Brisbane Tax Agent

    Client Interview Page 3 - Deductions
    A Consultant will contact you upon the completion of the interview

Tax File Number:

Mobile Number :

Motor Vehicle Expenses

Note: Travel to work and back home is private in nature and you are not entitled to claim deduction unless you carry bulky tools in your car and your employer has no proper security in place. Performing minor works while going to or returning from work for employer are not work related travel for claiming deduction under this head.

Do you own the motor vehicle :

Yes
No

Do you keep a log book or did you keep a log book for three months in the last five years

Yes
No

1.How many business kilometres did the car travel during the 2007 year of income? (Kilometers)

Please provide the following information:

Type of motor vehicle

Registration number

Date of Acquisition

Cost of Acquisition

Car Details:

2.Over what period was the car held during the 2007 year of income?

Please circle the engine capacity range of the vehicle for which you are making a claim for car expenses under the cents per kilometre method:

Engine capacity*	Cents per kilometre claim	Select
Nil to 1,600 (800)	58 c/km
1,601 (801) to 2,600 (1,300)	69 c/km
2,601 (1,301) and above	70 c/km

*The engine capacity for rotary engines is shown in the brackets.

Parking Fee paid during the year :

Road tolls paid during the year:

Log book expenses*
Total operating cost of the car:

Petrol and oil

Depreciation/lease charge

Registration

Insurance

Repairs and maintenance

Interest charges

Total $

B.Total operating cost of the car $.

C.Less: Input tax credits on car expenses

D.Total car operating expenses

E.Business percentage %

F.Total claim under log book method (D) x (E)

Other work-related travel expenses
Over Night Expenses

Place of Stay	Number of Days	Actual Exp for day with Receipts

Work related Uniform and Clothing *

Is there a logo on the Uniform :

Yes
No

Is the uniform a registered uniform or occupation specific clothing

Yes
No

Is this protective clothing

Yes
No

Note: If you answered No to all the above you can not claim deduction.

	Description	Amount$
1	Protective Clothing
2	Occupation Specific Clothing
3	Uniforms
5	Conventional Clothing
6	Laundry
7	Dry Cleaning
8	Repairs
9	Other Related

D4. Work-related self-education expenses
Course taken at TAFE, University or accredited institution.

Note: There is a direct connection between the self education and your current work activities because the study maintains or improves a skill or specific knowledge required for your current work activities:
Yes
No

There is a direct connection between the self education and your current work activities because you can show that the study leads to or likely to lead to, increased income from your work activities :
Yes
No

Note:If you answered no to both the above the expense is not deductable

Self Education Expenses

	Description	Amount $
1	Course Fee
2	Course Materials
3	Stationery & Books
4	Cost of Travel to attend the course
5	Cost of Equipment
6	Repairs to Equipment
7	Study Tours or Sabbaticals
8	Cost of maintaining the car including depreciation

Other work-related expenses

Particulars of Expenses	Amount $
Union Fees
Overtime Meals
Seminars, conferences etc
Books Journals and Professional libraries
Protective gear such as sunglasses sun screens etc
Subscriptions and affiliations
Home Office Expenses
Telephone
Computer maintenance
Depreciation
Other Items

Interest and dividend deductions

Expense	Amount $	Joint names
Bank Charges
Investment Advice

Gifts & Donations

Date	Organisation	Amount $

Cost of managing tax affairs

Particulars	Amount
Paid to Tax Agent
Travel To Tax Agent

Non-employer sponsored superannuation contributions….$

Details of Superannuation Fund, if non-employer sponsored superannuation contributions:

Full name of fund

Fund ABN

Fund TFN

Tax losses of earlier income years

Yes
No

If Yes Amount

Other work-related travel expenses Over Night Expenses

Work related Uniform and Clothing *

Description

Amount$

D4. Work-related self-education expenses Course taken at TAFE, University or accredited institution.

Self Education Expenses

Description

Amount $

Other work-related expenses

Expense

Amount $

Joint names

Gifts & Donations

Date

Organisation

Amount $

Other work-related travel expenses
Over Night Expenses

D4. Work-related self-education expenses
Course taken at TAFE, University or accredited institution.

Amount
$