Barker-Smith Online Tax Return

1
What's your Name?* This field is required.Please type your full name
First Name
Last Name
2
Have we prepared a return for you in the past?* This field is required.If you are a new client you will need to provide photographic ID (eg. driver's license) before we can commence your return. We'll e-mail you with all the details.
YESNO
3
What's your E-mail address?* This field is required.
example@example.com
4
What's your date of birth?* This field is required.
Date
Day
Month
Year
5
Your Gender* This field is required.The ATO currently only allows the following 3 options.
Male
Female
Indeterminate
6
What is your residency status* This field is required.Most people are permanent residents. If you are NOT a permanent resident our office will contact you to confirm your status before we start. However please note we do NOT do tax returns for 417/Working Holiday visa holders.
Permanent Resident
Temporary Resident
Non Resident
Not Sure
7
What's your Tax File NumberYour Tax File Number is 9 digits. If you don't have it now you can upload it at the end. We can't start without it.
8
Your Marital Status* This field is required.
Not Married/Single
Married/De-Facto
9
How many dependent children did you have at 30 June* This field is required.Dependent children are full time students or younger or children you pay child support for.
Enter "0" if you have none.
10
Did you partner have any taxable income* This field is required.Taxable income includes Newstart but does NOT include Family Tax Benefit.
YESNO
11
Are we also doing your partner's tax return?* This field is required.
YESNO
12
What was your partner's taxable income?* This field is required.If you're not sure type don't know. We will need this information though to complete your return.
13
What's your partner's full name?* This field is required.
14
What's your address?* This field is required.
Street Address
Street Address Line 2
City
Please Select
Please Select
WA
VIC
NSW
TAS
QLD
NSW
SA
NT
OTHER
State
Post Code
Please Select
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Afghanistan
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Angola
Anguilla
Antigua and Barbuda
Argentina
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Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
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Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
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Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
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Senegal
Serbia
Seychelles
Sierra Leone
Singapore
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Slovenia
Solomon Islands
Somalia
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South Africa
South Ossetia
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eSwatini
Sweden
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Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
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Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
15
What's your best daytime contact number?* This field is required.A mobile phone is best.
16
What was your main occupation?* This field is required.If you were unemployed or on benefits please write that. If you were self-employed the please write that - we will contact you for more information.
17
How many employers did you work for during the year?* This field is required.We will be able to retrieve your income statements from the ATO, you won't need to provide them to us.
1
2
3
More than 3
None-I wasn't employed.
18
Do you know if you had any bank interest earned?* This field is required.
YESNO
19
Which banks paid you interest.We can generally obtain bank interest earned from major banks toward the end of July, before that you may need to obtain that information for us.
Tell us which bank eg. Bankwest, Westpac, CBA.
20
Did you receive any dividends from shares?* This field is required.
YESNO
21
Which companies paid you a dividend.Please note that we can retrieve some dividend information from the ATO but normally this is not available until August.
Tell us which companies, eg Westfarmers, CBA etc.
22
Did you have any managed funds/investments?* This field is required.We will need the Annual TAX Statement from any managed fund you have. Please note that many annual tax statements are not available until much later in the year.
YESNO
23
Did you sell any investment properties, shares, crypto or other investments?* This field is required.We will contact you for further information. If you have any crypto you should answer YES here.
YESNO
24
Did you have any other income not already mentioned?* This field is required.This can include income from family businesses, foreign income and pensions. Also if you received the WA Government's $750 COVID hardship grant that is also taxable income.
YESNO
25
What sort of income did you have?* This field is required.We will contact you for further information.
Foreign income, pensions (eg UK DSS) or interest
Trust or other family business or deceased estate.
A Grant such as the WA Government Covid relief grant
Some other type of income not already mentioned
26
Did you use your own car for work (apart from getting there and back)?* This field is required.Examples include visiting clients, travelling between locations or making deliveries.
YESNO
27
Please give us an example of what sort of use.* This field is required.For example, visiting clients, travelling between several offices/shops.
28
What records did you keep for your travel
I kept a log book and details of running costs, like fuel etc
I kept a record of the kilometres I travelled for work.
I'll need help working it out.
29
Did you have any work-related travel expenses NOT reimbursed by your employer.* This field is required.eg. Taxi, Air Fares, meals and accomodation while travelling for work.
YESNO
30
Did you have any Uniform, Protective clothing laundry or dry cleaning expenses.* This field is required.Please note that you can't claim laundry on ordinary clothing including suits.
YESNO
31
What sort or expenses did you have.* This field is required.
Uniform with employer's logo.
Occupation Specific eg Chef, Fire, Nurse, Police
Protective eg Boots, Overalls, Hi-Vis, Gloves, Wet Weather.
Sun protection, eg hats, suncreen, sunglasses (only for outdoor workers)
Laundry or dry cleaning of any of the above.
32
Did you have any Self-Education or training expenses related to you work?* This field is required.The study or course must be directly related to you job at the time. You normally can't claim training to get a new job.
YESNO
33
What sort of expenses did you incur.* This field is required.Please choose all that apply.
Course Fees including HELP and TLS.
Textbooks and other stationary
Equipment like laptops and printers
Travel to and from a place of study
Hours spent studying at home
34
Did you have any other work related expenses.* This field is required.Please choose as many as you need to.
Working from home
Purchase of tools or other equipment like laptops etc.
Use of your own Mobile Phone
Union fees or professional memberships related to work
Work related licenses or clearances, eg TRB, ARC etc.
Police clearances or working with children
Stationary, ink etc
Other expenses not listed above
I didn't have any other work related expenses
35
Did you make any donations to charities or deductible church of school building funds?* This field is required.Note that raffle tickets, Gofundme and general church donations/giving are not deductible.
YESNO
36
What sort of donations did you make?* This field is required.
Charity like World Vision, Movember etc.
A school building fund - tax receipt required
A church building fund - tax receipt required
Membership of a political party
Some other donation not listed
37
Did you have any of the following other tax-deductible expenses?* This field is required.
Tax Agent Fee from last year (if we did you tax we already have these details)
Income Protection Insurance (not including insurance in your super)
Personal Super Contributions from your own Bank account (not salary sacrifice)
Some other type of expense not already mentioned
Nothing Else
38
Did you have private health insurance?* This field is required.If you did we can obtain your tax statement from the ATO.
YESNO
39
Did you pay child support or have any child maintenance arrears?* This field is required.
YESNO
40
Please enter any other information of comments you think are important.
Huge
Large
Normal
Small
Ok
Ok
41
How did you find out about our online tax service?* This field is required.
I'm an Existing client
Google
Another search engine
From a friend, family member or work colleague
From the Barker-Smith website or newsletter
Some other way
42
Did you want us to deduct our fee from your refund? (Costs an extra $10).* This field is required.Paying upfront also saves 1-2 days getting your refund. Please also note fee from refund is NOT available for refunds over $3,000 OR if you have other outstanding years returns - we will advise you if this is the case.
YES please deduct the fee (costs an extra $10)NO I'll pay by card or bank transfer and avoid the extra $10
43
If you have any information for us you can upload it here.If you are a new client, you can attach your ID and Tax File Number here please.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
44
Final Declaration* This field is required.By submitting my information I; 1) Confirm that the information I will provide will be a true and correct representation of my tax affairs. 2) Agree to be bound by Barker-Smith's general terms, conditions, fees and terms of engagement that can be found on their website. 3) Agree to appoint Barker-Smith (TAN 76640009) as my tax agent for the purposes of preparing this return. Note if you click "NO" we can't do your tax!
YES I accept the declaration.NO I've changed my mind!
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