Individual Tax Return Quote Form

Name* This field is required.

First Name

Last Name

Date of Birth* This field is required.

Your date of birth

Email* This field is required.

example@example.com

Email Verified

The verification code has been sent to some@email.com
Please check your mailbox and paste the code below to complete verification

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Phone Number* This field is required.

Area Code

Phone Number

If we have a question, what's your preferred contact method?* This field is required.

Phone

Are you an Australian tax resident?* This field is required.

Yes

Yes - Part Year

I'm on a working holiday visa

Which income year is this tax return quote for?* This field is required.You can choose multiple years if tax information is the same for these years; otherwise, please fill out a new form to request a separate quote.

2024

2023

2022

2021

2020

2019

2018

2017

2016

2015

Other

Which income did you receive for the requested year?* This field is required.Please read carefully and tick all the income types that apply:

Employment Income

Government Payments ( Jobseeker, Pension etc)

Interest Income

Dividend Income

Managed Fund Trust Distributions

Capital Gains or Losses ( tick this if you sold any assets such as shares, cryptocurrency, investment property etc.)

Foreign Income

Investment Property Income

Sole Trader ABN Income - Uber

Sole Trader ABN Income - Other

Other Income Not Listed Above

What's your occupation?* This field is required.

What's your annual salary?* This field is required.

Did you receive any Employee Share Scheme (ESS) shares?* This field is required.

YESNO

Do you expect your work-related deductions exceed $300 in total?* This field is required.*** PLEASE NOTE ANY EXPENSES REIMBURSED BY YOUR EMPLOYER ARE NOT DEDUCTIBLE.

YESNO

Types of work-related expenses you will claim:* This field is required.*** If you are not sure about your selection, please leave a note at the end of this section.

Travel (note: home to/from office travel NOT deductible)

Car expense

Protective clothing or uniform

Home laundry for protective clothing or uniform

Home office

Mobile phone (work %)

Subscriptions & memberships

Self-education expense

Printing & stationery

Other

Which calculation method for car expense?* This field is required.*** Note: Cents per KM you can claim up to 5,000 KM; You must have a valid logbook (to prove work use percentage) to claim under the logbook method.

Cents per KM

Logbook

Home office - do you have a dedicated work area?* This field is required.*** Dedicated work area is a room or space set exclusively for work use.

Yes

Did you purchase any new work-related items (over $300 each) for the year?

Other expenses you will claim:

Donations

Tax agent fees

Personal super contributions

Income protection insurance

Other

Leave your note here for work-related expenses:

Number of dividend income received:* This field is required.Estimated number is accepted

Number of managed fund/trust distributions received:* This field is required.Estimated number is accepted

What did you sell?* This field is required.

Listed shares or units

Home

Investment property

Cryptocurrency

Other

Sale of listed shares or units:* This field is required.

No. of parcels of share/units sold

Australian or International shares/units

Please select:

No. of parcels of share/units sold

Australian or International shares/units

Do you have your own draft of capital gains calculation summary?* This field is required.

Yes - purchase cost and date allocated to each sale, and draft calculated capital gain for my own share.

Yes - purchase cost and date allocated to each sale, but no calculations.

No - will provide all movements of share trading, require your help to sort out sales and purchases.

Other

Sale of investment property:* This field is required.

No. of property sold

Did you occupy it as home for some period of time?

Can you provide all the sale and purchase docs?

Please select:

No. of property sold

Did you occupy it as home for some period of time?

Can you provide all the sale and purchase docs?

What type of foreign income you've received:* This field is required.

Foreign employment

Foreign pensions or annuities

Other

How many rental properties did you have for the year?* This field is required.

What supporting docs can you provide?* This field is required.

Agent's annual summary

Your own summary of expenses paid out of your own pocket (not through agent account)

You own summary of all income and expenses (if agent is not used)

A combination of summary and receipts

No summaries, only receipts

Other

Number of capital items ($300 or more each) purchased for rental property during the year:* This field is required.

For rental property: number of carried forward capital items from prior years:* This field is required.You need to check your previous year tax return's depreciation schedule; any items that didn't have a zero written down value at the end of the year will need to be brought over into this year. If you don't have access to the depreciation schedule, please leave a note below.

Which calculation method for car expense?* This field is required.*** Note: Cents per KM you can claim up to 5,000 KM; You must have a valid logbook (to prove Uber use percentage) to claim under the logbook method; You can use the logbook method without a logbook ONLY IF you have another car for private use and this claiming car is only used for Uber.

Cents per KM

Logbook

Please select required services for your Uber business:* This field is required.

Bookkeeping / summarise income and expenditure

BAS (4 quarters)

Annual GST return (if your turnover is < 75k and has chosen the annual BAS option)

All bookkeeping & BAS's are done, only need tax return service

Other

Business activity or description* This field is required.

What's your bookkeeping system?* This field is required.

Spreadsheet (Excel)

Cloud software (Xero, MYOB, QB or other)

Desktop software (not available online)

None - require your service to process full year's transactions

Other

Were you registered for GST?* This field is required.

YESNO

Have you lodged all the BAS's / GST return for the tax year?* This field is required.

YESNO

Are you claiming vehicle expenses for the business?* This field is required.

YESNO

What's the vehicle type?* This field is required.

Car

Ute

Van

Other

Which calculation method for claiming business vehicle expense?* This field is required.*** Note: Cents per KM you can claim up to 5,000 KM; You must have a valid logbook (to prove business use percentage) to claim under the logbook method; You can use the logbook method without a logbook ONLY IF you have another car for private use and this claiming vehicle is used for business only.

Cents per KM

Logbook

Do you run your business from home?* This field is required.

YESNO

Did you have a dedicated work area for business?* This field is required.*** Dedicated work area is a room or space set exclusively for business use.

YESNO

For ABN business: number of capital items/equipment purchased during the year:* This field is required.

For ABN business: number of carry forward capital items from prior years:* This field is required.You need to check your previous year tax return's depreciation schedule; under the business section, any items that didn't have a zero written down value at the end of the year will need to be brought over into this year. If you don't have access to the depreciation schedule, please leave a note below.

Did you pay wages?* This field is required.

YESNO

Have you lodged annual wages to ATO (STP finalised)?* This field is required.

YESNO

Are your super payments all up to date?* This field is required.

YESNO

Notes to the business (ABN) income section:

Please provide details of your other income:* This field is required.Source, amount, tax paid etc.

Leave your last notes here:

Signature* This field is required.By signing below, I confirmed that all information I entered in this form reflects the true circumstances and legal requirements of my tax return lodgement.

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