2020 Individual Checklist
Name
*
First Name
Last Name
Email
*
example@example.com
Bank Details for ATO Refund:
BSB:
*
Account Number:
*
Account Name:
*
Address
*
Street Address
Street Address Line 2
City
State
Post Code
Preferred Phone Number
*
-
Area Code
Phone Number
What is your occupation:
Do you run your own business as a sole trader?
Yes
No
Dependent Children Details (Name & DOB):
Spouse Information
Name
First Name
Last Name
Date of Birth
-
Day
-
Month
Year
Date
Spouse's Taxable Income
Did your Spouse have any of the following:
Reportable Superannuation Payments
Reportable Fringe Benefits
Tax Free Government Pensions
Taxable Government Pensions
Net Investment/Rental Loss
If yes to above question, please provide details:
Income Received
How many employers did you work for:
Did you received any of the following (Please provide relevant documentation):
Wages & Salary
Allowances
Dividends
Interest
Partnership or Trust distributions
Superannuation Income Stream
Foreign Income
Rent (including Airbnb)
Other
Did you sell any assets during the year (eg shares)?
Yes
No
Comments:
Please upload evidence of income:
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of
Deductions
Please list work related deductions:
Did you travel for work (excluding home to work)? If yes, how many kilometres:
Please list rental property deductions:
Did you make any personal superannuation contributions (If yes, please upload letter from Superannuation Fund:
Yes
No
Do you have income protection insurance:
Yes
No
Please upload evidence of deductions:
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Cancel
of
Other
Did you pay child support? If yes, please provide payments for the year:
Is there any other relevant information you need to provide including changes from last year:
Signature
Submit
Should be Empty: