Individual Tax Checklist

INDIVIDUAL TAX CHECKLIST
Personal Details
First Name*
Middle Name
Last Name*
DOB*

DayMonthYear
Email*
Phone
Mobile
Home Address*

Street Address

Street Address Line 2

SuburbState

Post Code
Preferred contact method regarding your Income Tax Return*

EmailPhone (BH)Phone (AH)No preference
Have you linked your myGov account with the ATO?*

YesNo
I am new to Sammut Bulow?*

YesNo

The ATO process refunds (if applicable) via electronic transfer to your nominated bank account. To ensure that there are no delays and processing any refund due, please provide the bank account details that you wish to be included on your income tax return.

Bank Account Name*
BSB*
Account Number*

Please provide as much information as possible regarding your income and expenditure for the financial year. If you have any queries regarding this form, please do not hesitate to contact us.

The responses in this form relate to the financial year ending 30 June:*
I need assistance with income tax for multiple years*

YesNo

Please note that you will be required to complete this form for each financial year that you require assistance with.

Income
During the financial year I received income from the following sources (select all applicable). Please note additional details may be required below based on your selections.:*

Salary and wages.Interest on bank account.Dividends including dividends reinvested.Employee Share Scheme (ESS).Distribution from trust/s.Distribution from partnership/s.Business or personal services income.Capital gain from sale of shares.Capital gain from managed funds.Capital gain from sale of investment property.Capital gain from sale of crypto currency.Capital gain from sale of other assets.Foreign income (I worked overseas).Foreign income (I received income from overseas).Rental property income.Jobseeker or Austudy.Other
Salary & Wage Details
Salary and wage details:
Interest Details
Interest details:
Rental Property Details

For more details on rental properties, please refer to the ATO Tax Time Toolkit - Rental Property Owners.

Rental Property Details:
Other Income Details
Other income details:
Supporting Documents

Please provide copies of documents to support income earned in the financial year.

Example documents required to be provided include:

Payment summaries
Dividend statements including those on dividend reinvestment plans showing income received throughout the year
Employee Share Scheme certificates
Annual taxation summary to show income from your family trust/s or managed fund/s for example Vanguard, Colonial First State, MLC etc.
Purchase documents (which include date of purchase, cost of purchase and any other relevant costs) and sale documents (including date, proceeds, any other relevant costs).
Rental property annual statement/s from real estate agent.

pdf, doc, docx, xls, xlsx, csv, txt, rtf, html, zip, mp3, wma, mpg, flv, avi, jpg, jpeg, png, gif
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Deductions

The ATO have increased their compliance and data matching. You must be able to substantiate all claims with a receipt or no deduction will be claimed. If you are unsure, please contact us.

To check deductions specific to your occupation please refer to the ATO Tax Time Toolkit - Occupation Guides.

During the financial year I incurred the following work-related expenses (select all applicable). Please note additional details may be required below based on your selections.:*

Work related motor vehicle expenses i.e. I used my own car for work purposes through the year.Work related travel expenses.Work related clothing expenses.Self-education expenses.Home office expenses.Other work-related expenses.Other.None applicable.
Work related motor vehicle expenses
Make
Model
My vehicle has carrying capacity over 1 Tonne OR 9 or more passengers:

YesNo
I kept a logbook for 12 weeks within the last 5 years:

YesNo
Kilometres Travelled
Work Usage %
Tolls
Cleaning
Registration
Insurance
Repairs & Maintenance
Fuel
Interest
Other MV Expenses
Work related travel expenses
I received an (mark all applicable):

Overnight Travel AllowanceOvertime Meal Allowance
How much did you receive per day/night?
How much did you spend for your travel for this period?
How much did you receive per meal?
How much did you spend per meal?
Work related clothing expenses
My uniform is classified as:

CompulsoryNon-compulsoryProtective
Logo Uniform
Protective Uniform
Sun Protection
Safety Equipment
Protective Footwear
Other Clothing Expenses
How often do you wash your uniform a week?
My clothes are washed:

ONLY with work clothesWith other clothes
Self-education expenses

Self-education expenses must be directly connected to your employment that you had to personally pay for.

Name of course
Course Fees
Stationery/Textbooks
Travel
Other Self-Education Expenses
Home office expenses

From 1 July 2022 you can calculate your working from home expenses using either the revised fixed rate method ($0.67 per hour), or the actual costs method.

Revised fixed rate method – You no longer need a dedicated home office to use this method. The revised fixed rate method includes data and internet, mobile and home phone usage, electricity and gas, computer consumables (e.g., printer ink), and stationery. The revised fix rate method does not include depreciating assets (e.g., computers and office furniture), repairs and maintenance of these assets, and cleaning. These can be claimed separately.

Actual costs method – Allows you to claim a deduction for the actual expenses incurred whilst working from home. The actual cost method requires more detailed record keeping, and evidence of how you’ve apportioned work and private usage.

I have a record (e.g. a diary) that shows the average number of hours worked from home for the financial year?

YesNo
Avg hours worked from home per week for the financial year
Number of weeks worked from home for the financial year
Mobile Phone Expenses
Mobile Phone Work Use %
Internet Expenses
Internet Work Use %
Electricity/Gas Expenses
Office Space as % of house plan
Home Office Expenses (e.g. Books/Stationery)
Other work-related expenses:
Total value of tools less than $300 each
Total value of tools or other assets (e.g. computer, office furniture) valued over $300 each
Industry specific textbooks or journals
Union fees or registrations
Other deductions:

Other deductions might include but are not limted to:

Donations
Interest or dividend deductions
Loans for trusts or partnerships
Financial advisor fees or cost of managing tax affairs (if not via Sammut Bulow).
Income Protection Insurance
Additional personal superannuation contributions

Other deduction details:

Additional Information
Please select all that are applicable to your circumstances for the financial year:*

I have purchased an investment property. Please upload contract and settlement documents below.I have private health insurance.I have changed residency during the financial year.My name has changed from my last lodged income tax return.I have changed location during the year (for Zone purposes).I have a spouse or defacto.I have dependents.I paid child support maintenance.My personal circumstances have changed.None applicable.
Contract and settlement documentation for investment property.

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Date of residency change

DayMonthYear
Date
Child Support paid
I am lodging my return at the same time as my spouse or defacto:

YesNo
Spouse/defacto name
Estimated taxable income of spouse
Dependents
Please provide any other information that you would like to discuss with us or detail changes in your circumstances.

Declaration
I declare that all the information I have provided is true and correct and I hold evidence to support all of my claims. Where items are used for both business and private purposes, e.g. car, telephone/mobile, computer, library etc. I advise that I have kept appropriate apportionment documents to verify my business usage claim. Further, I have instructed you to prepare the return based on my specific instructions.
Signature*

Clear
Should be Empty:

INDIVIDUAL TAX CHECKLIST

Personal Details

Income

Salary & Wage Details

Interest Details

Rental Property Details

Other Income Details

Supporting Documents

Deductions

Work related motor vehicle expenses

Work related travel expenses

Work related clothing expenses

Self-education expenses

Home office expenses

Other work-related expenses:

Other deductions:

Additional Information

Declaration