Please complete the form below. Don't worry if you miss or don't understand something in the form, a CPA accountant will contact you once they have drafted your tax return to discuss any issues before we lodge your tax return with the ATO! 😊
Bank Account Details
We need this in case you receive a tax refund
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Between 1 July to 30 June, select 'YES' if you got paid for this or 'NO' if you didn't
Salary and Wages
Income received through salary or wage from your employer(s). Please attach your PAYG Payment summary(s) below and an accountant will take care of it for you. If you don't have your payment summary(s) don't worry we can get this for you directly from the ATO.
Car Expenses
Now we need details of the expenses relating to your employment. Let's see if we can claim your car as a deduction against your salary and wages.
As you didn't use your car for employment purposes, you will not be able to claim a deduction for work-related car expenses.
Let's see if we can claim your car as a deduction against your salary and wages.
Employment Car Expenses
Please fill in details below on the amount you spent on car expenses during the financial year. You may enter amounts or attach receipts below and an accountant will take care of it for you.
Employment Expenses
Please fill details of the expenses you wish to claim in relation to your employment. You may enter amounts or attach receipts below and an accountant will take care of it for you
Home Office
If you are required to work from home you may be able to claim a deduction. Please answer the questions and an accountant will work out the best method to claim.
Home Office Expenses (If you SOMETIMES work from home)
Please tell us how many hours you worked from home this year and we’ll automatically calculate which method gives you the best tax deduction based on your circumstances.
Home Office Expenses (If you ONLY work from home)
Complete this section if you ONLY work from a home office and your employer does not provide any office for you.
Interest Income
Interest from your Australian bank account or any other sources. You can enter interest amounts or attach bank statements below which summarises your interest income and an accountant will take care of it for you. We can also obtain this information directly from the ATO.
Dividend Income
Dividends from any Australian sources such as shares you own. Attach Dividend Statements below and an accountant will take care of this for you. We can also obtain this information directly from the ATO.
Trust or Managed Fund Income
You can obtain all details from your 'Annual Tax Statement' which will be provided by your investment manager. Please attach below and an accountant will take care of this for you
Foreign Income
Includes Australian Franking Credits from a New Zealand Company, Foreign Pension, Foreign Employment income, Net Foreign Rent & Other Foreign Income. Please attach statements below and an accountant will take care of it for you
Rideshare, Food or Delivery Income
Let's work out how much Rideshare, Food or Delivery Income you earned throughout the year. You may enter an amount or attach your Annual Tax Summary from your Partner and an accountant will take care of the rest for you
Rideshare, Food or Delivery - Car Expenses
Now we need details of the expenses relating to your Rideshare, Food or Delivery business. Let's see the best method we can use to claim your car against your Rideshare, Food or Delivery business.
Please fill in the details below on the amount you spent on car expenses during the financial year. You may enter amounts or attach receipts below and an accountant will take care of the rest for you
Rideshare, Food or Delivery - Other Expenses
Now we need details on other expenses you may have had for your Rideshare, Food or Delivery Business during the financial year. You may enter amounts or attach receipts below and an accountant will take care of it for you
Sole Trader Income
Lets work out how much Sole Trader income you earned throughout the year. You may enter amount below or attach Income summary below and an accountant will take care of it for you
Self-employed / Sole trader Car Expenses
Now we need details of the car expenses relating to your self-employment / sole trader business. Let's see what method we can use to claim your car expenses
As you didn't use your car for business purposes, you will not be able to claim a deduction for work-related car expenses.
Let's see what method we can use to claim your car expenses
Please fill in the details below on the amount you spent on car expenses during the financial year. You may enter amounts or attach receipts below and an accountant will take care of it for you.
Sole Trader Expenses
Please fill details of the expenses you wish to claim in relation to your Sole Trader Business. You may enter amounts or attach receipts below and an accountant will take care of the rest for you
Cost of Sales
Complete this Cost of Sales section if you have trading stocks
Business Loss Details
You can find this on your last years tax return
Property Details
Rental Income
Income earnt through your Australian rental properties. You may enter amounts or attach financial year statement below and an accountant will take care of it for you
Property Expenses
Please enter 100% of your property expenses for the year. We will adjust totals based on your share of ownership of the property. You may enter amounts or attach receipts below and an accountant will take care of it for you
Depreciation Expenses
Depreciation expenses prepared by a Quantity Surveyor or Accountant. You may enter amounts or attach Quantity Surveyor Report or Depreciation Schedule from accountant below and an we will take care of it for you
Borrowing Expenses
These are expenses directly incurred in taking out a loan for the property. Examples include Loan Application Fees, Establisment Costs of loan, Lenders Mortgage Insurance, Valuation Fees and Title Fees. You may enter amounts or attach statements below and an accountant will take care of it for you
Repairs to Property
Includes wear & tear or damage as a result of renting out the property. You may enter amounts or attach receipts below and an accountant will take care of it for you. If your not sure its a repair attach the receipt below and we will determine this for you. Either way we've got you covered :)
Assets installed for Property
Includes installing any plant & equipment such as Hot Water Systems or air conditioners. You may enter amounts or attach receipts below and an accountant will take care of it for you. If you're not sure it's a capital item attach the receipt below and we will determine this for you.
Prior year Property Assets Purchased
If you have prior year assets for your rental property that will be continued to be depreciated this year. Please attach schedule below and an accountant will take care of it for you
Includes wear & tear or damage as a result of renting out the property. You may enter amounts or attach receipts below and an accountant will take care of it for you. If you're not sure it's a repair attach the receipt below and we will determine this for you.
Includes installing any plant & equipment such as Hot Water Systems or air conditioners. You may enter amounts or attach receipts below and an accountant will take care of it for you. If your not sure its a capital item attach the receipt below and we will determine this for you. Either way we've got you covered :)
Capital Gains / Loss
Includes: Real estate (excluding the sale of your main residence) | Shares (bought, gifted, inherited or under an Employee Share Scheme (ESS)) | Units in a unit trust or managed investment fund | Collectables such as jewellery and art | Personal use assets | You disposed of your cryptocurrency. Simply answer the questions below or attach details of the sale and an accountant will take care of the rest for you
Sale Price
Lets work out sale price of the asset. You may enter amount or attach Sale Contract and an accountant will take care of it for you
Purchase Price
Lets work out how much purchase price of the asset. You may enter amount or attach Purchase Contract and an accountant will take care of it for you
Other Costs
Lets see if you had any other costs associated with the purchase price of the asset. These costs will add to the purchase price of the asset sold. You may enter amount or attach receipts and an accountant will take care of it for you
Capital Losses
If you had capital losses from assets you previously sold we can offest this against your capital gain this year
Australian government allowances or government pension
Please attach your Payment summary(s) below and an accountant will take care of it for you. If you don't have your payment summary(s) don't worry we can get this for you directly from the ATO.
Employee Share Scheme (ESS)
Income earnt through employee share schemes. Attach employee share scheme statement below and an accountant will take care of this for you
Employment Termination Payment (ETP)
A lump sum payment made in consequence of the termination of employment. Please attach your ETP Payment summary(s) below and an accountant will take care of it for you
Private Health Insurance
Private health insurance coverage can be eligible for a medicare levy reduction or exemption. Please attach your Annual Private Health Insurance Statement and an accountant will take car of it for you
Dependants
If you have children who depend on you for financial support (even if they don't live with you), please enter the number of dependent children here.
Donations
Gifts of donations made to any Australian registered charities. You may enter amounts or attach receipts below and an accountant will take care of it for you
Income Protection Insurance
Insurance protection against the loss of your income. You may enter amounts or attach Insurance premium paid below and an accountant will take care of it for you
Super Contributions
This would be an additional personal contribution that you made outside of your normal contributions. Your fund must have been notified of your intention to claim a deduction for this contribution to be deductible. You may enter amounts or attach Notice of Intent below and an accountant will take care of it for you
Spouse Details
A spouse could be your husband or wife or a defacto partner that you currently live with. You may enter amounts or attach Spouse's tax return below and an accountant will take care of it for you