Please fill out the form below and remember, don't worry if you miss or don't understand something in the form a CPA accountant will call you to discuss any issues before it is lodged with the ATO :)
Bank Account Details
We need this in case you receive a tax refund
How to Save your form:
1. Select
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3. To continue this form at a later stage. Enter your 'Email' and select
Check your email and click on the link to continue.
Please tell us about all money you received between 1 July to 30 June. Select YES or NO.
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.
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
Australian Government Allowances
Includes: JobSeeker I JobKeeper I Newstart allowance | Youth allowance | Parenting Payment (Partnered) | Mature age allowance | Partner allowance | Sickness allowance | Special benefit | Widow allowance | Austudy payment I Parenting Payment (Single) I Aged Pension I Disability Support Pension I Carer Payments and any other Government pension you received.
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.
Employment Car Logbook
Lets see if you can claim deductions for your car using the logbook method
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
Ridesharing Income
Lets work out how much ridesharing income you earned throughout the year. You may enter amount or attach your Annual Tax Summary from your Rideshare Partner and an accountant will take care of the rest for you
Rideshare Car Logbook
Lets see if you can claim deductions for your car using the logbook method for your Rideshare Business
Rideshare 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 the rest for you
Rideshare General Expenses
Now we need details on other expenses you may have had for your Rideshare Business during the financial year. You may enter amounts or attach receipts below and an accountant will take care of it for you
Food Delivery Income
Lets work out how much food delivery income you earned throughout the year. You may enter amounts or attach Tax summary below and an accountant will take care of this for you
Food Delivery Vehicle Logbook
Lets see if you can claim deductions for your car using the logbook method for your Food Delivery Business
Food Delivery Vehicle Expenses
Please fill in details below on the amount you spent on your car, motorcycle or scooter during the financial year. You may enter amounts or attach receipts below and an accountant will take care of it for you
Unlike a car, you are not able to claim cents per KM for a motorcycle/scooter. In order to make a claim for your motorcycle/scooter you must keep a logbook and an accurate record of your expenses
Food Delivery General Expenses
Now we need details on other expenses you may have had for your Food 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
Sole Trader Car Logbook
Sole Trader Car Expenses
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
Home Office
You can claim Home office using (Method 1) or (Method 2)
Business Loss Details
You can find this on your last years tax return
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.
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.
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
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 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 :)
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
Capital Gains / Loss
Includes Sale of a rental property (not your main residence), shares sold, sale of managed funds or sale of car that was used for your business.
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
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
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
Ready to finalise my tax return
Please review details and figures you’ve entered, finalise your tax return by completing the declarations below. You'll receive confirmation and further details on what to do next on the next screen