Gold Coast Accountant

Tax Return Form

    1. Please complete / confirm your details below, to the best of your knowledge
    2. Please provide us with a copy of your photo ID
    3. All information supplied should be for the period 1 July 2020 to 30 June 2021, unless stated otherwise
    4. Ensure you hold supporting documents where prompted and applicable.
    5. Sign where indicated and submit to our office.
    6. Email: info@accountingtaxsolutions.com.au
    7. Once submitted, we will review and contact you should we have any further questions.
    GENERAL TAX INFORMATION
    Information for 2021 Tax Return
    ABN:
    Name:
    Spouse Name:
    DOB:
    Spouse DOB:
    Residential Address:
    Postal Address:
    TFN:
    Email:
    Phone:
    Bank Details (as of 1 July 2013, if you are expecting a refund, you MUST provide the ATO your EFT Bank Details)
    Account Name:
    Bank Name:
    BSB:
    Account No.:
    Children
    Child 1 Name:
    Child 2 Name:
    Child 1 DOB:
    Child 2 DOB:
    Child 3 Name:
    Child 4 Name:
    Child 3 DOB:
    Child 4 DOB:
    Do you have Child Support Obligations?
    How much did you pay
    $
    PAYG Payment Summaries
    Did you receive Job Seeker from Centrelink?
    Did you receive Job Keeper from your Employer?
    Occupation:
    Bank Interest
    Bank:
    Amount:
    TFN Credits:
    Bank Charges:
    $
    $
    $
    $
    $
    $
    $
    $
    $
    Private Health Insurance
    Do you have Private Health Insurance?

    If yes - please provide your Private Health Statement
    Work Related Expenses (Please provide your detailed listing when you reach the end of the form)
    Motor Vehicle Make:

    NB: Travelling Between Work and Home is not Deductible

    Reference Books:
    $
    Motor Vehicle Model:
    Stationery:
    $
    Work Kilometers:
    Mobile Phone:
    $
    Work Related Percentage?
    $
    Taxi Fares:
    $
    Internet:
    $
    Other Travel:
    $
    Memberships:
    $
    Uniform/Laundry:
    $
    Tools & Equipment:
    $
    Sun Protection Items:
    $
    Super contribution:
    $

    Have you filed a notice of intent to claim

    Self-Education:
    $
    Gifts & Donations:
    $
    Union Fees:
    $
    Income Protection Insurance:
    $
    Seminars/Prof Development:
    $
    Other Expenses: Please include in provided listing
    MOTOR VEHICLE INFORMATION - LOG BOOK METHOD
    Information for 2021 Tax Return
    Log Book Kept:
    Period Covered by the Log Book:
    (within last 5 financial years)
    Vehicle Registration No.:
    Make & Model:
    Owner/s of Vehicle:
    Driver of Vehicle:
    Total Km Travelled in Financial Year:
    Business Km in Log Book Period:
    Log Book calculation of Business Use %:
    Total Km in Log Book Period:
    Date Purchased:
    Purchase Price:
    $
    How was the vehicle financed?
    LeasePaid CashChattel MortgageHire Purchase
    Date sold (if applicable in this tax year?)
    Sale Price:
    $
    Running Costs
    Total For Year (Including Gst)
    Monthly Payments
    Fuel/Oil:
    $
    Registration:
    $
    Insurance:
    $
    Repairs & Maintenance:
    $
    Lease Payments:
    $
    $
    Hire Purchase / Chattel Mortgage Payments:
    $
    $
    Interest Paid:
    $
    $
    Services:
    $
    $
    Tyres/Battery:
    $
    $
    Membership Fees:
    $
    $
    Parking & Tolls:
    $
    $
    Please provide a copy of your Hire Purchase / Lease / Chattel Mortgage Agreement when you reach the end of the form or via email to info@accountingtaxsolutions.com.au
    INVESTMENT INFORMATION (Or Provide a copy of your Annual Statements from your Portfolio provider eg: Comsec)
    Dividends
    if you haven’t provided the share company with your TFN please forward your payment advice
    Unit Trust/Managed Fund
    (Please provide your Trust Tax Year Summary when you reach the end of the form - you may not receive this until September)
    If you haven’t provided the share company with your TFN please forward your payment advice
    Investments Sold/Disposed and Cryptocurrency Transactions
    Please provide your CSV trading transaction file (if unsure please call office)
    Annuity/Superannuation Stream Payments
    Defined benefit
    Employee Share Schemes
    Supporting documents
    FOREIGN INCOME INFORMATION
    Foreign Wages/Salary
    Payment Summary
    Foreign Pension/Annuity
    Payment Summary
    Foreign Rental Income
    Advertising for Tenants:
    $
    Body Corporate Fees:
    $
    Borrowing Expenses:
    $
    Cleaning:
    $
    Council Rates:
    $
    Gardening / Lawn mowing:
    $
    Insurance:
    $
    Interest on Loan/s:
    $
    Land Tax:
    $
    Legal Fees:
    $
    Pest Control:
    $
    Property Management Fees/Commission:
    $
    Repairs & Maintenance:
    $
    Stationery, Telephone & Postage:
    $
    Travel:*
    $
    Water Charges:
    $
    Rental Income:
    $
    Other:
    $
    What currency is the above information in eg AUD?
    Foreign Investment Income
    Investment Income
    Foreign Capital Gains/Investments Sold/Disposed
    Foreign capital gains
    RENTAL PROPERTY INFORMATION Please complete one of these schedules per Property.
    Property Details
    Address of Rental Property:
    Date Property Purchased:
    Date Property First Earned Rental Income:
    No. of Weeks Available for Rent this year:
    Date Property Built:
    Ownership Details:
    In Your NameIn Joint Names
    Please provide the purchase settlement statement and other purchase costs, e.g. stamp duty, legal fees, renovations or initial repairs, and any loan application fees and/or mortgage discharge expenses when you reach the end of the form or via email to info@accountingtaxsolutions.com.au
    Income
    Gross Rent:
    $
    Other Rental Income:
    $
    Property Details Information
    Advertising for Tenants:
    $
    Body Corporate Fees:
    $
    Borrowing Expenses:
    $
    Cleaning:
    $
    Council Rates:
    $
    Gardening / Lawn mowing:
    $
    Insurance:
    $
    Interest on Loan/s:
    $
    Land Tax:
    $
    Legal Fees:
    $
    Pest Control:
    $
    Property Management Fees/Commission:
    $
    Repairs & Maintenance:
    $
    Stationery, Telephone & Postage:
    $
    Travel:*
    $
    Water Charges:
    $
    Other:
    $
    Other:
    $
    *Please note from 1 July 2017 travel expenses for rent collection, inspections, repairs & maintenance are no longer allowed by the ATO as a result of the 2017 Budget.
    Depreciable Items
    Item
    Date Purchased
    Cost
    $
    $
    $
    $
    Improvements / Construction Costs Please provide a copy of your tax depreciation schedule prepared by third party below.
    Item
    Date
    Cost
    $
    $
    $
    Additional Information / Notes Please note below any additional information we may need to know to complete your tax returns, that has not been covered in the above questions.
    SUPPORTING DOCUMENT CHECKLIST
    *Please ensure you hold the below supporting documents and can provide them should the ATO need further evidence.*
    Payment Summaries Or confirm your employer has filed via STPDetailed Work Expenses ListingPrivate Health StatementSuperfund Notice of Intention to ClaimUnit Trust/Managed Fund Tax Year SummaryMotor Vehicle Hire Purchase / Lease / Chattel Mortgage AgreementRental Property Purchase Settlement Statement / CostsRental Property Depreciation Schedule (as prepared by Third Party)Letter noting tax deductibility of Income Protection Premiums
    CLIENT SIGNATURE

    OR enter your full name below as a signature