Form - Noble & Associates

Do you need to prepare an individual tax return?

YesNo

[group group20]

- Did you have any investment income or expenditure to declare?

YesNo

[group group20-1]

Interests

YesNo

[group group20-1-2]

Bank interests [tooltips "As long as you are earning interest from a deposit where your TFN is quoted to the financial institution, we will have the details from the ATO prefill data."]

[/group]
[group group20-1-3]

Private loan Interests [tooltips "Where the loan has not been processed by a financial institution."]

[/group]

Dividends

YesNo

[group group20-1-4]

Public Company (Australian) dividends [tooltips "As long as you are earning dividends from an investment on the ASX and where your TFN is quoted to the financial institution, we will have the details from the ATO prefill data."]

[/group]
[group group20-1-5]

Private Company (which our firm handles tax lodgements for) [tooltips "In the case of dividends via a company we handle on your behalf for tax purposes, we will have the data."]

[/group]
[group group20-1-6]

Private Company (other) [tooltips "In the case of a private company we do not manage on your behalf, then cost per dividend record we record."]

[/group]

Partnerships

YesNo

[group group20-1-7]

Partnerships (where our firm handles tax lodgements for) [tooltips "In the case of share of partnership income via a partnership we handle on your behalf for tax purposes, we will have the data."]

[/group]
[group group20-1-8]

Partnerships (other) [tooltips "In the case of a partnership we do not manage on your behalf, then cost per dividend record we record."]

[/group]

Trusts

YesNo

[group group20-1-9]

Trusts (where our firm handles tax lodgements for) [tooltips "In the case of share of a trust income via a partnership we handle on your behalf for tax purposes, we will have the data."]

[/group]
[group group20-1-10]

Trusts (other) [tooltips "In the case of a trust we do not manage on your behalf, then we charge per trust."]

[/group]

Farm management deposits

YesNo

[group group20-1-11]

Any FMD's cashed in [tooltips "An FMD is cashed in when cash is handed to the finance company and a FMD record is secured."]

[/group]
[group group20-1-12]

Any FMD's cashed out [tooltips "An FMD is cashed out when the bank hands back the cash in exchange for the"]

[/group]

Capital gains

YesNo

[group group20-1-13]

Capital gain on shares/equities - with summary [tooltips "Where the capital gains are captured and displayed in a summary structure clearly indicating gross gains per asset and associated totals."]

[/group]
[group group20-1-14]

Capital gain on shares/equities - individual records [tooltips "Where the capital gains are captured and displayed in individual records i.e. purchase and sale documentation."]

[/group]
[group group20-1-15]

Capital gain on property [tooltips "Where the gain will be derived from offer & acceptance, purchase settlement document and sale settlement document."]

[/group]
[group group20-1-16]

Capital gain on business disposal [tooltips "Where the costbase of any goodwill is available along with the disposal documentation detailing terms and conditions of disposal."]

[/group]

Rental income

YesNo

[group group20-1-1]

How many rental properties are you reporting? [tooltips "We will expect you to maintain the records for your rental property in our rental summarizer."]

[/group]

Foreign entities

YesNo

[group group20-1-17]

Foreign entity rental property [tooltips "For foreign rental properties, we simply need the net rent earned. For this, you can use our rental summarizer."]

Foreign entity interest [tooltips "Summary total of Interest earned in a foreign currency on a given bank account or private loan."]

Foreign entity dividends [tooltips "One foreign dividend record per dividend receipting event."]

Foreign entity partnership [tooltips "Summary value in some foreign currency for the Australian accounting period."]

Foreign entity trusts [tooltips "Summary value in some foreign currency for the Australian accounting period."]

Foreign entity

[/group]

Early stage investor tax offset [tooltips "For each investment we will require the documentation for the Early Stage Investment"]

Other Deductions [tooltips "For each deduction to be included"]

[/group]

[group group21]

- Were you employed or did you receive and benefits?

YesNo
[group group21-1]

Salary or Wages

Employment termination payments

Australian Government allowances and payments

Employee Share Schemes

Did you have any costs related to your employment?

YesNo

Did you require a car for your work?

YesNo
[group group21-1-1]

Car Expenses - Log Book Method

Car Expenses - cents per km

Travel Expenses

Uniform Expenses

Self-education Expenses

Other Work Related Expenses

[/group]

[/group]
[/group]

[group group22]

- Did you have any offsets or other deductions?

YesNo
[group group22-1]

Gifts or donations

Cost of managing tax affairs

Personal superannuation contributions

Other Deductions - Election expenses

Superannuation contributions on behalf of your spouse

Zone or overseas forces

Private health insurance

[/group]
[/group]

[group group23]

- Did you operate a business?

YesNo
[group group23-1]
[repeater repeater-973]

Software Used -

1. Xero

Yes

2. QuickBooksOnline

Yes

3. MYOB Account Right Live

Yes

4. Other

Yes

Other Business Attributes -

Active Hire Purchases (requirement to compute interest expenses)

[checkbox_tooltips Question23-3-1 exclusive "Yes/where interest must be computed and HP balances updated"]

Asset buys/sells

[checkbox_tooltips Question23-3-2 exclusive "Yes/where individual assets have to be updated in a schedule"]

Bank accounts/credit cards

[checkbox_tooltips Question23-3-3 exclusive "Yes/Where each account requires a reconciliation check"]

Loans

[checkbox_tooltips Question23-3-4 exclusive "Yes/Where there is a loan between a related entity"]

[/repeater]
[/group]
[/group]

Total: [calculated total cf7-label "(bank-interests*0)+(private-loan-interests*10)+(public-company-australian*0)+(private-company-lodgements*0)+(private-company-other*10)+(partnerships-lodgements*0)+(partnerships-other*10)+(trusts-lodgements*0)+(trusts-other*10)+(FMD-cashed-in*10)+(FMD-cashed-out*10)+(capital-gain-with-summary*10)+(capital-gain-individual-records*10)+(capital-gain-property*10)+(capital-gain-business-disposal*10)+(foreign-entity-rental-property*10)+(foreign-entity-interest*10)+(foreign-entity-dividends*10)+(foreign-entity-partnership*10)+(foreign-entity-trusts*10)+(foreign-entity*10)+(properties*20)+(salary-or-wages*10)+(employment-termination-payments*10)+(australian-allowances-and-payments*10)+(employee-share-schemes*10)+(car-expenses-log-book*50)+(car-expenses-per-km*20)+(travel-expenses*5)+(uniform-expenses*5)+(self-education-expenses*5)+(other-work-related-expenses*5)+(gifts-or-donations*5)+(cost-managing-tax-affairs*5)+(personal-superannuation-contributions*5)+(other-deductions-election-expenses*5)+(superannuation-on-behalf-of-spouse*5)+(zone-or-overseas-forces*5)+(private-health-insurance*5)+(early-stage-investor*20)+(other-deductions1*5)"]

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Get Latest Updates

Call Us On
1300 0 NOBLE (1300 066 253)