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  • Individual Tax Checklist

  • This checklist provides a general list of major issues that should be addressed. The checklist is not designed to be an exhaustive list of all issues that may warrant consideration.

    (*) = required field/s

  • Individual Tax Return

    Client Details
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  • Please provide the following spouse/de facto information:

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  • AUTHORITY FOR BOVE TO COMPLETE

  • Individual Tax Return

    Section of the Income Tax Return
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  • For more information click here

     

  • You must also complete a Small Business Checklist. Click here to load the checklist in a new tab... to complete later on.

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  • Individual Tax Return

    Deductions

  • Deductions - Please provide a summary of expenses. Should you provide our office with only receipts, you will be charged an hourly rate to calculate expenses.

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  • Set rate/business km:

    • A maximum of 5,000 business km's may be claimed in this method.
    • Please provide business km's traveled (complete above)

     

  • Log book:

    Need a new logbook? Simply download from our website by clicking here.

    The following additional information is required for this method to be used:

    • Odometer readings and business use % (complete above)
    • A valid logbook (must be completed within the last five years and cover a period of 12 continuous weeks)
    • Please complete the checklist below:

    Expenses - Do not provide individual receipts as you will be charged an hourly rate to calculate total expenses. (Logbook Method Only)

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  • New car purchase information

     
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  • Disposal of existing car information

     
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  • Individual Tax Return

    Losses, Tax Offsets & Supplement Tax Offsets

  • Losses

  • Tax Offsets

  • Supplement Tax Offsets

  • Individual Tax Return

    Medicare Levy Related Items, Adjustments & Income Tests

  • Medicare Levy Related Items

     
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  • Adjustments

  • Income Tests

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  • Individual Tax Return

    Finalise & Submit
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