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Tax Checklist

Here is your Tax checklist to help you with your tax return


What income should I give to the Tax Office (ATO)?

Income from all sources as the ATO now has data matching:

Here is simple mini checklist of documents required.
  • Payment Summaries
  • Aust Gov’t allowances and payments (eg newstart)
  • Gross Interest
  • Dividends
  • Income from partnerships and/or trusts
  • Personal Services Income as a sole trader
  • Rental Property Income Expenses (see Details Below)
  • Any other income

What deductions can I claim on my tax return?

Next we try to reduce your taxes by looking at what deductions you may claim.What documents do you need?

Either a receipt, credit or bank statement. If you are audited and you have verification on a bank statement you can go back to the business and obtain the actual receipt if required.

How to claim work related car expense claims

Usually most won’t be able to claim for travel to and from Work.There are different methods for claiming.Logbook require once every 5 years along with proof of expenses, fuel, rego, insurance, tolls, parking, repairs. If these are on a spreadsheet then it is faster to process. Or Cents per KM: How many KMS have you travelled? Supply engine size and make and year model of the car.

Other work related travel expenses

These are out of pocket expenses not reimbursed by your employer.Did you travel for work? Overseas, interstate or even locally?The ATO have guidelines for these.If you don’t have all the receipts that maybe ok. Just supply the dates and places visited for work.We maybe able to claim meals, accommodation, incidentals at the ATO rate which is quite generous.

Work related uniform and other clothing expenses

  • Protective clothing, Steel cap shoes, hard hats, gloves, non-slip shoes,
  • Occupation Specific Clothing: aprons, chef pants etc
  • Laundry (up to $150 without receipts)
  • Dry Cleaning

Work related self-education expenses (formal courses)

Did you undertake a formal course that was industry related that you paid for yourself?That includes travel, accommodation, books, parking, travel to and from etc

Other work related expenses

  • Seminars and courses not at an educational institution but related to your work
  • Seminar and course fees
  • Travel, stationary
  • Other, Mess fees
  • Home office expenses Utilities (Rent if using ABN)
  • Computer and software
  • Mobile phone
  • Internet connection
  • Tools and equipment
  • Subscriptions, union fees or professional body fees
  • Journals, Books, magazines, stationary
  • Expenses in relation to allowances
  • Overtime Meals or Travel
  • Sun protection sunglasses, sun screen
  • Depreciation
  • Any other work deductions
  • Gifts and donations, including donations to political parties
  • Cost of managing tax affairs (e.g. tax agent fees)
  • Do you have Private Health Insurance?
  • Do you have out of pocket expenses medical expenses > $1,500 before 2011; $2,000 for 2011
  • Do you live in a remote zone or served overseas with the Defence Force?
  • Did you maintain a parent, parent-in-law or invalid relative?
  • Are you claiming Entrepreneurs Tax offset?
You maybe entitled to claim more money back over and above the tax you tax paid if you are entitled to a Medicare exemption.

Am I entitled to claim a Medicare exemption or rebate?

To be entitled you don’t hold Medicare card Have not applied to be a permanent resident, You were not a resident of the UK, Northern Island, Italy, Malta, Sweden, The Netherlands, Finland or Norway prior to entering Australia. These are the basic requirements, also you need to have payment summaries totalling above $16,500 for a tax year to make it worth your while.

Note: We can accept receipts and/or other records such as bank or credit card statements (or you can obtain the necessary written evidence within a reasonable time) to support your claims.

Next step call us to make a time to get your return done on 9086 9444




Rental Property expenses in relation to

  • Contract of purchase (if new property)
  • Rental statement including rates and utilities
  • Depreciation schedule if applicable
  • Expenses in maintaining the property
  • Total Interest statements for year end
  • Inspection costs of property up to twice yearly
  • Capital purchases eg washing machine, Hot water, Aircond, Fencing etc
123 Base set