2020 Income Tax Return Checklist

1
Full Name* This field is required.
First Name
Middle Name
Last Name
2
Date of Birth* This field is required.
Date
Day
Month
Year
3
Your Main Occupation* This field is required.
4
Address* This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
United States
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curacao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
5
Phone Number* This field is required.
Area Code
Phone Number
6
Email* This field is required.
example@example.com
7
Bank Account* This field is required.Please provide us with your preferred bank details to transfer any refunds (if applicable):
BSB Number
Account Number
8
If your last year's return wasn't prepared by us, please provide a copy of your last year's tax return.To help you gather the information we need to prepare your income tax return, we have listed the areas we think may be applicable to you. If an area is not relevant please indicate this by writing not applicable in the box. If you believe we have not addressed an area, please attach details and documentation.
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1. Salary, Wages, Australian Government Allowances, Pensions - Including Paid Parental LeavePlease list the income received from any of the above sources during the year ended 30 June 2020.
Name of Employer/Payer
Gross Payments
Name of Employer/Payer
Gross Payments
Name of Employer/Payer
Gross Payments
10
Did you have any reportable fringe benefits this year?
YESNO
11
Attach PAYG Summaries, Pension Advise, Annuity Statements, Superannuation Income Streams and Eligible Termination Payment (ETP/Lum Sum) advices.
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12
Did you earn any bank interest in the 19/20 financial year?
YESNO
13
2. Bank InterestPlease list any interest received during the year ended 30 June 2020. Please also list details of any new investments. Note: Please advise if tax has been deducted from interest received due to your tax file number not being disclosed. If account is in joint names show total interest received (not your share).
14
Did you receive any Australian dividends in the 19/20 financial year?
YESNO
15
3. Australian DividendsPlease list any dividends received during the year ended 30 June 2020. Please advise if tax has been deducted from dividends due to your tax file number not being disclosed.
16
Did you receive or purchase any shares or options under an Employee Share Scheme in the 19/20 financial year?
YESNO
17
4. Employee Share SchemesPlease provide details.
Company
Company
Company
18
Please attach Employee Share Scheme details.
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19
Did you have any partnerships, trusts or managed fund distributions during the 19/20 financial year?
YESNO
20
5. Partnership, Trust & Managed Fund DistributionsPlease list any Partnerships, Trusts or Managed Funds you had an interest in during the year ended 30 June 2020. Please ensure when uploading your documents that you include the year-end tax summaries provided by the Managed Funds and not the Distribution Reports. Generally, these are not available until August each year. Please check with your fund manager as to when the summary will be available.
Partnership, Trust or Managed Fund
Partnership, Trust or Managed Fund
Partnership, Trust or Managed Fund
21
Please attach Partnership, Trust & Managed Investment Fund Distribution details.
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22
Did you have any foreign income or losses during the 19/20 financial year?
YESNO
23
6. Foreign Income (or Losses)Please list and dividends, rent, wages, pensions received from a foreign country during the year ended 30 June 2020. Please provide full details of the Foreign Income and Losses.
24
Please attach Foreign Source of Income (or Losses) details.
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25
Did you receive any tax-exempt payment from Centrelink or Dept of Veteran Affairs during the 19/20 financial year?
YESNO
26
7. Tax Exempt PaymentsPlease supply the details.
27
Please attach Tax Exempt Payment details.
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Did you earn any income from Uber/any other ride-share activities during the 19/20 financial year?
YESNO
29
8. Uber/Other Similar IncomePlease provide statements of income earned from rideshare activities. Please also provide business activity statements and a list of expenses related to this income.
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Did you receive any other income during the 19/20 financial year that's not referred to above, e.g. Friendly Society Policy, Forestry Managed Investment Schemes, Farm Management Deposits? This excludes income received from rental properties.
YESNO
31
9. Other IncomePlease list income derived from any other source (excluding income received from rental properties) not referred to above, e.g. Friendly Society Policy, Forestry Managed Investment Schemes, Farm Management Deposits.
32
Do you have any deductions you are wanting claim from the 19/20 financial year?
YESNO
33
Did you make any Non-Employer Sponsored Superannuation Contributions (e.s. personal superannuation contributions)? These are contributions you have made voluntarily and may be eligible for government co contribution/a tax deduction.
YESNO
34
10.1 Superannuation DeductionsPlease fill in the below and also provide us with your superannuation statements from 1st of July 2019 to 30th June 2020.
35
Did you purchase any gifts or make any donations? NOTE: Deductions are only allowed where gift is made voluntarily. If you receive something in return for the donation such as entry in to a raffle, this is not a deductible gift donation.
YESNO
36
10.2 Gifts and Donations
37
Please upload a copy of all invoices and receipts10.2 Gifts and Donations
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Do you have any interest and dividend deductions to claim for the 19/20 financial year?
YESNO
39
10.3 Interest and Dividend Deductions
40
Do you have any other deductions, such as accounting fees, income protection insurance, etc.?
YESNO
41
10.4 Other Deductions
42
Do you need to claim any car expenses?
YESNO
43
10.5 Car ExpensesPlease note: Where a taxpayer has claimed car expenses under the logbook method then a taxable profit or a deductible loss may arise on the disposal of the car; - Before you can claim car expenses under the logbook method you must be the owners or lessee of the car - You must have a valid logbook that explains the business use percentage that you have relied upon in making a claim for car expenses under the logbook method. - Travel from home to work and from work to home is not deductible unless you are carrying bulky equipment and do not have secure storage at the worksite to leave the equipment.
How does your employment duties demand the need for you to use the car for work related purposes?
Will your employer support the use of your car for work related purposes? If NO, please explain why you believe that you are still entitled to claim your car expenses:
Travel between two or more related workplaces
Travel from your base of operations at home to a related workplace
Travel because you had a shifting place of work
Travel where you commenced work before leaving home
Travel whilst carrying bulky equipment
Business trip on the way to work
Travel for other purposes
Please select the description below that best describes the nature of the business travel that you undertake during the year of income
Please provide details of the nature of the business-related travel.
44
Substantiating Business TravelHave you maintained a valid motor vehicle log book for a continuous 12 week period in the last 5 years?
YESNO
45
Substantiating Business Travel - Cents Per Kilometre Method
Car 1
Car 2
Car make and type e.g. Holden Utility
Registration number
Total kilometres travelled from 1/7/19 - 30/06/20
Business kilometres from 1/7/19 - 30/06/20
Who is the registered owner?
When did you acquire the car?
Car make and type e.g. Holden Utility
Registration number
Total kilometres travelled from 1/7/19 - 30/06/20
Business kilometres from 1/7/19 - 30/06/20
Who is the registered owner?
When did you acquire the car?
Car 1
Car 2
Car 1
Car 2
Car 1
Car 2
Car 1
Car 2
Car 1
Car 2
Car 1
Car 2
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Substantiating Business Travel - Cents Per Kilometre MethodPlease attach your diary evidence or other records to confirm your business kilometres travelled
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Substantiating Business Travel - Logbook Method
Car 1
Car 2
Car make and type e.g. Holden Utility
Registration number
Who is the registered owner?
When did you acquire the car?
What was the original cost?
Odometer reading at the start of the period under review
Odometer reading at the end of the period under review
Business use percentage from your logbook %
Do you own or lease the car? (Provide contract)
Car make and type e.g. Holden Utility
Registration number
Who is the registered owner?
When did you acquire the car?
What was the original cost?
Odometer reading at the start of the period under review
Odometer reading at the end of the period under review
Business use percentage from your logbook %
Do you own or lease the car? (Provide contract)
Car 1
Car 2
Car 1
Car 2
Car 1
Car 2
Car 1
Car 2
Car 1
Car 2
Car 1
Car 2
Car 1
Car 2
Car 1
Car 2
Car 1
Car 2
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Substantiating Business Travel - Logbook MethodPlease attach a copy of your logbook to confirm your business travel
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Do you need to claim any business travel expenses for the 19/20 financial year?
YESNO
50
10.6 Travel ExpensesIf you are not receiving a travel allowance in your PAYG payment summary you may get an audit and your employer might be contacted to verify this.
Amount Spend $
Private Usage %
What type of evidence/records do you have?
Accommodation
Meals
Incidentals
Transport Expenses
Other (please specify)
Accommodation
Meals
Incidentals
Transport Expenses
Other (please specify)
Amount Spend $
Private Usage %
What type of evidence/records do you have?
Amount Spend $
Private Usage %
What type of evidence/records do you have?
Amount Spend $
Private Usage %
What type of evidence/records do you have?
Amount Spend $
Private Usage %
What type of evidence/records do you have?
Amount Spend $
Private Usage %
What type of evidence/records do you have?
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10.7 Fly In Fly Out (FIFO) workersAre you a FIFO worker? If YES, please be advised that we may contact you for further information.
YESNO
52
Do you need to make a claim for any uniforms, clothing or laundry expenses?
YESNO
53
10.8 Uniform, Clothing and Laundry Expenses
Amount Spend $
What type of evidence/records do you have?
Protective
Occupation specific
Compulsory uniforms
Non-compulsory uniforms
Conventional
Laundry
Other (please specify)
Protective
Occupation specific
Compulsory uniforms
Non-compulsory uniforms
Conventional
Laundry
Other (please specify)
Amount Spend $
What type of evidence/records do you have?
Amount Spend $
What type of evidence/records do you have?
Amount Spend $
What type of evidence/records do you have?
Amount Spend $
What type of evidence/records do you have?
Amount Spend $
What type of evidence/records do you have?
Amount Spend $
What type of evidence/records do you have?
Amount Spend $
What type of evidence/records do you have?
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Please provide a brief description of the clothing and explain why you need to use these clothes for work purposes.
55
Do you need to claim any self education expenses for the 19/20 financial year?
YESNO
56
10.9 Self Education ExpensesThere needs to a direct connection between taxpayers current work activities and the study e.g. a taxpayer studying accounting but working in childcare will not be able to make a claim.
Amount Spend $
What type of evidence/records do you have?
Fees
Accommodation
Books, stationery, etc
Other (please specify)
Fees
Accommodation
Books, stationery, etc
Other (please specify)
Amount Spend $
What type of evidence/records do you have?
Amount Spend $
What type of evidence/records do you have?
Amount Spend $
What type of evidence/records do you have?
Amount Spend $
What type of evidence/records do you have?
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Please select which option relates most to your circumstances.10.9 Self Education Expenses
1. There is a direct connection between the self-education and the taxpayers current work activities because the study maintains or improves a skill or specific knowledge required for their current work activities
2. There is a direct connection between the self-education and the taxpayer's current work activities because they can show that the study leads to, or is likely to lead to, increased income from their current work activities
3. Other circumstances where there is a direct connection between the taxpayer's self-education and their current work (please explain)
Please select which option relates most to your circumstances
Please explain option 3 (NAME OF COURSE, INSTITUTION & WHEN DID YOU COMMENCE THE COURSE)
58
Do you need to claim any other expenses, such as home office, subscriptions, tools, etc.?
YESNO
59
10.10 Other Work Expenses*Meal allowance: please confirm that the entire allowance has been spent otherwise provide the actual cost of overtime meals.
Amount Spend $
Private Usage %
What type of evidence/records do you have?
Union Fees
Outdoor Protection
Tools
Overtime Meals*
Subscriptions
Magazines
Computer Expenses
Hours spent working from home per week (from 1st Jul 2019 to 29th Feb 2020)
Hours spent working from home per week (from 1st Mar 2020 to 30 Jun 2020) - COVID-19
Union Fees
Outdoor Protection
Tools
Overtime Meals*
Subscriptions
Magazines
Computer Expenses
Hours spent working from home per week (from 1st Jul 2019 to 29th Feb 2020)
Hours spent working from home per week (from 1st Mar 2020 to 30 Jun 2020) - COVID-19
Amount Spend $
Private Usage %
What type of evidence/records do you have?
Amount Spend $
Private Usage %
What type of evidence/records do you have?
Amount Spend $
Private Usage %
What type of evidence/records do you have?
Amount Spend $
Private Usage %
What type of evidence/records do you have?
Amount Spend $
Private Usage %
What type of evidence/records do you have?
Amount Spend $
Private Usage %
What type of evidence/records do you have?
Amount Spend $
Private Usage %
What type of evidence/records do you have?
Amount Spend $
Private Usage %
What type of evidence/records do you have?
Amount Spend $
Private Usage %
What type of evidence/records do you have?
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Please explain how these expenses relate to your income. If you have estimated the work-related portion of an expense e.g. telephone, describe how you calculated the amount.
61
Do you need to claim any equipment or work related assets that you purchased?
YESNO
62
10.11 Equipment/Work Related Assets PurchasedPlease provide any equipment you purchased for work e.g. laptop, mobile phone, tools & equipment etc.
63
Please upload all of your evidence/records for your deductions.
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11 Rebates/OffsetsIf you consider that you may be entitled to any of the following rebates, please write yes or no and supply the supporting documentation where applicable.
Yes or No
Zone - If yes, please advise town and period of residence
Superannuation Contributions on behalf of spouse - Please be advise amount paid
Net Medical Expenses - only claimable if your medical expenses relate to disability aids, attendant care or aged care
Zone - If yes, please advise town and period of residence
Superannuation Contributions on behalf of spouse - Please be advise amount paid
Net Medical Expenses - only claimable if your medical expenses relate to disability aids, attendant care or aged care
Yes or No
Yes or No
Yes or No
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11.1 Dependants & Family Tax AssistanceDid you receive Family Tax Benefit direct from Centrelink during the period 1st July 2019 - 30th June 2020?
YESNO
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Please provide your dependant children's details below11.1 Dependents and family tax assistance
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12 Private Health Insurance
YES
NO - Click next
Did you have private patient hospital cover during 2019/2020?
A = Ancillary only
H = Hospital only
C = Combined coverage
What type of cover?
YES
NO
Are you entitled to claim a private health insurance rebate?
If you answered YES to the previous question please advise the amount claimable. If you answered NO, please type N/A.
68
12 Please provide a copy of your annual private health insurance tax statement.
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12.1 Medicare Levy Exemption (Applies to you if you are not a permanent resident/citizen of Australia)Have you applied for a Medicare levy exemption?
YESNO
70
Please provide us with the Medicare levy exemption certificate.
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13. Spouse Details - Married or De FactoDid you have a spouse during the 2019/2020 financial year?
YESNO
72
Did we complete the returns on behalf of your spouse?
YESNO
73
Please complete the following.
Spouse's Full Name
Spouse's date of birth
Spouse's gender
Spouse's 2019/2020 taxable income
74
Did your marital status change during the financial year?
YESNO
75
Please provide the date of status change.
76
Did you incur any Child Maintenance Expenditure (Child Support) during the year?
YESNO
77
14. Additional information requiredPlease supply the details.
78
Do you have any outstanding HELP or SFSS debt with the Government?
YESNO
79
Please supply details..
80
Did you have any capital gains or losses on sale of assets?
YESNO
81
15. Capital gains or losses on sale of assetsYou might be subject to capital gains tax if you sold any assets during the year ended 30 June 2020. Assets subject to Capital Gains Tax (CGT) are those acquired after 19 September 1985 and include shares, business assets, real estate and works of art, antiques and cryptocurrency (e.g. bitcoin). If you have sold any assets, please list below. Please note for CGT purposes, the sale date is the date of contract or agreement (not the settle date). PLEASE NOTE: Your home of residence is usually exempt from capital gains tax, unless you have rented out a portion of your property through Air BNB or privately. Please provide us with the relevant purchase and sale documentation if that is the case.
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Please provide copies of the purchase documents (including contracts) and any acquisition costs incurred. Please also provide us with the sale documentation (including contacts) and any selling costs incurred. Please provide us with any other associated documentation in relation to the purchase and sale of the asset.
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16. Foreign AssetsDo you own or have an interest foreign asset which had a total value of $50,000 or more? If YES, please contact our office to speak with an accountant.
YESNO
84
Do you own an investment property or an AirBnB property?
YESNO
85
How many Investment Properties or AirBnB's do you own?
86
Address - Property 1
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
United States
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curacao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
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Investment Property Schedule - Property 1Income and Expenditure Statement For the period 1st July 2019 to 30th June 2020.
YES
NO
Was the property purchased during the 2019/2020 year?
If YES, please provide the date it first earned rental income.
YES
NO
Was this property purchased as part of the National Rental Affordability Scheme (NRAS)?
YES
NO
If YES, have you chosen to receive the Federal component as a Refundable Tax Offset (RTO)
88
Please provide the RTO Certificate received by you for Investment Property 1.
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Please complete this statement listing the TOTAL Income of the rental property (not just your share). Investment Property 1.
Income
Gross Rental Income
Other Related Rental Income (e.g. Insurance recoups)
Total Income
Gross Rental Income
Other Related Rental Income (e.g. Insurance recoups)
Total Income
Income
Income
Income
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Please complete this statement listing the TOTAL Expenses of the rental property (not just your share). Investment Property 1.
Expenses
Interest on mortgage
Agent management fees/commission
Agent inspection fees
Advertising
Bank charges
Body corporate fees
Borrowing expenses
Building & structural improvement write off
Cleaning
Depreciation
Insurance
Pest control
Asbestos removal
Capital improvement
Postage and sundries
Gardening/lawn mowing
Rates: Council
Rates: Water
Rates: Landtax
Repairs and maintenance
Other rental expenses
AirBnb: Host service fee
AirBnb: Utility costs (electricity and gas)
Guest linen and laundry costs
Food for guests (e.g. snacks, coffee, etc.)
Total expenses: less private portion (if any)
Total rental expenses claimed
Net profit or loss from this property
Interest on mortgage
Agent management fees/commission
Agent inspection fees
Advertising
Bank charges
Body corporate fees
Borrowing expenses
Building & structural improvement write off
Cleaning
Depreciation
Insurance
Pest control
Asbestos removal
Capital improvement
Postage and sundries
Gardening/lawn mowing
Rates: Council
Rates: Water
Rates: Landtax
Repairs and maintenance
Other rental expenses
AirBnb: Host service fee
AirBnb: Utility costs (electricity and gas)
Guest linen and laundry costs
Food for guests (e.g. snacks, coffee, etc.)
Total expenses: less private portion (if any)
Total rental expenses claimed
Net profit or loss from this property
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
1 of 28
91
Additional Information - Investment Property 1 1. Please provide us with a copy of the settlement statement for the purchase, depreciation report and the loan statement. 2. Please provide an annual rental statement from your agent. 3. Our office may be holding this information if so, we will complete on your behalf. 4. Please provide us with a copy of your policy advice in relation to all insurance. 5. Please note that travel expenses are no longer deductible unless you are carrying on a business.
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Select files to upload
Max. file size: 10.6MB
Cancelof
92
Please details any capital improvements (e.g. replacement of air conditioner, purchase and installation of dishwasher etc) made to the property.
93
Capital Improvements to Investment Property 1Please provide us with all receipts and invoices relating to any capital improvement.
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Select files to upload
Max. file size: 10.6MB
Cancelof
94
Address - Property 2
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
United States
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curacao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
95
Investment Property Schedule - Property 2Income and Expenditure Statement For the period 1st July 2019 to 30th June 2020.
YES
NO
Was the property purchased during the 2019/2020 year?
If YES, please provide the date it first earned rental income.
YES
NO
Was this property purchased as part of the National Rental Affordability Scheme (NRAS)?
YES
NO
If YES, have you chosen to receive the Federal component as a Refundable Tax Offset (RTO)
96
Please provide the RTO Certificate received by you for Investment Property 2.
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Select files to upload
Max. file size: 10.6MB
Cancelof
97
Please complete this statement listing the TOTAL Income of the rental property (not just your share). Investment Property 2.
Income
Gross Rental Income
Other Related Rental Income (e.g. Insurance recoups)
Total Income
Gross Rental Income
Other Related Rental Income (e.g. Insurance recoups)
Total Income
Income
Income
Income
1 of 3
98
Please complete this statement listing the TOTAL Expenses of the rental property (not just your share). Investment Property 2.
Expenses
Interest on mortgage
Agent management fees/commission
Agent inspection fees
Advertising
Bank charges
Body corporate fees
Borrowing expenses
Building & structural improvement write off
Cleaning
Depreciation
Insurance
Pest control
Asbestos removal
Capital improvement
Postage and sundries
Gardening/lawn mowing
Rates: Council
Rates: Water
Rates: Landtax
Repairs and maintenance
Other rental expenses
AirBnb: Host service fee
AirBnb: Utility costs (electricity and gas)
Guest linen and laundry costs
Food for guests (e.g. snacks, coffee, etc.)
Total expenses: less private portion (if any)
Total rental expenses claimed
Net profit or loss from this property
Interest on mortgage
Agent management fees/commission
Agent inspection fees
Advertising
Bank charges
Body corporate fees
Borrowing expenses
Building & structural improvement write off
Cleaning
Depreciation
Insurance
Pest control
Asbestos removal
Capital improvement
Postage and sundries
Gardening/lawn mowing
Rates: Council
Rates: Water
Rates: Landtax
Repairs and maintenance
Other rental expenses
AirBnb: Host service fee
AirBnb: Utility costs (electricity and gas)
Guest linen and laundry costs
Food for guests (e.g. snacks, coffee, etc.)
Total expenses: less private portion (if any)
Total rental expenses claimed
Net profit or loss from this property
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
1 of 28
99
Additional Information - Investment Property 21. Please provide us with a copy of the settlement statement for the purchase, depreciation report and the loan statement. 2. Please provide an annual rental statement from your agent. 3. Our office may be holding this information if so, we will complete on your behalf. 4. Please provide us with a copy of your policy advice in relation to all insurance. 5. Please note that travel expenses are no longer deductible unless you are carrying on a business.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
100
Please details any capital improvements (e.g. replacement of air conditioner, purchase and installation of dishwasher etc) made to the property.
101
Capital Improvements to Investment Property 2Please provide us with all receipts and invoices relating to any capital improvement.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
102
Address - Property 3
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
United States
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curacao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
103
Investment Property Schedule - Property 3Income and Expenditure Statement For the period 1st July 2019 to 30th June 2020.
YES
NO
Was the property purchased during the 2019/2020 year?
If YES, please provide the date it first earned rental income.
YES
NO
Was this property purchased as part of the National Rental Affordability Scheme (NRAS)?
YES
NO
If YES, have you chosen to receive the Federal component as a Refundable Tax Offset (RTO)
104
Please provide the RTO Certificate received by you for Investment Property 3.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
105
Please complete this statement listing the TOTAL Income of the rental property (not just your share). Investment Property 3.
Income
Gross Rental Income
Other Related Rental Income (e.g. Insurance recoups)
Total Income
Gross Rental Income
Other Related Rental Income (e.g. Insurance recoups)
Total Income
Income
Income
Income
1 of 3
106
Please complete this statement listing the TOTAL Expenses of the rental property (not just your share). Investment Property 3.
Expenses
Interest on mortgage
Agent management fees/commission
Agent inspection fees
Advertising
Bank charges
Body corporate fees
Borrowing expenses
Building & structural improvement write off
Cleaning
Depreciation
Insurance
Pest control
Asbestos removal
Capital improvement
Postage and sundries
Gardening/lawn mowing
Rates: Council
Rates: Water
Rates: Landtax
Repairs and maintenance
Other rental expenses
AirBnb: Host service fee
AirBnb: Utility costs (electricity and gas)
Guest linen and laundry costs
Food for guests (e.g. snacks, coffee, etc.)
Total expenses: less private portion (if any)
Total rental expenses claimed
Net profit or loss from this property
Interest on mortgage
Agent management fees/commission
Agent inspection fees
Advertising
Bank charges
Body corporate fees
Borrowing expenses
Building & structural improvement write off
Cleaning
Depreciation
Insurance
Pest control
Asbestos removal
Capital improvement
Postage and sundries
Gardening/lawn mowing
Rates: Council
Rates: Water
Rates: Landtax
Repairs and maintenance
Other rental expenses
AirBnb: Host service fee
AirBnb: Utility costs (electricity and gas)
Guest linen and laundry costs
Food for guests (e.g. snacks, coffee, etc.)
Total expenses: less private portion (if any)
Total rental expenses claimed
Net profit or loss from this property
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
1 of 28
107
Additional Information - Investment Property 31. Please provide us with a copy of the settlement statement for the purchase, depreciation report and the loan statement. 2. Please provide an annual rental statement from your agent. 3. Our office may be holding this information if so, we will complete on your behalf. 4. Please provide us with a copy of your policy advice in relation to all insurance. 5. Please note that travel expenses are no longer deductible unless you are carrying on a business.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
108
Please details any capital improvements (e.g. replacement of air conditioner, purchase and installation of dishwasher etc) made to the property.
109
Capital Improvements to Investment Property 3Please provide us with all receipts and invoices relating to any capital improvement.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
110
Address - Property 4
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
United States
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curacao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
111
Investment Property Schedule - Property 4Income and Expenditure Statement For the period 1st July 2019 to 30th June 2020.
YES
NO
Was the property purchased during the 2019/2020 year?
If YES, please provide the date it first earned rental income.
YES
NO
Was this property purchased as part of the National Rental Affordability Scheme (NRAS)?
YES
NO
If YES, have you chosen to receive the Federal component as a Refundable Tax Offset (RTO)
112
Please provide the RTO Certificate received by you for Investment Property 4.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
113
Please complete this statement listing the TOTAL Income of the rental property (not just your share). Investment Property 4.
Income
Gross Rental Income
Other Related Rental Income (e.g. Insurance recoups)
Total Income
Gross Rental Income
Other Related Rental Income (e.g. Insurance recoups)
Total Income
Income
Income
Income
1 of 3
114
Please complete this statement listing the TOTAL Expenses of the rental property (not just your share). Investment Property 4.
Expenses
Interest on mortgage
Agent management fees/commission
Agent inspection fees
Advertising
Bank charges
Body corporate fees
Borrowing expenses
Building & structural improvement write off
Cleaning
Depreciation
Insurance
Pest control
Asbestos removal
Capital improvement
Postage and sundries
Gardening/lawn mowing
Rates: Council
Rates: Water
Rates: Landtax
Repairs and maintenance
Other rental expenses
AirBnb: Host service fee
AirBnb: Utility costs (electricity and gas)
Guest linen and laundry costs
Food for guests (e.g. snacks, coffee, etc.)
Total expenses: less private portion (if any)
Total rental expenses claimed
Net profit or loss from this property
Interest on mortgage
Agent management fees/commission
Agent inspection fees
Advertising
Bank charges
Body corporate fees
Borrowing expenses
Building & structural improvement write off
Cleaning
Depreciation
Insurance
Pest control
Asbestos removal
Capital improvement
Postage and sundries
Gardening/lawn mowing
Rates: Council
Rates: Water
Rates: Landtax
Repairs and maintenance
Other rental expenses
AirBnb: Host service fee
AirBnb: Utility costs (electricity and gas)
Guest linen and laundry costs
Food for guests (e.g. snacks, coffee, etc.)
Total expenses: less private portion (if any)
Total rental expenses claimed
Net profit or loss from this property
Expenses
Expenses