ADAM PEACOCK FCPA

Your TAX and ACCOUNTING professional

Tax Return Checklist (Short Form)

“I’d appreciate if you could complete my checklist beforehand so I can prepare your tax return either prior to your appointment or if in my workflow." Thanks Adam

With regards the deductions, I CONFIRM:

1. I have spent the money and remain out-of-pocket

2. It directly related to earning your income and

3. I have a record to prove it.

Thank you! Your submission has been sent successfully.

Tax Year

Full Name

D7 & D8. DIVIDEND AND OTHER INVESTMENT EXPENSES – Did you incur any costs in earning dividends or other investment income i.e. loan to purchase shares?

D9. DONATIONS – Did you make any donations to an approved ‘deductible gift recipients' organisations during the year (GoFundMe and MSWA lottery tickets are NOT tax deductible)?

D10. TAX AGENT FEES – Did you engage the services of a different tax agent, other than Peacock Accounting, to prepare last years tax return? If YES, please advise name of firm and amount paid.

D12. PERSONAL SUPER CONTRIBUTIONS – Did you make payment from your own bank account to your superfund during the year?

If YES, did you provide your super fund with a form called "NOTICE of INTENT to CLAIM A TAX DEDUCTION FOR CONTRIBUTIONS" and….

D15. INCOME PROTECTION INSURANCE – Did you pay for Income Protection Insurance yourself, NOT paid through your super fund?

CHILD SUPPORT – Did you pay any Child Support during the year? If YES, how much?

Did you have a SPOUSE, PARTNER or DE-FACTO during the year?

SPOUSE, PARTNER or DE-FACTO'S TAXABLE INCOME – How much is your spouse/partner/de-facto's taxable income for the year?

DEPENDANTS (under 21 years or 21-24 years and are a full time student) – How many dependents as at 30 June living with you?

PRIVATE HEALTH INSURANCE – If you have private health insurance, does your policy cover you for PRIVATE HOSPITAL?

Does your spouse/partner/de-facto have PRIVATE HEALTH INSURANCE that covers them for PRIVATE HOSPITAL cover?

Did you sell any SHARES?

Did you sell or swap any CRYPTO?

Anything else you want to tell me?