Tax Return 2020 Checklist - L&a Accounting

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L&A Accounting Services

ABN 26175031373

Melbourne, Phone 61 406 059 458

If you work on TFN


Payment Summary (for each company you have worked from 01/07/2019 to 30/06/2020)
Tax File Number
Passport copy
Date of Birth
Full address
Phone number
Email
Visa type
Bank account name
BSB
Account number
Work Occupation in Australia
Bank interest income (Saving accounts)
Private health statement if Permanent resident or citizen
First arrival date in Australia
Departure date from Australia – if applicable
Have you applied for permanent residency? What is the date of application? – if applicable
Is this your final Tax Return? (applied if you are leaving Australia permanently or has already gone)

Spouse details – married or de facto


Did you have a spouse for the full year? Please inform the date you had a spouse if not for full year
Your spouse’s name (first name and family name)
Your spouse’s date of birth
Your spouse’s taxable income
Number and age of dependent children and students

If you worked on ABN:


In addition to the above information:
Total Income received between 01/07/2018 and 30/06/2019
Business Activity / Occupation
ABN number

*Suggested Deductions for ABN (and possibly for TFN)


Travel expenses, transport between Work places
Work-related uniform and laundry
Tools and equipment
Telephone / internet
Other expenses directed related to your business
Donations / Charity for Australian Institutions
Accountant fees
Business courses for Sole trader ABN holder's
Education expenses related to your work occupation
Car Expenses:
Make and Model
Registration
Purchase date
Amount Paid

Medicare Levy

If the taxpayer has an income above 21.980.00 and holds a temporary visa (student or work), he/she is eligible to apply for Medicare Levy
Exemption. Otherwise will pay 2% of your taxable for Medicare Levy.
We can do the Exemption for you if you require for. You must sign the form that we'll provide and bring the passport for us to certify a copy.
However, you can do it by yourself using the guide on the link:
https://www.humanservices.gov.au/customer/forms/ms015

Would you like us to require the Medicare exemption for you? Please inform.

Dear valuable client, due to the large number of customers who request the preparation of the tax return and give up later, we had no
choice and adopted the procedure of only preparing the tax returns requested by email after sending the information requested and
proof of payment for our service. Hope you understand it.

Payment can be made through the credit card by calling the office or transferring to the account below. You can find our services
rates below.

Name: L&A Accounting Services


BSB: 063-188
Account No.: 1048 1627
Commonwealth Bank of Australia

Our services Fees: AUD


Tax Return: Individual only TFN or ABN only with income up to 18,200 $ 69.00
Tax Return: Individual TFN + ABN or only ABN $ 80.00
Tax Return: Earlier $ 99.00
Medicare Levy Exemption $ 44.00
Tax Return: not necessary $ 59.00
Tax Return: amendment/adjust $ 115.00
Tax Return: Working Holiday Visa $ 115.00
Tax Return: ABN income above 75k $ 132.00
Additional Hours to analysing bank statement and organise expenses. $ 33.00
ATO Tax Payment Negotiation $ 45.00

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