?______

iv)Child’s separate income:______

v)If the child was over 15 were he/she still at school?Yes/No

21.Baby Bonus

Did you or your spouse have a baby or gain legal responsibility of a child aged under 5 – for example through adoption after 30th June, 2006?

Please provide details.

Baby’s Name ______

Date of Birth ______

  1. Medicare Levy Surcharge:

(Payable if your income exceeds $50,000 and you do not have Private Patient Hospital Insurance)

Name of Fund:

______

Membership Number:

______

Number of Dependent Children:

______

Do you have Private Patient Hospital Insurance?

______

Please attach your annual Statement from your Health Fund.

23.Other

a)HECS: Balance outstanding 30 June 2006

______

b)Stop full time education and/or change in residency

If Yes Type of change:______

Date of Change:______

24.Other Comments: Have you any questions or recommendations?

______

The above information is true and correct and will form the basis of my Income Tax Return for the year ended 30th June 2006.

Signed:……………………………………Dated:………………………….

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