Tax Checklist

Motor Vehicle Deductions – (cents per km record)

This worksheet can be used to assist if claiming motor vehicle expenses using the cents per km method.

Discuss with our accountants to see if you may be eligible.

Motor Vehicle – logbook

This logbook can be used to assist if claiming motor vehicle expenses using the logbook method. The logbook must be completed for at least 12 consecutive weeks once every 5 years unless your situation has changed.

Discuss with our accountants to see if you may be eligible.

Motor Vehicle Deductions – worksheet (logbook method)

This worksheet can be used to assist if claiming motor vehicle expenses using the logbook method.

Discuss with our accountants to see if you may be eligible.

Investment Property – Income & Expense Worksheet

This worksheet can be used for an investment property.

Self-education Related Deductions – Expense Worksheet

This worksheet can be used to assist if claiming self-education and study expenses.

Discuss with our accountants to see if you may be eligible.

Subcontractor Payments, Expenses & Income

This worksheet is designed to help track income and expenses for a sole trader’s business activities throughout the year.

Discuss with our accountants to see if you may be eligible.

Work-Related Travel Expense Worksheet

This worksheet can be used to assist if claiming work-related travel such as tolls, parking, public transport.

Discuss with our accountants to see if you may be eligible.

Work-Related & Other Deductions – Expense Worksheet

This worksheet can be used to assist if claiming work-related and other expenses such as uniforms, clothing, donations, and income protection insurance.

Discuss with our accountants to see if you may be eligible.

Working From Home Record Log

This worksheet can be used to assist if claiming working from home expenses. It must be completed to record all work from home hours for the full financial year. Expenses incurred are to be recorded in the ‘Work-related and other deductions and expense worksheet’.

Discuss with our accountants to see if you may be eligible.

Tax Return Checklist

As a guide only, to ensure efficient processing of your tax return, you can use this checklist to ensure you have the correct documents and information available at your appointment.

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