2024 medical checklist

Profile Information

If you are an existing Bartons client, please only complete details that have changed since your last tax return.

Personal

Full Name *

Date of Birth *

Tax File Number

Addresses

Home Address *

Personal Email *

Residential Status

Have you been a resident for the whole year?

Please give details

VISA

Are you on a Working VISA?

Please bring completed Application for a Medicare Entitlement Statement form to your meeting

Phone Numbers

Home

Mobile *

Financial / Bank Account Details (EFT Refund)

Account Name

BSB Number

Account Number

Family

Spouse

Name

DOB

TFN

Taxable Income

Children

Number of dependent Children

Other Information

Private Health Insurance

Do you have Private Health Insurance? *

Student Loans

Do you have a HELP/HECS/Fee HELP/Student Financial Supplement Scheme Loan?

Income

PAYG Payment Summaries *

Interest earned on bank accounts, deposits, loans etc. (Including savings and cash accounts)

Bank Name

BSB & Account No

Gross Amount

TFN Withholding Tax

Other Income

Income from private sources (e.g. locum or surgical assisting) *

Please provide copies

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Dividends Received *

Please provide copies

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Rental Property Income *

Please provide copies

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Sale of Assets or Investments *

Please provide copies

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Other (Please provide details) *

Other Income may include items such as Centrelink benefits, Family Trust Distributions or Distributions from Managed Investment Trusts (e.g. BT, Colonial, ING). Please contact our office if you answered yes to receiving any other income (as shown above) as we may require further information from you, to assist us in preparation of your tax return.

Please provide copies

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Deductions

Plant, Equipment and Professional Library (Where not claimed on professional development)

Item

$

For example, office chairs, desks, bookshelves, laptops, iPads, printers etc. Please also include date paid.

Donations / Building Funds

Charity

$

Please provide receipts if available *

Please upload receipts

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Income Protection Insurance

Total deductible premiums Paid (excluding Life, TPD, Trauma Needlestick Premiums)

Motor Vehicle Expenses – (Study Group/Lectures/Conferences/Call Backs/Other)

Description

Kilometres Travelled

Occurences

Example - Travel from RAH to QEH once a month (8km x 12 months)

Seminars/Conferences/Study/Exam Expenses

Date Paid

Description

Amount

Receipts? *

Please upload copies

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Was duration longer than six (6) nights?

Did you keep a travel diary?

NB: Please ensure none of the expenses above were paid, or subsequently reimbursed by your employer

Subscriptions

Medical Registration

AMA

SASMOA

Medical Defence

College Fees

Other

Home Office Costs

Mobile Phone

Total Cost of Calls & Charges

Business Use %

Internet/Broadband

Total Costs

Business Use %

Other Work-Related Expenses (e.g: Scrubs and Laundry)

Details

$

Personal Super Contributions

Details

$

Have you completed a notice of intent to claim a deduction for super contributions? *

Other Notes

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