JK Individual Tax Return Checklist – JK Accounting Services Caloundra

JK Accounting Services - Individual Tax Return Checklist

This form is designed to assist you to compile and communicate all the relevant information to complete your tax return to an optimum standard.

Please complete the following:

We will be in touch soon!

About You

Prefix(Required)

First Name(Required)

Last Name(Required)

Email(Required)

Contact Number(Required)

Date of Birth(Required)

DD slash MM slash YYYY

Address(Required)

Street Address Address Line 2 Suburb State Post Code

What Financial Year do you need assistance with?(Required)

Year ending 30 June 2023

Year ending 30 June 2022

Year ending 30 June 2021

Year ending 30 June 2020

Year ending 30 June 2019 or earlier

Please enter the year:(Required)

Do you have a Spouse?(Required)

Yes

Are we completing your Spouse's return for the same year?(Required)

Yes

Note: If yes, we will require your spouse complete this form too.

Has your Spouse, or another accountant, completed their return for the same year, as of yet?(Required)

Yes

Note: We will require your Spouse's taxable income to complete your return accurately

About Your Spouse

Prefix(Required)

Spouse First Name(Required)

Spouse Last Name(Required)

Please provide an estimate of your Spouse's taxable income:

What is your Spouse's Taxable Income?(Required)

Spouse's Tax Return(Required)

Max. file size: 32 MB.

Supplementary Tax Information

Do you have Private Health Insurance?(Required)

Yes

What date did you your Private Health Insurance commence?(Required)

DD slash MM slash YYYY

How many dependents do you have?(Required)

Please enter a number greater than or equal to 0.

Has JKAS completed your return for the previous year?(Required)

Yes

Please attach a full copy of your previous year's tax return and any other relevant information:

Drop files here or

Accepted file types: pdf, jpg, png, zip, Max. file size: 32 MB.

Income Information

What sources of income do you have?(Required)

Please select all that apply:

Employment Income

Rental Property

Sale of Shares

Dividends from Shares

Cryptocurrency

Managed Fund Distributions

Bank Interest

Employee Share Scheme

Partnership or Trust Distributions

Foreign Source Income, Foreign Assets, or Foreign Property

Annuities, including allocated Pensions or Superannuation Income

Other

Rental Property Information

How Many Rental Properties do you own?(Required)

Please provide the total number of rental properties you own and upload related information below(Required)

Please enter a number greater than or equal to 4.

We will be in touch regarding all your properties

For each Rental Property, please provide the following:(Required)

Select all that are relevant to your situation

Rental Income (If managed by a Property Agent, please provide the Annual Statement)

Loan Statements for each Property, showing interest paid for the full financial year

Expenses such as Water Charges, Land Tax, Insurance Premiums and Sundry Expenses

Property Depreciation Schedule

Details of any capital works on the property

Property 1 Information

Property 1 Address(Required)

Street Address Address Line 2 Suburb State Post Code Country

Date Property was acquired:(Required)

DD slash MM slash YYYY

If Property was sold, date of sale:(Required)

DD slash MM slash YYYY

Property 1 Rental Documents(Required)

Max. file size: 32 MB.

Please upload all rental documents selected above

How many weeks was the Property rented for this financial year?(Required)

Please enter a number from 1 to 52.

What % do you own of the property?(Required)

Please enter a number from 1 to 52.

Advertising Body Coporate Fees & Charges Borowing Expenses Building Write Off Cleaning Council Rates Depreciation Gardening / Lawn Mowing Insurance Interest on Loans Land Tax Legal Expesnes Pest Control Propert Agents Fees/Commission Quanitity Surveyor Fees Repairs & Maintenance Staionary, Telephone & Postage Stamp Duty Travel/Inspection Expenses Water Charges Sundry Expenses

List

Property 2 Information

Date Property 2 was purchased(Required)

MM slash DD slash YYYY

How many weeks was Property 2 rented for this financial year?(Required)

Please enter a number from 1 to 52.

What % do you own of Property 2?(Required)

Please enter a number from 1 to 52.

Property 2 Rental Documents(Required)

Max. file size: 32 MB.

Please upload all rental documents selected above

Property 3 Information

Date Property 3 was purchased(Required)

MM slash DD slash YYYY

How many weeks was the Property 3 rented for this financial year?(Required)

Please enter a number from 1 to 52.

What % do you own of Property 3?(Required)

Please enter a number from 1 to 52.

Property 3 Rental Documents(Required)

Max. file size: 32 MB.

Please upload all rental documents selected above

Shares, Crypto or Managed Funds Distribution Income

Please upload your Shares, Cryptocurrency or Managed Funds Distribution Annual Tax Statements for the relevant financial year:

Drop files here or

Accepted file types: pdf, xlsx, jpg, png, zip, Max. file size: 32 MB.

Employee Share Scheme Income

What is the name of your Employer?(Required)

Please upload your Employee Share Scheme Annual Tax Statement:(Required)

Max. file size: 32 MB.

Partnership/Trust Income

Please upload your Partnership or Trust Distribution statements for the relevant financial year:

Drop files here or

Accepted file types: pdf, xlsx, jpg, png, zip, Max. file size: 32 MB.

Please provide any additional information of your Partnership and Trust Income, as required

Foreign Source Income

Please upload your Foreign Source Income annual statements for the relevant financial year:(Required)

Drop files here or

Accepted file types: pdf, xlsx, jpg, png, zip, Max. file size: 32 MB.

Please provide any additional information of your Foreign Source Income or Assets, as required

We will be in touch regarding further information

Other Income

Total Other Income(Required)

Please provide a description of your Other Income(Required)

We will be in touch regarding further information

Deductions

What deductions did you incur in the relevant financial year?(Required)

Motor Vehicle Expenses

Travel Expenses (e.g overnight stays, travelling to different work sites etc.)

Working From Home Expenses

Laundry/Uniform Expenses

Self-Education Expenses (e.g. study related to your field/occupation)

Gifts or Donations (e.g. donations to charity over $2)

Tax Agent Fee's (cost of the previous years tax return and related services)

Other Work Related Deductions

None

Motor Vehicle Expenses

Please Select the relevant method:(Required)

If you need assistance, please ask at the end of the checklist

Cents Per Kilometre

Logbook Method

I need help choosing!

What are your total Motor Vehicle Expenses for this financial year?(Required)

This includes registration, insurance, fuel, oil, services, maintenance etc

Please enter a number greater than or equal to 1.

What is your vehicle business/work use percentage from your Logbook?(Required)

This is a percentage between 1% and 100%

Please enter a number from 1 to 100.

How many kilometres did you travel for work purposes in the financial year?(Required)

Please enter a number greater than or equal to 1.

Travel Expenses

Total Accommodation Expenses(Required)

Total meal (food and drink) expenses(Required)

Total Incidental Expenses(Required)

e.g Parking fee, transport tickets, hotel internet fee

Total Transport Expense(Required)

Transport expenses to get to and from the location you are travelling to overnight for work, e.g. the cost of flights.

Working From Home Deductions

Please input all relevant values below

Please choose your preferred method to calculate your claim:

Fixed Rate Method

Actual Cost Method

I'm not sure

The actual cost method requires details of all your WFH expenses. If you have considerable expenses when working from home, it may be suggested to use the actual cost method. Please enter all the relevant following information and we will provide direction.

What percentage of work time did you work from home?(Required)

Please enter a number from 1 to 100.

Total Energy Expenses

This can include gas, electricity for heating, cooling and lighting

Home and Mobile Internet or Data Expenses

Total of Stationary and Office Supplies Expenses priced <$300

This can include

Total Software Expenses

This can include

Did you purchase any depreciable assets for your WFH setup?

Yes

A depreciable asset is a related item that cost >$300

Date

DD slash MM slash YYYY

Depreciable Asset Description

Total Depreciable Asset Cost(Required)

Deduction Information Submission

Drop files here or

Accepted file types: xlsx, csv, pdf, jpg, png, doc, Max. file size: 32 MB.

Please upload any of your relevant deduction information, as needed. Please note, we do not require a copy of your receipts, however you are required to keep your own records for at least 5 years.

Total Laundry/Uniform Expenses(Required)

Total Self-Education Expenses(Required)

Total Gift/Donations(Required)

Total Cost of Completing Tax Affairs(Required)

This is the total cost of your personal tax affairs incurred in the selected financial year

Total Other Deductions(Required)

This is the total cost of your personal tax affairs incurred in the selected financial year

Please provide a description of your other deductions:

Deduction Information Submission

Drop files here or

Accepted file types: xlsx, csv, pdf, jpg, png, doc, Max. file size: 32 MB.

Please upload any of your relevant deduction information, as needed. Please note, we do not require a copy of your receipts, however you are required to keep your own records for at least 5 years.

Relevant Tax Information

Disclaimer: All provided information will be stored and used within the JK Accounting Services and The Tax Practitioner's Board (TPB) Policies and Requirements.

Additional File Upload

Other useful information includes Last year's tax return, details of government debts (child support, centrelink etc.) or any PAYG instalments paid:

Drop files here or

Accepted file types: pdf, xlsx, jpg, png, zip, Max. file size: 32 MB.

Please provide any other assistance or services that you require for your return

This can range from additional services, tax advice, questions or additional context to assist your return. There's no situation we have not seen, so let us know!

Contact Us

Get In Touch With JKAS

If you have any general concerns or any issues completing the above form, we appreciate your feedback!

Please click the below button to our general enquiry form and we will sort it out as soon as possible

JK Accounting Services - Individual Tax Return Checklist

Please complete the following:

About You

About Your Spouse

Supplementary Tax Information

Income Information

Rental Property Information

Property 1 Information

Property 2 Information

Property 3 Information

Shares, Crypto or Managed Funds Distribution Income

Employee Share Scheme Income

Partnership/Trust Income

Foreign Source Income

Other Income

Deductions

Motor Vehicle Expenses

Travel Expenses

Working From Home Deductions

Relevant Tax Information

Contact Us

Get In Touch With JKAS

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