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