Getting started

Once you submit the details below, your tax return will be completed by a qualified accountant, CPA or registered tax agent. You will be contacted by telephone or email to discuss the tax return and maximise your refund

PLEASE ENSURE YOU ARE RUNNING AN UP TO DATE BROWSER. Failure to do so may cause irregular operation of this form.

Our fees can be deducted from your refund. Optional On The Spot Refund has a $2,000 cap for immediate payment – balance from ATO in approx 14 days.

Tax Agents Fee - personal tax return

Tax Agents Fee - personal tax return with a rental property

$264.00 - this fee is tax deductible

$352.00 - this fee is tax deductible

Which year is this return for?

Your details

Have you submitted a return with us before?

No
Yes

Title

Date of Birth

First Name

Last Name

Home Phone

Work Phone

Mobile Phone

Tax File Number

Job Title

Email Address

Street Address (Not a PO Box)

Suburb

State

Postcode

Income

From 15th July each year we can get this information from the ATO portal, so you can skip this section.

Please list your PAYG Summaries, providing at least your gross income, ABN and tax deducted for each one

Employer

ABN

Gross Income

Allowances

Tax Deducted

RFBA

RESC

Dividends

Please list any dividends from shares (whole dollars only)
From 15 July we get this information from the ATO so you can skip this section

Company

Unfranked Dividend

Franked Dividend

Imputation Credit

Rental properties

Do you have any investment properties?

No
Yes

Address

Gross Income

Council Rates

Gardening

Insurance

Interest on Loans

Land Tax

Property Agent's Fees

Repairs & Maintenance

Miscellaneous

Water Rates

Sundry & Other costs

Body Corporate

Depreciation

Borrowing Costs

Property 1

Discuss with the Accountant

Property 2

Property 3

Please note:

Each investment property incurs an extra fee of $55.00

Other income

Do you have any other income to declare?

Other

Interest Earned

Please note:

If you have managed funds - the tax statement will need to be faxed to our office when we phone you.
If you have any capital gains from the sale of property or shares then discuss with the Accountant.

Deductions

Uniform

The following items can’t be claimed: pants, socks, everyday work shoes, suits, and non-logo shirts

Shirts or clothing with logo

High visibility items

Non-slip or steel cap shoes

Dry cleaning

Laundry & cleaning at home (limit $150)

Additional uniform deductions

Description

Amount

Home office

Do you work from home? If you would like a complimentary electronic diary, then go to our website. From 2023 the set rate per hour working from home includes phone, mobile & internet. We may get a better refund if we claim the percentage of floor space method. if you have a dedicated office area like a spare room.

No
Yes

Hours worked from home on average each week

Total number of weeks

Percentage of home internet related to work use

Monthly home internet cost

Percentage of Mobile phone that is related to work use

Monthly Mobile phone cost

Percentage of Office size to the total home size (10% is common)

How much did you spend on light & power

Motor vehicle expenses

Note that traveling from home to work is generally considered a private expense

Expense method

Kilometers travelled

Km travelled (maximum 5,000 Km)

Log book

You must have a log book containing at least 12 weeks of usage records. If you need a log book go to our website and download a complimentary log book

Fuel

Registration

Insurance

Repairs

Car cleaning

Car loan repayments

Car cost

Travel expenses

Work-related tolls

Parking (excluding your normal place of work)

Date of purchase

Other expenses

Education or short courses related to your work

Tools & equipment

Union fees

Nurses registration or VIT Fee

Stationery

Donations to charities

Additional expenses

Description

Amount

Private health cover

Do you have Private Health cover?
From 15th July each year we can get this information from the ATO portal, so you can skip this section.

No
Yes

Health Fund Name

Membership Number

Premium

Rebate

Benefit Code

Hospital Cover

Yes No

Number of days covered

Getting started

Your details

Income

Dividends

Rental properties

Please note:

Other income

Please note:

Deductions

Uniform

Additional uniform deductions

Home office

Motor vehicle expenses

Expense method

Other expenses

Additional expenses

Private health cover

Comments

Preferences (Optional)

Online tax return