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Checklist

New Client Form

Kindly download the form, fill it out and email us on info@ferrariwarner.com.au

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What to bring in to your accountant

Once we have you added to our Tax Agent Client List, we can view all information the ATO have on record for you, including: Income Statements, dividends, interest, private health insurance and Centrelink Income.

We still require you to provide:

Individuals

  • Details of any ETP payouts from your Superannuation Fund or Employer
  • Details of all income from other investments – the annual tax statement is the best form to bring in to your accountant
  • Details of any rental properties (see Rental Properties List)
  • Details of any business income & expenses (see Business List)
  • Details of any income received from overseas – including pensions or wages you may have received while working overseas
  • Details of any assets disposed of during the year (see Asset Disposal List)
  • Details of all allowable deductions against your employment income – if you think you may be able to claim it, bring it in for us to review.
  • Details of any donations made that you kept receipts for
  • Details of any study that you did that relates to your current employment
  • Details of how much you paid in Income Protection Insurance or Sickness & Accident Insurance
  • Name, date of birth and income of your spouse if we do not also prepare their return
  • Details of superannuation contributions made.

Rental Properties

  • Details of all rent received during the year (annual agents’ statement or total rent recorded if self‐managed)
  • Details of all expenses paid during the year – eg rates, repairs, insurance, interest on loans, property management fees, body corporate fees, etc.
  • Copy of your Building Depreciation Schedule (if applicable – first year only)

Asset Disposals

  • Details of cost of your asset when you purchased it
  • Details of any other costs involved in that purchase – eg stamp duty, legals
  • Details of sale of your asset
  • Details of any other costs involved in selling – eg broker fees, commission
  • Details of any additional costs recorded during the holding period and not previously claimed.

Business

  • Records of your income & expenses which can include access to online accounting software, cash books, spreadsheets or any other records you have
  • Copy of Stocktake of materials on hand as at the end of the year (if applicable)
  • Records of any major purchases of equipment/tools/vehicles made during the year – including finance documents if applicable
  • Details of any assets sold during the year – including vehicles traded in
  • List of money owed to your business as at the end of the year
  • List of money your business owes to others at the end of the year
  • Details of any loans your business took out during the year – including bank statements if applicable
  • Logbook for your vehicle if applicable
  • Details of any superannuation you contributed for yourself – a copy of the confirmation from your super fund of how much you will be claiming is best

Don’t forget that you may also have to include many of the items listed for Individuals as well.
Individual tax returns are usually done at the same time as your business accounts.