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 Tax Return Checklist

 

The end of the 2017/2018 Financial Year is here and we once again look forward to providing our services.

 

What you need to do….

  • Review the Tax Return Checklist;
  • Compile the information required before coming to see us; and
  • When you are ready, please phone our reception on 8333 3666 to make an appointment.

INCOME

  1. PAYG Payment Summary (AKA Group Certificate)
  2. Foreign Employment Income – Payment Summary
  3. Income Streams/Pensions
  4. Superannuation payouts (lump sum or pension), Eligible Termination Payments, etc.
  5. Interest on investments and savings. Please also indicate any tax deducted by Investment Bodies where your Tax File Number has not been recorded
  6. Dividends received. Please also indicate any tax deducted by Investment Bodies where your Tax File Number has not been recorded
  7. Buy/Sell Notes for any share transactions during the year.*
  8. Details of Results from Partnerships or Trusts (Including Tax Summaries from Managed Funds and Listed Trusts).
  9. Rental Income and expenses (including settlement statements for new properties) *
  10. Income from the sale of other assets (such as shares) providing details of purchase prices and dates of transactions. *
  11. Income from overseas sources.
  12. Details of any other income not included above. Please provide supporting paperwork for items that you are unsure about
    * If you have purchased or sold assets, copies of the Contract and Settlement Statement should be provided.

 

SPOUSE DETAILS
If we are NOT preparing your spouse’s return, there are additional details that we need regarding their tax position.  Please ring the office if you are unsure of what extra information we require.

 

DEDUCTIONS
To meet the requirements of the substantiation rules, ensure that you have the receipts or other evidence to prove your claims for charity donations, work related expenses (uniforms, books, home office costs, journals, union fees etc), motor vehicle expenses, self-education expenses and investment related deductions (bank fees, advisory fees,  etc)

 

SUPERANNUATION
Please supply the confirmation letter received from your fund showing fund name, policy number and amount paid by you, for both yourself and your spouse.

 

HEALTH INSURANCE
Please supply the annual tax summary provided by your fund.

 

ANY OTHER INFORMATION
Please supply details of any other information you feel may affect your tax return.

 

If you have been happy with the service we provide and have a friend or associate who needs accounting services, please recommend us. We would be pleased to provide them with the same high level of service we provide to all our existing clients.

 

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contact us

The Lee Green team has services, expertise and experience to help you make the right financial decisions for you or your business. Please contact us:

T: (08) 8333 3666
F: (08) 8333 0666
reception@leegreen.com.au
www.leegreen.com.au

 

190 Fullarton Rd,
Dulwich SA 5065

Postal Address: PO Box 218
Kent Town SA 5071

Lee Green & Co Pty Ltd ACN: 008 215 094 ABN: 76 008 215 094

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Lee Green & Co is a member of leading global accounting network, Russell Bedford International.