Personal Checklist

Thank you for taking the time to complete this questionnaire.

Using this questionnaire as a checklist will ensure all relevant income tax return information is available. This will allow us to process your work quickly & efficiently.

If you respond with a ‘Yes’ or ‘Unsure’ please ensure that you send the relevant documentation to Manly Taxation Advisors.

Please Note:
The Australian Taxation Office has the ability to check your return income against independent sources. This applies particularly to PAYG Payment Summary income, interest received and dividends.

Deductions are self assessable. In the event of a Tax Office audit you must retain documents to substaniate the deductions claimed.

If you have any queries or concerns, please contact us on 07 3893 0966

Step 1 of 7 - Personal Details

Personal Details

To ensure that our records are up to date, please assist us by confirming and/or completing the following:

Your full name

First Last

Tax File Number

Your date of birth

MM slash DD slash YYYY

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Home Phone

Work Phone

Mobile

Your occupation

Spouse's full name

First Last

Spouce's date of birth

MM slash DD slash YYYY

Number of children

None

One

Two

Three

Four

Child one name

First

Child one date of birth

MM slash DD slash YYYY

Child two name

First

Child two date of birth

MM slash DD slash YYYY

Child three name

First

Child three date of birth

MM slash DD slash YYYY

Child four name

First

Child four date of birth

MM slash DD slash YYYY

The ATO no longer provide a refund cheque (if applicable). Please provide your bank details to enable your refund to be transferred electronically to your bank account.

Account name

BSB

Account Number

If we are preparing your return for the first time, please provide a copy of your last tax return, tax assessment and PAYG instalment notices

Yes

Unsure

Income

Did you receive salary or wages and have received a PAYG Payment Summary from your employer? Please attach

Yes

Unsure

Have you received any allowances, benefits or other earnings not on your PAYG Payment Summary?

Yes

Unsure

Have you any Eligible Termination Payments Payment Summary Statements?

Yes

Unsure

Have you received any Government pensions, allowances and payments?

Yes

Unsure

Have you received any income from an Australian Annuity or Superannuation Income Stream?

Yes

Unsure

Did you receive an Australian Superannuation Lump Sum Payment?

Yes

Unsure

Have you received any Personal Services Income? If so, provide details of income and expenditure related to your Personal Services income activity.

Yes

Unsure

Have you received or been credited with any dividends from companies in Australia, including dividends reinvested?

Yes

Unsure

Have you received or are you entitled to receive a distribution of income or loss from a Trust, Partnership or Managed Investment Fund?

Yes

Unsure

Have you made any deposits or withdrawals to a Farm Management Deposit?

Yes

Unsure

Have you sold or disposed of any assets including property, shares, managed funds or collectables?

Yes

Unsure

Have you received rental income or made your property available for rent?

Yes

Unsure

Please download the Rental Property Worksheet and add your figures for your rental property. Alternatively you can print this pdf worksheet. Please email your worksheet to reception@manlytaxationadvisors.com.au

Do you have an interest in a Forestry Managed Investment Scheme? Supply all income and expenses in relation to the Scheme.

Yes

Unsure

Please provide details of any other income you have received:

Work Related Expenses

Have you incurred any motor vehicle expenses relating to your work?

Yes

Unsure

Please provide a logbook with a summary of expenses OR details of kilometres travelled.

Do you undertake travel in relation to your employment such as parking, tolls etc?

Yes

Unsure

Does your job require you to wear Occupation Specific Clothing, a Work Uniform or Protective Clothing?

Yes

Unsure

Do you have any other expenses related to your work that you may be entitled to claim?

Yes

Unsure

Examples

Mobile phone costs - please advise costs and percentage of work use
Internet costs - please advise costs and percentage of work use
Hours per week spent working from home
Union fees paid
Professional registrations paid
Tools and equipment purchased
Subscriptions paid
Stationery purchased
Seminar/training costs including travel
Study costs if related to current position including fees, text books, supplies, travel between work and place of study.

Did you work from home home due to COVID-19 restrictions

Yes

Unsure

Have you paid Income Protection Insurance premiums?

Yes

Unsure

Other Deductions

Have you received any dividends or interest income? If so, you may be entitled to claim expenses incurred against that income, such as interest on borrowings used to purchase the investment and management fees.

Yes

Unsure

Have you any expenses relating to preparing and lodging your previous year's tax return?

Yes

Unsure

Have you made personal contributions to a complying superannuation fund? If so, supply a copy of the notice from your superannuation fund acknowledging your intention to claim a tax deduction.

Yes

Unsure

Please provide details of any other expenses you have incurred.

Tax Offsets

Do you maintain a dependent relative who is an invalid or carer during the year? If so, lease provide details of all your relative's income, including both taxable and tax-free payments received from Centrelink and the Family Assistance Office.

Yes

Unsure

Have you contributed any superannuation on behalf of your spouse?

Yes

Unsure

Have you lived in a remote or isolated area of Australia (eg. North QLD)? If yes, please provide the name of the area and the number of days that you lived there.

Yes

Unsure

Have you any expenses relating to disability aids, attendant care or aged care? If yes, please provide details of these expenses along with details of any refunds from Medicare, National Disability Insurance Scheme (NDIS) and private health insurers.

Yes

Unsure

Other Information

Please provide all details relating to your spouse's income including taxable and tax-free income received, reportable fringe benefits, and any child support paid.

Yes

Unsure

Are you fully or partially exempt from paying the Medicare Levy?

Yes

Unsure

Were you a member of a private health fund(s)? Please provide the end of year Private Health Insurance Statement for each adult covered by the Policy.

Yes

Unsure

Did you make an eligible personal superannuation contribution to a complying superannuation fund?

Yes

Unsure

Did you receive any tax-free government payments?

Yes

Unsure

Did you pay any Child Support?

Yes

Unsure

Do you have a HECS/HELP debt?