Individual Tax Return Checklist

Client Details

Full Name *

Have your details changed since you last lodged a tax return *

YesNo

Address

Email

Phone

Bank account details

Occupation

We now offer a client portal called Collaborate. Would you like us to set one up for you?

Information NEM NT can access as Tax Agent

PAYG Payment Summaries

Dividends and managed fund distributions

Superannuation income streams

Private health insurance annual tax statement

Interest on bank accounts

Taxable Centrelink payments

Information I have provided to NEM NT

Rental Property

Annual rental statement or rental income

Period your property was rented during the financial year (and any private use)

Interest on loans

Rates and taxes

Repairs and maintenance

Body Corporate Fee

Insurance (landlord & building)

Rental Property Documents

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Deductions

Motor vehicle (km's travelled and/or all vehicle expenses and log book %)

Uniform purchases and cleaning costs (occupation specific, logo or protective)

Work related self education expenses

Home office purchases (computer, software, stationery)

Work related telephone & internet (minimum 4 weeks diary record required and work usage percentage)

Work related seminar, subscriptions or travel expenses

Number of hours worked from home (logbook required)

Union or professional fees

Tools of trade (purchase or repair)

Expenses relating to investment income

Income protection insurance

Donations made

Personal superannuation contributions
(S290-170 acknowledgement notice provided)

Deduction Receipts

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Assets or Investments

Purchase or sale of assets or investments (including cryptocurrency) during the year

Assets of Investments Documents

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Foreign Income

Details of foreign investments and income earned

Foreign Income Documents

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Family Information

Full name, date of birth & taxable income of spouse/de facto
(if married/de facto during the year, provide date this occured)

Full names and dates of birth of dependants

Taxable income of dependants

Supporting Documents

IMPORTANT: Please ensure that you provide supporting documents to your advisor via this Checklist File Upload, Collaborate or Email within 48 hours of submitting this form so we can commence preparation of your return.

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