Product NamePlease answer Yes or No for the following questions and provide additional information where required. If you are unsure of any questions please feel free to email or call us and one of our professionals will assist you. Please prepare my Income Tax Return for the Financial Year Ending 30 June2019 (Early Lodgement)201820172016201520142013201220112010200920082007200620052004200320022001Personal DetailsTitleName* First Last Date of Birth* Date Format: DD slash MM slash YYYY GenderMaleFemaleTax File Number*Phone NumberEmail* Enter Email Confirm Email Residential Address* Residential Address Residential Suburb Residential State Residential Post Code Residential Country AfghanistanÅland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarrussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCôte d'IvoireCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRéunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUS Minor Outlying IslandsUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabwe Postal*Same AddressDifferentPostal Address* Postal Address Postal Suburb Postal State Postal Code Postal Country AfghanistanÅland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarrussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCôte d'IvoireCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRéunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUS Minor Outlying IslandsUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabwe Preferred contact MethodPhoneEmailID type & ID number are required for compliance with ATO fraud prevention requirement. Unauthorised use of a tax file number is a serious offence and will be reported to the ATOID TypePassportDriver Licence 18 +Medicare CardOtherNumberID Type OtherWhere did you find us?GoogleFacebookFlyerReferralExisting ClientOtherClient's NameReferrer’s NameOtherINCOME Salary or WagesDid you earn salary or wage income during the year? Check your PAYG payment summaries (group certificates)*YesNoNumber of Employers during the YearOccupationEmployer NameEmployer ABNTax WithheldGross IncomeAllowanceFringe Benefit AmountOtherSalary or wage 2 Add field OccupationEmployer NameEmployer ABNTax WithheldGross IncomeAllowanceFringe Benefit AmountOtherSalary or wage 3 Add field OccupationEmployer NameEmployer ABNTax WithheldGross IncomeAllowanceFringe Benefit AmountOtherSalary or wage 4 Add field OccupationEmployer NameEmployer ABNTax WithheldGross IncomeAllowanceFringe Benefit AmountOtherSalary or wage 5 Add field OccupationEmployer NameEmployer ABNTax WithheldGross IncomeAllowanceFringe Benefit AmountOtherBank InterestDid you receive bank interest during the year? Contact your banks or check internet banking*YesNoBank NameAccount NumberTax WithheldInterest AmountBank Interest 2 Add field Bank NameAccount NumberTax WithheldInterest AmountBank Interest 3 Add field Bank NameAccount NumberTax WithheldInterest AmountBank Interest 4 Add field Bank NameAccount NumberTax WithheldInterest AmountBank Interest 5 Add field Bank NameAccount NumberTax WithheldInterest AmountCentrelink PaymentDid you receive Centrelink payments during the year (newstart Allowance, Parenting Payment, Austudy, Youth Allowance, Age Pension, Pension, etc)? Check payment summaries.*YesNoPayment NameTax WithheldGross IncomeOtherCentrelink Payment 2 Add field Payment NameTax WithheldGross IncomeOtherCentrelink Payment 3 Add field Payment NameTax WithheldGross IncomeOtherCentrelink Payment 4 Add field Payment NameTax WithheldGross IncomeOtherCentrelink Payment 5 Add field Payment NameTax WithheldGross IncomeOtherETPDid you receive employment termination payment (ETP)during the year? Check your ETP PAYG payment summaries (group certificates).*yesNoEmployer NameEmployer ABNTax WithheldTaxable ComponentTax Free ComponentETP 2 Add field Employer NameEmployer ABNTax WithheldTaxable ComponentTax Free ComponentETP 3 Add field Employer NameEmployer ABNTax WithheldTaxable ComponentTax Free ComponentETP 4 Add field Employer NameEmployer ABNTax WithheldTaxable ComponentTax Free ComponentETP 5 Add field Employer NameEmployer ABNTax WithheldTaxable ComponentTax Free ComponentSuperannuation Did you receive superannuation lump sum or income stream during the year? Check superannuation PAYG payment summary (group certificates) from your superannuation fund.*YesNoFund NameTax WithheldTaxed ElementUntaxed ElementOtherSuperannuation 2 Add field Fund NameTaxed ElementTax WithheldUntaxed ElementOtherSuperannuation 3 Add field Fund NameTaxed ElementTax WithheldUntaxed ElementOtherSuperannuation 4 Add field Fund NameTaxed ElementTax WithheldUntaxed ElementOtherSuperannuation 5 Add field Fund NameTaxed ElementTax WithheldUntaxed ElementOtherShare DividendsDid you receive share dividends during year? Check dividend statements.*YesNoShare NameUnfranked AmountFranked AmountFranking CreditOtherShare Dividends 2 Add field Share NameUnfranked AmountFranked AmountFranking CreditOtherShare Dividends 3 Add Field Share NameUnfranked AmountFranked AmountFranking CreditOtherShare Dividends 4 Add Field Share NameUnfranked AmountFranked AmountFranking CreditOtherShare Dividends 5 Add Field Share NameUnfranked AmountFranked AmountFranking CreditOtherShare SalesDid you sell any shares during the year? Check share transaction statements or online trading.*YesNoShare NameCostSale PriceDate of Acquisition Date Format: DD slash MM slash YYYY Date of Sale Date Format: DD slash MM slash YYYY Share Sales 2 Add field Share NameCostSale PriceDate of Acquisition Date Format: DD slash MM slash YYYY Date of Sale Date Format: DD slash MM slash YYYY Share Sales 3 Add field Share NameCostSale PriceDate of Acquisition Date Format: DD slash MM slash YYYY Date of Sale Date Format: DD slash MM slash YYYY Share Sales 4 Add field Share NameCostSale PriceDate of Acquisition Date Format: DD slash MM slash YYYY Date of Sale Date Format: DD slash MM slash YYYY Share Sales 5 Add field Share NameCostSale PriceDate of Acquisition Date Format: DD slash MM slash YYYY Date of Sale Date Format: DD slash MM slash YYYY Manage FundDid you have managed fund during the year? Check managed fund statements sent from your managed fund.*YesNoList of DetailsTrust or Partnership DistributionsDid you have trust or partnership distributions during the year?*YesNoList of DetailsForeign Sourced IncomeDid you earn foreign sourced income during the year?*YesNoList of DetailsDid you have any other income during the year? List of DetailsUnsure? Please leave a MessagePlease attach your documents if you prefer. Max size: 5MB Drop files here or Please ensure you have uploaded all relevant documentation relating to your Income. If you do not have all the documentation this may delay the completion of your return.Deductions Enter the amounts actually paid during the year. Find DeductionsAccountant or Tax AgentDid you pay an Accountant or Tax agent to prepare your prior year income tax return?YesNoDescriptionCostAccountant or Tax Agent 2 Add field DescriptionCostAccountant or Tax Agent 3 Add field DescriptionCostDonationsDid you donate to approved charities during the year (Australian Red Cross, Cancer Foundation, UNICEF, etc)?YesNoOrganisationAmountDonate 2 Add field OrganisationAmountDonate 3 Add field OrganisationAmountInvestment ActivitiesDid you pay for investment activities during the year (Investment Seminar, Financial Advice Fees, Loan Interest to Invest, etc)?YesNoDescriptionAmountInvestment Activities 2 Add field DescriptionAmountInvestment Activities 3 Add field DescriptionAmountIncome Protection InsuranceDid you pay income protection insurance premiums during the year (Not Life Insurance)?YesNoTotal Cost PremiumMotor Vehicle ClaimDid you use your car for work related travel? (Please note travel between home & work is generally non-deductible unless you carried bulky tools or equipment for work)YesNoEstimate Number of Business KmsPurposeType of CarEngine Capacitylog bookIf you kept a log book, please list total actual car expense details below, excluding private percentage.Work at HomeDid you work at home? A diary must be kept for at least one month.YesNoEstimate AverageHours/WeekWeeks/yearOther Work Related ExpensesDid you have other work related expenses during the year?Did you have other work related expenses during the year?YesNoDescriptionAmountFile Drop files here or Compulsory Uniform, Protective Clothing, Occupation Specific Clothing and Dry Cleaning for Them (Not Business Suit, Black Trouser, White Shirt Work Related Uniform, Clothing, LaundryDescriptionTotal AmountWork %Receipts/Invoces Tick if you keep Compulsory 2 Add field DescriptionTotal AmountWork %Receipts/Invoces Tick if you keep Compulsary 3 Add field DescriptionTotal AmountWork %Receipts/Invoces Tick if you keep Compulsary 4 Add field DescriptionTotal AmountWork %Receipts/Invoces Tick if you keep Compulsary 5 Add field DescriptionTotal AmountWork %Receipts/Invoces Tick if you keep Number of washing loads - work related clothing onlyNumber of loads for yearNumber of washing loads per week - mixed load (work & non-work clothing)Number of loads for yearOther Deductions - General Deductions ListDescriptionWork %Total AmountReceipts/Invoices Tick if You Keep Other deduction 2 Add field DescriptionWork %Total AmountReceipts/Invoices Tick if You Keep Other Deductions 3 Add field DescriptionWork %Total AmountReceipts/Invoices Tick if You Keep Other Deductions 4 Add field DescriptionWork %Total AmountReceipts/Invoices Tick if You Keep Other Deductions 5 Add field DescriptionWork %Total AmountReceipts/Invoices Tick if You Keep Capital Purchases, only greater than $300 (Computer, Tool, Equipment, etc) Capital Purchase DescriptionTotal AmountWork %Receipt/Invoice Tick if You Keep Purchase Date Date Format: DD slash MM slash YYYY Capital Purchase 2 Add field DescriptionTotal AmountWork %Receipt/Invoice Tick if You Keep Purchase Date Date Format: DD slash MM slash YYYY Capital Purchase 3 Add field DescriptionTotal AmountReceipt/Invoice Tick if You Keep Work %Purchase Date Date Format: DD slash MM slash YYYY Capital Purchase 4 Add field DescriptionTotal AmountWork %Receipt/Invoice Tick if You Keep Purchase Date Date Format: DD slash MM slash YYYY Capital Purchase 5 Add field DescriptionTotal AmountWork %Purchase Date Date Format: DD slash MM slash YYYY Receipt/Invoice Tick if You Keep Unsure? Please leave a message.Please attach your documents if you prefer. Drop files here or Did you have a spouse during the year?YesNoFull YearYesNoDate commenced Date Format: DD slash MM slash YYYY Date Ended Date Format: DD slash MM slash YYYY Spouse DetailsName First Last Date of Birth Date Format: DD slash MM slash YYYY Spouse Taxable IncomeDependentsNumber of Dependent ChildrenNumber of Primary Student Dependent ChildrenNumber of Secondary Student Dependent ChildrenDo you live with your dependent children?YesNoChild Support You PaidPrivate Health InsuranceDid you have private health insurance during the year?YesNoHospital CoverInsurerMembership numberYour premiums eligible for Australian rebate received (Label J)Your Australian Government rebate received. (Label K)Cover TypeSingle AdultSingle parent with a dependent child or children, or you have a dependent siblingMarried or de facto and you are claiming your share of the rebate entitlement, or a dependent child only policyMarried or de facto and your spouse is claiming your share of the rebate entitlementDependent childWere you covered by private hospital insurance for the whole year?YesNoDate commenced Date Format: DD slash MM slash YYYY Date ended Date Format: DD slash MM slash YYYY Zone or Overseas Forces OffsetsDid you stay in a prescribed zone for a total of 183 days or moreYesNoDownload Zone listName of PlaceNumber of DaysResidency StatusAustralian CitizenOverseas ResidentPermanent ResidentTemporary VisaIf you applied for a permanent resident visa during the year, please provide the date of application. Date Format: DD slash MM slash YYYY Did you arrive in Australia during the year? Date Format: DD slash MM slash YYYY Visa Sub Class or NameNationalityThe basis claimed for tax residency is as follows. If any of below can apply to you, please tick one or more.I have stayed in one particular place or region continuously since my arrival in Australia for 6 months or more.YesNoI have recently arrived in Australia and intend to stay in one particular place or region for 6 months or more with specific purposes, commitments, or contracts.YesNoThough I did not live in one particular place, I have actually been in Australia either continuously or intermittently for 183 days or more during the financial year, and have no permanent home overseas.YesNoI hold a student visa and a period of my student visa is 6 months or more.YesNoDo you live in Australia Currently?YesNoWhat is your FIRST arrival date of Australia on a temporary visa? This does not consider short term absence. Date Format: DD slash MM slash YYYY What is your (expected) PERMANENT departure date of Australia? This does not consider a short term absence. Date Format: DD slash MM slash YYYY Medicare Levy Exemption If you live in Australia, but are not eligible for Medicare during all, or part of, any financial year, you can claim an exemption from paying the levy. To claim the exemption on your tax return, you must apply for a Medicare Levy Exemption Certificate. However if your taxable income is below threshold, you are not required to pay it regardless of eligibility. You may be eligible for the exemption from Medicare levy if you meet all of conditions below: You do not hold a permanent resident visa. You have not applied for a permanent resident visa. You were not a resident of the United Kingdom, the Republic of Ireland, Italy, Malta, Sweden, the Netherlands, Finland, Belgium, New Zealand, Norway or Slovenia before entering Australia. You do not maintain a depending or another person who is eligible for Medicare. Are you eligible for a medicare levy exemption from the above conditions?YesNoIf you applied for a permanent resident visa during the year, please provide the date of application. Date Format: DD slash MM slash YYYY Do you need a Medicare levy exemption certificate? Extra $40 applies. In case you are not required to pay Medicare levy as your taxable income is under threshold, you do not need to pay this $40 even if you choose Yes. Where medicare levy exemption certificate is prepared by you, please attach your certificate.Do you needs a medicare levy exemption certificate?YesNoUnsure? Please leave a message.Please attach or fax a copy of last year's depreciation schedule if any. Drop files here or Sole Trader IncomeSole Trader Price: $ 50.00 Did you earn business (ABN) income during the year?YesNoNumber of Business Activities during the yearABNTrading NameType of BusinessBusiness addressWas your primary business the selling of goods?YesNoDid you work for one person or business with your ABN as if you were an employee?YesNoDid you offer your services to the public, supply your own tools/equipment & were you liable to rectify defects?YesNoFull YearYesNoDate commenced Date Format: DD slash MM slash YYYY Date ended Date Format: DD slash MM slash YYYY Is the business registered for GST?YesNoPlease enter all amounts excluding GSTINCOMEGross incomeOthersEXPENSES Please provide the amounts excluding percentage. You need all of receipts, tax invoices or equivalents as the evidence, Please attach or fax a company of last year's depreciation schedule if anyCost of SalesOpening Stock 1st JulyPurchaseOthersClosing Stock 30th JuneGeneral ExpensesAccounting & Bookeeping FeesBank FeeBank Merchant FeesBorrowing ExpensesCleaning & Waste DisposalElectricity & GasFee & PermitsFines & PenaltiesGeneral Repair & MaintenanceInsuranceInterest Expense - LoanIT (Computer Related) ExpensesLease PaymentsLegal FeesMarketing ExpensesMotor Vehicle Running ExpensesOffice ExpensesPostageRentReplacement & ConsumablesSubscriptions & PeriodicalsSundriesTelephone & MobileTraining & SeminarTravel & AccommodationUniforms & Protective ClothingOtherOtherOtherOtherEmployment ExpensesSalary & Wages to EmployeesStaff AmenitiesSuperannuation for EmployeesWork Cover PremiumsOtherOtherOtherOtherCapital Purchases Capital Purchases (Motor Vehicle, Computer, Tool, Equipment, etc) DescriptionTotal AmountWork $Date Date Format: DD slash MM slash YYYY Capital Purchases (Motor Vehicle, Computer, Tool, Equipment, etc) 2 Add field DescriptionTotal AmountWork $Date Date Format: DD slash MM slash YYYY Capital Purchases (Motor Vehicle, Computer, Tool, Equipment, etc) 3 Add field DescriptionTotal AmountWork $Date Date Format: DD slash MM slash YYYY Hire Purchases Hire Purchases (Finance Purchases) Purchase Date Date Format: DD slash MM slash YYYY PrincipalAnnual Interest RateNumber of Regular PaymentsBalloon PaymentPersonal Superannuation ContributionsDid you contribute to your superannuation fund for yourself? You must have given a written notice to your superannuation fund.YesNoContribution AmountUnsure? Please leave a message.Please attach your documents if you prefer. Drop files here or Rental PropertyDid you earn rental property income during the year?YesNoPurchase pricePurchase Date Date Format: DD slash MM slash YYYY Number of Rental Properties during the YearAddressOwnership PercentageAvailable for RentAvailable for rentYesNoFull YearYesNoBeginning Date Date Format: DD slash MM slash YYYY Ending Date Date Format: DD slash MM slash YYYY INCOME Enter the amounts actually received during the year. If no income was received please enter "0"Rent Recieved*OtherEXPENSES Enter the amounts actually paid during the year. Please provide the amounts excluding private percentage. You need all of the receipts, tax invoices or equivalents as the evidence. Please attach or fax a copy of last year's depreciation schedule if any..Capital AllowanceCapital Works DeductionsAdvertising FeeBank FeeBody Corporate FeeBorrowing FeeCleaning ExpensesCouncil RatesGardening & Lawn Mowing FeesGeneral Maintenance & RepairsInsurance PremiumsInterest on LoansLand TaxLegal FeeOffice ExpensesPest Control FeesProperty Investment SeminarsReal Estate Agent Fees & CommissionRental Activity Related Travel ExpensesStrata LeviesTravel & Car Expenses for Rental ActivityWater ChargesOtherOtherOtherOtherHave you obtained a quantity surveyors report?YesNoFile Drop files here or Capital Purchases, only greater than $300 (Computer, Tool, Equipment, etc)Did you dispose of a property during the year?YesNoPurchase Price, Purchase Date, Sale Price, Sale Date Drop files here or Please upload all relevant documentation, including purchase contract, settlement statements, legal invoices, agent invoices etc.Capital Purchases DescriptionCost (Business Portion)Purchase date Date Format: DD slash MM slash YYYY Rental Property - Capital Purchases 2 Add field DescriptionCost (Business Portion)Purchase date Date Format: DD slash MM slash YYYY Rental Property - Capital Purchases 3 Add field DescriptionCost (Business Portion)Purchase date Date Format: DD slash MM slash YYYY Rental Property - Capital Purchases 4 Add field DescriptionCost (Business Portion)Purchase date Date Format: DD slash MM slash YYYY Rental Property - Capital Purchases 5 Add field DescriptionCost (Business Portion)Purchase date Date Format: DD slash MM slash YYYY Unsure? Please leave a message.Please attach your documents if you prefer. Drop files here or PAYMENT & DECLARATIONBank Account Details to receive your refund. The ATO no longer issues cheques for refund payments.*Australian BankOverseas BankSwift/BIC code*BSB*Account Number*Account Name (Must be in your name)*Cancellation policy Once payment is made and your information is submitted A Team Tax Accountants Pty Ltd will begin preparation of your return within 24 hours. Under most circumstances we do not issue a refund of fees once we have commenced preparation. We will however amend your return as necessary after submission. Preparation is defined as the time when you are first contacted for queries or preparation of your tax return is commenced by A Team Tax Accountants Pty Ltd, whichever is earlier.Credit Card American ExpressDiscoverMasterCardVisa Card Number Month010203040506070809101112 Year20242025202620272028202920302031203220332034203520362037203820392040204120422043 Expiration Date Security Code Cardholder Name Payment Method*Please selectDirect Bank DepositOverseas bank +50Fee from refund +$25Credit card +2.2%Credit Card NameCredit Card Number*Expiry Month*Expiry Year*CVV Number*Authority to Receive Fee Paid From Refund Service I request to pay accounting fees from my tax refund. I understand I will receive the balance if my tax refund deposited electronically to the stated account above. I accept that I am responsible for providing correct information and that incorrect information may cause delays in receiving my refund money. I authorise you to direct the ATO to deposit my tax refund into the relevant nominated bank account and to deduct fees. The balance remaining after deduction of the listed fees is to be repaid to my nominated bank account above. a. Should any variation arise with the Australian Tax Office (ATO) or my refund cheque is forwarded to me in error, I will pay the fee owing directly within 7 days of written notice. Where due to an error on the part of either FFR, the ATO or myself, payment is made to me in excess of the correct amount due to me by the ATO, I will refund the difference within 7 days. I further understand that in the event of me not repaying any outstanding amount, I am liable for collection costs and charges. I further agree that as per (a) & (b), if I do not refund the difference within 7 days, I authorise all or part of the difference to be repaid from my nominated bank account above. I authorise Fee From Refund Pty Ltd (ABN 99 156 638 890 user ID 432 851), to make this deduction on Tax Practice's behalf. I am the authorised signatory of the stated account/card. I agree not to cancel this authority until any amount outstanding is repaid. Privacy: I understand and authorise that my Tax File Number (TFN) may be used for the purposes of reconciliation in paying my fees from my refund. It is under no circumstances to be made public. I agree to the above declaration.* I agree to the above declaration. I authorise A Team Tax Accountants Pty Ltd to add me as a client with the Australian Tax Office (ATO) for taxation purposes. I understand that though the standard processing time is 10 business days, this processing time is subject to the Australian Tax Office (ATO). I understand the fee system and cancelation policy of A Team Tax Accountants Pty Ltd. I declare that I keep all of required receipts, tax invoices or equivalents as the evidence. I have excluded any private percentage. I declare that the information provided to A Team Tax Accountants Pty Ltd for the preparation of this tax return is true and correct. I understand that the tax law imposes heavy penalties for giving false or misleading information. I authorise A Team Tax Accountants Pty Ltd to follow ATO records in case the information provided by me is different from ATO records. I authorise A Team Tax Accountants Pty Ltd to amend my tax return in case A Team Tax Accountants Pty Ltd decides an amendment is necessary on the basis on ATO records. I authorise A Team Tax Accountants Pty Ltd to prepare and lodge my tax return based on this information. I agree to the above declaration.* I agree to the above declaration. Unsure? Please leave a message.Form Data You must first review your order before proceeding to the checkout. Click Here to Review Order
Please answer Yes or No for the following questions and provide additional information where required. If you are unsure of any questions please feel free to email or call us and one of our professionals will assist you.
ID type & ID number are required for compliance with ATO fraud prevention requirement. Unauthorised use of a tax file number is a serious offence and will be reported to the ATO
Did you have any other income during the year?
Enter the amounts actually paid during the year.
If you kept a log book, please list total actual car expense details below, excluding private percentage.
Estimate Average
Did you have other work related expenses during the year?
Work Related Uniform, Clothing, Laundry
Capital Purchase
Hospital Cover
The basis claimed for tax residency is as follows. If any of below can apply to you, please tick one or more.
If you live in Australia, but are not eligible for Medicare during all, or part of, any financial year, you can claim an exemption from paying the levy. To claim the exemption on your tax return, you must apply for a Medicare Levy Exemption Certificate. However if your taxable income is below threshold, you are not required to pay it regardless of eligibility.
You may be eligible for the exemption from Medicare levy if you meet all of conditions below:
Please provide the amounts excluding percentage. You need all of receipts, tax invoices or equivalents as the evidence, Please attach or fax a company of last year's depreciation schedule if any
Capital Purchases (Motor Vehicle, Computer, Tool, Equipment, etc)
Hire Purchases (Finance Purchases)
Enter the amounts actually received during the year.
If no income was received please enter "0"
Enter the amounts actually paid during the year. Please provide the amounts excluding private percentage. You need all of the receipts, tax invoices or equivalents as the evidence. Please attach or fax a copy of last year's depreciation schedule if any..
Cancellation policy
Once payment is made and your information is submitted A Team Tax Accountants Pty Ltd will begin preparation of your return within 24 hours. Under most circumstances we do not issue a refund of fees once we have commenced preparation. We will however amend your return as necessary after submission. Preparation is defined as the time when you are first contacted for queries or preparation of your tax return is commenced by A Team Tax Accountants Pty Ltd, whichever is earlier.
Authority to Receive Fee Paid From Refund Service
I request to pay accounting fees from my tax refund. I understand I will receive the balance if my tax refund deposited electronically to the stated account above. I accept that I am responsible for providing correct information and that incorrect information may cause delays in receiving my refund money.
I authorise you to direct the ATO to deposit my tax refund into the relevant nominated bank account and to deduct fees. The balance remaining after deduction of the listed fees is to be repaid to my nominated bank account above.
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