Residential Tax Depreciation Report Booking

Thanks for your Depreciation report order. Looking forward to assisting further…

Next Steps >>

This form will guide you via the required info to gain the best results for you. The form is designed to also automatically save (same device/browser) as you progress.

Requirements:
– Contract of Sale/ Building Contract
– Any expenditure incurred in respect of your property investment.
(again we will guide you with what is best to supply)

Most people complete this in one go and take a few minutes to complete. But don’t worry, if not. Answer as best you can. You can always amend!

Upon successful submission (via blue button, last step), you will receive an email response including all your inputs for review (and amendment, if need be).

We (BWK Group) look forward to progressing with your requested depreciation report…

RFI: TDS_B_Booking_Reporting (#65) (post-paid)

CLIENT:

First Name

Last Name

Phone/Mobile

What best describes you (as the client)?

PROPERTY AND ACQUISITION:

Property Address (investment property relating to the report/service)

Address

Suburb / City

State / Territory

Postcode

Property Type?

Acquisition of Investment property

Any construction drawings/specifications to upload (i.e. would be in the Contract)?

File Upload – Construction drawings/Specifications (i.e. would be appended in the ‘Contract of Sale’)

Upload/Choose File

File Upload – Entitlements & Liabilities (i.e. would be appended in the ‘Contract of Sale’)

Upload/Choose File

File Upload – Plan of Subdivision (i.e. would be appended in the ‘Contract of Sale’)

Upload/Choose File

File Upload – latest Routine Inspection/Conditions Report

Upload/Choose File

Contract Signing Date

Settlement Date

Purchase price / Contract sum (including variations), incl. GST ($)

Was ‘land’ included in the Contract?

List any extra ‘professional fees’ (e.g. architect, draftsman, engineer etc.), ($)

PROPERTY HISTORY:

If you are not aware of the full history of the property, please call your local Council’s ‘Building and Planning’ department to obtain the following information. E.g. any works requiring a permit will be registered (and claimable in most cases).

Original building construction completion date

Any renovations (structural improvements? Including information from the Council?

List (or upload, and state the same) the renovations/structural improvements/Scope of Works) including; completion dates, descriptions and costs below

File Upload – renovations/structural improvements/Scope of Works. Preferably in ‘spreadsheet format’ including; descriptions, costs and completion dates

Upload/Choose File

Any ‘plant & equipment’ items, e.g. blinds, appliances etc. ‘installed’ by you (Owner/Landlord), when the property was a rental?

List (or upload, and state the same) the ‘plant & equipment’ items ‘installed’ by you (Owner/Landlord), when the property was a rental. Include; descriptions, install dates and costs

File Upload – ‘plant & equipment’ items installed’ by the Owner/Landlord, when the property was a rental. Including; descriptions, install dates and costs

Upload/Choose File

Any NEW, ‘loose’ furniture/items (purchased new after Settlement date) that you want to include in the report? Note: 5+ loose furniture/items at extra nominal fee. NOTE: second-hand loose items are not eligible.

New, ‘loose furniture/items’ supplied by you (choose one only):

0 (or ignore)

1-5 new, ‘loose furniture/items’ (FREE/no charge)

6-10 new, ‘loose furniture/items’ (outside of normal scope of reporting, $100 + GST surcharge)

10+ new, ‘loose furniture/items’ (outside of normal scope of reporting, $150 + GST surcharge)

List (or upload, and state the same) the ‘new’ ‘loose furniture/items’ purchaed by you (Owner/Landlord), and used solely in the rental property. Include; description, install date and costs

File Upload – list of new, ‘loose’ furniture/items (e.g. as a spreadsheet). DO NOT provide invoices and receipts, as this information should already be organised

Upload/Choose File

Did you (Owner/Landlord) ever live in the property?

When did you (Owner/Landlord) vacate?

REPORTING:

Name to be used on the Report (e.g name, company/SMSF name)

Is the Entity/Taxpayer (on the report) registered for GST (e.g. a business)?

Forward a copy of the Report directly to your Accountant/Tax Agent as well?

Name (Accountant/Tax Agent)

Email (Accountant/Tax Agent)

MISCELLANEOUS:

How did you hear about us?

Name (referrer)

Email (referrer)

Any other comments to add?

No payment items has been selected yet

Credit/Debit Card (Stripe redirect, after form submission).

Invoicing name details (i.e name, company/SMSF name or third party)

Note: After clicking on the Submit button, please wait for the confirmation page to load.

An email will also be sent confirming submission (and your inputs for review).

Or want a quote to get more options? Click here