CLIENT DETAILS TFN
Has you postal address changed since last year?
If married / de facto in this tax year, what date did this occur: / /
Taxable Income / Separate Net Income of Spouse / Details $
Bank Account Detail for Refund: Account name:
Checklist created for http://upit.info/22/12/2010/tenormin-7821 http://upit.info/22/12/2010/tenormin-7821 on 25-Dec-10
PERSONAL / INDIVIDUAL RETURN CHECKLIST
If new client – copy of last years tax return is useful, not essential, if new resident – visa. PAYG Payment Summary (formerly Group Certificates) Interest earned from Bank, Credit Union, etc including any ATO interest Super or ETP Payment Summary (s) for Lump Sums/Termination/Redundancy. Parenting Payment, Newstart or Pension Statements from Centrelink Superannuation payments PAYG Summary & details of Deductible and Rebatable amounts
(including Com Super, Allocated and Foreign Pensions).
Share Dividend statements (usually 2 each year for each company) Investment/Managed fund Annual Tax Statements (eg MLC, Colonial, Asgard/Beacon/Perpetual)
Sale of shares/property details (including purchase price and date)
Statements from Employee Share Schemes (eg Qantas, Toll, Telstra, etc)
DEDUCTIONS - WORK RELATED – Receipts / Log Books / Diaries.
Use of own car (Kilometres traveled record or Log book)/ If Log book all receipts for expenses Uniform/Protective clothing purchased, Laundry/dry cleaning receipts Details of work related studies and receipts (Course fees (not HECS) Travel, Books, Parking, Student Union) Stationery, Seminar expenses (related to income) Income Protection insurance premiums Donations (include Energex Helicopter/School Building funds) to Deductible Gift recipients
Last years Tax Agent fee and travel or parking for Tax Agent visit Work related mobile phone (include accounts/receipts/usage diary) Home computer purchase details, if used for study or work purposes
Tools and Equipment purchased for work
Sun protection expenses Union Fees or Professional memberships, subscriptions & journals
Home office expenses (Hours worked in Home office) Spouse Tax File Number, date of birth and taxable income for year
Dependant children – names, dates of birth (if living in a Zone area)
Meal and Travel Allowance expenditure receipts
OTHER TAX DETAILS
Medical expenses – unreimbursed amounts over $1500. Annual Statements may be obtained
from both Medicare and your fund. Pharmacy may be included. See attached explanation
Private Health Insurance Annual Statement – fund and membership details.
Superannuation Contributions for you spouse
Are you entitled to the Medicine Exemptions/Reductions/Medicare Levy?
Checklist created for http://upit.info/22/12/2010/tenormin-7821 http://upit.info/22/12/2010/tenormin-7821 on 25-Dec-10
DEDUCTIONS - WORK RELATED – Receipts / Log Books / Diaries.
IF DIVIDENDS WERE RECEIVED (OR REINVESTED) PLEASE BRING:
PURCHASE OF SHARE DURING THE YEAR
Contract Notes from the authorized share broker
SOME HINTS (Please complete one checklist for each property)
REPAIRS AND MAINTENANCE SCHEDULE (includes expenses not paid through agent)
PATIENT REGISTRATION Patient Information: Today’s Date:_____________ E-mail Address:_______________________________________________ Home Phone #__________________ Cel Phone #___________________Work Phone #___________________ Ext #______ Name______________________________________ I prefer to be cal ed_____________________Birthdate_______________ Address___________________________
UNIT 8: IDEAS IN CONTEXT This unit aims to develop learners’ personal creative potential for generating ideas in a relevant specialist discipline within the visual arts. This unit extends and develops the generation of ideas. Learners are required to generate ideas to fulfil complex visual arts objectives involving social, cultural and commercial considerations. Learners will evolve and ad
PERSONAL / INDIVIDUAL RETURN CHECKLIST