2021 Tax Deductions

Thank you for allowing Meitnerium Accounting & Taxation to assist you with your taxation needs.

The purpose of this form is to give us a better understanding of the types of tax deductions that you might be eligible for. This form is likely to result in more questions from us and likewise, if you have any questions or concerns don't hesitate to get in touch.

Work Related Deductions

When completing your tax return, you're entitled to claim deductions for some expenses, most of which are directly related to earning your income.

To claim a work-related deduction:

you must have spent the money yourself and weren't reimbursed
it must directly relate to earning your income
you must have a record to prove it.*

If the expense was for both work and private purposes, you can only claim a deduction for the work-related portion. Work expenses reimbursed to you by your employer are not deductible.

*records are not limited to receipts. Expenses can also be substantiated by bank/credit card statements or electronic transaction records.

Please enter your name:

First NameLast Name

Income Tax Year Ending 30 June:

Do you use your motor vehicle(s) for work-related travel (excludes travel to and from work unless carrying heavy tools)?

YesNo

Number of kilometres travelled for work

Did you incur work-related costs other than using your car? This can include airfares, bus, train, taxi, meals and accommodation. Does not include travel between home and work. Only include items that you paid for yourself and were not repaid by your employer.

YesNo

Please provide travel details including how much you spent:

Attach any travel related documentation such as log book records.

Browse Files

Did you purchase any work uniforms with logos, or protective clothing? You are unable to claim ordinary clothing, business suits, etc

YesNo

Value of uniform with employer logos purchased:

Value of protective clothing purchased:

Can include safety boots/shoes

Value of occupation specific clothing purchased:

Clothing which identifies your profession, such as the chequered pants of a chef.

Did you regularly wash any of the above categories of clothing?

YesNo

Did you pay for any education to update or maintain your skills in your current employment?

YesNo

Please provide details of education costs:

Examples are course fees, text books, stationary etc.

Did you purchase any tools or equipment that were required to perform your job?

YesNo

Please provide details of what you purchased and how much you paid:

Do you use a mobile phone for work purposes?

YesNo

What percentage of your mobile phone use was work related?

What was the total of your mobile phone bills for the last financial year?

Do you use a home internet connection for work purposes?

YesNo

What percentage of your home internet use was work related?

What was the total of your home internet bills for the last financial year?

Are you required to do some of your work on a personal computer?

YesNo

What date did you purchase the computer?

Date

What % of this computers usage is for your work?

What did you pay for the computer?

Do you pay union or other professional organisation fees?

YesNo

Please provide details of memberships and fees:

Are you required to do some of your work at home?

YesNo

If you answered yes, then you can claim these cost of these costs as a deduction:
Running expenses, Printing, postage & stationery, Home phone, Other depreciation, etc

On average, how many hours per week do you work from home?

Please provide details of other home office expenses:

Do you work outdoors?

YesNo

If you are required to do your work outdoors, then you can claim the cost of sunscreen, sunglasses and sun-protection clothing like hats.

Total spent on sun-protection items:

Did you make any donations to registered charities for which you have a tax deductible gift receipt for each donation?

YesNo

Total tax deductible donations:

Did you pay someone prepare your tax return last year?

YesNo

How much did you pay?

Did you make Personal Super Contributions last year and you have advised your superfund that you intend to claim a deduction?

YesNo

Name of fund:

Account Number:

Amount of Deduction Claimed:

Super Fund's ABN:

Did you pay for income protection insurance with your own money? (Not via a superfund)

YesNo

Premium paid last financial year:

If you have any questions ask them here:

Browse Files

2021 Tax Deductions

Travel

Uniform & Protective Clothing

Self-Education

General Deductions

Any Questions?

Source Documents