PERSONAL DETAILS - 2000 TAX RETURN
Tax File No Australian Business No
Are you an Australian Citizen No Yes
Your Sex Female Male
Title Given Names Surname or Family Name
Has any part of your name changed since completing your last tax return? No Yes Previous Surname
Your Postal Address Suburb or Town State - VIC NSW QLD NT WA SA TAS Postcode
Has this address changed since completing your last tax return? No Yes Is your home address different from your postal address? No Yes
Print your Home Address Suburb or Town State - VIC NSW QLD NT WA SA TAS Postcode
Your Date of Birth
Daytime Telephone No Home Telephone No Mobile Fax
Do you have a HECS debt? No Yes If Yes has first semester been included No Yes Total Debt $
Was provisional tax paid last year? No Yes Amount $ Will you need to lodge an Australian tax return in the future? No (final) Yes Don't Know
Email address
Your spouse's name Surname Given Names Date of Birth Spouse's Taxable Income $
If married/de facto in 1999/2000, what date did this occur?
Any additional information that may need to be known?
Income
To complete your Income details
Group certificates Eligible termination payments Commonwealth Of Aust government allowances and payments like Newstart, youth allowance & austudy payment Commonwealth Of Aust government allowances and payments like Newstart, youth allowance & austudy payment Other Australian pensions or annuities-including superannuation pensions Gross Interest Dividends Shares or other assets sold Rent from property Other Income
Deduction
To complete your Deduction details
Work related car expenses Work related travel expenses Work related uniform, occupation specific or protective clothing, laundry and dry cleaning expenses Self education Other work related expenses Interest & dividends deductions Gifts or donation Undeducted purchase price of Australian pension or annuity Cost of managing tax affairs Total allowable prior year losses Australian film incentives Deductible amount of undeducted purchase price of foreign pension or annuity Non-employer sponsored superannuation contributions
Rebates
To complete your Rebates
Spouse -- married or de facto -- child-housekeeper or housekeeper Sole parent Low income aged person Superannuation contributions, pension and annuity 30% private health insurance Superannuation contributions on behalf of your spouse Zone or overseas forces 20% rebate on net medical expenses over $1250 Parent, spouse's parent or invalid relative
Others
To complete your
Private health insurance policy details Medicare levy related items Adjustments Credit for tax paid
2000 INCOME INFORMATION
Your main salary and wage occupation Description
4 Eligible termination payments
Name of employer or payer
Date of ETP Tax Instalments Deducted
Are payments shown on this worksheet Dealth benefits? No Yes At the time of dealth or payment, were you a dependant of the deceased? No Yes
Components of amounts taken in cash (retained amount)
5 Commonwealth of Australia government allowances and payments like Newstart, youth allowance and austudy payment
6 Commonwealth Of Australia Government pensions and allowances
7 Other Australian pensions or annuities-including superannuation pensions
9 Gross interest
10 Dividents
13 Shares or other assets sold
17 Rent from Property
Address of rental property Suburb State - VIC NSW QLD NT WA SA TAS Postcode
Acquired First income Weeks rented
Private Use % share (A) Gross rental income (B) Other rental income
19 Other Income
Personal Income Deduction Rebates Others
2000 DEDUCTION INFORMATION
If you are claiming work-related expenses, have you received a letter from the ATO requesting that you lodge a Schedule of Work-related Expenses with your tax return? No Yes
D1 Work related car expenses - 4 methods to choose from
Up to 5000 business kilometres Cents per kilometre method: You do not need written evidence More than 5000 business kilometres Logbook method - ensure log kept for 12 consecutive weeks, must also keep odometer records and written evidence for all your car expenses - except for fuel and oil costs. 12% of original value method: based on the original value of the car & subject to depreciation cost limit of $55,134. One-third of actual expenses method: need written evidence for all other car expenses except Fuel & oil costs.
Fill out as much detail below and we will work out which method will provide you with the greatest claim.
MOTOR VEHICLE:
Registration No: Vehicle: Model: Engine capacity: eg.1600cc (1.6 litre): Ordinary car or Rotary engine car:
Business %: Business Km's: Purchase Price: $ Purchase Date:
Period Start: Odometer Start: Period End: Odometer End:
Expenses:
Explanation & justification for work purposes.
Has a log book been kept for a 12 consecutive weeks? No Yes Date last time filled in:
D2 Work related travel expenses
Domestic travel requires client to sleep away from home. Expenses include meals, accommodation, car hire & incidentials. Other travel expenses may include air, bus, train, tram and taxi fares, bridge and road tools, parking and car hire fees. Travel diary require for domestic and overseas travel when away from home for 6 consecutive nights or more. Substantiation is not required where "reasonable allowance" paid to employee for accommodation (domestic only), food, drink and incidentials if allowance within ATO limits. TR 98/10.
Explain how these expenses relate to your work:
D3 Work related uniform, occupation sepecfic or protective clothing, laundry and dry cleaning expenses
Protective clothing (P): must reduce risk of dealth or injury eg. Safety boots,fire resistant clothing,overalls,dust jackets,aprons Description of expense Amount
Compulsory work uniform (C): identifies you as an employee of an organisation which has a strictly enforced uniform policy. Description of expense Amount
Non-compulsory (N): can't claim the unless your employer has registered the design. Description of expense Amount
Occupation specific clothing (S): would allow the public to easily recognise your occupationeg. Chef's checked pants. Description of expense Amount
Laundry. No substantiation for reasonable claims up to $150 in respect of abovementioned clothing. Description of expense Amount
D4 Self education
You can claim only if there is a direct connection between your self-education and your work. Examples include student union fees, boks, stationery, consumables, travel & depreciation. Important to note that private travel in respect of self-education (eg. Uni to home) and other non -deuctible expenses can be included in the first $250 which is not deductible.
Indicator: improve skills required for curent income-earning activity is likely to increase income from current income-earning activity other circumstances
D5 Other work related expenses
D6 Interest & dividends deductions - Can't claim unless income at question 8 or 9
D7 Gifts or donation There must be no tangible benefit from making the donation
D8 Undeducted purchase price of Australian pension or annuity - this amount represents the return of capital
D9 Cost of managing tax affairs Amount
D10 Total allowable prior year losses Primary production Non-Primary production
D11 Australian film incentives Amount
D12 Deductible amount of undeducted purchase price of foreign pension or annuity
D13 Non-employer sponsored superannuation contributions - self-employed claim first $3000 and 75% of excess up to specified limits
2000 REBATES INFORMATION
Calculation of Separate Net Income (SNI)
SEPARATE NET INCOME (SNI):
R1 Spouse -- married or de facto -- child-housekeepeer or housekeeper
R2 Sole parent : dependent child under 16 or dependent student under 25 whose SNI was less than $1786
R3 Low Income aged person
On 30 June 200 were you a male aged 65 years or more or a female aged 61.5 years or more but did not receive an age pension or service pension? No Yes
R4 Superannuation contributions, pension and annuity
Did you make personal undeducted superannuation contributions? If yes, Amount
R5 30% private health insurance
Fund name: Policy No: Class: - Individual Couple Family Type: - Ancillary Hospital Combined
Date begin: Premium paid: Date end: Reduction amount received: Days received reduction: No of dependents:
R6 Superannuation contributions on behalf of your spouse (RFB: reportable fringe benefits)
18% of 3000 and 10,800 or less income, and no rebate if AI over 13,800 Super amount reduced by $1 for every $1 over $10,800
R7 Zone or overseas forces Zone A $338 Zone B $57 Special Area $1173
R8 20% rebate on net medical expenses over $1250
R9 Parent, spouse's parent or invalid relative
2000 OTHER INFORMATION
PRIVATE HEALTH INSURANCE POLICY DETAIL
Fund name: Fund ID: Membersgip No: Type: - Ancillary Hospital Combined
M1 MEDICARE LEVY RELATED ITEMS
M2 Medicare levy surcharge - This item is compulsory
No of days you do not have to pay the surcharge: No of dependent children:
ADJUSTMENTS
A1 Under 18 excepted net income
A2 Part year tax-free threshold Income while a student:
Did you become a resident during the year? If Yes when did it occur: Did you cease to be a resident during the year? If year when did it occur: Did you cease full time education during the year? If yes whe did it occur:
A3 Amount on which ultimate beneficiary non-disclosure tax was payable
From: Amount:
A4 Amount on which ultimate beneficiary non-disclosure tax was payable
Amount:
A5 Family tax assistance
Nights you Nights others
Nights you provided
Dependant child under 5 years? No Yes Number of days at least one child under 5 years of age: Did you received Family tax payment during year? No Yes Part A Part B
CREDIT FOR TAX PAID
C1 Income tax vouchers-not shown elsewhere on your tax return:
C2 Credit for interest on early payments-amount of interest:
GBS Tax & Accounting Services 46 Macedon Road Lower Templestowe Vic 3107 Ph: (03) 9858 2213 Fax: (03) 9858 2214 Email: els@gbstax.com.au Website: http://www.gbstax.com.au