Tax Depreciation Report Booking (and Inspection)

RFI: TDS_G_Booking_Reporting & Inspection (#4) (pre-paid)

INSTRUCTIONS:

This form guides and automatically saves as you progress (if need be, you will be able to resume on the same device and browser). However, it is always best to complete in one sitting.

To progress through the form, enter the required details on the screen and click the grey ‘Next’ button (bottom right).

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

Note: any technical issues, please report via the red tab (left of screen). Thanks again.

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Questions in the online form include (so we can maximise your results & tax deductions and provide convenience for you e.g. time-savings):

Client Details
Contract/Settlement dates
Purchase/Contract sum price and or Professional Fees (incl. GST)
‘Original Construction Date/Certificate of Occupancy’
File upload opportunity (e.g. construction drawings/floor plan etc.)
Renovations/Capital Improvements’ (if available; costs, completion dates and descriptions)
‘Loose Furniture Items, if applicable (costs, dates and description; a surcharge may apply)
Items ‘installed’ after purchase (costs, installation dates and descriptions)
‘Preoccupied’ property status, i.e. lived in by the owner/landlord, if applicable (dates)
Reporting details (e.g. if the report is to be made out to a SMSF, Company etc.)
‘Access’ details for inspection purposes
Tax Accountant: Report Forwarding details (if desired)

*Note: we request the above in order to make sure you get the best and most accurate results that we can achieve.

**To date, we have fixed up many ‘other competitor’ reports due to errors/omissions, resulting in missing deductions/tax savings of up to $63,182 (on top of our own results).

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

File Upload – Construction drawings/Specifications (i.e. would be in the Contract. Can upload the Contract)

Upload/Choose File

File Upload – Entitlements & Liabilities (e.g. can upload the ‘Contract of Sale’)

Upload/Choose File

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

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’ ($80 surcharge)

10+ new, ‘loose furniture/items’ (min. $120 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)

ACCESS:

Is the property currently vacant?

List the date if there is a firm, non-movable deadline for onsite inspection. Note: be aware that it is common for us to inspect when already tenanted (however if the timing dictates for a vacant property inspection, please inform us)

Details for access

Name (contact for access)

Email (contact for access)

Phone number (contact for access)

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).