• PERSONAL
  • INCOME
  • EXPENSES
  • REBATES/OFFSETS
  • OTHER

PLEASE ENTER PERSONAL DETAILS

A: YEAR OF TAX RETURN -COMPLETE ONE QUESTIONNAIRE PER YEAR:

B: FIRST NAME:

C: LAST NAME:

D: ADDRESS:

E: DATE OF BIRTH:

F: TAX FILE NUMBER:

G: PHONE NUMBER:

H: EMAIL ADDRESS:

I: BSB NUMBER (for tax refund):

J: BANK ACCOUNT NUMBER (for tax refund):

K: DESCRIBE YOUR OCCUPATION:

L: DID WE DO YOUR PREVIOUS TAX RETURN:

M: ARE YOU AN AUSTRALIAN RESIDENT FOR TAX PURPOSES?:

N: DID YOU ARRIVE IN AUSTRALIA THIS TAX YEAR?:

N1: DATE YOU ARRIVED IN AUSTRALIA:

INCOME

1: INCOME FROM EMPLOYMENT? - Employer must have finalised the annual payroll reporting STP:

2: DID YOU RECEIVE ANY ALLOWANCES?:

1A: PLEASE DESCRIBE ie travel, laundry, km's:

4: DID YOU RECEIVE AN ELIGABLE TERMINATION PAYMENT? - this can occur when cease employment:

PLEASE ATTACH ETP STATMENT - IF REQUIRED

5: DID YOU RECEIVE A GOVERNMENT PAYMENT i.e. Centrelink, Austudy?:

6: DID YOU RECEIVE ANY GOVERNMENT BENEFIT OR GOVERNMENT PENSION i.e. Single parent payment, Age pension?:

7: DID YOU RECEIVE ANY MONEY FROM AN ANNUITY OR TAXABLE SUPER INCOME STREAM?:

8: DID YOU RECEIVE A SUPER ANNUATION LUMP SUM PAYOUT?:

8A: WAS THIS COVID EXEMPT?:

10: DID YOU RECEIVE ANY INTEREST? From all bank accounts, Term deposits etc:

10A: TOTAL AMOUNT - YOUR SHARE OF INTEREST RECEIVED:

11: DID YOU RECEIVE ANY DIVIDENDS FROM A COMPANY?:

11A: PLEASE LIST COMPANIES , WHETHER FRANKED OR UNFRANKED & AMOUNTS:

PLEASE UPLOAD STATEMENTS

12: DID YOU RECEIVE ANY SHARES FROM AN EMPLOYEE SHARE SCHEME?:

13: DID YOU RECEIVE MONEY FROM A MANAGED FUND, TRUST OR PARTNERSHIP? - end of financial year statements available Aug-Sept:

13A: AMOUNT:

SOLE TRADER - BUSINESS OWNERS

14: DID YOU EARN ANY INCOME FROM YOUR PERSONAL ABN?:

14A: DID YOU WORK FOR AN HOURLY RATE?:

14B: DID YOU EARN MORE THAN 80% OF YOUR MONEY FROM ONE SOURCE?:

14C: DID YOU SUPPLY YOUR OWN TOOLS?:

14D: ARE YOU RESPONSIBLE FOR THE RETIFICATION OF DEFECTS?:

15: WERE YOU REGISTERED FOR GST?:

PLEASE ATTACH YOUR STATEMENT OF BUSINESS INCOME AND EXPENSES:

16: DO YOU HAVE ANY BUSINESS LOSSES CARRIED FORWARD?:

15A: DO YOU HAVE YOUR BUSINESS SCHEDULE:

15B: INCOME FROM BUSINESS:

15C: OTHER BUSINESS INCOME:

15D: TOTAL AMOUNT PAID FOR ADVERTISING:

15E: TOTAL AMOUNT PAID ON ASSETS & EQUIPMENT:

15F: TOTAL AMOUNT PAID ON BANK FEES:

15G: TOTAL AMOUNT PAID ON COMPUTER:

15H: TOTAL AMOUNT PAID FOR CONTRACTORS:

15I: TOTAL AMOUNT PAID FOR INSURANCE:

15J: TOTAL AMOUNT PAID ON LICENSES & REGISTRATIONS:

15K: TOTAL AMOUNT PAID ON LOAN REPAYMENTS:

15L: TOTAL AMOUNT PAID FOR MOTOR VEHICLE(S) - petrol, registrations & maintenance amount:

15M: TOTAL AMOUNT PAID FOR PRINTING & STATIONERY:

15N: TOTAL AMOUNT PAID FOR POSTAGE:

15O: PURCTOTAL AMOUNT PAID FOR HASES & MATERIALS:

15P: TOTAL AMOUNT PAID ON RATES & TAXES:

15Q: TOTAL AMOUNT PAID ON RENT:

15R: TOTAL AMOUNT PAID ON REPAIRS & MAINTENANCE:

15S: TOTAL AMOUNT PAID ON SUPERANNUATION:

15T: TOTAL AMOUNT PAID ON PHONE & INTERNET:

15U: TOTAL AMOUNT PAID FOR UTILITIES:

15V: TOTAL AMOUNT PAID ON WAGES:

15W: TOTAL AMOUNT PAID ON SUNDRY:

15X: TOTAL AMOUNT PAID FOR ANY OTHER EXPENSES:

15Y: PERSONAL DRAWINGS:

PLEASE ATTACH YOUR BUSINESS SCHEDULE

CAPITAL GAINS

18: DID YOU SELL OR DISPOSE OF ANY ASSETS? i.e. share, property, collectables over $500 and personal use assets over $10,000:

18A: PLEASE INCLUDE SALE AMOUNT, PURCHASE PRICE, PURCHASE DATE, AMOUNT/S SPENT ON IMPROVEMENTS, COST OF SELLING OR DISPOSAL I.E CONTRACTS, SOLICITOR FEES ETC:

PLEASE ATTACH ANY DOCUMENTS WHICH RELATE TO THE SALE - FILES UNDER 150KB:

RENTAL PROPERTY

21: DO YOU OWN ANY RENTAL PROPERTIES:

21A: NAME OF PROPERTY:

21B: ADDRESS OF RENTAL PROPERTY:

21C: DATE PROPERTY FIRST EARNED RENTAL INCOME:

21D: NUMBER OF WEEKS PROPETY WAS RENTED THIS YEAR:

21E: PRIVATE/PERSONAL USE %:

21F: DO YOU HAVE YOUR RENTAL SCHEDULE:

21G: RENTAL INCOME:

21H: OTHER RENTAL RELATED INCOME:

21I: ADVERTISING FOR TENANTS:

21J: BODY CORPORATE FEES AND CHARGES:

21K: BORROWING EXPENSES:

21L: CLEANING:

21M: COUNCIL RATES:

21N: GARDENING/LAWN MOWING:

21O: INSURANCE:

21P: INTEREST ON LOAN:

21Q: LAND TAX:

21R: PEST CONTROL:

21S: PROPERTY AGENT FEES:

21T: REPAIRS AND MAINTENANCE:

21U: STATIONERY, TELEPHONE AND POSTAGE:

21V: WATER CHARGES:

21W: CAPITAL WORKS/DEPRECIATION/DECLINE IN VALUE DEDUCTIONS:

21X: OTHER:

PLEASE ATTACH CAPITAL WORKS/DEPRECIATION/DECLINE IN VALUE DEDUCTIONS SCHEDULE

PLEASE ATTACH RENTAL STATEMENT FROM REALESTATE AGENT

FOREIGN INCOME

20: DID YOU RECEIVE ANY INCOME FROM OVERSEAS i.e. overseas rental property, overseas shares or overseas pension:

PLEASE ATTACH ALL STATEMENTS

OTHER INCOME

24: DID YOU RECEIVE INCOME FROM ANY OTHER SOURCE?:

24A: DID YOU RECEIVE INCOME FROM SICKNESS/INCOME PROTECTION?:

24B: DID YOU RECEIVE A LUMP SUM IN ARREARS (Lump Sum E):

EXPENSES - This is where we will have some fun

K: DO YOU HAVE WRITTEN EVIDENCE/RECEIPTS FOR ALL EXPENSE CLAIMS OVER $300 - you must have evidence if you want to claim:

D1: DID YOU USE YOUR OWN CAR FOR WORK OR BUSINESS?:

D1A: KM METHOD - PLEASE ESTIMATE BUSINESS KMS TRAVELLED AS WELL AS CAR MAKE AND MODEL:

LOG BOOK/MILECATCHER - PLEASE ATTACH LOG BOOK AND A SCHEDULE OF EXPENSES INCURRED FOR THE VEHICLE i.e. petrol, repairs, insurance, depreciation (when purchased adn what for), interest for vehicle loan:

D2: DID YOU HAVE ANY OTHER WORK RELATED TRAVEL EXPENSES:

D2A: TOTAL AMOUNT PAID FOR WORK RELATED TRAVEL EXPENSES:

D2B: TOTAL AMOUNT PAID FOR PARKING:

D2C: TOTAL AMOUNT PAID FOR TOLLS:

D2D: TOTAL AMOUNT PAID FOR TAXI/TRAIN/AIRFARE:

D2E: TOTAL AMOUNT OF NON REIMBURSED EXPENSES RELATED TO OVERNIGHT STAY i.e. accommodation, meals other ancillary costs

D3: DO YOU HAVE ANY WORK CLOTHES EXPENSES:

D3A: WHAT CATAGORY DOES IT FALL UNDER:

D3B: TOTAL AMOUNT PAID FOR UNIFORMS:

D3C: TOTAL AMOUNT PAID FOR PROTECTIVE UNIFORMS:

D3D: TOTAL AMOUNT PAID FOR PROTECTIVE FOOTWEAR:

D3E: TOTAL AMOUNT PAID FOR LAUNDRY:

D5: OTHER DEDUCTIONS - Click here, we may have thought of some additional items that you may claim:

D5A: TOTAL AMOUNT PAID FOR TRADE UNION FEES:

D5B: TOTAL AMOUNT PAID FOR PROFESSIONAL MEMBERSHIPS:

D5C: TOTAL AMOUNT PAID FOR A HANDBAG/BREIFCASE:

D5D: TOTAL AMOUNT PAID FOR STATIONERY/JOURNALS:

D5E: TELEPHONES/MOBILE:

D5F: BUSINESS USE PERCENTAGE:

D5G: TOTAL AMOUNT PAID FOR THE FINANCIAL YEAR:

D5H: INTERNET:

D5I: BUSINESS USE PERCENTAGE:

D5J: TOTAL AMOUNT PAID FOR THE FINANCIAL YEAR:

D5K: TOTAL AMOUNT PAID FOR TOOLS/EQUIPMENT cost of tools less than $300, cost of repairs, replacements:

D5L: DEPRECIATION cost of assets over $300 i.e Laptop, lawnmover etc. Please include name of asset, date purchased, purchase price:

IF YOU HAVE A PRIOR YEAR DEPRECIATION SCHEDULE PLEASE ATTACH. (If we don't already have a copy)

D5M: HOME OFFICE:

D5N: HOW WOULD YOU LIKE TO CLAIM:

D5O: TOTAL HOURS:

5DP: TOTAL HOURS WORKED MARCH - JUNE:

D5Q: TOTAL AMOUNT PAID FOR THE FINANCIAL YEAR:

D5R: TOTAL AMOUNT PAID FOR SUN PROTECTION:

D5S: TOTAL AMOUNT PAID FOR SEMINARS:

D5T: TOTAL AMOUNT PAID FOR OVERTIME MEALS:

D5U: DESCRIPTION OF OTHER EXPENSES

D5U: DESCRIPTION OF OTHER EXPENSES:

D7: DID YOU PAY INTEREST ON A LOAN USED TO BUY AN INVESTMENT (Excludes Rental Property):

7DA: TOTAL AMOUNT PAID FOR THE FINANCIAL YEAR:

D7B: DID YOU HAVE A HECS/HELP DEBT:

D9: DID YOU MAKE ANY GIFTS OR DONATIONS:

9DA: TOTAL AMOUNT PAID FOR THE FINANICAL YEAR:

D10: HOW MUCH DID YOU PAY YOUR TAX AGENT LAST YEAR:

D12: DID YOU PAY ANY PERSONAL SUPER CONTRIBUTIONS (if you want to make a claim you must have received a notice of intent to claim statement from your fund:

D12A: AMOUNT:

PLEASE ATTACH NOTICE OF INTENT TO CLAIM

D15: DID YOU PAY AN INCOME PROTECTION INSURANCE PREMIUM:

SPOUSE DETAILS

P: WERE YOU SINGLE FOR THE YEAR?:

P1: WERE YOU MARRIED OR IN A DEFACTO RELATIONSHIP AT ANY TIME DURING THE YEAR?:

P2: 1ST JULY/STARTED:

P3: 30TH JUNE/ENDED:

P4: SPOUSE'S FULL NAME:

P5: SPOUSE'S DATE OF BIRTH:

P6: SPOUSE'S INCOME:

P7: NUMBER OF DEPENDANTS?:

MEDICARE & SURCHARGE

M1: DO YOU HAVE A MEDICARE REDUCTION/EXEMPTION?:

M2: DO YOU HAVE PRIVATE HEALTH INSURANCE?:

M2A: DO YOU HAVE PRIVATE HOSPITAL COVER?:

M2B: HOW MANY DAYS IN THE YEAR DID YOU (AND YOUR FAMILY) HAVE PRIVATE HOSPITAL COVER?:

M2C: IF IN A FAMILY WITH DEPENDANTS IS YOUR PRIVARE HOSPITAL COVER FOR ALL FAMILY MEMBERS?:

M2D: PLEASE SUPPLY NAMES OF DEPENDANTS:

M2E: IF YOU HAVE KIDS THAT ARE NOT YOUR DEPENDANTS EG BLENDED FAMILIES (YOU DON’T RECEIVE FTB A/B) ARE THEY COVERED FOR PRIVATE HOSPITAL INSURANCE FOR THE ENTIRE YEAR?:

M2F: PLEASE SUPPLY NAMES OF DEPENDANTS:

REBATES/OFFSETS

T3: DID YOU MAKE ANY SUPER CONTRIBUTIONS FOR YOUR SPOUSE?:

TOTAL AMOUNT CONTRIBUTED:

T4: DID YOU RESIDE IN A REMOTE LOCATION not fifo:

T4A: PLEASE ENTER LOCATION AND PERIOD OF TIME SPENT IN RESIDENCE:

T4B: PLEASE ENTER NAMES, AGES AND OCCUPATIONS/SCHOOL LEVEL OF EACH DEPENDENT:

T5: DID YOU SPEND MORE THEN $2,265 (NET OR REFUNDS) ON MEDICAL EXPENSES FOR DISABILITY AIDS, ATTENDANT CARE OR AGED CARE:

PLEASE ATTACH ANY DOCUMENTS WHICH RELATE TO REBATES - FILES UNDER 150KB:

OTHER

IT1: DID YOU PAY CHILD SUPPORT?:

: AMOUNT:

Q: IS THERE ANY FURTHER INFORMATION WE NEED TO BE AWARE OF?:

PLEASE ATTACH ANY ADDITIONAL DOCUMENTATION- FILES UNDER 150KB:

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