• Personal details

  • Note: All information submitted through this form is encrypted for your privacy and security.
    To help us process your return efficiently, please ensure all relevant details are complete and that the documents provided relate to the financial year 1 July to 30 June. If you have already provided some of the requested documents, please leave a brief note in the relevant section.

    Our Fees (GST exclusive): Individual Tax Return: from $275 | Sole Trader: from $1,100 | Partnership: from $1,650 | Trust or Company: $1,950 – $3,250 | SMSF: from $3,000 | Additional Items (if applicable): Rental Property Schedule: $175 (+$175 if this is your first year with us) | Investment Schedule: $350 | Capital Gains Schedule: Priced depending on complexity

    By submitting this form, you are confirming that you have read and agree to our Terms of Engagement.

  • Have you changed your name since your last return?*
  • Did we do your Tax Return last year?*
  • Have you changed your address since your last return?*
  • Have you changed any personal details since your last tax return (e.g. occupation, phone number, or email address)?*
  • Date of Birth*
     - -
    2 digit day, 2 digit month, 4 digit year
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  • Were you an Australian citizen or permanent resident during the financial year?*
  • When did you arrive to Australia?*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Were you an Australian Resident for Tax purposes during the financial year?*
  • Date became a tax resident?*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Date ceased to be a tax resident?*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Did you have a spouse during the financial year?*
  • This person
  • Are we also preparing their tax return?*
  • Date of Birth*
     - -
    2 digit day, 2 digit month, 4 digit year

  • DEPENDENTS

    A dependant for Medicare levy exemption purposes means a person who is:

    • a spouse (any gender).
    • a child aged under 21 years.
    • a child aged 21 to under 25 years who is a full-time student at a school, college or university and has adjusted taxable income of less than $1,786 for the year.
    • Tax Offsets & Rebates 
    • Do you have a Medicare card?
    • Are you exempted from Medicare Levy?
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    • For the entire financial year, were you and all your dependants (including your spouse, if applicable) covered by private hospital insurance?
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    • Did you make a personal super contribution directly (not employer contribution) into a complying superannuation fund this Financial Year?
    • Have you Notified your Superfund of your Notice of Intent to claim a tax deduction in the approved form?*
    • Has your Superfund sent you a Written Acknowledgment, advising you they have received a Valid Notice from you?*
    • Please complete the table below (do not include: Employer super contribution & Salary Sacrifice Super contribution)*
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  • Income Details

  • Note: It's important to wait until your employers Single Touch Payroll (STP) is marked as 'Tax Ready' before we lodge your tax return. Most employers have until 14 July to finalise their data.

  • Termination Payments (if you received a lump sum termination payment please provide eligible termination statement - ETP Statement) Applicable?
  • Income Statements
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  • Check the types of payments received during the financial year (01 JUL - 30 JUN):
  • Once you have provided your Tax File Number (TFN) to your employer, Centrelink, financial, company or trust institutions, the ATO receives most income (eg wages, salary, Eligible Termination Payment (ETP), Employee Share Scheme (ESS), Centrelink payments, interest, dividends, trust distributions) information directly from these institutions. Please provide supporting information and documentation for any income that the ATO will not have received information about. Examples of this Other Income could be any directors' fees, commissions, tips, cryptocurrency, wages your employer has not declared on STP, etc.
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  • Dividends - Did you receive dividends during the Financial Year?
  • Trusts and Partnerships
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  • Capital Gain - Did you sell any assets such as shares, cryptocurrency, vacant land or investment properties, during the Financial Year? Please upload relevant documents below such as purchase and sale contracts. We will contact you if more information is required.
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  • Foreign Income
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  • Deduction Details

  • Note: To maximise your return, kindly provide details and upload supporting documents FOR EACH EXPENSE CLAIMED. As per the ATO, to claim a deduction for work-related expenses:

    1. You must have spent the money and not been reimbursed,
    2. The claim must be directly related to earning your taxable income,
    3. You must have records to prove it. (records must be retained for 5yrs).

    You may also opt to use the free myDeductions tool in the ATO app which would help keeping records in one place moving forward.

  • Were you employed during the taxable year?
  • Do you keep a record of your own deduction spreadsheet?
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    • Work Related Motor Vehicle Expenses 
    • Were you required to use your personal car for business / work purposes during the year?
    • Do you keep a valid Logbook for recording both private and work related trips in your vehicle?

    • (TIP: A valid logbook must cover 12 continuous weeks and is valid for 5 years. Ensure you have all expense receipts)

    • Please provide details of all expenses you incurred over the Financial Year:
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    • Did you purchase a new car during the financial year (01 JUL - 30 JUN)?
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    • Work Related Travel Expenses 
    • including cost of air tickets, accommodation, meals and incidentals on business / work trips.
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    • Work Uniform Expenses 
    • Do you wear a logo uniform or require protective clothing during work?
    • Please provide details of all expenses you incurred over the Financial Year:*
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    • Other Work Related Deductions 
    • Self Education - must be undertaken at an educational institution and relate strictly to current employment activities
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    • Which best describes your self-education at the time you incurred the expense?
    • Do you use your own mobile phone for work-related tasks?
    • Mobile Phone usage*
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    • Do you use your internet for work-related tasks?
    • Internet usage*
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    • Please list any computer equipment or office furniture purchased during the Financial Year:
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    • Work From Home expenses 

    • From 1 July 2022 the ATO has introduced new methods to claim Working from Home expenses. 

       

      Do you meet both criteria below:

      • Do you perform substantive work duties at home from which you earn assessable income AND
      • Have you incurred some additional home running expenses as a result of working from home, that have not been reimbursed and you have kept records.
    • Yes / No?
    • How would you like us to claim your work from home expenses?*
    • Do you keep records (timesheets, rosters …) of your actual hours worked for the entire financial year and kept at least one document (bill, credit card statement…) for each home running expense (energy, internet, mobile and home phone, stationary and computer consumable) incurred during the year*
    • Actual Cost Method*
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    • Other running expenses*
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    • Is an area in your home considered a place of business?*

    • Important: Claiming occupancy expenses on a home you own may cause only a partial main residence capital gain exemption

    • Occupancy Expenses
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    • Other expenses you can claim 
    • Were there gifts or donations made?
    • Donations*
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    • Interest & Dividend Deductions
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    • Stopper 
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  • Rental Property

  • Did you rent out a property during the financial year (July - June)*
  • Did you sell or dispose of your rental property during the financial year?*
  • If a rental property was sold or disposed we will need to compute the capital gain or loss. Please complete this table and also upload relevant files below.
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  • Was this property a rental property from the settlement purchase contract date?
  • Did you sell (give, lose, cancel, surrender or redeem) any other asset (shares, managed funds) during the taxable year?*
  • If an asset was sold or disposed we will need to compute the capital gain or loss.
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  • Please complete this rental property schedule and upload it below or send to us via hello@brewaccounting.com.au

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  • Business

  • Do you have a Sole Trader business?*
  • Do you use an accounting software for your business?*
  • Do you keep a record (spreadsheet) of your business activities showing gross income for the year and a list of all expenses which relates to your income earning activities?*
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  • Should be Empty: