2024 PAYG Tax Return Checklist

This checklist is for PAYG tax returns only. If you have traded under an ABN or have an Investment Property please also complete that checklist as well

All paperwork can be uploaded directly to your document hub or
emailed to us at admin@taxinvestaccounting.com.au

Type of Return. Please select which return is applicable to you.
Only choose one

Please select

PERSONAL DETAILS

Name

Mobile Phone

Email Address

Address

What is your occupation?

Do you have a spouse? If yes, please provide their full name, DOB and taxable income for 2024

Do you have dependant children, if yes please advise how many

MEDICARE LEVY & SURCHARGE

If you are not eligible for a Medicare Care card you will need to apply for a Medicare Entitlement Statement form asap - CLICK HERE

Do you have private health insurance?

Please select

If this is your first year with us at Tax Invest Accounting, please provide a full copy of your 2023 Tax Return inc any depreciation schedules

INCOME CHECKLIST

As an Australian tax payer you must declare all income earned worldwide

What income did you receive?

Please choose which option/s you have received

Received a Salary or Wage

Received an Allowance

Received an Eligible Termination Payment

Received an Insurance Payment

Received a Superannuation Payment

Received any other Lump Sum Payment

Received any Government Allowances

Received any Bank Interest

Received any Dividends

Received any Labour Hire or PSI Income

Received any Foreign Income

DEDUCTIONS CHECKLIST

Working From Home

Did you work from home?

There are two methods that you can choose - Fixed Rate of 67c per hour WFH or the Actual Costs method.

To be eligible to claim the Actual Costs method you will need a designated work space, it does not need to be a separate room.

We suggest you provide proof for both methods so we can calculate which method provides the biggest deduction for you.

Which method?

Pleases select both methods if you would like us to calculate the highest deduction

Fixed Rate Method - 67c per hour. Please provide your proof of hours worked for 01/07/2023 to 30/06/2024 this can be a spreadsheet or diary etc

Actual Costs Method. Please provide all costs associated with running your home office. Internet, Mobile, Electricity, Stationery etc

I didn't WFH

Motor Vehicle Deductions

Did you use your Motor Vehicle for work?

There are two methods that you can choose - Set Rate method up to 5000kms or the Logbook method.

To be eligible to claim the Logbook method you will need a valid logbook that is not over 5 years old and spans a min of 12 weeks straight detailing all motor vehicle usage - both personal and work related.

You will then need all your motor vehicle running costs for this financial year.

Which method?

Please select one option

Set Rate Method up to 5000kms. Please provide your calculations of total kms travelled for 01/07/2023 to 30/06/2024

LogBook Method. Please provide a copy of your valid logbook and all vehicle running costs for the financial year inc fuel, rego, insurance, repairs, service, car wash

Electric Vehicle. Please advise the kms travelled or your actual costs incurred for the financial year

I didn't use my motor vehicle for work

Other Deductions

Did you purchase any of the following expenses for your work?
Please provide receipts for all of your claims

Did you purchase any of the following

Please choose which expense/s you have incurred

Gifts or Donations

Head Phones, Ear Phones or Microphone

Income Protection - not paid via super

Laptop Bag or Work Hand Bag

New Equipment - Computers, Phones or other Technology

Mobile Phone, Phone Case, Screen Protectors or Chargers

Personal Superannuation Contribution

Professional Licensing, Memberships and Registrations

Self Education Costs

Stationery, Diary or Printing Costs

Subscriptions

Tax Agent Fees

Tools - any individual tool over $300 must be depreciated

Training, Seminar and Short Course costs

Travel Expenses - inc Parking & Tolls, Overseas Travel

Uniform & Laundry Expenses

Union Fees

Other Work Related not specified above

I don't have any deductions

Additional Information

Enter any additional information or queries that you would like to discuss with your Accountant

All paperwork can be uploaded directly to your document hub or
emailed to us at admin@taxinvestaccounting.com.au

Please ensure you retain your records for 5 years from date of lodgement

Please ensure that you have declared all income earned worldwide

Digital Signature

Please digitally sign to consent to this form