2021 Annual Personal Tax Return Submission

Annual Personal Tax Return Submission
Name*

PrefixFirst NameMiddle NameLast Name
Address*

Street Address

Street Address Line 2

SuburbState

Postcode
Mobile Phone Number*
Home Phone Number

Area CodePhone Number
Email Address*
example@example.com
Tax File Number*
Date of Birth*

DayMonthYear
Marital Status
Spouses Full Name

First NameMiddle NameLast Name
Spouses Date of Birth*

DayMonthYear
Spouses Taxable Income for Current Year
Number of Dependent Children
INCOME DETAILS TO BE ENTERED.

Please be note that we may require further documents and will send an email to you if necessary.
Describe your Main Occupation*

Enter Wages and Salary Income (or upload details below)

	Employers ABN	PAYG Withheld	Gross Income	Allowances
Employer One
Employer Two
Employer Three
Employer Four
Employer Five

Upload PAYG Payment Summaries or Income Statements below.

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Please detail below any other income you have received and attach applicable documentation:
DEDUCTIONS TO BE CLAIMED.

Note further evidence may be required depending on your answers below.
Travel Expenses
Amount
Explain basis of your travel claim
If claiming MV rate/km please include MV rego details.
Laundry Expenses
Amount
Explain basis of your laundry claim
Education Expenses
Amount
Explain basis of your self-education claim
Must be related to your current occupation.
Work Related Claim
Amount
Explain basis of your work-related claim
Such as mobile phone, tools and equipment, printing & stationery.
Home Office Claim July to March
Total Hrs Worked at home
Home Office Claim April to June
Total Hrs Worked at home
Gifts and Donations
Total Hrs Worked at home
Explain basis of your donations claim
Union Fees Paid
Amount
Explain basis of your union fees claim
Tax Agent Fees
Amount
Explain basis of your tax agent fees claim
OTHER DEDUCTIONS
Please describe any other potential tax deductions that you feel may apply to your circumstances. We will be in touch to discuss these with you, where necessary.
Please upload a current PHOTO ID for Verification.

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Acceptable ID includes Drivers Licence, Passport, Proof of Age Car Cancelof
ATTACH ANY OTHER DOCUMENTS YOU WOULD LIKE US TO CONSIDER IN PREPARING YOUR TAX RETURN THIS YEAR

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Includes other income and receipts for expenses listed above. Cancelof
BANK ACCOUNT DETAILS FOR YOUR ATO REFUND
BSB*
Account Number*
Account Name*
Date*

DayMonthYear
DateHourMinutesAM/PM Option
Signature

Clear
By clicking submit below I hereby consent for Claritax Accountants (registered tax agent 11974003) to act on my behalf in dealing with the Australian Taxation Office until further notice.

I acknowledge that payment of the tax invoice (sent separately) must be paid prior to the lodgement of my tax return.

I acknowledge that I am solely responsible for keeping and maintaining my receipts for a period of five years.

Refund processing times are from 7 to 10 days after lodgement. These standard times are as advised by the ATO and are largely out of the control of the tax agent.
Should be Empty:

Annual Personal Tax Return Submission

INCOME DETAILS TO BE ENTERED.

DEDUCTIONS TO BE CLAIMED.

BANK ACCOUNT DETAILS FOR YOUR ATO REFUND