Tax Return Checklist
Tax Year
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Please Select
Select year
Ending 30 June 2030
Ending 30 June 2029
Ending 30 June 2028
Ending 30 June 2027
Ending 30 June 2026
Ending 30 June 2025
Earlier
Full Name
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Email
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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)?
No
Yes
If YES, what was the reason you used your car for work?
Transporting bulky tools and no reasonable place to leave at work
Travel between two work places or worksites
Travel from home to alternate work place
Travel to visit clients or patients
Travel for training or pick up PPE
Attended meetings etc
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).
$150
$0 (nil)
claim a lesser amount
What did you launder?
Protective clothing
Occupation-specific (e.g. chefs, nurses etc)
Compulsory (a unique corporate uniform)
Non-compulsory uniform
Did you purchase any of the following items?
Safety boots
Non-slip shoes
Protective clothing (Hi-viz)
Scrubs
Corporate logo uniforms
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?
No
Yes – I want to claim self education expenses
If YES:
It maintains or improves the specific skills or knowledge you require in your current work activities.
It will result in, or is likely to result in, an increase in your income from your current work activities.
Was it any of these courses / or refreshes?
Tertiary Education
First Aid
High Risk
Working at Heights
Confined Spaces
Dangerous Goods
Seminars/conferences
Other
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?
No
Yes
Are you a member of a UNION?
ANF
AWU
TWU
SSTUWA
MUA
AMWU
CEPU
UWU
CFMEU
Other
How much did you pay for your UNION FEES for the year?
Did you renew any TRADE REGISTRATIONS, LICENCES or Professional Association Fees?
AHPRA
Teachers registration
Electrical licence
Forklift licence
Working with Children
Professional Association
Other
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?
No
Yes – I need the details in the next question
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?
Laptop
Desktop computer
Ipad or tablet
Other
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?
Goggles
Breathing Masks
Helmuts
Harnesses
Other
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?
No
Yes
If YES, did you provide your super fund with a form called "NOTICE of INTENT to CLAIM A TAX DEDUCTION FOR CONTRIBUTIONS" and….
I RECEIVED the letter from the fund
I have NOT informed my fund – CONTACT THEM IMMEDIATELY to claim the tax deduction
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?
No
Yes
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?
None
1
2
3
4 or more
PRIVATE HEALTH INSURANCE – If you have private health insurance, does your policy cover you for PRIVATE HOSPITAL?
No
Yes
Does your spouse/partner/de-facto have PRIVATE HEALTH INSURANCE that covers them for PRIVATE HOSPITAL cover?
No
Yes
I have no spouse
Did you sell any SHARES?
No
Yes
Did you sell or swap any CRYPTO?
No
Yes
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.
*
Yes, I confirm this.
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