Individual Tax Return Checklist
Welcome to Carbon Accountants Tax return system.
Please make sure you have all of your documentation ready to upload:
Datafile reconciled (if applicable)
Bank / Loan Statements (if applicable)
Group Certificates
Investment documents
Any other expenses.
INCOME - Have you received any of the following payments:
Please select all that applies
Salary or wage from employment, including any allowances?
Employer lump sum payments, eg. Redundancy?
Government payments, eg. Youth Allowance, Newstart, Austudy, Sickness, Age Pension, Sole Parent etc.?
Have you sold or disposed of any asset, eg. shares, house, land, precious metals or foreign assets?
Have you bought, sold, traded or been gifted cryptocurrency over the financial year?
Dividends from companies in Australia, incl. any that have been reinvested?
Interest from any source in Australia, eg. bank accounts or term deposits?
Please provide sale and purchase documents for the coins you held so we can calculate your CGT for the year. (A csv file per wallet is preferred).
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If you bought the coins in a prior FY, we require that information as well to calculate the cost base. Alternatively, if you have already reconciled the transactions, please provide us with this file.
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Please specify the assets you either sold or disposed
Please provide all dividend notices and copies of dividend reinvestment plans (if applicable)
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Do you have any other income not described above? (Please provide documentation)
*
Employee share schemes
Business income
Rental Properties
Trust or Partnership distributions
N/A
Other
Please upload your documentation (if applicable)
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DEDUCTIONS - Have you paid for any of the following expenses:
Please select all that applies
Did you use your car for work, other than travel from home to work?
Did you travel for your employment and were not reimbursed by your employer?
Do you have work-related uniform that is compulsory, occupation-specific or protective clothing?
Did you undertake study in relation to your employment which you paid for?
Gifts or donations to charitable organisations?
N/A
Other
Please provide make/model & rego.
Alternatively, you can bring a copy of your logbook
Yes, I'd prefer to bring a copy of my logbook
If you’re claiming more than the reasonable limit for travel expenses, please provide receipts.
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Alternatively, you can bring those receipts into your accountant
Yes, I'd prefer to bring my receipts in
If you were required to work outside, did you purchase any sun protection clothing such as hats, uniforms, gloves, non slip shoes, boots?
Yes
No
Did you incur costs for travel, books, fees or other items?
Yes
No
Any other work related expenses such as union fees, professional subscriptions, work related tools or equipment, telephone, computer, internet, stationery, seminars or conferences, home office exp, safety items?
Yes
No
To support your claim, please upload any receipts or invoices you have for your work-related expenses.
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Alternatively, you can bring those receipts in to your accountant
Yes, I'd prefer to bring my receipts in
Any other deductions including:
Personal superannuation contributions
Income protection/accident insurance
N/A
Other
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MEDICARE LEVY SURCHARGE, TAX OFFSETS & ADJUSTMENTS
Do you have private health insurance?
Yes
No
Did you make a superannuation co-contribution?
Yes
No
Please specify how much
RENTAL PROPERTY INCOME/DEDUCTIONS
Do you have a rental property?
Yes
No
Do you have any of the following expenses/statements? Please upload your attachments below.
Rows
Yes/No
Annual statement of income and expenses (from your real estate manager)
Yes
No
Advertising expenses
Yes
No
Body corporate fees
Yes
No
Cleaning fees
Yes
No
Council rates
Yes
No
Gardening expenses
Yes
No
Insurance
Yes
No
Interest (provide loan statements)
Yes
No
Loan establishment fees expenses on new or re-financed loans
Yes
No
Land tax
Yes
No
Bank Fees
Yes
No
Pest control
Yes
No
Repairs & Maintenance
Yes
No
Electricity expenses
Yes
No
New asset purchases including description, date and cost of each item e.g. carpets, ovens etc.
Yes
No
Travel to rental properties is no longer deductible
Yes
No
Have you included all your income incurred or received during the financial year, as detailed on this checklist. Undeclared income subsequently discovered by the ATO may incur additional tax payable, interest and/or penalties?
Yes
No
Have you been made aware of the substantiation requirements during your appointment for any deductions you have claimed?
Yes
No
Do you have the necessary evidence to support all deductions, offsets or claims made?
Yes
No
Please upload any documentation you have for your rental income and expenses (if you said yes to any of the above expenses, please attach your supporting documents).
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WORKING FROM HOME DEDUCTIONS:
Please check the box if you have the below:
FINAL DETAILS:
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*
If circumstances during the financial year changed and not covered in checklist, please provide more details
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