Request for Tax Return to be Prepared
Thank you for your interest in our taxation serivces.

We hope you find our solution to be a relatively quick, easy and hassle free way to engage with us for the completion of your personal income tax return for the relevant financial year and we look forward to assisting you very soon.

We offer a "Simple Questionnaire" for you to provide us approval to complete your personal income tax return and upload your relevant documentation/information for the year with one of the team making contact to ask additional queries where required.

By completing this form, you will be:
- Providing us your personal information to establish your identity
- Engaging us to complete your income tax return
- Authorising us to obtain your available information from the ATO
- Answering some basic questions about your circumstances for the relevant financial year
- Providing us any relevant documentation for the year
- Providing us your preferred contact method to allow for the completion of your income tax return with any queries we may have
Please note: While we will do everything possible to prepare your tax return as quickly as possible, our non face to face requests are completed when our team of Accountants don't have appointments.

We may experience delays in completing these requests, especially in peak periods. If you require your tax return to be completed urgently, we would recommend booking an appointment as these take precedent.

Your Personal Details

Please provide the following personal details to allow us to set you up on our system
Name*

First NameLast Name
NewExisting
ID Verification

As prescribed in TPB (PN) 5/2022, as a Tax Agent, Spencer Accountants is required to verify a clients identity prior to providing tax services.

All clients have the option of visually verifying their identification in person at our office using a drivers licence, passport or other government issued photo ID at no charge, or using our third party ID Verification software, BGLiD.

Please note Australian Government ID Biometric Checks through BGLiD will be on charged to clients who use this service. The current cost is $7.70 and is subject to change.
I will come into the office for my ID Verification.Please send me a BGLiD Verification request and add the fee to my invoice.
In the event of a tax refund, please provide your bank details for the ATO to deposit into:
BSB*
Please enter a valid BSB number
Account Number*
YesNoUnsure
Date of birth*

DayMonthYear
Date
Tax file number (please note, this will be password protected upon submission):*
Street Address*

Street Address

Street Address Line 2

SuburbState

Post Code
YesNo
Please provide your Postal Address*

Street Address

Street Address Line 2

SuburbState

Post Code

Personal Income Tax Return

Terms Of Engagement

In order for us to agree to prepare your return, please read the following and indicate your acceptance:

Our Services:
- Centro Tax Pty Ltd ATF Spencer Accountants Unit Trust ABN 97 349 751 996 will act as your tax agent in preparation of your personal income tax return.
- We will comply with all legal requirements of the Tax Agents Act and we will keep your information confidential and not disclose this to other parties, except where you request in writing.
- We will prepare your personal income tax return based on information you have provided to us. We rely on this information being true, complete and correct at the time of you asking us to prepare your return. We are not validating or auditing your affairs. It is your responsibility to furnish us with (and retain for at least 5 years after lodgement), all records supporting your tax return in accordance with the law and the substantiation rules outlined.
- This engagement does not include assistance in the event of an ATO audit which will incur additional charges where requested. Upon the ATO processing your lodgement, your notice of assessment will be posted to you direct from the ATO or sent to you via your MyGov account if applicable.
- We will review any differences between our software estimation and the ATO’s assessment notice where you have advised us of this occurrence.
- Any refund will be directly deposited into your nominated Australian bank account by the ATO unless you have opted for our fee from refund option.
- We provide a free monthly newsletter to your email address which you can unsubscribe from at any time.
- Our liability is limited under a scheme approved under Professional Standards Legislation.
Our Fees:
- Our fee is a result of the time taken to prepare your income tax return, the use of our technical knowledge, and the administration services and software required to prepare and process your lodgement.
- We may, upon request, provide you with an estimated fee after reviewing what is required to complete your income tax return and after your completion of our checklist and queries. Where additional work is required or delays are incurred due to supply of incorrect, or incomplete information, additional charges may apply.
- Our fees may be payable upfront in certain circumstances. Our fees will always be payable prior to lodgement and are payable regardless of the refund result.
- Your tax invoice will be issued upfront where required, or upon completion.
- We accept payment via EFT, Cash, Credit Card or Cheque. Our account terms include fees & interest where an overdue account exceeds 30 days.
- We only offer fee from refund options for approved clients who are not behind in their tax affairs and whom have a clean history of receiving their full refunds. There is an additional cost for this service.
- Where you have agreed to be referred to one of our referral parties, we may receive a referral fee if you proceed to utilise their services. A referral fee may also be paid to someone if you have been referred to us.
Your Responsibilities:
- You must read, understand and accept our terms of engagement as well as follow substantiation rules outlined in this questionnaire prior to us commencing work on your affairs.
- You must provide full disclosure of all financial transactions that may affect your tax return and to avoid additional charges, you should check that you have supplied everything relevant by reviewing our checklist prior to requesting us to complete your income tax return. For your convenience, you may provide this to us either via interview, drop off, mail, email, or telephone.
- You must respond to queries promptly.
- For your convenience, we will accept a digital signature, or signed documents that have been scanned, emailed, mailed or signed in person.
- Any tax payables must be paid by the due date on the assessment notice.
- Where payment is not possible, it is your responsibility to contact the ATO and request a payment plan.
- Should you become aware of any errors or omissions, it is your responsibility to advise us immediately in writing. Amended income tax returns after they have been signed and lodged will incur additional charges.
Agree & Accept
Please indicate the financial year end date of the income tax return you are requesting to be completed:*

Terms and Conditions

1. Who may instruct us

You confirm that you, and any other person you nominate in writing from time to time (provided we have acknowledged such nomination), are authorised to give us instructions and information on behalf of all persons we are acting for and to receive our advice and documents on their behalf.

If we are acting for a business, and we receive conflicting advice, information or instructions from different persons, we may refer the matter to the board of directors, partners or proprietors (as applicable) and act only as requested by them.

2. You and your spouse/partner

We will advise you and your spouse/partner on the basis that you are a family unit with shared interests. We may deal with either of you and may discuss with either of you the affairs of the other. If you wish to change these arrangements, please let us know.

3. Know your customer

We may be required to verify your identity for the purposes of the anti-money laundering laws. We may request from you such information as we require for these purposes and make searches of appropriate databases.

4. Your responsibilities

You must provide us with all information necessary for dealing with your affairs including information which we reasonably request, in sufficient time to enable our services to be completed before any applicable deadline. We will rely on such information being true, correct and complete and will not audit the information.

We record all telephone conversations using our suppliers AI and will use these for our notes and in the preparation of your return. You may opt out of this at the start of each phone call, but additional fees and charges will apply for us to file note the conversation.

You authorise us to approach such third parties as may be appropriate for information that we consider necessary to deal with your affairs.

You must keep us informed on a timely basis of changes in your circumstances that may affect our services.

5. Qualifications on our services

To the extent our services involve the performance of services established by law, nothing in the engagement letter or these terms reduce our obligations under such law.

You must not act on advice given by us on an earlier occasion without first confirming with us that the advice is still valid.

Our services are limited exclusively to those you have engaged us to perform. Unless otherwise specified in the engagement letter, our services cannot be relied upon to disclose irregularities and errors, including fraud and other illegal acts, in your affairs. Neither an audit nor a review will be conducted and, accordingly, no assurance will be expressed.

Where our engagement is recurring, we may amend our engagement letter and these terms where we consider it is necessary or appropriate to do so. If you do not accept such amendments, you must notify us promptly in which case you may terminate our engagement in accordance with section 18 below and those amendments will not apply prior to such termination.

6. Reliance on advice

We will endeavour to record all advice on important matters in writing. Advice given verbally is not intended to be relied upon unless confirmed in writing. If we provide verbal advice (for example during a meeting or telephone conversation) that you wish to rely on, you must ask us to confirm the advice in writing.

7. Investment and financial advisory advice

We will not provide you with investment or financial advice regulated under the Corporations Act 2001 (Cth) unless we have expressly agreed to do so in writing, specifying an applicable Australian Financial Services Licence number.

8. Professional obligations

We will comply with the professional and ethical standards of the Accounting Professional and Ethical Standards Board, available at apesb.org.au. This includes APES 110 Code of Ethics for Professional Accountants (including Independence Standards), which among other things contains provisions that apply if we become aware of any actual or potential 'non-compliance with governing laws or regulations' (NOCLAR). Where any such non-compliance poses substantial harm (such as serious adverse consequences to investors, creditors, employees, auditor, group auditor or the public), we may be required to disclose the matter to an appropriate authority.

9. Conflicts of interest

We will inform you if we become aware of any conflict of interest in our relationship with you (including between the various persons this engagement letter covers) or in our relationship with you and another client. Where conflicts are identified which cannot be managed in a way that protects your interests then we will be unable to provide further services to some or all of the persons to whom this engagement applies. If this arises, we will inform you promptly.

We may act for other clients whose interests are not the same as or are adverse to yours, subject to the obligations of conflicts of interest and confidentiality referred to above.

10. Fees and payment

Our fees will be charged on the basis set out in the engagement letter and have been set based on the level of skill, responsibility, importance and value of the advice, as well as the level of risk.

If we have provided you with an estimate of our fees for any specific work, this is an estimate only and our actual fees may vary.

We may provide a fixed fee for the provision of specific services. If it becomes apparent to us, due to unforeseen circumstances, that a fixed fee is inadequate, we may notify you of a revised figure and seek your agreement to it.

In some cases, you may be entitled to assistance with your professional fees, particularly in relation to any investigation into your tax affairs by the ATO. Assistance may be provided through insurance policies you hold or via membership of a professional or trade body. Other than where such insurance was arranged through us, you will need to advise us of any such insurance cover that you have. You will remain liable for our fees regardless of whether all or part are to be paid by someone else. Our invoices will be billed in line with the billing schedule within this engagement, and invoices will be due for payment by the due date as outlined on your invoice.

Our fees set out in our engagement letter are exclusive of GST which will be added to our invoice where it is chargeable. Any disbursements and expenses we incur in the course of performing our services will be added to our invoices where appropriate, plus GST.

Unless otherwise agreed to the contrary, our fees do not include the costs of any counsel, or other professionals or third parties engaged with your approval.

We may charge interest on late paid invoices at the rate of 5% above the RBA cash rate. We may also suspend our services or to cease to act for you on giving written notice if payment of any fees is unduly delayed.

We intend to exercise these rights only where it is fair and reasonable to do so.

11. Lien

If permitted by law or professional guidelines, we may exercise a lien over all materials or records in our possession relating to all engagements for you until all outstanding fees and disbursements are paid in full.

12. Client monies

We maintain a trust account for dealing with client monies on their behalf. We can only accept money into our trust account on your behalf if you have provided us with a written trust account authority letter which details the authority given to us in relation to that trust money.

13. Confidentiality

We will take all reasonable steps to keep your information confidential, except where:
- we need to disclose your information to our service providers (including auditors of client monies if applicable) or regulatory bodies in performing the services, our professional advisers or insurers or as part of an external peer review from time to time. Our files may also be subject to review as part of the quality review program of Chartered Accountants Australia and New Zealand. By accepting this engagement you acknowledge that, if requested, our files relating to this engagement will be made available under this program. We will take reasonable steps to ensure any such recipient (other than a regulatory body) keeps such information confidential on the same basis;
- we are required by law, regulation, a court of competent authority, or those professional obligations referred to in section 8 above, to disclose the information;
- we provide limited information (but only to the extent reasonably necessary) to potential purchasers (or their professional advisors) of our practice but we will take reasonable steps to ensure that any such recipient keeps the disclosed information confidential;
- we use the information for training purposes, in the development of products or technology, in research or as source material for industry or other benchmarking data or studies; or
- you give us permission to disclose the information.
We may retain your information during and after our engagement to comply with our legal requirements or as part of our regular IT back-up and archiving practices. We will continue to hold such information confidentially.

Where we use the information for training purposes, product or technology development, research or as source material for industry or other benchmarking data or studies, the identity of any individual or entity to which such information relates will not be identifiable from the output of the activity for which the information is to be used or disclosed. We may mention that you are a client for promotional purposes.

14. Privacy

You must make all necessary notifications and obtain any necessary consents for us to process personal information you provide to us. We collect and use that personal information for the purposes of providing the services described in the engagement letter to you and we will comply with the Privacy Act 1988 (Cth) when processing that personal information. Our privacy policy provides further details of our privacy practices.

15. Ownership of materials

We own the copyright and all other intellectual property rights in everything we create in connection with this engagement. Unless we agree otherwise, anything we create in connection with this agreement may be used by you only for the purpose for which you have engaged us.

All working papers prepared by us (in any form whatsoever, including physical and electronic) remain our property. We will retain these papers in accordance with our normal record keeping practices in accordance with our professional and legal obligations.

You agree we can use your logos and trade marks for the sole purpose of providing advice to you in connection with the engagement, unless you tell us otherwise.

16. Limitation of liability

Our liability is limited by a scheme approved under Professional Standards Legislation.

You agree not to bring any claim against any of our principals, partners, directors, shareholders and/or employees in their personal capacity.

To the maximum extent permitted by law, we are not liable to you for:
- indirect, special or consequential losses or damages of any kind; or
- liability arising due to the acts or omissions of any other person or circumstances outside our reasonable control, or your breach of these terms.
17. Limitation of third party rights

Our advice and information is for your sole use, and we accept no responsibility to any third party, unless we have expressly agreed in the engagement letter that a specified third party may rely on our work.

18. Termination

Each of us may terminate this agreement by giving not less than 21 days' notice in writing to the other party except where a conflict of interest has arisen, you fail to cooperate with us or we have reason to believe that you have provided us or any other person with misleading or factually inaccurate information, in which case we may terminate this agreement immediately. Termination will not affect any accrued rights.

19. Communication

You must advise of any changes to your contact details. We may send any communications to the last contact details you have provided. Unless you instruct us otherwise we may, where appropriate, communicate with you and with third parties via email or by other electronic means. The recipient is responsible for virus checking emails and any attachments. There is a risk of non-receipt, delayed receipt, inadvertent misdirection or interception by third parties in any form of communication, whether electronic, postal or otherwise. We are not responsible for any such matters beyond our control.

20. Applicable Law

Our engagement is governed by Western Australian law. The courts sitting in that State/Territory will have non-exclusive jurisdiction in relation to any dispute between us.

21. Interpretation

If any provision of the engagement letter or these terms is void, that provision will be severed and the remainder will continue to apply. If there is any conflict between the engagement letter and these terms, these terms prevail.

22. Disputes and complaints

If you have any concerns about our costs or services, please speak to the person responsible for this engagement, who is identified in our engagement letter. To resolve your concerns we have policies and procedures in place to deal appropriately with complaints and will use best endeavours to resolve a complaint or dispute to the mutual satisfaction of the parties involved. We may require you to detail your complaint in writing to allow us to fully investigate any concerns that you raise.

Where your complaint concerns a tax agent service that we have provided, you also have the right to make a complaint to the Tax Practitioners Board in accordance with their complaints process described here https://www.tpb.gov.au/complaints.

23. Third party responsibilities

We may utilise outsourced service providers and cloud computing service providers, including:
- XERO with servers hosted by Amazon Web Services (AWS) in various locations as our platform for invoicing, accessing your Xero ledger/tax file, workflow management and also storing client information
- IGNITION with servers hosted by AWS in various locations as our client engagement, invoicing, payment and service management tool
- ANNATURE with servers hosted by AWS in Australia as our digital signing tool
- FYI SOFTWARE with servers hosted by AWS in Australia as our document management tool
- BGL CORPORATE SOLUTIONS with servers in by AWS in various locations as our company compliance and self managed super fund (SMSF) software
- MICROSOFT with servers in Australia as our file hosting service and email provider
- CRADLE with servers in various locations as telephone provider
- CLICKSEND with servers in various locations as sms provider
- ACCURIUM located in Hobart, as SMSF actuary provider
- WEST MORE KINGSLEY ACCOUNTING located in Kingsley as SMSF audit provider
- NTAA CORPORATE in Melbourne as legal document provider
- ACCESS GROUP with servers in Sydney as legacy tax software provider
- MYOB with servers hosted by AWS as bookkeeping software
- QUICKBOOKS with servers hosted by AWS as bookkeeping software
- JOTFORM with servers hosted by AWS and Google Cloud (USA) as electronic form provider
- DROPBOX with servers in USA, Germany, Australia & Japan as electronic storage provider
- LAW DEPOT as legal document provider
- CLEARDOCS with servers hosted globally as legal document provider
- and other third parties from time to time and as separately notified to you
  To perform the services, we may provide these third parties with access to your data to the extent this is required to perform the services.
Your data will be stored in servers physically located in Australia (unless otherwise specified) and in accordance with the security practices of the third party service provider and our Privacy Policy.

24. Consumer Data Rights

You may consent for an Accredited Data Recipient under the Consumer Data Right (CDR) to disclose your CDR data to us. You may nominate us as your Trusted Adviser for this purpose. As your Trusted Adviser, we will only access the data necessary to provide the services in this engagement letter.

25. Register of Tax Agents and BAS Agents available for you to search

The Tax Practitioners Board (TPB) maintains a register with details of registered, suspended and deregistered tax and BAS agents. This register is available to the public to search at https://www.tpb.gov.au/public-register.

We are obliged to advise clients of certain events which may influence your decision to engage us as your tax agent.

There are no current issues about which are obliged to advise you.

We are also obliged to advise you whether there are any conditions attached to our registration.

There are no current conditions attached to our registration

26. Your rights under Taxation Laws (including Tax Agent Services Act and the Tax Agent Services (Code of Professional Conduct) Determination)

Please refer to the attached fact sheet published by the Tax Practitioners Board (TPB) summarising your obligations to the ATO and your tax practitioner, and your tax practitioner's obligations to you, the TPB and ATO.

The fact sheet is here.

Terms of Engagement

Centro Tax Pty Ltd ATF Spencer Accountants Unit Trust ABN 97 349 751 996 will act as your tax agent in the provision of the services requested below.

This engagement letter, including the attached terms and conditions, sets out the basis of our engagement.

Who we are acting for

We are acting for {name} only. Where you would like us to act for anyone else, we will issue a separate engagement letter to them.

Period of engagement

This engagement will start on upon your acceptance of these terms and our acceptance of you as a client after identifying you.

The terms of this engagement letter will continue to apply for future engagements unless otherwise agreed.

Scope of services

You have requested that we provide the services as listed within the service summary of this engagement.

If we agree to provide additional services to you, we may provide you with a new or amended engagement letter. If we do not, those additional services will be provided under this engagement letter.

Service Summary:

You have requested the following services:

On-the-spot personal income tax return preparation

Briefly, this service includes:

Set up on our Tax Software, including;
- Updating of our client management software for any changes to your details; and
- Downloading and input of your ATO prefill information

Preparation of your income tax return by a CA or CPA accountant in your allocated appointment time, including;
- Input of information into the return/our internal workpapers that you have supplied documents for; and
- Input of information we obtain from you from answers to our questions
- Making appropriate copies/preparing internal workpapers as required
- Advising you of your substantiation requirements; and
- Completion of our internal compliance questionnaire.
  - At all times we rely on such information you provide as being true, correct and complete and will not audit the information.

Review by the registered tax agent before lodgement and where changes are deemed necessary due to any error or ommission, these will be communicated to you for acceptance and confirmation.

Lodgement of your income tax return
- Upon the ATO processing your lodgement, your notice of assessment will be posted to you direct from the ATO or sent to you via your MyGov account if applicable.
- Upon lodgement, we will review any differences between our software estimation and the ATO’s assessment notice only where you have advised us of this occurrence.
- This engagement does not include assistance in the event of an ATO audit which will incur additional charges where requested.

Fees

Our fees for on the spot tax returns will be charged as per our fee schedule.

Where your service now, or in the future, requires the use of our hourly rates, these are included below (current as at 1 July 2025):

Position	Hourly Rate (Excluding GST)
Director/Tax Agent	$350.00
Chartered Accountant/CPA	$240.00
Junior Accountant	$110.00
Certified Bookkeeper	$110.00
Bookkeeper	$90.00
Administration	$80.00

Our fees are reviewed, and subject to change, each financial year.

Our fees will always be payable prior to lodgement and are payable regardless of the refund result.
Our fees may be payable upfront in certain circumstances such as late lodgements. Your tax invoice will be issued upfront where required, or upon completion otherwise.
We accept payment via EFT, Cash, Credit Card or online. Our account terms include fees & interest where an overdue account exceeds 30 days.
We only offer fee from refund options for approved clients who are not behind in their tax affairs and whom have a clean history of receiving their full refunds. There is an additional cost for this service.

Summary of Your Responsibilities
- You must read, understand and accept our terms of engagement as well as follow substantiation rules outlined in your appointment and substantiation declaration
- You must provide full disclosure of ALL financial transactions that may affect your tax return
  - To avoid additional charges, you should check that you have supplied EVERYTHING relevant by reviewing our checklist on our website prior to requesting us to complete your income tax return.
  - Where you are missing information on the day of your appointment, you must respond to queries promptly.
  - Should you become aware of any errors or omissions, it is your responsibility to advise us immediately in writing. Amended income tax returns due to information not supplied at your appointment or after they have been signed and lodged will incur additional charges.
- Any tax payables must be paid by the due date on the assessment notice or where payment is not possible, it is your responsibility to contact the ATO and request a payment plan.
  - Note that ATO interest is no longer deductible from 1 July 2025.
By signing below (and by affixing my digital signature), I confirm that the digital signature provided is my own and that I authorise its use for the purposes of this document. I acknowledge and agree that my digital signature is legally binding and has the same force and effect as my handwritten signature.
Signature*

Clear
{name}
A full copy of this engagement letter will also be emailed to you at:
{email}

Items in Your Tax Return
Residency

Generally, you are considered to be an Australian resident for tax purposes if you have always lived in Australia or you have come to Australia and live here permanently or have been in Australia continuously for six months or more, and for most of that time you worked in the one job and lived at the same place.
YesNo
YesNoUnsure
Please provide details on the country, your arrival date(s) to Australia and/or departure date(s) from Australia:*

Items in Your Tax Return Continued
Please note, the information you include in this questionnaire will be used by Spencer Acccountants in preparing your tax return.

It is your obligation to ensure everything is included in this questionnaire now.

Information provided should be based on records you have readily available which have been verified by yourself. Any statements of work related use or otherwise should be factual and based on records of usage such as diary evidence in accordance with ATO requirements.

Your records may be required to substantiate these claims in the event of an audit or by compliance questions by Spencer Accountants.

You confirm you are providing us a complete and accurate picture of your income and deduction information that Spencer Accountants can rely on.

Failure to do so will result in additional fees and charges based on time consumed and may result in an audit where relevant information has not been included at lodgement.

Work‑related Car Expenses
YesNo
- For full details visit Motor Vehicle and Car Expenses on the ATO Website.
  
  A brief summary is included below:
- Travel you can't claim:
  - You can not claim travel for use of vehicles under salary sacrifice/novated lease arrangements
  - You can't generally claim travel between home and work.
- Travel you can claim:
  
  The ATO states, "you can claim a tax deduction for the cost of transport on trips to:
  - perform your work duties – for example, if you travel from your regular place of work to meet with a client
  - attend work-related conferences or meetings away from your regular place of work
  - deliver items or collect supplies
  - go between 2 or more separate places of employment, such as if you have more than one job (but not if one of the places is your home)
  - go from your
    
    regular place of work to an alternative place of work that isn't a regular place of work (for example, a client's premises) while still on duty, and back to your regular place of work or directly home
    
    home to an alternative place of work that isn't a regular place of work to perform your duties, and then to your regular place of work or directly home (this doesn't apply if the alternative place of work has become a regular workplace)."
  Transporting bulky tools and equipment:
  
  "You can claim a deduction for the cost of trips between home and work if you need to carry bulky tools or equipment and all the following conditions are met:
  - the tools or equipment are essential to perform your work
  - the tools or equipment are bulky, meaning that
    
    they are awkward to transport because of their size and weight (such as a ladder)
    
    they can only be transported conveniently using a motor vehicle
    
    there is no secure storage for such items at the workplace
    
    you don't transport the tools or equipment as a matter of choice (for example, if your employer provides secure storage and you choose to take the tools home instead).
  If you claim a deduction for carrying tools, you will need to keep a record of:
  - all work items you carry
  - the size and weight of all work items
  - evidence that the items you carry are essential to your work
  - evidence that your employer did not provide secure storage at the workplace"
  - Have confirmation from your employer this is required (we recommend in writing)

Please provide the make and model of your vehicle
Eg: Mazda 3
YesNo
Log Book % per log book

Please provide motor vehicle costs according to your records

Rows	Amount expended ($)	Notes
Fuel
Registration
Insurance
Repairs & Maintenance
Other

File Upload

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Take Photo
Please advise where to, where from, kms (google maps), reason for travel and how often this occurred during the year.
Eg. 1 Smith Road, Springfield to 1 Simpson Road, Shelbyville, 12kms, Main office to second office, once per month
Alternatively, please advise the total Km's travelled as per your records (and keep those records in your file)
YesNo
Details on all items I carryThe size and weight of all items I carryEvidence these items are essential for work (recommend in writing from employer)Confirmation from employer that there is no safe place to leave these at work (recommend in writing from employer)

Work‑related travel expenses
YesNo
- For full details visit Work-related Travel Expenses on the ATO Website.
  
  A brief summary is included below:
  
  Work-related travel expenses are deductible if incurred while performing employment duties, personally paid without reimbursement, and apportioned for any private use.
  
  Deductible items may include:
  - Public transport
  - Taxis/rideshares
  - Airfares/trains/buses
  - Tolls/parking
  - Overnight accommodation/meals/incidentals (if away from home overnight for work)
  - Specific employer vehicle costs like tolls for work trips
  Non-Deductible Travel
  - Normal daily home-to-work commutes are never deductible, even if far or tiring.
  - Same-day meals, incidentals, or accommodation (e.g., sleeping near work due to shifts or preference) do not qualify.
  - Car expenses like registration/fuel/repairs are not reported in this section. They are reported under Work‑related car expenses.
  - Private travel portions, reimbursed costs, or award transport payments under pre-1986 rules are excluded.
  Claim Conditions
  - Expenses must relate directly to work performance, not just between workplaces or with minor detours.
  - For overnight claims, the stay must be required for work duties, away from home, and not elective.
  - Travel allowances under reasonable limits (TD 2024/3) allow deduction without full receipts if records support it.

YesNo
YesNo
Travel Allowance per overnight night
Number of nights allowance was paid during the year/Number of nights recorded away

When travelling overnight, how much money did you spend on food while travelling? - Please note: Where a truck driver with an overnight travel allowance you must have a diary/1 months evidentiary support to show the noted reasonable amounts spent

Rows	Amount expended ($)	How Often
Breakfast
Lunch
Dinner

Please outline any travel, accommodation or meal expenses incurred in the course of undertaking your employment that is not reimbursed by your employer (such as for attendance at conferences, where no travel allowance etc). You must have receipts for all items.
Did you have any other vehicle costs incurred for work purposes?
Eg Ute, Van, Motorcycle use, hire car
File Upload

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Work‑related Clothing, Laundry and Dry‑cleaning
YesNo
- For full details visit Clothing, Laundry and Dry-cleaning Expenses on the ATO Website.
  
  A brief summary is included below:
  
  Work-related clothing, laundry, and dry-cleaning expenses are deductible if they meet strict ATO criteria for protective, occupation-specific, or distinctive uniform items, provided you paid them yourself without reimbursement.
  
  Eligible Clothing
  
  You can claim protective clothing and footwear that guards against work risks like injury or damage to ordinary clothes such as
  - Hi-Vis Wear (pants/shirts with reflective strip and safety overalls)
  - Safety boots (steel-capped boots, specific non-slip shoes)
  - Safety goggles/glasses, protective sunglasses (includes prescription sunglasses, photochromatic and anti-glare glasses)
  - Fire-resistant gear
  - Specific uniform expense (chef’s apron)
  - Hardhats & helmets, earplugs, gloves
  Deductions also apply to
  - Occupation-specific clothing (e.g., chef's chequered pants)
  - Compulsory uniforms with logos under enforced policy
  - Non-compulsory uniforms registered on the ATO's Approved Occupational Clothing list
  Laundry and Dry-Cleaning
  - Laundry costs up to $150 total require no written evidence if you have records of washes (e.g., diary)
  - Laundry costs over $150 needs receipts
  The rate is generally $1 per load for work items or actual costs with proof.
  
  Non-Deductible Items
  Conventional clothing like jeans, business suits, black pants for waiters, or drill shirts, even if compulsory or work-only is excluded, as it's suitable for everyday wear. No claims if your employer provides, reimburses, or cleans the items.

Please provide details of any out of pocket costs for PPE items this year in the table below:

Rows	Amount Spent ($)	Work related %	Any Notes, plus please include date of purchase when Cost >$300
Hi-Vis Wear - eg: Pants with reflective strip, Safety overalls
Footwear: eg: Safety boots, specific Non-slip shoes
Safety goggles or glasses, eg: Protective sunglasses (includes prescription sunglasses, photochromatic and anti-glare glasses)
Specific Uniform expense (eg: Chef’s apron)
Other Personal Protective Equipment: eg: Hardhats & helmets, Earplugs, Gloves

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YesNo
How many weeks did you not work this year, including annual/sick/unpaid leave or breaks in employment?

Work‑related Self‑education Expenses
YesNo
- For full details visit Work‑related Self‑education Expenses on the ATO Website.
  
  A brief summary is included below:
  
  Work-related self-education expenses are deductible if they maintain or improve skills for your current job or are likely to increase your income from it, and you paid them yourself without reimbursement.
  
  Eligible Expenses
  You can claim:
  - Course fees (including FEE-HELP/VET Student Loans)
  - Textbooks
  - Stationery, student union fees
  - Internet/data (not connection fees)
  - Trade journals
  - Decline in value of computers/desks (apportioned for private use)
  - Travel between home/workplace and education site
  - Overnight accommodation/meals qualify only if away from home for the course
  - Borrowing interest
  Non-Eligible Cases
  Expenses fail if
  - unrelated to current employment (e.g., general skills, new job pursuit, or pre-employment study)
  - you're unemployed
  - on certain government allowances

Describe the course that was undertaken and how it relates to your employment at that time:

Please provide details of the amounts you were required to pay and were not reimbursed for:

Rows	Amount Spent ($)	Study related %	Any Notes, plus please include date of purchase when Cost >$300
Tuition fees, Course fees, Registration Fees
Computer Equipment, Equipment repairs
Internet & data use, Phone use
Student Union fees, Student services fees
Text Books, Trade, Professional or academic journals

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- For full details visit Car and Other Transport Expenses on the ATO Website.
  
  A brief summary is included below:
  
  Self-education transport expenses are deductible if linked to current employment income, covering specific travel legs between home, work, and education.
  
  Fully Deductible Trips
  Claim both directions for round trips: home ↔ education, or work ↔ education.
  
  Partially Deductible Trips
  For one-way chains like home → education → work, or work → education → home, deduct only the first leg; the second leg (to work/home) is private.
  
  Additional Claims
  Parking fees at the education venue or course site are fully deductible.

Please provide the make and model of your vehicle
Eg: Mazda 3
Please advise where to, where from, kms (google maps), reason for travel and how often this occurred over the year.
Eg. 1 Smith Road, Springfield to Curtin University, 18kms, Work to Uni, once per week for 13 weeks
Alternatively, please advise the total Km's travelled as per your records (and keep those records in your file)

Other work‑related Expenses
YesNo
- For full details visit Other Work‑related Expenses on the ATO Website.
  
  A brief summary is included below:
  
  Other work-related expenses are deductible if incurred as an employee to earn assessable income, not claimed elsewhere, personally paid without reimbursement, and only for the work portion.
  
  Eligible Expenses
  You can claim:
  - Reference books
  - Technical journals
  - Trade magazines
  - Work-related tools/equipment (immediate deduction if less than $300; decline in value (depreciation) if more than $300)
  - Professional libraries
  - Phone/internet usage (excluding fixed-rate WFH)
  - Phone rental for on-call needs
  - Home running costs (if not using fixed-rate WFH)
  - Borrowing interest/repairs for tools
  Non-Eligible Expenses
  - Private costs (childcare, social clubs),
  - Entertainment
  - Fines,
  - Coffee/tea/household items,
  - Children's education items (e.g., iPads),
  - Employer-provided/reimbursed items exempt from FBT (laptops, phones, software), and occupancy expenses (rent, rates, mortgage interest)
  Record Requirements
  
  Total work expenses
  - less than or equal to $300 need calculation records
  - expenses greater ot equal to $300 requires written evidence like receipts and must be retain for 5 years.

Please include below any out of pocket costs that you have records for that were incurred throughout the financial year?

Rows	Amount Spent ($)	Work related %	Notes/Supplier/Please include dates for any costs >$300
Union (eg: TWU, ANF, SSTUWA, CFMEU etc)
Memberships (eg: Teachers Registration Board, Nurses Registration, Engineers Australia/EPESMA, CA/CPA, MFAA/FBAA)
Subscriptions (eg: Professional libraries, Academic Journals, Technical Journals, Database subscriptions, Online subscriptions, Electronic material such as e-books or e-journals)
Licences (eg: Working with children, Police clearance, Dangerous goods licence, High Risk licence, Working at heights licence, Electrical licence, gas licence etc)

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Please provide your diarised hours

Please provide your out of pocket costs

Rows	Total Cost for year ($)	Work related %	Any Notes, plus please include date of purchase when Cost >$300
Phone
Internet
Printing & Stationery
Office Equipment (eg: Technical instruments, Calculators, Software, computer consumables)
Office Equipment (eg: Computer, Laptop, IPAD)
Office Equipment (Eg: Desk, Chairs, Lamps, Filing Cabinets, Book Shelves)

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Please provide details and what is a reasonable work related % for these items

Rows	Amount Spent ($)	Work related %	Any Notes, plus please include date of purchase when Cost >$300
Hand Tools (eg: spanners, hammers, screwdrivers, power tools etc)
Repairs on tools
Toolbox, Handbags, briefcases and satchels*

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Did you purchase any Tools/Receipts over $300 - Please note, the date, description, amount and work related percentage is required for each item over $300

YesNo
How much did you spend on those meals on those occasions and how often?
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Please provide details on any other out of pocket work related expenses not already noted

Rows	Total Cost for year ($)	% Related to work	Describe, plus please include date of purchase when Cost >$300
Other

Please provide details on any other out of pocket work related expenses not already noted above:
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Please provide any other notes or information you think might be relevant:
The information you have included in this questionnaire will be used by us in preparing your tax return. Where required, an accountant will be in touch to discuss those areas above in more detail with you.
Please provide any other attachments you would like to provide:

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Dividend/Interest Deductions
YesNo
- For full details visit Interest, Dividend and Other Investment Income Deductions on the ATO Website.
  
  A brief summary is included below:
  
  Interest, dividend, and other investment income deductions are claimable for expenses directly linked to earning assessable income from investments like shares or interest-bearing accounts, apportioned for any private use.
  
  Eligible Deductions
  For interest income, claim borrowing costs to produce interest, such as loan interest on deposits or managed funds (excluding exempt income).
  
  For dividends, deduct:
  - Interest on money borrowed for shares
  - Management/advice fees for investment changes
  - Specialist journals/subscriptions
  - AGM travel
  - Internet access
  - Computer decline in value (apportioned)
  - 50% of listed investment company (LIC) capital gains in dividends
  Non-Deductible Items
  - Brokerage fees (add to cost base for CGT)
  - Capital-protected borrowing interest (treated as protection cost)
  - Advice on new structures without income link
  - Exempt dividends
  - ATO charges (GIC/SIC) post-1 July 2025 are non-deductible
  Claim Rules
  Must have records (receipts, loan statements) and must show purpose of loan directly related to investment.

Please provide details on costs for the year
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Gifts or Donations
YesNo
- For full details visit Gifts or Donations on the ATO Website.
  
  A brief summary is included below:
  
  Gifts and donations are tax-deductible if made voluntarily to an approved Deductible Gift Recipient (DGR) organisation without receiving material benefits in return, with a minimum value of $2 for money gifts.
  
  Eligible Donations
  - Cash donations $2+ (including workplace giving, bucket collections up to $10 without receipt)
  - $2+ to registered political parties or independent parliamentary candidates.
  Token items like lapel pin, wristbands and stickers do not disqualify the deduction.
  
  Non-Eligible Items
  - Gifts with material benefits (e.g., raffle tickets, dinners unless special fundraiser rules apply)
  - Salary-sacrificed donations, crowdfunding unless DGR-endorsed
  - Amounts under $2
  Verify DGR status via ABN Lookup.
  
  Record Keeping and Claiming
  Retain receipts showing DGR name, ABN, amount, date, and deductibility statement (or bank statements for cash).

Please provide details on any donations for the year
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Cost of Managing Tax Affairs
YesNo
YesNo
- For full details visit Cost of Managing Tax Affairs on the ATO Website.
  
  A brief summary is included below:
  
  Costs of managing tax affairs are deductible if you incurred them to prepare and lodge your return, obtain tax advice, or handle ATO dealings, provided they relate directly to your personal tax obligations.
  
  Eligible Expenses
  You can claim fees for
  - Registered tax agents
  - Recognised tax advisers (tax agents, BAS agents, legal practitioners)
  - Tax courses/reference materials
  - Tax software (apportioned for non-tax use)
  - Travel to advisers
  - Valuations for deductible property donations or conservation covenants
  - Litigation costs (court/ART fees, legal fees)
  - Certain pre-1 July 2025 ATO interest charges or pre-1 Jan 2025 debit card fees for tax payments
  Non-Deductible Items
  - Penalties/shortfall interest
  - Non-recognised adviser fees
  - General financial advice unrelated to tax
  - Judgment debt interest from tax court cases cannot be claimed
  How to Claim
  Retain receipts/statements for 5 years.

Please provide details on accounting fees paid for the year
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Personal Superannuation Contributions
YesNo
- For full details visit Personal Superannuation Contributions on the ATO Website.
  
  A brief summary is included below:
  
  Personal super contributions boost retirement savings and may be tax-deductible if made from after-tax income to a complying super fund or RSA, subject to age, work test, notice of intent, and cap rules.
  
  Eligibility Rules
  Contributions qualify if:
  - Received by the fund before 30 June
  - Provide a valid notice of intent acknowledged by the fund before lodging your return (or 30 June)
  - Aren't excluded types like employer super or salary sacrifice
  - You meet work tests for ages over 67 and under 75 (those turning 75 have a 28-day post-birthday window)
  Caps and Limits
  Deductible personal contributions count toward the concessional cap (including employer contributions; carry-forward unused amounts possible)
  
  Non-deductible contributions count toward the non-concessional cap and aren't available where you super balance is over the general transfer balance cap.
  
  Claim Process
  - Lodge notice of intent with superannuation fund.
  - Provide confirmation and acknowledgement recieved from supernnuation fund.
  - Amount can't create a loss.
  - Retain records 5 years.

Please provide details on contributions for the year
Notice of Intent Acceptance

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Notice of Intent Acceptance

Income Protection Insurance
YesNo
- For full details visit Income Protection Insurance on the ATO Website.
  
  A brief summary is included below:
  
  Income protection insurance premiums are tax-deductible if you pay them personally (from after-tax income) for a policy that replaces your employment or business income in case of illness or injury.
  
  Eligible Premiums
  You can claim premiums for standalone policies or the income protection portion of bundled policies (e.g., with life/TPD), provided benefits are taxable income replacement, not lump sums; self-employed individuals qualify fully.
  
  Non-Deductible Cases
  Premiums are not claimable if paid via super (fund deducts at 15%), salary sacrifice, employer-paid, or for non-income policies like trauma/critical illness/TPD; apportion bundled amounts using insurer statements.
  
  Claim Process
  Obtain annual income protection premium policy letter from provider.
  
  Retain records for 5 year.

Please provide details on costs for the year
Income Protection Confirmation Letter

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Income Protection Confirmation Letter

Other Information and Receipts
YesNo
Please provide a description of these costs or is there anything else you think is relevant or that you would like to bring to our attention for the year?
Upload any other relevant information

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How Should We Contact You
Thank you for completing our simple questionnaire and providing the information relevant to the completion of your income tax return.

Your return will be added into our systems and one of our team will be in contact with you.

To assist in this matter, please provide the best contact methods.
TelephoneEmail
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
YesNo, anytime is fine
What is the best day and 30 minute block of time for us to call (please note, while every endeavor will be made to contact you during this time, sometimes our appointments run over and where this is the case, someone will be in touch with you to reschedule):*

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Last Step - Please review your answers

Please note, you will need to scroll to the bottom of your answers and select "Submit" to lodge the Request for Tax Return to be Prepared.
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Request for Tax Return to be Prepared

Your Personal Details

Terms and Conditions

Terms of Engagement

Summary of Your Responsibilities

{name}

{email}

Items in Your Tax Return

Spouse, Dependents & Private Health

Items in Your Tax Return

Residency

Items in Your Tax Return Continued

Items in Your Tax Return Continued

Work‑related Car Expenses

Work‑related travel expenses

Work‑related Clothing, Laundry and Dry‑cleaning

Work‑related Self‑education Expenses

Other work‑related Expenses

Dividend/Interest Deductions

Gifts or Donations

Cost of Managing Tax Affairs

Personal Superannuation Contributions

Income Protection Insurance

Other Information and Receipts

How Should We Contact You