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Jennifer McDonald - Individual Tax Return 2015

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0% found this document useful (0 votes)
58 views5 pages

Jennifer McDonald - Individual Tax Return 2015

Uploaded by

David Seva
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Taxpayer Name Jennifer McDonald

Tax File Number 489 376 960 Tax Year 2015

Individual Tax Return 2015


1 July 2014 to
(Summary) 30 June 2015

Are you an Australian resident?


Your tax file number (TFN) 489 376 960 Y

Have you included any attachments?


N

Your name Title—for example, Your sex


Mr, Mrs, Ms, Miss MS Male Female X

Surname or family name McDonald


Given names Jennifer
Has any part of your
name changed since
completing your last N
tax return?

Your postal address PO Box 6058

Suburb or town BURANDA State QLD Postcode 4102


Has your postal
address changed
since completing Country—if not Australia
your last tax return?

Your home address


29 Belmore Street

Suburb or town VIRGINIA State QLD Postcode 4014


Country—if not Australia

Your mobile phone number 0400754960

Area Phone
Your daytime phone number code number

Your email address

Your date of birth Final tax return


Day Month Year

07/11/1964

Electronic funds transfer (EFT) BSB number Account


(must be six digits) 064159 number 10341888

Account name (for example, JQ Citizen. Do not show the account type, such as cheque,
savings, mortgage offset)

Neighbourhood Tax Agent & Accoun


Taxpayer Name Jennifer McDonald
Tax File Number 489 376 960 Tax Year 2015

Income
1 Salary or wages
Your main salary or wage occupation

Administration assistant Occupation code X 531111


Payer's Australian Business Number Tax withheld Income

72 799 122 178 386.00 C 2112 00


5 Australian Government allowances and payments A 0 00
like newstart, youth allowance and austudy payment
TYPE

8 Australian superannuation lump sum payments 1259.00


Day Month Year
Date of payment Taxable component Taxed element Q 5723 00
18/02/2015
Payer's
ABN 60 905 115 063 Untaxed element P 00

Total tax withheld $ 1645.00


18 Capital gains Did you have a capital gains tax
event during the year? G N
CODE
Have you applied an
exemption or rollover? M
Net capital gain A 00
Total current year capital gains H 00
Net capital losses carried forward
to later income years V 00
19 Foreign entities
Did you have either a direct or indirect interest
in a controlled foreign company (CFC)? I N CFC income K 00
Have you ever, either directly or indirectly, caused
the transfer of property - including money - or Transferor 00
services to a non-resident trust estate?
W N trust income B
20 Foreign source income and foreign assets or property
Assessable foreign source income E 00 LOSS

Other net foreign employment income 00


T
LOSS
Net foreign pension or annuity income WITHOUT
an undeducted purchase price L 00
LOSS
Net foreign pension or annuity income
WITH an undeducted purchase price D 00
LOSS

Net foreign rent R 00


LOSS

Other net foreign source income M 00


Australian franking credits
from a New Zealand franking company F 00
LOSS
Net foreign employment income -
payment summary U 00
Exempt foreign employment income N 00
Foreign income tax offsets O
During the year did you own, or have an interest in,
assets located outside Australia which had P N
a total value of AUD$50,000 or more?
Taxpayer Name Jennifer McDonald
Tax File Number 489 376 960 Tax Year 2015
LOSS

TOTAL INCOME OR LOSS 7835 00

Deductions
D10 Cost of managing tax affairs M 115 00

TOTAL DEDUCTIONS 115 00


LOSS

TAXABLE INCOME OR LOSS $ 7720 00

Tax offsets
TOTAL TAX OFFSETS U 0 00

Medicare levy related items


N
0
M2 Medicare levy surcharge (MLS)
For the whole period 1 July 2014 to 30 June 2015, were you and all your dependants E N
(including your spouse) - if you had any - covered by private patient HOSPITAL cover?
Number of days NOT liable for surcharge A 0

Income tests
IT1 Total reportable fringe benefits amount W 0 00

IT2 Reportable employer superannuation contributions T 0 00

IT3 Tax-free government pensions U 20098 00

IT4 Target foreign income V 0 00

IT5 Net financial investment loss X 0 00

IT6 Net rental property loss Y 0 00

IT7 Child support you paid Z 0 00

IT8 Number of dependent children D 0


Did your spouse die during the year? N
PART A Electronic Lodgment Declaration (Form I)

This declaration is to be completed where a taxpayer elects to use the Electronic Lodgment Service.
It is the responsibility of the taxpayer to retain this declaration for a period of five years after the declaration
is made, penalties may apply for failure to do so.

Privacy
The ATO is authorised by the Taxation Administration Act 1953 to request your tax file number (TFN). We will use your TFN to
identify you in our records. It is not an offence not to provide your TFN. However, you cannot lodge your income tax form electronically
if you do not quote your TFN.

Taxation law authorises the ATO to collect information and to disclose it to other government agencies.
For information about your privacy go to ato.gov.au/privacy

Electronic funds transfer - direct debit


Where you have requested an EFT direct debit some of your details will be provided to your financial institution and the Tax
Office's sponsor bank to facilitate the payment of your taxation liability from your nominated account.

Tax File Number 489 376 960 Year 2015

Name Jennifer McDonald

Total Income Total Total


or Loss $ 7835 Deductions $ 115 Tax Offsets $ 0
with L1
Total Tax Total Taxable
Withheld $ 1645.00 Credits $ 1645 Income $ 7720

Declaration
I declare that:
• the information provided to my registered tax agent for the preparation of this tax return, including any applicable schedules
is true and correct, and
• the agent is authorised to lodge this tax return.

Important: The tax law imposes heavy penalties for giving false or misleading information.

Signature Date

PART B ELECTRONIC FUNDS TRANSFER CONSENT

This declaration is to be completed when an electronic funds transfer (EFT) of a refund is requested and the tax return
is being lodged through the electronic lodgment service (ELS).

The declaration must be signed by the taxpayer prior to the EFT details being transmitted to the Tax Office. If you elect for
an EFT, all details below must be completed.

Important: Care should be taken when completing EFT details as the payment of any refund will be made to the account specified.

Agent's reference
number 22948008
BSB 064159 Account number 10341888

Account name Neighbourhood Tax Agent & Accoun


I authorise the refund to be deposited directly to the specified account as above.

Signature Date
Taxpayer Name Jennifer McDonald
Tax File Number 489 376 960 Tax Year 2015

Estimate of tax payable or refundable Year ended 30 June 2015

Gross Income 7835.00


Less: Deductions with L1 115.00

Taxable Income 7720.00


Less: Tax withheld - salary and wages type income 1645.00
Less: Tax offsets used
Tax offsets available 445.00

Total tax offsets & credits subtracted 1645.00

ESTIMATED REFUND DUE 1645.00

Tax offsets
445.00 Low income

445.00 Total available tax offsets

DISCLAIMER
————————
This calculation is an estimate only and is based on information supplied by the taxpayer.
It does not include calculations made by the ATO as these are not made available for inclusion in the software.
It relates to the 2015 Income Tax Year only and does not take into account any prior year assessments.
This estimate is based upon existing legislation and proposals by the Government, which when legislated may affect tax estimates.

The calculation cannot accurately account for the effect of final calculations which are done independently of the Tax Office,
by other departments, such as the Family Assistance Office (FAO).

Reckon Limited does not provide taxation, financial or investment advice. Use of any of Elite or other Reckon software is not financial
or other professional advice. If accounting, legal or other expert assistance is required, and you are not yourself a professional,
you should seek the service of a competent professional before acting on any information provided by this software.
Reckon Limited and its related bodies corporate (to the extent permitted by the law) have no legal liability
to you in respect of any of the Reckon products or services.

WITH COMPLIMENTS: ELECTRONIC FUNDS TRANSFER


—————————— ————————————————
Your tax refund will be credited to the following bank account:
Account Name: Neighbourhood Tax Agent & Accoun
BSB: 064159 Account No: 10341888

Produced by Reckon Elite Tax 2015


"Reckon Elite" (the publisher of this software) makes no representations or warranties as
to the accuracy of any of the above calculations, and they are to be taken as a guide only.

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