Individual Tax Return Checklist

Client Details

Full Name *

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

YesNo

Address *

Email *

Phone *

Occupation *

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

Information NEM 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

Informations I have provided to NEM

Rental Property

Deductions

Annual rental statement or rental income

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

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

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

Interest on loans

Rapid Antigen Tests (RAT) required for work

Rates and taxes

Work related self education expenses

Repairs and maintenance

Work related seminar, subscriptions or travel expenses

Body Corporate Fee

Home office purchases (computer, software, stationery)

Insurance (landlord & building)

Number of hours worked from home (logbook required)

Assets or Investments

Work related telephone & internet (logbook required)

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

Union or professional fees

Foreign Income

Tools of trade (purchase or repair)

Details of foreign investments and income earned

Expenses relating to investment income

Family Information

Income protection insurance

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

Donations made

Full names and dates of birth of dependants

Personal superannuation contributions
(S290-170 acknowledgement notice provided)

Taxable income of dependants

Edwards Marshall Financial Solutions (EMFS)

Not only is EMFS able to provide you with a detailed financial plan for your future but it is also able to assist you with your income protection, life and total & permanent disability insurance needs.

I would like EMFS to contact me

Mortgage Choice Loan Review

Mortgage Choice finance specialists can review your current facilities for free to ensure you are receiving the best deal possible.

I would like Mortgage Choice to contact me

IMPORTANT: Please ensure that you provide supporting documents to your advisor via Collaborate, Email or Post (Reply Paid 2163, Adelaide SA 5000) within 48 hours of submitting this form so we can commence preparation of your return.

Supporting documents have been provided to Nexia Edwards Marshall via: *

CollaborateEmailPost

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