Checklists

Holiday Home Visitor Logbook VRT V2.1

The concept of VRT is not new, but its impending expansion across all of Victoria signals a time for proactive reflection and strategy for landholders. From 1st Jan 2025, the expanded VRT will encompass all residential land in Victoria (not just Metropolitan area, heralding a significant shift in the fiscal responsibilities of property investors. These changes are not to be viewed through a lens of adversity but rather as a landscape rich with informed decisions and strategic planning.

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Motor Vehicle Logbook

This log book is used to calculate the kilometres travelled that relate to work. It must be noted that this generally does not include driving from home to work or from work back home. Some examples of work related trips include travelling to the airport to pick up a client, driving from the office to a meeting or picking up a new printer for work.

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Work from Home Diary V1.2

You can claim a deduction for home office if you carry out income producing work at home and incur expenses in using your home for that purpose. The hours worked must be recorded and a calculation is then used to determine the deductible amount to be entered into the tax return.

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2024 Fringe Benefits Tax Questionnaire

We have prepared the 2024 FBT questionnaire for you. This is an editable PDF document that allows you to choose the most convenient method of completion.

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Small Business Technology Boost Checkist

A sole trader, company or Trust can claim an extra 20% of technology expenses on the 2023 tax return Amazingly the definition of technology includes normal expenses for Cloud based programs like Xero & MYOB, computers, mobile phones & cyber security programs. Download the checklist to see a more comprehensive list.

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Defence Force - Medicare Levy exemption Chart RJS

Defence Force - Medicare Levy exemption Chart

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Work From Home Diary - FY24

You can claim a deduction for home office if you carry out income producing work at home and incur expenses in using your home for that purpose. The hours worked must be recorded and a calculation is then used to determine the deductible amount to be entered into the tax return.

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Log Book - FY24

This log book is used to calculate the kilometres travelled that relate to work. It must be noted that this generally does not include driving from home to work or from work back home. Some examples of work related trips include travelling to the airport to pick up a client, driving from the office to a meeting or picking up a new printer for work.

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Invoice Financing

Use this guideline to find out if you are eligible to apply for the invoice financing loan solution at RJS.

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Buyers Checklist

Use this checklist to help you determine how much you can borrow, and the costs. This resource helps identify what loan is right for you, how to obtain pre-approval and the buying process overall.

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Documents Checklist

This free resource helps identify what documents you should bring with you when obtaining finance. It covers topic areas such as income, assets, liabilities as well as proof of identity.

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Home Loan Process Checklist

Use this free checklist to help guide you through the process of getting a home loan. It can be a complicated process, but R J Sanderson is here to help. This resource covers everything from property valuation to mortgage insurer sign off.

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Rental Property Guide

This free guide will assist you, as an owner of a rental property in Australia, to determine the following; which rental income is assessable for tax purposes, which expenses are tax deductible, which records you need to keep and what you need to know when you sell your property.

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Professional Footballers Taxation Guide

This free guide will assist you, as a professional footballer in Australia, to determine what expenses you can claim as a tax deduction that are specific to the occupation and what special rules apply in regards to income averaging, frequent flyer benefits and prior year return amendments.

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Individual Deductions Checklist

This free resource is designed to provide an easy reference guide to the types of expenses that can be claimed by an individual working as an employee.

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Investment Property Checklist

This free resource is designed to provide an easy reference guide to the types of expenses that can be claimed by investment property owners.

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Business Deductions Checklist

This free resource is designed to provide an easy reference guide to the types of expenses that can be claimed by business.

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