• INDIVIDUAL TAX CHECKLIST

    INDIVIDUAL TAX CHECKLIST

  • Personal Details

  • DOB*
     / /
  • Preferred contact method regarding your Income Tax Return*
  • Have you linked your myGov account with the ATO?*
  • I am new to Sammut Bulow?*
  • 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.
  • 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.
  • I need assistance with income tax for multiple years*
  • 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 & Wage Details

  • Interest Details

  • Rental Property Details

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

  • 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.
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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

  • My vehicle has carrying capacity over 1 Tonne OR 9 or more passengers:
  • I kept a logbook for 12 weeks within the last 5 years:

  • Work related travel expenses

  • I received an (mark all applicable):

  • Work related clothing expenses

  • My uniform is classified as:
  • My clothes are washed:

  • Self-education expenses

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

  • 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?

  • Other work-related expenses:

  • 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

  • Additional Information

  • Please select all that are applicable to your circumstances for the financial year:*
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  • Date of residency change
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  • I am lodging my return at the same time as my spouse or defacto:

  • 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.

  • Should be Empty: