Jun 21, 2024
| MESSENGER ZERNER | |||||||||||
| YOUR INDIVIDUAL TAX RETURN CHECKLIST | |||||||||||
| INCOME | DEDUCTIONS | ||||||||||
| □ | PAYG Summaries - Received via ATO | □ | Work Related Expenses, for example | ||||||||
| □ | Pensions or Government Payments | uniform, tools, education, fees etc. | |||||||||
| / Allowances | □ | Motor Vehicle Expense incl. estimation of | |||||||||
| □ | Dividend Statements | Kilometres if no logbook kept, otherwise | |||||||||
| □ | Interest income from banks and credit | log book and all expenses items | |||||||||
| unions etc. | □ | Travel Expenses for unreimbursed conferences | |||||||||
| □ | Lump Sum and Termination Payment | or work related trips | |||||||||
| Summaries | □ | Investment Expenses, for example | |||||||||
| □ | Annual Tax Statements from Managed | bank fees, financial advisor fees, | |||||||||
| Funds | investment borrowings etc. | ||||||||||
| □ | Details of any other income earned, for | □ | Rental Property Expenses, for example | ||||||||
| example, business, foreign, employee | rates, body corp fees, agent fees, | ||||||||||
| shares schemes | interest on loans, repairs and maintenance, | ||||||||||
| □ | Partnership and Trusts | water rates, depreciation schedule, insurance, | |||||||||
| □ | Rental Property Income for example annual | land tax, ESL etc. | |||||||||
| rental property statement from agent | □ | Cost of managing tax affairs including | |||||||||
| □ | Capital gains records - details of sales and | travel to agent | |||||||||
| purchases of any shares, business or property | □ | Donations to charities or building funds | |||||||||
| □ | Income Protection Insurance | ||||||||||
| □ | Superannuation Contributions | ||||||||||
| OFFSET / REFUNDS / OTHER | |||||||||||
| □ | Health Insurance and rebate entitlement statement | ||||||||||
| □ | IAS Statements or details of PAYG instalments paid | ||||||||||
| □ | Medical expenses for diability aids, attendant care or aged care | ||||||||||
| □ | Spouse details and taxable income | ||||||||||
| □ | |||||||||||