1 Personal Details 2 Income 3 Deductions 4 Tax Offsets / Rebates 5 Other Relevant Information 6 Sign And Submit Personal Details Your tax file number (TFN) Are you an Australian resident?YesNo TitleMrMrsMissMsOther Other title Surname or family name First given name Other given names Has any part of your name changed since completing your last tax return?NoYes State your changed full name Your date of birthdate_range Your home addressthe address where you want you recide Is postal address different from your home address?NoYes Your postal addressif different from your home address Your mobile phone number Your daytime phone number(if different from your mobile phone number) Your email addressemail Will you need to lodge an Australian tax return in the future?YesYes (final tax return)NoDon't Know Electronic funds transfer (EFT) BSB number(must be six digits) Account number Account name(for example, JQ Citizen) Income Salary or wagesYesNoDon't Know Allowances, earnings, tips, director’s fees etcYesNoDon't Know Employer lump sum paymentsYesNoDon't Know Employment termination paymentsYesNoDon't Know Australian Government allowances and payments like Newstart, youth allowance and Austudy paymentsYesNoDon't Know Australian Government pensions and allowancesYesNoDon't Know Australian annuities and superannuation income streamsYesNoDon't Know Australian superannuation lump sum paymentsYesNoDon't Know Attributed personal services incomeYesNoDon't Know DividendsYesNoDon't Know Employee share schemesYesNoDon't Know Distributions from partnerships and/or trustsYesNoDon't Know Personal services income (PSI)YesNoDon't Know Net income or loss from business (as a sole trader)YesNoDon't Know Deferred non-commercial business lossesYesNoDon't Know Net farm management deposits or repaymentsYesNoDon't Know Direct or indirect interests in controlled foreign companyYesNoDon't Know Transfer of property or services to a non-resident trustYesNoDon't Know Foreign source income (including foreign pensions) and foreign assets or propertyYesNoDon't Know Rental IncomeYesNoDon't Know Bonuses from life insurance companies or friendly societiesYesNoDon't Know Forestry managed investment scheme incomeYesNoDon't Know Other income (please specify below)YesNoDon't Know IncomePlease add any other sources of income. Alternatively, if you have any documents you can upload them below.TypeAmount××+ Add Row(2) Incomefile uploadcloud_uploadUpload Deductions D1. Work related car expenses Do you have work related car expenses?(up to a maximum of 5,000 kms for cents per kilometre method)YesNoDon't Know Calculation methodCents per kilometre methodLog book method D2. Work related travel expenses Do you have work related travel expenses?YesNoDon't Know Employee domestic travel with reasonable allowanceYesNoDon't Know - If the claim is more than the reasonable allowance rate, do you have receipts for your expenses?YesNoDon't Know Overseas travel with reasonable allowanceYesNoDon't Know - Do you have receipts for accommodation expenses?YesNoDon't Know - If travel is for 6 or more nights in a row, do you have travel records?(e.g. a travel diary)YesNoDon't Know - Did you incur and have receipts for airfares?YesNoDon't Know Employee without a reasonable travel allowanceYesNoDon't Know - Did you incur and have receipts for accommodation?YesNoDon't Know - Do you have receipts for hire cars?(if applicable)YesNoDon't Know - Did you incur and have receipts for meals and incidental expenses?YesNoDon't Know - Do you have any other travel expenses?YesNoDon't Know Other work-related travel expenses e.g. a borrowed car(please specify)YesNoDon't Know D3. Work related uniform and other clothing expenses Do you have work related uniform and other clothing expenses?YesNoDon't Know Protective clothingYesNoDon't Know Occupation specific clothingYesNoDon't Know Non-compulsory uniformYesNoDon't Know Compulsory uniformYesNoDon't Know Conventional clothingYesNoDon't Know Laundry expenses(up to $150 without receipts)YesNoDon't Know Dry cleaning expensesYesNoDon't Know Other claims such as mending/repairs, etc(please specify)YesNoDon't Know D4. Work related self-education expenses Do you have work related self-education expenses?YesNoDon't Know Union feesYesNoDon't Know Course feesYesNoDon't Know Books and stationeryYesNoDon't Know DepreciationYesNoDon't Know TravelYesNoDon't Know Other(please specify)YesNoDon't Know D5. Other work related expenses Do you have any other work related expenses?YesNoDon't Know Home office expensesYesNoDon't Know Telephone / mobile phoneYesNoDon't Know Tools and equipmentYesNoDon't Know Subscriptions and union feesYesNoDon't Know Journals / periodicalsYesNoDon't Know DepreciationYesNoDon't Know Sun protection products(i.e. sunscreen and sunglasses)YesNoDon't Know Seminars and courses not at an educational institutionYesNoDon't Know Course feesYesNoDon't Know Travel expensesYesNoDon't Know Other (please specify)YesNoDon't Know DepreciationYesNoDon't Know Any other work related deductions(please specify)YesNoDon't Know Other types of deductions D6. Low value pool deductionYesNoDon't Know D7. Interest deductionsYesNoDon't Know D8. Dividend deductionsYesNoDon't Know D9. Gifts or donationsYesNoDon't Know D10. Cost of managing tax affairsYesNoDon't Know D11. Deductible amount of undeducted purchase price of a foreign pension or annuityYesNoDon't Know D12. Personal superannuation contributionsYesNoDon't Know Name of fund Account No Fund ABN Fund TFN Do you pass the 10% test?YesNoDon't Know Have you provided the fund a notice of intention to deduct the contribution?YesNoDon't Know Has this notice been acknowledged by the fund?YesNoDon't Know D13. Deduction for project poolYesNoDon't Know D14. Forestry managed investment scheme deductionYesNoDon't Know D15. Other deductions(please specify below)YesNoDon't Know L1. Tax losses of earlier income yearsYesNoDon't Know DeductionsPlease add any other deductions. Alternatively, if you have any documents you can upload them below.TypeAmount××+ Add Row(2) Deductionsfile uploadcloud_uploadUpload Tax Offsets / Rebates T1. Are you a senior Australian or a pensioner?YesNoDon't Know T2. Did you receive an Australian superannuation income stream?YesNoDon't Know T3. Did you make superannuation contributions on behalf of your spouse?YesNoDon't Know T4. Did you live in a remote area of Australia or serve overseas with the Australian defence force or the UN armed forces in income year?YesNoDon't Know T5. Do these medical expenses include expenses relating to disability aids, attendant care or aged care expenses?YesNoDon't Know T6. Did you maintain a dependant who is unable to work due to invalidity or carer obligations?YesNoDon't Know T7. Are you entitled to claim the landcare and water facility tax offset?YesNoDon't Know T8. Other non-refundable tax offsets(please specify)YesNoDon't Know T9. Other refundable tax offsets(please specify)YesNoDon't Know Tax Offsets / RebatesPlease specify offsets / rebates. Alternatively, if you have any documents you can upload them below.TypeAmount××+ Add Row(2) Tax Offsets / Rebatesfile uploadcloud_uploadUpload Other Relevant Information A. Are you entitled to the Medicare levy exemption or reduction in the income year?YesNoDon't Know Did you have private health insurance in the income year?YesNoDon't Know Health insurer ID Membership number Were you under the age of 18 on 30 June in the income year?YesNoDon't Know D. Did you become an Australian tax resident at any time during the income year?YesNoDon't Know E. Did you cease to be an Australian tax resident at any time during the income year?YesNoDon't Know F. Did you make a non-deductible (non-concessional) personal super contribution?YesNoDon't Know G. Do you have a HECS/HELP liability or a student financial supplement loan debt?YesNoDon't Know I. Did a trust or company distribute income to you in respect of which Family Trust Distribution Tax (FTDT) was paid by the trust or company?YesNoDon't Know J. Do you have a loan with a private company or have such a loan amount forgiven?(please specify - reviewer consider if deemed dividend in year under Division 7A)YesNoDon't Know K. Did you receive any benefit from an employee share acquisition scheme?YesNoDon't Know L. Family tax benefit (FTB) Did you have care of a dependent child in the income year?YesNoDon't Know Did you or your spouse receive FTB through the Department of Human Services in the income year?YesNoDon't Know M. Income tests information Do you have any total reportable fringe benefits amounts in the income year?YesNoDon't Know Do you have any reportable employer superannuation contributions in the income year?YesNoDon't Know Did you receive any tax-free government pensions in the income year?YesNoDon't Know Did you receive any target foreign income in the income year?YesNoDon't Know Did you have a net financial investment loss in the income year?YesNoDon't Know Did you have a net rental property loss in the income year?YesNoDon't Know Did you pay child support in the income year?YesNoDon't Know Number of dependent children? N. Spouse details Did you have a spouse at any time between 1 July to 30 June in the income year?YesNoDon't Know Did you have a spouse for the full year from 1 July to 30 June in the income year?YesNoDon't Know If you had a spouse for only part of the income year, please specify the dates between 1 July to 30 June when you had a spouse. Datestart datedate_range Dateend datedate_range What was your spouse’s taxable income for the income year? Does your spouse have a share of trust income on which the trustee is assessed under Section 98 that has not been included in your spouse’s taxable income?YesNoDon't Know Did a trust or company distribute income to your spouse in respect of which family trust distribution tax was paid by the trust or company for the income year?YesNoDon't Know Did your spouse have any reportable fringe benefits amounts for the income year?YesNoDon't Know Did your spouse receive any Australian Government pensions or allowances in the income year?(not including exempt pension income)YesNoDon't Know Did your spouse receive any exempt pension income in the income year?YesNoDon't Know Does your spouse have any reportable super contributions for the income year?YesNoDon't Know Did your spouse receive any tax-free government pensions paid under the Military Rehabilitation and Compensation Act 2004?YesNoDon't Know Did your spouse receive any ‘target foreign income’ in the income year?YesNoDon't Know Did your spouse have a total net investment loss (i.e., the total of any financial investment loss and a rental property loss) for the income year?YesNoDon't Know Did your spouse pay child support during the income year?YesNoDon't Know If your spouse is 55 to 59 years old, did they receive a superannuation lump sum during the income year that included a taxed element that does not exceed their low rate cap?(other than a death benefit)YesNoDon't Know Other Relevant InformationPlease add any other relevant information. Alternatively, if you have any documents you can upload them below.SourceAmount××+ Add Row(2) Other Relevant Informationfile uploadcloud_uploadUpload Sign And Submit Datedate when submittingdate_range Nameprint name SignatureI agree to the terms and conditions(Sign Here)Clear Signature Submit Form keyboard_arrow_leftPrevious Nextkeyboard_arrow_right FormCraft - WordPress form builder
