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Kellyville, Sydney, NSW 2155 Australia
Tax Accountants at Sydney servicing global clients
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TAX RETURNS-2024 (Checklist )
CHECKLIST – Individual Income Tax Returns -2024
Income for the period 1st July 2023 to 30th June 2024 Please mark only the relevant boxes, as we will process only the items you have selected at our end.
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Name
*
First
Last
Email
*
Phone Contact
*
Income Sources
Salary Income + BankInterest Only
Investment income (Dividends/ETF & managed Fund distributions
ABN Income
Investment property Income
Crypto Gains
Captial Gains Income (Shares & securities/property sold)
Foreign Source Income
Centrelink allowances/payments
Insurance payouts
Share of trust/partnership income
Any other income
Choose all applicable
Investment Property rental Income
Rental agents Annual Summary statement
Paid Bill copies: Rates,Strata,Reapirs,Insurance
Investment Loan Accounts-Interest debits during the year
Paid Bills/Invoices for new assets purchased/renovations etc
Depreciation report copy
New property purchased: Purchase contract+Settlement sheet
Property sold: Sale contract+Settlement sheet
Upload on our server thru separate link provided : copies supporting each of the above
Contact Income Income
WORK RELATED EXPENSE CLAIMS
Work travel- Details of each journey+copies of Expense claims
Work related Car Usage-Logbook
Uniform/Laundry & Drycleaning-Bills/receipts
Work related self-education:course fees,books, travel-paid bills
Mobile: Monthly plan amount and %age work use
Home Internet:Monthly plan amount and %age work use
Work related subscriptions+membership fees:Paid Invoices
Tools & equipment:Exclusive work use -Paid Bills/receipts
Work From Home : Copy of log book of actual hours worked(datewise) during the year ( compulsory for claiming) + Employers confirmation
Income protection insurance premiums paid receipt
Donation receipts to deductible gift recipients only
Additional concessional super contributions made -(Details +copy of notice of intent to claim)
Work from Home deductions are permissible solely with employer approval, subject to independent verification by the ATO. Maintaining a logbook is mandatory. Opting for Work from Home claims precludes the possibility of claiming any other work-related expenses.
Investment Income
Bank Interest : Copy of annual interest summary from the Bank
Dividend income: Dividend distribution statements copies or Portfolio managers annual summary/report
Crypto Gains ( annual transactions/tax statements from your Crypto platform)
ETF’s/Managed Funds : Annual Tax Statements issued by the ETF’s/Managed Funds
Foreign Source Income: Full copies of tax returns lodged overseas and copies of income earned documents
You will need to provide all applicable supporting documents and exhaustive details to ensure these are captured/recorded correctly to avoid any later rectification & penalties from ATO
Other important Items
Private health insurance- Copy of Annual Statement issued by your Fund
Did you become OR cease to be Australian resident during the year
I.D. documents+Last years lodged tax return copy if you are a new client
Full income and expense details if ABN income derived- request a separate checklist
Spouse details : Full Name, DOB, Spouse’s estimated taxable income and date from which your spouse
Files Upload- MAX 10 files (NO AUDIO OR VIDEO FILES ACCEPTED)
Click or drag files to this area to upload.
You can upload up to 10 files.
For each of the applicable items you will need to upload copies of supporting documents on our server thru this link- https://WAJE-Server2.quickconnect.to/sharing/1P66E0Uak ( password :taxtime2024) If however you have 10 or less files to send, you can upload them above through this checklist and submit.
Submit
