To Manage All of Your Tax & Accounting Needs please go through Check List

N R TAX SAVERS TAX EXPENSES CHECKLIST

N R Tax Savers & Professionals Services Provided by us has been providing clients with world class accounting support since 2004. From consultation on business and tax issues to management and technological solutions for accounting needs, N R Tax Savers & Professionals Services Provided by us covers vast range of accounting. Take a look at my client list and services provided below.

Checklist for Individuals, Rental & Business Income Tax Return

For Tax Returns

Please go through our check list and send all the information by email. Please send your Tax File Number, Date of Birth and Full Name Register with ATO to get ATO report from ATO portal.

Income Information’s

All Payment Summaries,

All Lump Sum and Termination Payment Summaries,

Any Government payment statements, if received,

Any Interest income from banks and building societies,

Any Dividend statements for dividends received or reinvested,

Any Annual Tax Statements from Managed Funds

Any Other income

Foreign income

Capital gains

Employee share schemes

Deductions Individual

Work related expenses:

Motor vehicle, Travel (fares and accommodation), Uniforms/work-wear

Self-education and professional development, Union, registrations, tools, subscriptions, memberships, Home office, seminars, conferences, Telephone, computer, internet, Any other costs incurred earning income, Donations to charities or building funds, Income protection insurance

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Rental Property Related Expenses

Rental properties Income & Expenses

Advertising Expenses

Bank Fees & Borrowing Cost

Cleaning, Council Rate, Gardening Lawn Mowing, Building Insurance, Interest on Loan, Land Tax, Legal Fees, Pest control, Property Agent Fees, Repair & Maintenance Expenses, Stationery, Travel, Water Charges and Sundry Rental Expenses

Telephone, computer, internet

Any other costs Related to Rental Property

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Business Related Expenses

Business Income & Expenses

Advertisement Expenses, Accounting, Bad Debit, Bank Fees & Charges, Borrowing Expenses, Cartage and Freight, Cleaning & Rubbish removal, Commission, Contract Payment, Electricity, Fuel and oil, Government Charges and fees, Hire or rent Plant and Equipment   

Travel (fares and accommodation), work-wear, registrations, tools, subscriptions, memberships, Home office, seminars, conferences, Telephone, computer, internet

Any other costs incurred earning Business income, Income protection and liability insurance, Interest, Lease Payment, Legal Fees, Maintenance, Materials and Supply, Motor Vehicle Expenses, Postage, Printing & Stationery, Protective clothing, Rate and Land taxes, Rent, Repairs, Salary & Wages Staff, Subscription and Publication, Taxi Fares and Work related Travel, Travel & Accommodation, Sundry Expenses and other business related expenses you think of belong to business

Offsets and Refunds

Health insurance and rebate entitlement statement

Spouse details including taxable and exempt income

Tax Refunds – the Tax Office no longer issues refunds by Cheque so you

must bring your bank account details, including the BSB and Account Number

with you to your appointment

Income Tax Return

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