PERSONAL DETAILS - 2000 TAX RETURN

Tax File No     Australian Business No

Are you an Australian Citizen     No    Yes

Your Sex     Female    Male

Title                                 
Given Names                   
Surname or Family Name 

Has any part of your name changed since completing your last tax return?        No    Yes
Previous Surname

Your Postal Address
Suburb or Town                 State     Postcode

Has this address changed since completing your last tax return?           No    Yes
Is your home address different from your postal address?                    No    Yes

Print your Home Address
Suburb or Town                  State     Postcode

Your Date of Birth

Daytime Telephone No    Home Telephone No          
                         Mobile                              Fax
                 

Do you have a HECS debt?    No    Yes 
If Yes has first semester been included   No    Yes     Total Debt $

Was provisional tax paid last year?         No    Yes        Amount $

Will you need to lodge an Australian tax return in the future?        No (final)    Yes    Don't Know

Email address

Your spouse's name
Surname       
Given Names
Date of Birth      Spouse's Taxable Income $

If married/de facto in 1999/2000, what date did this occur?

Any additional information that may need to be known?


Income

To complete your Income details

Group certificates
Eligible termination payments
Commonwealth Of Aust government allowances and payments like Newstart, youth allowance & austudy payment
Commonwealth Of Aust government allowances and payments like Newstart, youth allowance & austudy payment
Other Australian pensions or annuities-including superannuation pensions
Gross Interest
Dividends
Shares or other assets sold
Rent from property
Other Income

Deduction

To complete your Deduction details

Work related car expenses
Work related travel expenses
Work related uniform, occupation specific or protective clothing, laundry and dry cleaning expenses
Self education
Other work related expenses
Interest & dividends deductions
Gifts or donation
Undeducted purchase price of Australian pension or annuity
Cost of managing tax affairs
Total allowable prior year losses
Australian film incentives
Deductible amount of undeducted purchase price of foreign pension or annuity
Non-employer sponsored superannuation contributions

Rebates

To complete your Rebates

Spouse -- married or de facto -- child-housekeeper or housekeeper
Sole parent
Low income aged person
Superannuation contributions, pension and annuity
30% private health insurance
Superannuation contributions on behalf of your spouse
Zone or overseas forces
20% rebate on net medical expenses over $1250
Parent, spouse's parent or invalid relative

Others

To complete your

Private health insurance policy details
Medicare levy related items
Adjustments
Credit for tax paid


2000 INCOME INFORMATION

1 Salary or wages  2 Allowances, earnings, tips, director's fees etc.
3 Lump sum payments   8 Total reportable fringe benefits amounts

Your main salary and wage occupation
Description

Name of employer Tax instalments deducted - show cents Income - do not show cents
Lump Sum Payments Reportable Fringe Benefits Amount Total Allowances

 

Name of employer Tax instalments deducted - show cents Income - do not show cents
Lump Sum Payments Reportable Fringe Benefits Amount Total Allowances

 

Name of employer Tax instalments deducted - show cents Income - do not show cents
Lump Sum Payments Reportable Fringe Benefits Amount Total Allowances

 

Name of employer Tax instalments deducted - show cents Income - do not show cents
Lump Sum Payments Reportable Fringe Benefits Amount Total Allowances

 

Name of employer Tax instalments deducted - show cents Income - do not show cents
Lump Sum Payments Reportable Fringe Benefits Amount Total Allowances

 

Name of employer Tax instalments deducted - show cents Income - do not show cents
Lump Sum Payments Reportable Fringe Benefits Amount Total Allowances

4 Eligible termination payments

Name of employer or payer

Date of ETP     Tax Instalments Deducted

Are payments shown on this worksheet Dealth benefits?    No    Yes
At the time of dealth or payment, were you a dependant of the deceased?    No    Yes   

Components of amounts taken in cash (retained amount)

Excessive Post June 1983 Untaxed Pre-July 1983
Undeducted Non-qualifying Concessional
CGT Exempt component Post June 1994 Post June 1983 Taxed

Name of employer or payer

Date of ETP     Tax Instalments Deducted

Are payments shown on this worksheet Dealth benefits?    No    Yes
At the time of dealth or payment, were you a dependant of the deceased?    No    Yes   

Components of amounts taken in cash (retained amount)

Excessive Post June 1983 Untaxed Pre-July 1983
Undeducted Non-qualifying Concessional
CGT Exempt component Post June 1994 Post June 1983 Taxed

5 Commonwealth of Australia government allowances and payments like Newstart, youth allowance and austudy payment

Description Tax instalments deducted - show cents Income - do not show cents

6 Commonwealth Of Australia Government pensions and allowances

Description Tax instalments deducted - show cents Income - do not show cents

7 Other Australian pensions or annuities-including superannuation pensions

Description Tax instalments deducted - show cents Income - do not show cents

9 Gross interest

Organisation Account Type Account Number Total Interest Total Tax Deducted Taxpayer's % Share

10 Dividents

Organisation Unfranked Franked Imputed credit TFN amounts Taxpayer's % Share

13 Shares or other assets sold

Description of asset sold Date Bought Amount Paid Consideration Received

17 Rent from Property

Address of rental property
Suburb   State   Postcode

Acquired   First income   Weeks rented

Private Use % share   (A) Gross rental income
                                           (B) Other rental income

(D) Advertising for tenants (N) Legal Fees
(E) Body corporate fees (O) Pest control
(F) Borrowing Expenses (P) Property Agent Fees/Commission
(G) Cleaning (Q) Repairs and maintenance
(H) Council Rates (S) Stationery, Telephone and Postage
(J) Gardening/Lawn Mowing (U) Water Charges
(K) Insurance (V) Sundry Rental expenses
(L) Interest on loans
(M) Land Tax

19 Other Income
Description Tax instalments deducted - show cents Income - do not show cents

Personal    Income    Deduction    Rebates    Others


2000 DEDUCTION INFORMATION

If you are claiming work-related expenses, have you received a letter from the ATO requesting that you lodge a Schedule of Work-related Expenses with your tax return?   No    Yes

D1   Work related car expenses - 4 methods to choose from

Up to 5000 business kilometres
Cents per kilometre method: You do not need written evidence

More than 5000 business kilometres
Logbook method - ensure log kept for 12 consecutive weeks, must also keep odometer records and written evidence for all your car expenses - except for fuel and oil costs.
12% of original value method: based on the original value of the car & subject to depreciation cost limit of $55,134.
One-third of actual expenses method: need written evidence for all other car expenses except Fuel & oil costs.

Fill out as much detail below and we will work out which method will provide you with the greatest claim.

MOTOR VEHICLE:  

Registration No:    Vehicle:     Model:
Engine capacity: eg.1600cc (1.6 litre):   Ordinary car or Rotary engine car:

Business %:   Business Km's:   
Purchase Price: $ Purchase Date:

Period Start:   Odometer Start:   
 Period End:    Odometer End:  

Expenses:

Fuel/Oil Services Lease Payments
Insurance Interest Tyres/battery
Repairs Rego/3rd party Others

Explanation & justification for work purposes.

Has a log book been kept for a 12 consecutive weeks?  No    Yes
Date last time filled in:

D2  Work related travel expenses

Domestic travel requires client to sleep away from home. Expenses include meals, accommodation, car hire & incidentials.
Other travel expenses may include air, bus, train, tram and taxi fares, bridge and road tools, parking and car hire fees.
Travel diary require for domestic and overseas travel when away from home for 6 consecutive nights or more.
Substantiation is not required where "reasonable allowance" paid to employee for accommodation (domestic only), food, drink and incidentials if allowance within ATO limits. TR 98/10.

Explain how these expenses relate to your work:

 
Description of expense Total cost of expense

D3  Work related uniform, occupation sepecfic or protective clothing, laundry and dry cleaning expenses

Protective clothing (P): must reduce risk of dealth or injury eg. Safety boots,fire resistant clothing,overalls,dust jackets,aprons
Description of expense                                                                    Amount
 

Compulsory work uniform (C): identifies you as an employee of an organisation which has a strictly enforced uniform policy.
Description of expense                                                                    Amount
 

Non-compulsory (N): can't claim the unless your employer has registered the design.
Description of expense                                                                    Amount
 

Occupation specific clothing (S): would allow the public to easily recognise your occupationeg. Chef's checked pants.
Description of expense                                                                    Amount
 

Laundry. No substantiation for reasonable claims up to $150 in respect of abovementioned clothing.
Description of expense                                                                    Amount
 

 

D4  Self education

You can claim only if there is a direct connection between your self-education and your work.
Examples include student union fees, boks, stationery, consumables, travel & depreciation.
Important to note that private travel in respect of self-education (eg. Uni to home) and other non -deuctible expenses can be included in the first $250 which is not deductible.

Description Amount Description Amount

Indicator:      improve skills required for curent income-earning activity
                    is likely to increase income from current income-earning activity
                    other circumstances

D5 Other work related expenses

FIDS-charged on income Stationery & Postage
DEBITS TAX-charged on outgoings Telephone
Union fees Home office
Subscriptions Tools & Equipment
Overtime meals Computer & software
Seminars Others
Books & journals

D6  Interest & dividends deductions - Can't claim unless income at question 8 or 9

Description Name of product/investment Amount claimed

D7 Gifts or donation There must be no tangible benefit from making the donation

Description Amount Description Amount

D8  Undeducted purchase price of Australian pension or annuity - this amount represents the return of capital

Description Amount Description Amount

D9  Cost of managing tax affairs           Amount

D10 Total allowable prior year losses    Primary production 
                                                          Non-Primary production 

D11 Australian film incentives                Amount

D12  Deductible amount of undeducted purchase price of foreign pension or annuity

Description Amount

D13 Non-employer sponsored superannuation contributions - self-employed claim first $3000 and 75% of excess up to specified limits

Full Name of fund Policy Number

Personal    Income    Deduction    Rebates    Others


2000 REBATES INFORMATION

Calculation of Separate Net Income (SNI)

Taxable income plus exempt income (exclude imputation credits, ETP's, Family & maternity allowances)
ADD back donations, PY losses, superannuation contributions, and tax agents fees
DEDUCT spouse's cost of travel to and from work, child care expenses and meals

SEPARATE NET INCOME (SNI):

R1  Spouse -- married or de facto -- child-housekeepeer or housekeeper

Description Date Begin Date End SNI Dependent Y/N Basic Parenting Allowance

R2  Sole parent : dependent child under 16 or dependent student under 25 whose SNI was less than $1786

Description Date Begin Date End SNI

R3  Low Income aged person

On 30 June 200 were you a male aged 65 years or more or a female aged 61.5 years or more but  did not receive an age pension or service pension?  No    Yes  

R4  Superannuation contributions, pension and annuity 

Did you make personal undeducted superannuation contributions? 
If yes, Amount

Description of Australian Superannuation annuity or pension Amount which qualifies

R5  30% private health insurance

Fund name: Policy No:
Class:     Type:

Date begin: Premium paid:
Date end:      Reduction amount received:
Days received reduction:   No of dependents:

R6  Superannuation contributions on behalf of your spouse (RFB: reportable fringe benefits)

18% of 3000 and 10,800 or less income, and no rebate if AI over 13,800 Super amount reduced by $1 for every $1 over $10,800

Description Spouse's income plus RFB Contribution

R7  Zone or overseas forces    Zone A $338    Zone B $57    Special Area $1173

Location Date begin Date end Student SNI

R8  20% rebate on net medical expenses over $1250

Medical expenses Amount Refund Net Medical expenses Amount Refund Net

R9  Parent, spouse's parent or invalid relative

Relationship Date begin Date end SNI of dependant

Personal    Income    Deduction    Rebates    Others


2000 OTHER INFORMATION

PRIVATE HEALTH INSURANCE POLICY DETAIL

Fund name:   Fund ID:
Membersgip No:               Type:

M1  MEDICARE LEVY RELATED ITEMS

No of dependent children and students Full 1.5% levy exemption If Yes-reason No of days
Taxable income of spouse Half 1.5% levy exemption IfYes-reason No of days

M2  Medicare levy surcharge - This item is compulsory

No of days you do not have to pay the surcharge:
No of dependent children:

ADJUSTMENTS

A1  Under 18 excepted net income

Type Amount Code

A2  Part year tax-free threshold        Income while a student:

Did you become a resident during the year? If Yes when did it occur:
Did you cease to be a resident during the year? If year when did it occur:
Did you cease full time education during the year? If yes whe did it occur:

A3  Amount on which ultimate beneficiary non-disclosure tax was payable

From:     Amount:

A4  Amount on which ultimate beneficiary non-disclosure tax was payable

                                                                                Amount:

A5  Family tax assistance

Given Names of FTA dependants DOB No of nights of full care Shared care single period

Nights you  Nights others

Shared care multiple

Nights you provided

             
             
             
             
             

Dependant child under 5 years?    No    Yes  
Number of days at least one child under 5 years of age:
Did you received Family tax payment during year?  No    Yes 
    Part A             Part B  

CREDIT FOR TAX PAID

C1  Income tax vouchers-not shown elsewhere on your tax return:

C2  Credit for interest on early payments-amount of interest:

Personal    Income    Deduction    Rebates    Others


GBS Tax & Accounting Services
46 Macedon Road Lower Templestowe Vic 3107
Ph: (03) 9858 2213
Fax: (03) 9858 2214
Email: els@gbstax.com.au
Website: http://www.gbstax.com.au