• CLIENT FORM & CHECKLIST

    FOR INDIVIDUALS & SOLE TRADERS
  • Contact: 0402 882 075

    info@taxaccountinghouse.com.au

    https://taxaccountinghouse.com.au/linktree

  • The following guide helps you complete this form correctly & efficiently. Please Do not rush/submit insufficient information, WE CHARGE $99ph for FOLLOW UP / CHASING INFORMATION. You can ‘SAVE and ‘RESUME’ the form anytime.

      - New to Aussie Tax? our fiscal year starts on 1 July & ends on next 30 June.

      - complete this checklist for each financial year.

    To save time & costs, kindly be honest about income &/or disposals of:

      -  Cryptocurrencies / Shares / ETFs / Bonds / Options etc.

      -  Contracting services: Sole Trade / Personal Services Income.

      -  Rental Income & Sale of Rental Properties.

      -  Sharing Economy: Airbnb, Uber, Ola, Uber Eats, Deliveroo, etc…

    There isn’t a game of “HIDE & SEEK” as the ATO works with, collects, and cross-checks data from your business clients’ TPAR, Share Brokers, Crypto Exchangers, DPS, AUSTRAC, SRO, Landata, ASIC, Joint Chief Global Tax Enforcements (J5) and Sharing Economy companies to fight against tax crimes.

  • Part 1: Personal Details

    *if you're an existing client, you'll only need to complete questions with 'red asterisk*', unless information requires an update.
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  • Part 2: Tax Offsets

    Provide details of Medicare, Spouse, Dependents & Private Health Insurance. Answer to applicable questions only, otherwise leave blank.
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  • TAX OFFSETS.

    Tax offsets (aka rebates) directly reduce the amount of tax payable on your taxable income, even to $0, but tax offsets alone can't get you a refund. The following questions relates to tax offsets.

  • DEPENDENTS

    A dependant for Medicare levy exemption purposes means a person who is:

    • a spouse (any gender).
    • a child aged under 21 years.
    • a child aged 21 to under 25 years who is a full-time student at a school, college or university and has adjusted taxable income of less than $1,786 for the year.
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  • Click here to see a sample of the private health insurance Tax Statement.

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  • Part 3: Your Taxable Income

    Answer to applicable questions only, otherwise, leave blank.
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  • Below relates to Sole Trade (ST) and Personal Services Income (PSI). If you have not prepared a summary of the Income & Expenses Statement for your ST / PSI business; kindly complete the tables below.

    Please Do not hide your Sole Trade / PSI income because your client(s): -

    • will claim a deduction on any payments made to you;
    • and will submit a contractor's Annual Payment Summary to the ATO which includes your:
      • business type e.g. sole trade, trust, partnership company etc.
      • full name and business name;
      • ABN, Address, mobile, telephone, email address.
      • total Amount Paid during the year;
      • your Bank BSB & Account numbers.
  • Please read the 'notes' below before completing this statement:: 

    1. These tables are to be used by Sole Trade (ST) & Personal Service Income Earners (PSI) only.
    2. Do not include income & expenses relating to salary/wages.
    3. State the business & or Private use %.
    4. Do not include GST amounts if you're registered for GST.

    *** This PSI Tax Schedule cost an additional fee of $495.00.

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  • Please read the 'notes' below before completing this statement:: 

    1. These tables are to be used by Sole Trade (ST) & Personal Service Income Earners (PSI) only.
    2. Do not include income & expenses relating to salary/wages.
    3. State the business & or Private use %.
    4. Do not include GST amounts if you're registered for GST.

    *** This Sole Trade Tax Schedule cost an additional fee of $495.00.

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  • You can download details of all Tax Statements, Buy & Sell Orders by logging into your brokers' apps/websites/platforms, and upload in the 'browse files' below.

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    • Please click this hyperlink to  download, complete, save and re-upload our Property Income & Expenses Template  in the Property CGT doc button below.
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  • Please download, complete and re-upload our "Rental Income & Expenses spreadsheet". This spreadsheet is a useful checklist to ensure you can easily present all the property information we need in order to correctly complete your tax return.

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  • If you have not prepared a summary of Income & Expenses Statement for your Share Economy Income; you can download our Profit & Loss template to complete, save and re-upload into the relevant "browser files" button below.

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  • Part 4: Tax Deductible Expenses Checklist

    Answer applicable questions only, otherwise leave blank.
  • To maximise your return, kindly provide details and upload supporting documents FOR EACH EXPENSE CLAIMED.

    In order to claim a deduction for work-related expenses YOU MUST MEET ALL OF THE ATO'S 3 GOLD RULES:

    1. You must have spent the money and not been reimbursed,
    2. The  claim must be directly related to earning your taxable income,  
    3. You must have  records to prove it. (records must be retained for 5yrs).

    IF THE TOTAL CLAIM OF EACH TAX RETURN EXCEEDS $300, YOU MUST  UPLOAD PROOF FOR ALL CLAIMS.

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  • To claim the cost of a uniform & protective clothing, it needs be unique & distinctive, e.g. contain employer's logo, or is specific to your occupation e.g. police uniform or hi-vis vests for tradies.

    You cannot claim plain clothing e.g. suit, dress, skirt, shirts even if you wear it to work.

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  • If you were required to buy tools and equipment to earn your income, you can claim a deduction for some or all of the costs including insurance for the item:-

    Protective items: e.g. hard hats, safety glasses (goggles), sunglasses, sunscreens and cosmetics containing sun protection if you work outdoor.

    Technical instruments: stethoscope, thermometer, tongue depressor, calculator, computers & software,

    Office Equipments: desks, chairs, lamp, filing cabinets, book shelfs.

    Hand tools: spanners, hammers, screwdrivers, grinders, sanders and hammer drills and toolboxes.


    Please provide list of individual items or set, purchased, and upload supporting documents below. Please Do Not include items acquired under salary packaging.

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  • You are entitled to claim deductions for some other directly work re-lated expenses that are not listed elsewhere in this deduction checklist, e.g. if you're a medical professional you may be able to claim: -

    • union fees
    • professional indemnity insurance, medical registration fees.
    • membership fees, AMA, APRAH, other medical professional associations.
    • medical journal subscriptions and publications.
    • medical briefcase.
    • overtime meals
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  • There are 3 methods to calculate home office expenses depending on your circumstances: 

    1. Shortcut method: Covid-19 periods.
    2. Fixed-Rate Method: Non-Covid-19 periods.
    3. Actual Cost Method***

    ***The Actual Cost Method is intensive and will cost an additional fee of $100 if you elect to calculate, however, it'll not guarantee a better deduction outcome.

  • Part 5: Declaration

  • GREAT WORK! WELL DONE!

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  • Please review the checklist in its entirety to ensure all necessary information has been provided and all supporting documents have been uploaded in relevant "browse files" buttons.

    This checklist is not exhaustive and we rely on you to provide us with any additional information that you believe may be relevant.

     

    Declaration:

    You declare that all the information you have provided to us is correct and complete to the best of your knowledge.

    You hereby appoint Veronique Dang t/as Tax & Accounting House (Tax Agent Reg. No 2580 2656) to act as your tax agent and or accountant. We will add you to our tax agent portal and liaise with the ATO on your behalf as required.

    Internet Transfer:

    • Individual Clients: You understand that once you transfer your TAH accounting & /or taxation fees  into our bank account, your tax return will be prepared and lodged with the ATO and any refund due will be deposited directly into your nominated bank account by the ATO.
    • Business & Sole Trader Clients: You are required to submit this form in conjunction with our Engagement Letter. Please read our Engagement Letter, complete, sign and submit the last page of the Engagement Letter via https://form.jotform.co/201973778219871
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