Menu

Gold Coast Accountant

Tax Return Information Form 2023

HomeTax Return Information Form 2023

    1. Please complete / confirm your details below, to the best of your knowledge

    2. Please provide us with a copy of your photo ID

    3. All information supplied should be for the period 1 July 2022 to 30 June 2023, unless stated otherwise

    4. Ensure you hold supporting documents where prompted and applicable.

    5. Sign where indicated and submit to our office.

    6. Email: info@accountingtaxsolutions.com.au

    7. Once submitted, we will review and contact you should we have any further questions.

    GENERAL TAX INFORMATION

    Information for 2023 Tax Return

    ABN:

    Name:

    Spouse Name:

    DOB:

    Spouse DOB:

    Residential Address:

    Postal Address:

    TFN:

    Email:

    Phone:

    Bank Details (as of 1 July 2013, if you are expecting a refund, you MUST provide the ATO your EFT Bank Details)

    Account Name:

    Bank Name:

    BSB:

    Account No.:

    Children

    Child 1 Name:

    Child 2 Name:

    Child 1 DOB:

    Child 2 DOB:

    Child 3 Name:

    Child 4 Name:

    Child 3 DOB:

    Child 4 DOB:

    Do you have Child Support Obligations?

    How much did you pay

    $

    PAYG Payment Summaries

    Did you receive Job Seeker from Centrelink?

    Did you receive Job Keeper from your Employer?

    Occupation:

    Bank Interest

    Bank:

    Amount:

    TFN Credits:

    Bank Charges:

    $

    $

    $

    $

    $

    $

    $

    $

    $

    Private Health Insurance

    Do you have Private Health Insurance?


    If yes - please provide your Private Health Statement

    Work Related Expenses (Please provide your detailed listing when you reach the end of the form)

    Motor Vehicle Make:

    NB: Travelling Between Work and Home is not Deductible

    Reference Books:

    $

    Motor Vehicle Model:

    Stationery:

    $

    Work Kilometers:

    Mobile Phone:

    $

    Work Related Percentage?

    $

    Taxi Fares:

    $

    Internet:

    $

    Other Travel:

    $

    Memberships:

    $

    Uniform/Laundry:

    $

    Tools & Equipment:

    $

    Sun Protection Items:

    $

    Super contribution:

    $

    Have you filed a notice of intent to claim

    Self-Education:

    $

    Gifts & Donations:

    $

    Union Fees:

    $

    Income Protection Insurance:

    $

    Seminars/Prof Development:

    $

    Other Expenses: Please include in provided listing

    MOTOR VEHICLE INFORMATION - LOG BOOK METHOD

    Information for 2021 Tax Return

    Log Book Kept:

    Period Covered by the Log Book:
    (within last 5 financial years)

    Vehicle Registration No.:

    Make & Model:

    Owner/s of Vehicle:

    Driver of Vehicle:

    Total Km Travelled in Financial Year:

    Business Km in Log Book Period:

    Log Book calculation of Business Use %:

    Total Km in Log Book Period:

    Date Purchased:

    Purchase Price:

    $

    How was the vehicle financed?

    LeasePaid CashChattel MortgageHire Purchase

    Date sold (if applicable in this tax year?)

    Sale Price:

    $

    Running Costs

    Total For Year (Including Gst)

    Monthly Payments

    Fuel/Oil:

    $

    Registration:

    $

    Insurance:

    $

    Repairs & Maintenance:

    $

    Lease Payments:

    $

    $

    Hire Purchase / Chattel Mortgage Payments:

    $

    $

    Interest Paid:

    $

    $

    Services:

    $

    $

    Tyres/Battery:

    $

    $

    Membership Fees:

    $

    $

    Parking & Tolls:

    $

    $

    Please provide a copy of your Hire Purchase / Lease / Chattel Mortgage Agreement when you reach the end of the form or via email to info@accountingtaxsolutions.com.au

    INVESTMENT INFORMATION (Or Provide a copy of your Annual Statements from your Portfolio provider eg: Comsec)

    Dividends

    if you haven’t provided the share company with your TFN please forward your payment advice

    Unit Trust/Managed Fund
    (Please provide your Trust Tax Year Summary when you reach the end of the form - you may not receive this until September)

    If you haven’t provided the share company with your TFN please forward your payment advice

    Investments Sold/Disposed and Cryptocurrency Transactions

    Please provide your CSV trading transaction file (if unsure please call office)

    Annuity/Superannuation Stream Payments

    Defined benefit

    Employee Share Schemes

    Supporting documents

    FOREIGN INCOME INFORMATION

    Foreign Wages/Salary

    Payment Summary

    Foreign Pension/Annuity

    Payment Summary

    Foreign Rental Income

    Advertising for Tenants:

    $

    Body Corporate Fees:

    $

    Borrowing Expenses:

    $

    Cleaning:

    $

    Council Rates:

    $

    Gardening / Lawn mowing:

    $

    Insurance:

    $

    Interest on Loan/s:

    $

    Land Tax:

    $

    Legal Fees:

    $

    Pest Control:

    $

    Property Management Fees/Commission:

    $

    Repairs & Maintenance:

    $

    Stationery, Telephone & Postage:

    $

    Travel:*

    $

    Water Charges:

    $

    Rental Income:

    $

    Other:

    $

    What currency is the above information in eg AUD?

    Foreign Investment Income

    Investment Income

    Foreign Capital Gains/Investments Sold/Disposed

    Foreign capital gains

    RENTAL PROPERTY INFORMATION Please complete one of these schedules per Property.

    Property Details

    Address of Rental Property:

    Date Property Purchased:

    Date Property First Earned Rental Income:

    No. of Weeks Available for Rent this year:

    Date Property Built:

    Ownership Details:

    In Your NameIn Joint Names

    Please provide the purchase settlement statement and other purchase costs, e.g. stamp duty, legal fees, renovations or initial repairs, and any loan application fees and/or mortgage discharge expenses when you reach the end of the form or via email to info@accountingtaxsolutions.com.au

    Income

    Gross Rent:

    $

    Other Rental Income:

    $

    Property Details Information

    Advertising for Tenants:

    $

    Body Corporate Fees:

    $

    Borrowing Expenses:

    $

    Cleaning:

    $

    Council Rates:

    $

    Gardening / Lawn mowing:

    $

    Insurance:

    $

    Interest on Loan/s:

    $

    Land Tax:

    $

    Legal Fees:

    $

    Pest Control:

    $

    Property Management Fees/Commission:

    $

    Repairs & Maintenance:

    $

    Stationery, Telephone & Postage:

    $

    Travel:*

    $

    Water Charges:

    $

    Other:

    $

    Other:

    $

    *Please note from 1 July 2017 travel expenses for rent collection, inspections, repairs & maintenance are no longer allowed by the ATO as a result of the 2017 Budget.

    Depreciable Items

    Item

    Date Purchased

    Cost

    $

    $

    $

    $

    Improvements / Construction Costs Please provide a copy of your tax depreciation schedule prepared by third party below.

    Item

    Date

    Cost

    $

    $

    $

    Additional Information / Notes Please note below any additional information we may need to know to complete your tax returns, that has not been covered in the above questions.

    SUPPORTING DOCUMENT CHECKLIST

    *Please ensure you hold the below supporting documents and can provide them should the ATO need further evidence.*

    Payment Summaries Or confirm your employer has filed via STPDetailed Work Expenses ListingPrivate Health StatementSuperfund Notice of Intention to ClaimUnit Trust/Managed Fund Tax Year SummaryMotor Vehicle Hire Purchase / Lease / Chattel Mortgage AgreementRental Property Purchase Settlement Statement / CostsRental Property Depreciation Schedule (as prepared by Third Party)Letter noting tax deductibility of Income Protection Premiums

    CLIENT SIGNATURE

    OR enter your full name below as a signature