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Before you begin please ensure that you have all of your documentation ready including TFN, group certificates, private health insurance statement, list of deductions etc. Please upload any documentation you have at the bottom of each section and for anything else, please use the table above to list the details - type and amount i.e deductions, other income including rent and dividends etc.

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1 Personal Details
2 Income
3 Deductions
4 Tax Offsets / Rebates
5 Other Relevant Information
6 Sign And Submit
Personal Details
Full Name
Tax FIle Number
Date of Birth
date_range
ABN (if applicable)
Address
Address (postal)(Put 'as above' if the same
Telephone ContactsMobile
Telephone ContactsBusiness Hours (work)
Telephone ContactsAfter Hours (home)
Electronic banking details: BSB(for refund if applicable)
Electronic banking details: Account Number(for refund if applicable)
Electronic banking details: Account Name(for refund if applicable)
Main Occupation
Spouse Name and TFN
Income - Please provide evidence
Salary or wages
Allowances, earnings, tips, director’s fees etc
Employer lump sum payments
Employment termination payments
Australian Government allowances and payments like Newstart, youth allowance and Austudy payments
Australian Government pensions and allowances
Australian annuities and superannuation income streams
Australian superannuation lump sum payments
Attributed personal services income
Gross Interest
Dividends
Employee share schemes
Distributions from partnerships and/or trusts
Personal services income (PSI)
Net income or loss from business (as a sole trader)
Deferred non-commercial business losses
Net farm management deposits or repayments
Capital gains
Foreign Entities:Direct or indirect interests in controlled foreign company
Foreign Entities:Transfer of property or services to a non-resident trust
Foreign source income (including foreign pensions) and foreign assets or property
Rent
Bonuses from life insurance companies or friendly societies
Forestry managed investment scheme income
Have you received any Government Grants or Job Keeper payments as well as any credit towards PAYG withheld for employees in integrated Client Account on the ATO portal (as a sole trader)?
Other income (please specify below)
IncomePlease add any other sources of income. Alternatively, if you have any documents you can upload them below.
TypeAmount
×
×
(2)
Incomefile upload
cloud_uploadUpload
Deductions - Please provide evidence

D1. Work related car expenses

cents per kilometre method(up to a maximum of 5,000 kms)
log book method

D2. Work related travel expenses

Employee domestic travel with reasonable allowance
- If the claim is more than the reasonable allowance rate, do you have receipts for your expenses?
Overseas travel with reasonable allowance
- Do you have receipts for accommodation expenses?
- If travel is for 6 or more nights in a row, do you have travel records?(e.g. a travel diary)
Employee without a reasonable travel allowance
- Did you incur and have receipts for airfares?
- Did you incur and have receipts for accommodation?
- Do you have receipts for hire cars?(if applicable)
- Did you incur and have receipts for meals and incidental expenses?
- Do you have any other travel expenses?
If the claim is more than the reasonable allowance rate, do you have receipts for your expenses?(please specify)
0 /

D3. Work related uniform and other clothing expenses

Protective clothing
Occupation specific clothing
Non-compulsory uniform
Compulsory uniform
Conventional clothing
Laundry expenses(up to $150 without receipts)
Dry cleaning expenses
Other claims such as mending/repairs, etc(please specify)
0 /

D4. Work related self-education expenses

Union fees
Course fees
Books and stationery
Depreciation
Travel
Other(please specify)
0 /

D5. Other work related expenses

Home office expenses
Computer and software
Telephone / mobile phone
Tools and equipment
Subscriptions and union fees
Journals / periodicals
Depreciation
Sun protection products(i.e. sunscreen and sunglasses)
Seminars and courses not at an educational institution
Course fees
Travel
Other (please specify)
0 /
Any other work related deductions(please specify)
0 /

Other types of deductions

D6. Low value pool deduction
D7. Interest deductions
D8. Dividend deductions
D9. Gifts or donations
D10. Cost of managing tax affairs
D11. Deductible amount of undeducted purchase price of a foreign pension or annuity
D12. Personal superannuation contributions
Name of fund
Account No
Fund ABN
Fund TFN
Do you pass the 10% test?
Have you provided the fund a notice of intention to deduct the contribution?
Has this notice been acknowledged by the fund?
D13. Deduction for project pool
D14. Forestry managed investment scheme deduction
D15. Other deductions(please specify below)
DeductionsPlease add any other deductions. Alternatively, if you have any documents you can upload them below.
TypeAmount
×
×
(2)
L1. Tax losses of earlier income years
Deductionsfile upload
cloud_uploadUpload
Tax Offsets / Rebates - Please provide evidence
T1. Are you a senior Australian or a pensioner?
T2. Did you receive an Australian superannuation income stream?
T3. Did you make superannuation contributions on behalf of your spouse?
T4. Did you live in a remote area of Australia or serve overseas with the Australian defense force or the UN armed forces in 2023?
T5. Did you have net medical expenses in 2023?
If so, do these medical expenses include expenses relating to disability aids, attendant care or aged care expenses?
T6. Did you maintain a dependant who is unable to work due to invalidity or carer obligations?
T7. Are you entitled to claim the landcare and water facility tax offset?
T8. Other non-refundable tax offsets(please specify)
T9. Other refundable tax offsets(please specify)
Tax Offsets / RebatesPlease specify offsets / rebates. Alternatively, if you have any documents you can upload them below.
TypeAmount
×
×
(2)
Tax Offsets / Rebatesfile upload
cloud_uploadUpload
Other Relevant Information
A. Are you entitled to the Medicare levy exemption or reduction in 2023?(If yes, please specify)
0 /
B. Did you have private health insurance in 2023?(If yes, please provide the annual statement received from your health fund)
C. Were you under the age of 18 on 30 June 2023?
D. Did you become an Australian tax resident at any time during the 2023 income year?
E. Did you cease to be an Australian tax resident at any time during the 2023 income year?
F. Did you make a non-deductible (non-concessional) personal super contribution?
G. Do you have a HECS/HELP liability or a student financial supplement loan debt?
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?
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)
0 /
K. Did you receive any benefit from an employee share acquisition scheme?

L. Family tax benefit (FTB)

Did you have care of a dependent child in 2023?
Did you or your spouse receive FTB through the Department of Human Services in 2023?

M. Income tests information

Do you have any total reportable fringe benefits amounts in 2023?
Do you have any reportable employer superannuation contributions in 2023?
Did you receive any tax-free government pensions in 2023?
Did you receive any target foreign income in 2023?
Did you have a net financial investment loss in 2023?
Did you have a net rental property loss in 2023?
Number of dependent children?

N. Spouse details

Did you have a spouse at any time between 1 July 2022 to 30 June 2023?

If you had a spouse for only part of the income year, please specify the dates between 1 July 2022 to 30 June 2023 when you had a spouse

Datestart date
date_range
Date
date_range
What was your spouse’s taxable income for the 2023 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?
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 2023 income year?
Did your spouse have any reportable fringe benefits amounts for the 2023 income year?
Did your spouse receive any Australian Government pensions or allowances in the 2023 income year?(not including exempt pension income)
Did your spouse receive any exempt pension income in the 2023 income year?
Does your spouse have any reportable super contributions for the 2023 income year?
Did your spouse receive any tax-free government pensions paid under the Military Rehabilitation and Compensation Act 2004?
Did your spouse receive any ‘target foreign income’ in the 2023 income year?
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 2023 income year?
Did your spouse pay child support during the 2023 income year?
If your spouse is 55 to 59 years old, did they receive a superannuation lump sum during the 2020 income year that included a taxed element that does not exceed their low rate cap?(other than a death benefit)
Date
date_range
Other Relevant InformationPlease add any other relevant information. Alternatively, if you have any documents you can upload them below.
SourceAmount
×
×
(2)
Other Relevant Informationfile upload
cloud_uploadUpload
Sign And Submit
Datedate when submitting
date_range
Nameprint name
SignatureI agree to the terms and conditions
(Sign Here)
Clear Signature
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