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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)
  • Source: http://www.taxontherun.com.au/data/tmpchecklists/Checklist_httpupitinfo22122010tenormin7821httpupitinfo22122010tenormin782120101225.pdf

    Patient_registration

    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___________________________

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