Tax Data Collection Form – Business Tax Data Collection Form – Business Owners Name First Last Email Please enter your email address so we can send you the a copy of the completed formBanking DetailsHas the bank account into which you would like any applicable refund deposited changed since last year's tax return?NoYesBankAccount NameBSBAccount # Income DetailsDividendsHave you received any dividend income?NoYesShare SalesHave you sold any shares?NoYesShare PurchasesHave you purchased any shares?NoYesManaged Funds/Listed TrustsDid you receive any income from managed fund/listed trust investments?NoYesRental PropertyDid you have a rental property or earn rental income during the year?NoYesPlease complete a Rental Schedule Form for each property.Investment Property PurchaseDid you acquire a new investment property?NoYesHas this property even been your Principal Place of ResidenceHas this property even been your Principal Place of ResidenceNoYesIf you have rented out your principal place of residence, it is a good idea to get a valuation from your property agent from the time it was first rented. This is to ensure that all of your options remain open, whether you remain renting it or if you move back to it in the future. The value will determine the cost base for Capital Gains if you were to keep it for a rental and sell it in the future.Date of Original PurchaseDate Available to Rent If you have rented out your principal place of residence, it is a good idea to get a valuation from your property agent from the time it was first rented. This is to ensure that all of your options remain open, whether you remain renting it or if you move back to it in the future. The value will determine the cost base for Capital Gains if you were to keep it for a rental and sell it in the future.Investment Property SaleDid you sell an investment property?NoYesPrivate Health InsuranceDid you have private health insurance for the period 1/7/19 to 30/6/20?NoYesChild SupportDid you make any child support contributions during the year?NoYesDo you have any entities with a TFN that require a Nil return?NoYesEntity NameEntity TFN NotesPlease provide details of items you believe that we may require background information on. If there are any expenses you believe may be deductible that have not been addressed above, please note details so that we can look into this for you.Please provide details of items you believe that we may require background information on. If there are any expenses you believe may be deductible that have not been addressed above, please note details so that we can look into this for you.DocumentationFinances Financial Data / Accounting Software Reports Bank Statements Dividends Please upload copies of all dividend statements. Share Sales Please upload all buy contracts, Sell Contracts and Annual Tax Statements Rental Property Please upload all buy contracts, Sell Contracts and Annual Tax Statements Investment Property Purchase Please upload copies of contracts, statement of adjustments on settlement, conveyancing & legal fees, building & pest inspection costs, quantity surveyors report and invoice, loan contract & loan statements. Investment Property Sale Please upload copies of contracts, statement of adjustments on settlement, commission and advertising fees, conveyancing & legal fees and final loan statement. Did you have private health insurance Please upload* a copy of your private health insurance statement. Did you make any child support contributions during the year? Please upload details of child support contributions made throughout the year. Please upload files here then SUBMIT this form.NameThis field is for validation purposes and should be left unchanged. Δ
