Tax Data Collection Form – Investors Tax Data Collection Form for Investors Tax Data Collection Form – Investors Name* First Last Email Please enter your email address so we can send you a copy of your completed form.Have you lived in Australia for the full 12 months of the financial year?YesNoPlease specify the dates you lived in Australia. MM slash DD slash YYYY Has your marital/de facto status changed since last year's tax return?NoYesMarriage/De facto – Please specify date of marriage/de facto relationship and name of spouse/de facto partner DD slash MM slash YYYY Divorce/Separation – Please specify date of divorce/separation MM slash DD slash YYYY Banking DetailsHas the bank account into which you would like any applicable refund deposited changed since last year's tax return?NoYesBankAccount NameBSBAccount # Dependent ChildrenDo you have any dependent children?NoYesNameDate of BirthIncome $ Income DetailsEmployer PaymentsHave you earned income as an employee and received a PAYG Summary?NoYesEligible Termination Payments (ETP)Have you received an ETP?NoYesDirector's Fees, Tips, GratuitiesDid you receive any director’s fees, tips, gratuities, etc. that are not displayed on your PAYG summaries?NoYesDividendsHave you received any dividend income?NoYesNon-Listed Trust DistributionsHave you received any distributions from non-listed/private trusts?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?NoYesWork Related DeductionsMotor Vehicle ExpensesDo you have motor vehicle expenses that may be claimed for tax purposes?NoYesHave you changed the motor vehicle to which these expenses apply since last year?Have you changed the motor vehicle to which these expenses apply since last year?NoYesRegistration NameRegistrationMakeModelDate of PurchaseCost $ If your work related kms travelled are less than 5000km then please complete the followingOdometer Reading 1/7/19Odometer Reading 30/6/20Business Kms Travelled Have you completed a Log Book?A log book must be completed for a consecutive 12 week periodNoYesLog Book PercentageDate Log Book Last Completed Please provide details of the below costs pertaining to the vehicle for which you have maintained the log bookRegistration $Insurance $Roadside Assistance $Fuel $Repairs $Details of Repairs Is the vehicle under finance?If yes, please select the type of finance below Lease Hire Purchase Personal Loan Monthly Repayment $Interest for the Year $ Have you purchased a vehicle between 1/7/19 and 30/6/20?NoYesDate of PurchasePurchase Price $ Have you sold a vehicle between 1/7/19 and 30/6/20?NoYesDate of SaleSale Proceeds $Kms at Sale Travel ExpensesHave you incurred any work related travel expenses?NoYesHave you incurred public transport costs?Have you incurred public transport costs?NoYesDetailsAmount $ Have you incurred taxi/Uber costs?Have you incurred taxi/Uber costs?NoYesDetailsAmount $ Have you incurred accomodation costs?Have you incurred accomodation costs?NoYesReasonDatesCost $ Have you incurred meal costs?Have you incurred meal costs?NoYesReasonDatesCost $ Have you incurred any airfares?Have you incurred any airfares?NoYesReasonDatesCost $ Have you incurred any car hire costs?Have you incurred any car hire costs?NoYesReasonDatesCost $ Have you incurred any other work related travel costs?Have you incurred any other work related travel costs?NoYesExpenseReasonDatesCost $ UniformsDo you wear a uniform?NoYesDo you wear a uniform that is not supplied by your employer?Do you wear a uniform that is not supplied by your employer?NoYesDate of PurchaseCost $Type of Uniform Did you dry-clean your uniform?Did you dry-clean your uniform?NoYesPlease advise cost below and ensure you keep receiptsPlease advise cost below and ensure you keep receiptsDid you purchase any work-related protective clothing? This may include sunscreen, sunglasses, sun hats, etc.Did you purchase any work-related protective clothing? This may include sunscreen, sunglasses, sun hats, etc.NoYesDate of PurchaseCost $Details Self-Education ExpensesDid you incur any work related self-education expenses?NoYesPlease describe how the self-education expenses relate to your income-producing activitiesPlease describe how the self-education expenses relate to your income-producing activitiesPlease select the type of self-education course undertakenPlease select the type of self-education course undertaken Formal Course Seminars & Courses Student Fees $Travel $Course Fees $ (excl HELP)Text Books/Stationery $Other $ (Please Specify) Seminar/Course Fees $Travel $Other $ (Please Specify) If you travel directly from your place of employment to the self-education course (for the length of the course) please advise the number of kms travelled.If you travel directly from your place of employment to the self-education course (for the length of the course) please advise the number of kms travelled. Home Office ExpensesDid you work from your home office after ordinary working hours?NoYesPlease note how many hours you spent on work related activities in your home office according to your 4 week diary.Please note how many hours you spent on work related activities in your home office according to your 4 week diary.Hours per WeekNumber Weeks per Year Please complete the below with the full cost and the work related percentage as per your 4 week diaryPlease complete the below with the full cost and the work related percentage as per your 4 week diaryHome Phone $Work % Mobile $Work % Internet $Work % If your home phone, mobile and internet are bundled into a package and the work related % is the same for each, please provide the package price belowIf your home phone, mobile and internet are bundled into a package and the work related % is the same for each, please provide the package price belowBundled Package $Work % Other Work Related ExpensesDid you incur any other work related expenses?NoYesDid you purchase any work related books, journals or magazines?Did you purchase any work related books, journals or magazines?NoYesBooks, Journals, Magazines $Details Did you incur any professional body fees such as licences, subscriptions or memberships?Did you incur any professional body fees such as licences, subscriptions or memberships?NoYesProfessional Body Fees $Details Did you pay any union fees?Did you pay any union fees?NoYesUnion Fees $Details Did you spend any money on work related stationery, printing (including ink) or postage?Did you spend any money on work related stationery, printing (including ink) or postage?NoYesStationery, Printing & Postage $Details Did you purchase any tools, equipment, office furniture etc?Did you purchase any tools, equipment, office furniture etc?NoYesDateDetailsAmount $% Work Related Did you purchase any computers, laptops, ipads etc?Did you purchase any computers, laptops, ipads etc?NoYesDateDetailsAmount $% Work Related Income Protection InsuranceDid you incur any income protection insurance costs (if paid personally and not within your super fund)?NoYesDateDetailsAmount $ DonationsHave you made any donations to registered or qualified charities?NoYesName of CharityDate PaidAmount Paid $ Accounting Fees/Travel to AccountantAre you a new Superior Accounting Solutions client this year?Are you a new Superior Accounting Solutions client this year?NoYesPlease advise the accounting fees paid to your previous accountantPlease advise the accounting fees paid to your previous accountantDid you travel to your accountant?Did you travel to your accountant?NoYesTotal Kms Travelled Accomodation Costs $Dates StayedMeal Costs $ Misc Expenses (Airfares, Car Hire, etc.)DetailsDate IncurredCost $ Interest Paid on Investments (Not Rental Properties)Do you pay interest on any non-rental property investments?This may include margin loans, loans for shares and share trading, etc.NoYesPlease specify purpose of investmentPlease select type of investment Margin Loan Other Loan Prepaid Interest Financial InstitutionLoan HolderLoan Amount $Interest $Bank Fees $ Private Health InsuranceDid you have private health insurance for the period 1/7/19 to 30/6/20?NoYesPlease upload a copy of your private health insurance statement.Max. file size: 256 MB.SuperannuationHave you personally contributed funds to your superannuation fund?NoYesNOTE: Have you looked at your superannuation contributions to ensure they are not over the Concessional Cap? The cap for the 2020 financial year is $25,000. Concessional contributions include employer, salary sacrifice and personal contributions for which a tax deduction can be claimed.Have you made super contributions on behalf of your spouse?NoYesContribution $Child SupportDid you make any child support contributions during the year?NoYesNil ReturnsDo 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.Documentation to be uploadedEmployer Payments Please upload copies of all PAYG summaries received Eligible Termination Payments (ETP) Please upload copies of all ETP statements received. Director's Fees, Tips, Gratuities Please upload details of all directors fees, tips, gratuities received. Dividends Please upload copies of all dividend statements. Non-Listed Trust Distributions Please upload copies of the trust tax returns. Share Sales and Purchases Please upload copies of all buy and sell contracts for shares sold. Managed Funds/Listed Trusts Please upload copies of all buy and sell contracts for shares sold. Rental Property Please complete a Rental Schedule Form for each property 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. Have you purchased a vehicle? Please upload copies of the purchase contract and finance contract. Have you sold a vehicle? Please upload copies of the sale documentation and final payout figure. Please upload copies of the loan statements. Please upload copies of the sale documentation and final payout figure. Did you have private health insurance? Please upload a copy of your private health insurance statement. Have you personally contributed funds to your superannuation fund? Please upload a copy of the section 290-170 notice. Did you make any child support contributions during the year? Please upload details of all child support contributions made throughout the year. Please upload files here then SUBMIT this form.PhoneThis field is for validation purposes and should be left unchanged. Δ
