Individual Tax Return Form

  • Individual Tax Return Form

  • Welcome and thank you for choosing Accounting & Tax Matters as your Tax Agent.

  • Before you begin, please note the following:

    · This is a questionnaire for us to start your tax return.

    · We want to maximize your refund, so will make sure that we have all the answers that we require. If we do not we will contact you via phone or email for further clarification or to enquire about any missing deductions that we think you might be able to claim.

    · Please don’t worry if some questions don’t make sense, just add as much information as you can.

    · If you require any assistance or have any problems, please don’t hesitate to contact us on 07 41283074 or admin@aatm.com.au

  • Are you a new client?

  • ID Verification
    For compliance purposes, we will need to verify your identity before lodging to Government agencies. You can choose to attach a copy of your ID below now or submit it to us at the later date via email. Please be advised that we cannot make any lodgements until we have a copy of your ID on file. For your protection, this form has been encrypted to prevent unauthorised access to your information.

  • Proof of ID
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  • How did you hear about us?

  • Personal Information

  • Has your name and or title changed since your last tax return?*

  • If yes, please contact the ATO immediately to update your personal details otherwise we are unable to lodge your tax return.

    ATO quick link: https://www.ato.gov.au/individuals-and-families/tax-file-number/update-your-tfn-registration-details/update-your-name 

  • Has your address changed since your last tax return?*
  • Is your postal address the same as your home address?*
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  • Privacy

    We value your privacy and will never spam you. Consult our Privacy Policy on our website for more details on how we safeguard your information.
  • Please email me tax tips and reminders to help make tax time as simple as possible*
  • Date of Birth
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  • Do you want us to deduct your fee from your refund (extra charge of $20)?*

  • Residency Status

    Residency is a central concept of taxation and is different to how it is defined under immigration rules.
  • What was your residency status*

  • Residency is a central concept of taxation and is different to how it is defined under immigration rules.

  • Did you become an Australian resident or cease residency
  • What date did you cease Australian residency?
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  • What date did you become an Australian resident?
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  • Special Circumstances

  • Tick all that apply

  • Government Loans

  • Do you have a HECS or HELP Debt?

  • Family Status

  • Dependents

  • Did you have any dependents during the financial year?*

  • A dependent child is under 21 years old, OR 21 to 24 years old and a full-time student, who's adjusted taxable income for the period was less than the total of $282 plus $28.92 for each week you maintained them. You maintained a dependant if any of the following applied: you both lived in the same house you gave them food, clothing and lodging you helped them to pay for their living, medical and educational costs.

  • Dependent Details

  • Date of Birth
     - -
  • Do you pay Child Support for this child
  • Date of Birth
     - -
  • Do you pay Child Support for this child
  • Date of Birth
     - -
  • Do you pay Child Support for this child
  • Date of Birth
     - -
  • Do you pay Child Support for this child

  • Spouse

  • Did you have a spouse, married or de-facto, for the whole or part of the financial year?*

  • Who qualifies as your spouse? Your spouse includes another person who: (1) You were in a relationship that was registered under a prescribed state or territory law, eg. marriage (in this option your spouse does not have to be living with you eg. worked overseas for the whole or part year. (2) Although not legally married to you, lived with you on a genuine domestic basis in a relationship as a couple.

  • Did you have a spouse for the full financial year?
  • Date from
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  • Date to
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  • Date of Birth
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  • Including your spouse's income is important as it is used to work out whether: you are entitled to a rebate for your private health insurance you are entitled to the seniors and pensioners tax offset you are entitled to a Medicare levy reduction you must pay Medicare levy surcharge. If you do not know your spouse's income, the ATO requests that you provide the best possible estimate in this section. This is so we can provide you with the most accurate Tax Estimate. Any difference to what is recorded here compared to your Spouse's tax return will be adjusted correctly by the ATO's data matching system.

  • Special Circumstances. Tick all that apply

  • Invalid or Carer Offset

    You may be eligible to claim the Invalid or Carer Offset if you maintained your spouse who was an invalid or cared for an invalid relative.

    The invalid must have received one of the following:

    (1) disability support pension under the Social Security Act 1991

    (2) A special needs disability support pension under the Social Security Act 1991

    (3) An invalidity service pension under the Veterans’ Entitlement Act 1986

    If you maintained a carer who cared for an invalid, the carer must have cared for your or your spouse's invalid child aged 16 years or older, and have been:

    (1) Your dependent spouse, or

    (2) your or your spouse's dependent parent who lived in Australia.

    If the person being cared for did not receive any support payments, the carer must have received a carer allowance or carer payment under the Social Security Act 1991 in respect to the care they provided.

  • Contributions to your spouse's superannuation fund may entitle you to the spouse super contribution tax offset, provided some conditions are met:(1) The contributions were made to your spouse's superannuation fund.

    (2) Both you and your spouse are Australian residents.

    (3) At the time you made the contributions you and your spouse were not living separately and apart on a permanent basis.

    (4) The tax offset for eligible spouse contributions can't be claimed for super contributions that you made to your own fund, then split to your spouse.

    (5) Other conditions apply but we/ATO will calculate these on your behalf.

  • Private Health Insurance

    The ATO should already have this information for us to pre-load into your tax return, however if this doesn't occur, we will contact you for more information
  • Were you and all your dependents (including your spouse) covered by private hospital (or combined hospital & extras) insurance for any period during the financial year?*

  • Please confirm with YES even if you cancelled or started a policy during the year. If you do not receive a copy of your health fund statement via email or post, try accessing it online via their website.

  • Remote Area Zone Offset

    Please note eligibility is based on your normal place of residence. If your normal place of residence is note in the zone you will not be eligible. Please see the zone list to determine if your zone is eligible - https://www.ato.gov.au/calculators-and-tools/australian-zone-list/
  • Did you reside in a remote or isolated area of Australia for more then 183 days or more in the last financial year?

  • Employment - Income and Deductions

    Please note that if you are a Sole Trader or have an Investment Property, your income and deductions for these are covered in a separate section of this form.

  • 1. Salary or wages

  • Did you receive any Income from being Employed as an Employee?*
  • Have you received a copy of your PAYG Payment Summary (Income Statements) from all your employers OR have you logged onto mygov.com - 'Ato Services' and checked that all your Income Statements have been marked as 'Tax Ready'?
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  • Please make sure to include all employers. If you worked for 2 business, you should have 2 Payment Summaries

  • 5. Australian Government allowances and payments

    Newstart, Jobseeker, Youth Allowance, Parenting Payment Partnered, Austudy (any eligible income you received will prefill from the ATO).
  • Did you receive an income support payment from Centrelink?

  • 6. Australian Government pensions and allowances.

    Age pension, Carer payment, Parenting Payment Single, DVA Pension (any eligible income you received will prefill from the ATO).
  • Did you receive a Pension payment from Centrelink or DVA?

  • 7. Superannuation

    Did you receive any Superannuation payments? This includes any superannuation income stream, superannuation lump sum payments, pensions, retirement funds etc.
  • Did you receive any Superannuation payments?

  • 10. Bank Interest

  • Did you receive any bank interest?

  • 11. Dividends

  • Did you receive any dividends from shares?

  • 13. Trusts, Partnerships and Managed Funds

  • Did you receive any income from a Trust, a Partnership or a Managed Fund?

  • 15. Business/ABN Income

  • Did you receive any income from working under your ABN or from your business?

  • Business Tax Organiser

  • 19. Foreign Income

    Examples may include (but not limited to): Overseas rental properties. Shares held in overseas companies. Units held in overseas trusts. Interest income from offshore bank accounts.
  • Did you receive any income from Overseas?
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  • During the year did you own, or have interest in assets located outside Australia which had a total value of AUD $50,000 or more?

  • 21. Rental Income

    This includes properties rented out via AIRBNB and similar
  • Did you receive any income from renting out your property or an investment property?*

  • Rental Tax Organiser

  • Assets

    Examples may include (but not limited to): Sale of shares. Sale of investment property (not your main residence). Sale of any collectable such as a painting or stamp collection or jewelry, with original purchase price of $500 or more.
  • Did you sell or dispose of any Assets?
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  • Other Income

    Examples may include (but not limited to): Jury duty fees. Payments made to you under an income protection, accident or sickness insurance policy. Taxable scholarships. Lump sum payments in arrears. Assessable first home super saver release.
  • Did you receive any Other Income?
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  • Deductions

    Did you incur any work-related expenses that your employer did not reimburse your for? Work-related deductions claimed in this section are for the unreimbursed expenses you incurred while performing your job as an employee.

  • Remember, if your total tax return deductions exceed $300, you must be able to substantial your claim with copies of receipts or other written evidence.

  • D1. Car Expenses

  • As part of your employment, were you required to use your car for travel?

  • You cannot claim for travel to work and back home again. You can claim for travel from one place of work to another place of work.

  • If business km travelled is over 5000km, did you maintain a log book for at least 12 weeks? Each logbook you keep is valid for five years, but you may start a new logbook at any time.
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  • D2. Travel

  • Did you have to travel for work either internationally or domestic?

  • Do not incude any expenses that were reimbursed to you by your employer. Only include unreimbursed expenses.

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  • D3. Uniform and Laundry

  • Did you have to wear a uniform that was either compulsory or protective clothing?

  • The following do not qualify for the uniform deduction:(a) Plain items that can be used outside of work such as black trousers, white shirts, suits or stockings.
    (b) Fashion retailers and shop assistants' work-related clothing expenses, even if your employer requires them to be worn at a private expense.

    The following are examples of uniform items that are classed as deductions (some are industry specific):

    Protective Clothing
    - Footwear
    - Steel-capped boots
    - Rubber boots for concreter, farm hand etc.
    - Special non-slip shoes for a roof tiler
    - Anti-static theatre shoes for a nurse
    - Protective gloves
    - Heavy duty shirts and trousers
    - Fire resistant clothing
    - Sun protective clothing (including sunhats)
    - Clothing that protects conventional clothes
    - Dust jackets
    - Aprons
    - White coats of the kind worn by dentists and laboratory technicians

    Do not claim at this item:
    - Hard hats
    - Safety glasses
    - Sunscreen
    These are claimed at item D5 - other deductions

    Compulsory / Occupation Specific Clothing
    - Chefs check pants
    - Security guard uniform
    - Nurse uniform
    - Judges robe
    - Any piece of uniform that has a logo of your employer (excludes socks, undies and stockings)

  • Do you wash your work clothes or have them dry cleaned?

  • If you did not work the full financial year and or you had annual leave or other time off work, please subtract these weeks from your calculation.
  • How do you wash your work clothes - Separate or mixed load?

  • D4. Self Education

  • Did you study a course that relates to your current employment at a school, college or university?

  • Tuition costs for further education leading to a formal qualification from a school, college, or university that has a direct bearing on your current employment. You can report expenses that relate to self education that directly impact your occupational skills, lead to increased income or are otherwise directly related to your employment.

  • Did you use your car to travel to your place of education?
  • Did you do any study from home?
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  • Self-education can be claimed where either one of the following are satisfied.
    (a) There is a direct connection between the self-education and current work activities because the study maintains and improves a skill required for current work activities.
    (b) There is a direct connection to current work because the study is likely to lead to increased income in this occupation.
    (c) Other circumstances exist where there is a direct connection between the taxpayer’s self-education and their current work activities.Expenses that may be claimed (not exhaustive)
    - Student union, student services and amenities fees
    - Course fees (e.g. for TAFE or full fee paying students) - Text books, professional and trade journals
    - Stationery, photocopying, ink cartridges for printers
    - Home office expenses
    - Interest on borrowings to purchase a computer or pay for fees
    - Decline in value - e.g. computers, professional library, technical tools, etc
    - Repairs to computers and printers
    - Secretarial expenses e.g. typing of assignments
    - Travel
    - Software relating to study
    - Accommodation and meal expenses if travelling away from home overnight
    - Internet access

    Government Payments
    - Self-education claims for students receiving Austudy, Abstudy or Youth Allowance.
    There is no deduction available for self-education expenses that are incurred to qualify for a payment that is eligible for a rebate (such as Austudy, ABSTUDY or Youth Allowance).
    - HECS Fees and repayments
    Students enrolled in Commonwealth supported (HECS) courses (applies to most undergraduate university courses) cannot claim a tax deduction for the cost of the course even if the contribution is paid up-front.
    - FEE-HELP Loan and repayments
    A deduction may be claimed for course fees, including that part the Commonwealth pays on the taxpayer’s behalf under FEE-HELP loan, if there is a direct connection between their self-education and work activities at the time that the expense was incurred.

  • Did you attend a work related conference/seminar/webinar?
  • Did you do any self-paced learning?

  • D5. Phone and Internet

  • Did you use your mobile phone, home phone or internet for work purposes?

  • You may be able to claim the work related usage of your phone and internet cost. You should keep a record of work calls for 30 consecutive days to work out your work-related percentage or you can highlight your work calls on your itemized bill and we can work it out for you.

  • D5. Home Office

  • Did you do any work from home?

  • Working from home includes work that your boss has asked you to complete, as well as, any other hours spent self-improving yourself so that you are more competent in your position. Such as time spent researching information related to your job or time spent completing a short course. It does not relate to minimal tasks such as filling in timesheets, or randomly checking emails. You must keep records to substantiate your claims.

    You can claim under the ATO's revised set rate of 70c per hour (please note that this figure is inclusive of internet, phone, electricity, computer consumables and stationary) however you must keep a record of all hurs worked (i.e. timesheet, roster, diary or similar) - you are no longer able to estimate. You do not need a dedicated work area to use this method.

    Alternatively you can claim under the actual cost method - for this you will need to provide evidence to show costs incurred - i.e. internet bills, phone bills, stationary receipts, electricity bills. You will need to keep a diary for 4 weeks to determine your work use percentage of internet and phone. Electricity can be claimed on a floor use percentage (total office space in m2/total house space in m2 - i.e. office is 3x3=9m2/total house size 220m2=.0409*100=4.09%. 

  • D7. Other Work-Related Expenses

  • Items include but not limited to..
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  • D9. Gifts and Donations

    You can claim a deduction for a donation or gift over $2 to a eligible organistion. You cannot claim a deduction if you received something in return - i.e. a raffle ticket, badge, pin etc. Most GofundMe's are also not a DGR therefore not tax deductible.
  • Did you make a Donation to an eligible organisation?
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  • D10. Cost of Managing Tax Affairs

    The cost of preparing your previous tax return, as well as obtaining tax advice from a registered tax agent.
  • Did you pay a Tax Agent to prepare your last tax return or to obtain tax advice?
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  • D12. Personal Super Contributions

    You must have filled in an Intention to Claim a Tax Deduction Form and sent to your super fund in order to claim a deduction.
  • Did you pay any extra money into your super (other then your employer contributions and salary sacrifice amounts)?
  • Have you lodged an Intent to Claim form with your Super Fund?*
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  • D15. Other Deductions

    Include here items such as Income Protection Insurance.
  • Do you have any other deductions to claim such as Income Protection Insurance?
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  • Request a Call Back. We will call you as soon as possible.

  • Thank you for using Accounting & Tax Matters

    We hope you found this process an easy one and we hope that you will return to us for all your future years tax, accounting or bookkeeping needs .An invoice and your draft tax return will be emailed to you for electronic signing and payment (or a signed fee from refund authority) will be required prior to any lodgement being made to the ATO.
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