2015 Individual Income Tax Return Information Checklist

2015 Individual Income Tax Return Information Checklist

Tax File Number …………………………………………………………………………….……………

Are you an Australian resident? YES/NO …………..……………………………………

Name: Mr/Mrs/Ms/Miss ……………………………………………………………………..

Name changed since last return? YES / NO

If YES, previous name ………………………………………………………………………

Postal Address ……………………………………………………………………………….

Date of birth: ………/………./……….

Telephone: (H)…………………….. (W)……………………. (Mob)……………………….

Email: …………………………………………………………………………………………..

Occupation: ……………………………………………………………………………………

Spouse details (if applicable): ……………………………………………………………….

Medicare Card No…………………………………………………………………………….

Bank details: BSB:……………….. Account No: …………………………

Account Name: ………………………………………………………………………………..

Declaration:

-I declare that the information provided to you, the registered tax agent, for the preparation of this tax return is true and correct and I have all documentation to support the claims made, and

-Ian Morella is authorised to lodge my signedtax return.

Signature …………………………………………………. Date ……………………….

Income and Deductions Information

For Employees For Year ended 30 June 2015

INCOME

1.PAYG Payment Summary - Please attach and send

2.INTEREST RECEIVED

Bank / Account # (last 3 digits only) / $

3.DIVIDEND RECEIVED

COMPANY / UNFRANKED / FRANKED / IMP CREDITS / $

4.OTHER INCOME

DETAIL

/ $

DEDUCTIONS

D1WORK RELATED CAR EXPENSES (LESS THAN 5,000 KMS)

Car Make & Model / Engine Size / No. of kms travelled
in year

D2WORK RELATED TRAVEL EXPENSES

Mode of Travel

/ Purpose / $

D3WORK RELATED CLOTHING EXPENSES

$
Laundry
Dry Cleaning
Uniform Cost
Footwear

D5OTHER WORK RELATED EXPENSES

$
Stationery
Training Expenses
Mobile Phone - work use %
Internet - work use %
Parking expenses
Computer expenses
Home office expenses
Income & disability insurance
Other - details eg equipment purchases <$300
equipment purchases >$300 - please detail on attached schedule

GIFTS AND DONATIONS

$

COST OF MANAGING TAX AFFAIRS

$
Name

ADDITIONAL INFORMATION

PRIVATE HEALTH INSURANCE POLICY DETAILS

Please Attach and send annual statement from Health Fund

Health Fund
Type of Cover
Membership Number
Were you covered by private health insurance for all of the year?
Number of days you did not have to pay the surcharge? / Y / N

To submit this document please visit individualtaxationreturns.com.au and click submit form or in case of multiple documents please email the attachments to

Individual Taxation Returns | Chartered Accountant & Registered Tax Agent | ABN 88 460 261 833 PO Box 8143 Croydon Vic 3136 | +61 400 216 884 |