Tax Depreciation Report Booking (Contracted)

RFI: TDS (Contracted) Booking/No Inspection_S_Tax Depreciation Schedules (#50)

Thanks for your Depreciation report booking.

(BWK Group is engaged to complete your Tax Depreciation Schedule report).

Next Steps >>

INSTRUCTIONS:

This form guides (and automatically) saves as you progress.

Note: if need be, you will be able to resume your submission on the same device & browser. However, it is 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 amendment, if need be).

We look forward to progressing with your requested depreciation report…

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 appended in the Contract)

Upload/Choose File

File Upload – Construction drawings/Plan of Subdivision/Entitlements & Liabilities ((i.e. would be appended in the Contract)

Upload/Choose File

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

Upload/Choose File

File Upload – latest Routine Inspection/Conditions Report (helpful, but not necessary)

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) that you are aware of?

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

File Upload (your list of renovations and structural improvements) / Scope of Works. Preferably in ‘spreadsheet format’ (description, cost, completion date)

Upload/Choose File

Any ‘items installed’ by you (in addition to any previously listed items integral to renovation/structural works/Scope of Works. E.g. additional kitchen appliances, blinds, carpets etc.)?

List the ‘items installed’ (no loose items/furniture etc. See examples below) by you. Must include; description, install date, cost (file upload option below, ‘grey button’)

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 (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 (your list of NEW, ‘loose’ furniture/items and or spreadsheet). DO NOT provide invoices and receipts, as this information should already be organised.

Upload/Choose File

Did you ever live in the property?

When did you 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 our tax depreciation service?

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).