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Tax Return Checklist

Firstly, Qaccounts requests that you bring your most recently lodged income tax return. We will review your previous year’s tax return at no cost to you. If any changes are required then we will discuss available options.
Income
Did you earn Salary or Wages from an employer?Yes No
Did you receive an Eligible Termination Payment (ETP) during the year?Yes No
Did you receive any Government Allowances E.g. Youth Allowance of Newstart Allowance?Yes No
Did you received any Government Pensions E.g. Age Pension, Single Parenting Payment?Yes No
Did you receive any non-government pension or superannuation income?Yes No
Did you receive a lump sum superannuation paymentYes No
Do you have an ABN?Yes No
Did you run a business during the financial year?Yes No
Did you earn any interest during the year?Yes No
Did you earn any dividends during the year?
How many dividends did you receive?
Yes No
Are you part of an Employee Share Scheme or ESS?Yes No
Did you earn any income from a Partnership or Trust?
How many partnerships and trusts?
Yes No
Did you have a CGT event during the year? Did you sell any capital assets like shares, units or a rental property during the year?
How many CGT Events?
Yes No
Did you earn any foreign income during the financial year?Yes No
Do you own any assets in countries other than Australia?Yes No
Did you earn any rental income during the year?
How many Units?
Yes No
Did you earn any bonuses during the year?Yes No

Deductions
Did you use your car for work related purposes? If unsure select 'Yes'Yes No
Did you incur travel expense for work related purposes? If unsure select 'Yes'Yes No
Did you wear a compulsory uniform, occupation specific clothing or protective clothing during the year?Yes No
Did you study to improve your skills or knowledge in your occupation?Yes No
Do you have any other work related deductions? E.g. Union fees, first aid certificate costs, sunscreen for outdoor work etcYes No
Did you have to buy any equipment for your occupation? E.g. Laptop computer, Tools, etc.Yes No
Did you have any interest or dividend expenses during the year? E.g. Did you borrow money to buy shares that earned dividend income?Yes No
Did you make any gifts or donations to charities or registered deductible gift recipients (DGR)Yes No
Did you pay a tax agent to prepare your tax return during the last financial year?Yes No
Do you have any other expenses that relate to any income earned during the year? E.g. Income protection insurance policyYes No

Other
Did you hold a private health insurance policy for all or part of the financial year?Yes No
Did you incur medical expenses where your total out of pocket exceeded $1,500.00Yes No
Did you have a spouse for all or part of the financial year?Yes No

Refund
Do you want your tax fees deducted from your refund?Yes No
Would you like your refund directly into you bank account?Yes No