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

Information I have provided to NEM

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)

Rapid Antigen Tests (RAT) and protective clothing required for work

Work related self education expenses

Work related seminar, subscriptions or travel expenses

Home office purchases (computer, software, stationery)

Number of hours worked from home (logbook required)

Work related telephone & internet (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 or 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

Family Information Details

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.

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Mortgage Choice Loan Review

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

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Supporting Documents

IMPORTANT: Please ensure that you provide supporting documents to your advisor via this Checklist File Upload, 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: *

Checklist File UploadCollaborateEmailPost

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