TAX TIME - CHECK LIST
   
   
       
  INCOME Y N
       
  Group Certificate
  Interest
  Newstart, sickness or other Govt. benefits
  Dividends
  Capital gain
  Rental Property
  Termination Payment
  Personal services income attributed to you from a company
  Personal services income attributed to you from a company,partnership or trust
  Reportable fringe benefits (not taxable)

  Income from partnerships and/or trusts YES ™ NO ™ *Family Trust Election




  Personal Services Income as a sole trader
  Net income or loss from business
  Deferred Non-commercial Business Losses see TR 2001/14
  Farm Management Deposits/Withdrawals
  Capital Gains or losses- Any assets disposed of? date of purchase/disposal


  Income from control of foreign entities
  Foreign source income (including foreign pensions)
  Rent (date first rented _ _/ _ _ / _ _ _ _)
       
       
  DEDUCTION    
  Work related uniform and other clothing expenses



   
  Protective clothing YES
  Occupation Specific Clothing
  Conventional clothing
 
Non-compulsory uniform
  Laundry
  Uniform
  Tools
  Subscriptions, union fees or professional body fees
  Travel
  Donation
  Tax Agent Fees
  Education
  Telephone Bills
  Membership Fees
  Home Office
   
  Computer and software YES ™ NO ™






  Tools and equipment
  Journals/periodicals
  Depreciation
  Expenses in relation to allowances
  Seminars and courses not at an educational institution but related to your work
- Seminar or course fees
- Travel
- Other
  Work related self education expenses (formal courses)
- Student Union fees
- Course fees (excluding HECS payments)
- Travel
- Text books
- Other (please specify)
       
  Tax offsets    
  spouse (legal or de facto without dependent child or student)
  child-housekeeper
  housekeeper
  Parent Rebate
  baby bonus
  invalid relative