Tax Return Checklist

Tax Year

Full Name

Email

D1. WORK-RELATED CAR EXPENSES – Did you use your car for work (NOT home to work or if home to work you carried BULKY tools and equipment)?

If YES, what was the reason you used your car for work?

Car make and model

How many kms did you travel for work purposes during the year?

D2. WORK-RELATED TRAVEL EXPENSES – Any parking expenses incurred for work purposes? If YES, how much $?

Any other travel expenses you are out of pocket for (eg airfares, accommodation, taxis, UBER, travel bags, luggage, lounge memberships etc)? If YES, how much $?

**FIFO’s can’t claim Taxis/Ubers to/from airport**

D3. WORK-RELATED CLOTHING – Do you launder work uniforms or your hi-viz? If YES, the allowance is $150 (at least 3 times a week for the year).

What did you launder?

Did you purchase any of the following items?

Safety boots or non-slip shoes

Protective clothing EG: Hi-viz ; scrubs etc

Corporate uniforms with logo (not just say a blouse and black pants)

Any alterations to corporate logo uniforms or hi-viz

Dry cleaning costs (of logo corporate uniforms)

D4. WORK-RELATED SELF EDUCATION EXPENSES – Did you undertake any self-education courses or classes with a sufficient connection to work as an employee?

If YES:

Was it any of these courses / or refreshes?

IF "OTHER", what was it?

Provide your out of pocket costs for each item i.e. course fees, text books, stationery items, travel costs etc

D5. OTHER WORK-RELATED EXPENSES – Did you incur any other work expenses?

Are you a member of a UNION?

How much did you pay for your UNION FEES for the year?

Did you renew any TRADE REGISTRATIONS, LICENCES or Professional Association Fees?

IF "OTHER", what was it?

How much did you pay for your TRADE REGISTRATIONS, LICENCES or Professional Association Fees?

Total TOOLS purchased

Was any individual TOOL purchased over $300?

Details of the TOOLS greater than $300ea purchased

Please bring the receipts to your appointment

MOBILE PHONE cost per month $ (your monthly plan amount)

Mobile phone – work use %

Did you purchase a MOBILE PHONE during the year

Home INTERNET COST per month $ (your monthly plan amount)

Home internet – work use %

Did you purchase any of the following ELECTRICAL DEVICES for work purposes during the year?

Details of the ELECTRICAL DEVICES you purchased

Laptop, desktop computer or iPad/tablet – work use %

Stationery, diaries or printing costs (for work purposes)

Safety glasses

Sunglasses (as you work outside)

Sunscreen (as you work outside)

Hats (as you work outside)

Did you purchase any PROTECTIVE EQUIPMENT items?

Total spent on PROTECTIVE EQUIPMENT (including goggles, breathing masks, helmets, harnesses etc)

POLICE clearance costs (for work purposes – NOT to obtain a job as that is private.)

MEDICAL costs incurred (for work purposes – NOT to obtain a job as that is private.)

ANY OTHER item: Please provide the DESCRIPTION and AMOUNT of each item you want to claim.

D7 & D8. DIVIDEND AND OTHER INVESTMENT EXPENSES – Did you incur any costs in earning dividends or other investment income i.e. loan to purchase shares?

D9. DONATIONS $2 or more – Did you make any donations to an approved ‘deductible gift recipients' organisations during the year (GoFundMe and MSWA lottery tickets are NOT tax deductible)?

D10. TAX AGENT FEES – Did you engage the services of a different tax agent, other than Peacock Accounting, to prepare last years tax return? If YES, please advise name of firm and amount paid.

D12. PERSONAL SUPER CONTRIBUTIONS – Did you make payment from your own bank account to your superfund during the year?

If YES, did you provide your super fund with a form called "NOTICE of INTENT to CLAIM A TAX DEDUCTION FOR CONTRIBUTIONS" and….

D15. INCOME PROTECTION INSURANCE – Did you pay for Income Protection Insurance yourself, NOT paid through your super fund?

CHILD SUPPORT – Did you pay any Child Support during the year? If YES, how much?

Did you have a SPOUSE, PARTNER or DE-FACTO during the year?

SPOUSE, PARTNER or DE-FACTO'S TAXABLE INCOME – How much is your spouse/partner/de-facto's taxable income for the year?

Ignore this item if we prepare your Spouses tax return as we will have this

DEPENDANTS (under 21 years or 21-24 years and are a full time student) – How many dependents as at 30 June living with you?

PRIVATE HEALTH INSURANCE – If you have private health insurance, does your policy cover you for PRIVATE HOSPITAL?

Does your spouse/partner/de-facto have PRIVATE HEALTH INSURANCE that covers them for PRIVATE HOSPITAL cover?

Did you sell any SHARES?

Did you sell or swap any CRYPTO?

Anything else you want to tell us?

When claiming deductions: 1. You must have spent the money and remain out-of-pocket 2. It must be directly related to earning your income and 3. You have a record to prove it. I have all the necessary receipts and records to evidence my claims for the deductions.