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.
Personal Details
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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
INCOME
Salary or Wages
Bank Interest
Centrelink Payment
ETP
Superannuation
Share Dividends
Share Sales
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Manage Fund
Trust or Partnership Distributions
Foreign Sourced Income
Did you have any other income during the year?
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 Agent
Donations
Investment Activities
Income Protection Insurance
Motor Vehicle Claim
If you kept a log book, please list total actual car expense details below, excluding private percentage.
Work at Home
Estimate Average
Other Work Related Expenses
Did you have other work related expenses during the year?
Compulsory Uniform, Protective Clothing, Occupation Specific Clothing and Dry Cleaning for Them (Not Business Suit, Black Trouser, White Shirt
Work Related Uniform, Clothing, Laundry
Other Deductions - General Deductions List
Capital Purchases, only greater than $300 (Computer, Tool, Equipment, etc)
Capital Purchase
Date Format: DD slash MM slash YYYY
Date Format: DD slash MM slash YYYY
Date Format: DD slash MM slash YYYY
Date Format: DD slash MM slash YYYY
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Spouse Details
Date Format: DD slash MM slash YYYY
Dependents
Private Health Insurance
Hospital Cover
Date Format: DD slash MM slash YYYY
Date Format: DD slash MM slash YYYY
Zone or Overseas Forces Offsets
- Download Zone list
Date Format: DD slash MM slash YYYY
Date Format: DD slash MM slash YYYY
The basis claimed for tax residency is as follows. If any of below can apply to you, please tick one or more.
Date Format: DD slash MM slash YYYY
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.
Date Format: DD slash MM slash YYYY
Sole Trader Income
Price: $ 50.00
Date Format: DD slash MM slash YYYY
Date Format: DD slash MM slash YYYY
- Please enter all amounts excluding GST
INCOME
EXPENSES
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
Cost of Sales
General Expenses
Employment Expenses
Capital Purchases
Capital Purchases (Motor Vehicle, Computer, Tool, Equipment, etc)
Date Format: DD slash MM slash YYYY
Date Format: DD slash MM slash YYYY
Date Format: DD slash MM slash YYYY
Hire Purchases
Hire Purchases (Finance Purchases)
Date Format: DD slash MM slash YYYY
Personal Superannuation Contributions
Rental Property
Date Format: DD slash MM slash YYYY
Available for Rent
Date Format: DD slash MM slash YYYY
Date Format: DD slash MM slash YYYY
INCOME
Enter the amounts actually received during the year.
If no income was received please enter "0"
EXPENSES
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 Purchases, only greater than $300 (Computer, Tool, Equipment, etc)
Please upload all relevant documentation, including purchase contract, settlement statements, legal invoices, agent invoices etc.
Capital Purchases
Date Format: DD slash MM slash YYYY
Date Format: DD slash MM slash YYYY
Date Format: DD slash MM slash YYYY
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Date Format: DD slash MM slash YYYY
PAYMENT & DECLARATION
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.
- 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.
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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 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.
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