Individual income tax return checklist

Full Name*

Tax File Number*

Date of Birth*

ABN (if applicable)

Residential Address*

Postal Address (Put ‘as above’ if the same)

Telephone Contacts

Mobile*

Business Hours (work)

Email*

Electronic Banking Details (for refund if applicable)

BSB

Account Number

Account Name

It is our company policy to have all refunds deposited into our trust account before disbursing funds to you, net of fees. If you wish to make other arrangements, please advise our staff prior to lodgement of your return.

Main Occupation

Spouse Name & D.O.B (if applicable)

Number of Dependent Children (if applicable)

Terms of Engagement

INCOME – Please provide supporting documents

3. Australian Government allowances and payments like Newstart, youth allowance and austudy payment
YesNo
• Centrelink payment summary

DEDUCTIONS – Please provide supporting documents

D1. Work-related car expenses

Make, Model and Registration No. of Vehicle

Total Business KM’s travelled

Total KM travelled (including Business KM)

Cost of Vehicle

Petrol

Registration

Compulsory third party insurance (green slip)

Comprehensive car insurance

Repair and maintenance

Interest expenses (please supply finance documents)

Other motor vehicle expenses

D2. Work-related travel expenses

Did you have other work-related travel expenses during the financial year? If answering "No" please go to D3
YesNo
If you travelled for more than 5 days in a row, you are required to record a travel diary, in addition to receipts.

Accommodation

Airfare

Car hire

Meals

Public transports

Other incidental costs

D3. Work-related uniform and other clothing expenses

Did you have other work-related uniform and other clothing expenses during the financial year? If answering "No" please go to D4
YesNo

Protective clothing/compulsory & non-compulsory uniform

Laundry expenses (up to $150 without receipts)

Dry cleaning expenses

D4. Work-related self-education expenses

Course Fees

Books and Stationery

Seminars

Travel

D5. Other work-related expenses

Please provide full details of all expenses incurred and business use percentage

Home office (no. of hours per week)

Computer and Software

Telephone

Subscriptions and Union Fees

Tools and Equipment

Seminars

Sun protection products (i.e., sunscreen and sunglasses if you are required to work outdoors)

Any other work-related deductions (please specify)

Other types of deductions

Please provide full details of all expenses incurred and business use percentage

Interest/Dividend deductions

Gifts or donations

Tax Agents, Accountants and Financial Planners Fees (If not MartinCo)

Personal superannuation contributions (not including the 9.5% from your employer)

Other deductions (please specify)

Tax offsets/rebates – Please provide evidence

Did you live in a remote area of Australia or serve overseas with the Australian Defence Force or the UN Armed Forces during the year ?
YesNo

Other relevant information

Declaration

I declare that the answers provided in this document are true and correct to the best knowledge at the date of submitting.

INDIVIDUAL INCOME TAX RETURN CHECKLIST

Welcome to the MartinCo individual income tax return checklist

Personal Details