Tax Interview Checklist

The following list can be printed from an Excel spreadsheet document by downloading it from here.

Any changes from last year?
Tax File Number :
Name: Mr/Mrs/Ms/Miss
ABN :
Residential Address
Postal Address
Telephone (Home)
Telephone (Work)
Mobile
Fax
Email
Occupation
Name of partner

What kinds of income did you have?
Salary and wages
Allowances
Lump Sum Payments
Eligible termination payments
Australian Government pensions and other similar benefits
Other non-govt Australian Pensions/Annuities, Partnersips or Trust
Interest
Dividends
Income from Partnership or Trust
Personal services income as Sole Trader
Income from control of foreign entities
Foreign source income (incl. foreign pensions)
Rent from investment properties
Other income (please specify)

Did you have a HECS (Higher EducationContribution Scheme) debt?

The good bits!
Work related car expense claims
Other work related travel expenses
Work related uniform and other clothing expenses, such as:
  Protective Clothing
  Occupation specific clothing
  Non-compulsory uniform
  Laundry (up to $150 without receipts)
  Dry cleaning
Work related self education expenses (formal courses)
Other work related expenses such as:
  Seminars and courses not at an educational institution
  Home office expenses
  Computer and software
  Telephone/mobile phone
  Tools and equipment
  Subscriptions, union fees or professional body fees
  Journals/periodicals
  Depreciation
  Expenses in relation to allowances
  Sun protection
Any other work deductions please specify

Interest and dividend deductions
Gifts and donations
Cost of managing tax affairs
Non-employer sponsored superannuation contributions
Other deductions (please specify)
Tax losses from earlier income years

Tax offsets (used to be rebates)
Do you have a dependent partner (without child), child-housekeeper?
Are you a Senior Australian?
Did you make superannuation contributionsor receive income from an Australian Superannuation? Annuity or pension?
Do you have Private Health Insurance?
If yes, please provide Fund name, policy number and type of cover
Do you have out of pocket medical expenses over $1500 for 200x/200y?
Ongoing Baby Bonus
Do you live in a remote zone or served overseas with the Defence Force this year?
Other Tax Offsets (please specity)

It's hard to find a decent guy to help you out with the things below.
Look no further! Tick a box if you want a hand on this stuff.
Superannuation
Life Insurance
Refinancing
Mortgage brokerage
Debt consolidation
Income Protection
Life Insurance
Other .......

The link again: Tax Checklist