ITEMS TO CONSIDER

ITEMS TO CONSIDER 2018 TAX RETURN

To maximise your deductions and ensure that your tax return is complete, please review the following items and advise us if any may apply to you.

Income ☐ PAYG Payment Summary (employment) ☐ Allowances / Tips / Director’s Fees ☐ Employer Lump Sum Payment ☐ Centrelink / Pension Income ☐ Annuities / Superannuation Lump Sum Payments

Other Items to Consider

☐ Interest Amounts & TFN Credits ☐ Dividend Statements

☐ HELP (Higher Education Loan Program) / HECS

☐ Employee Share Schemes

☐ SFSS (Student Financial Supplement Scheme)

☐ Partnership & Trust Distributions

☐ Child Support Agency Liability

☐ Business Income

☐ Net Medical Expenses Offset

☐ Capital Gains / Losses – Property / Shares

☐ Health Insurance Statement

☐ Foreign Income

☐ PAYG Instalment Credits

☐ Rental Property Income

☐ Other Offsets & Tax Credits

☐ Royalties ☐ Taxable Scholarships ☐ Jury Service Payments

☐ Reportable Fringe Benefits Amount

General Tax Deductions ☐ Work related motor vehicle expenses (log book maybe required)

☐ Work related travel expenses (travel diary maybe required)

☐ Software ☐ Memberships & Subscriptions

☐ Work related clothing & laundry expenses

☐ Telephone / Mobile Phone / Internet

☐ Work related self-education expenses

☐ Bank Fees (e.g. re: deductible purchases)

☐ Other work-related expenses (see below)

☐ Interest Expenses (e.g. re: deductible purchases)

☐ Interest & Dividend Deductions

☐ Sun Protection Items (e.g. sunscreen, safety

☐ Gifts & Donations ☐ Tax related expenses (inc. tax agent fees, travel to tax appointment)

glasses, protective gloves) ☐ Reference books / Journals / Trade Magazines ☐ Prior year losses

Specific Deductions ☐ Un-deducted Purchase Price-Pension / Annuity ☐ Income Protection Insurance ☐ Union Fees

Talk to us TODAY for expert assistance to prepare your tax return and maximise your tax refund! Ceebeks Business Solutions for GOOD P (03) 5561 2643| E [email protected]

☐ Home Office Expenses ☐ Seminars / Courses / Conferences ☐ Overtime Meal Expenses ☐ Briefcase ☐ Tools & Equipment ☐ Depreciation on work-related assets ☐ Calculator / Electronic Organiser ☐ Computer Costs (includes repairs & printing costs)

This article is provided as general information only and does not consider your client’s specific situation, objectives or needs. It does not represent accounting advice upon which any person may act. Implementation and suitability requires a detailed analysis of a client's specific circumstances. © 2017 ChangeGPS Pty Ltd