Individual Income Tax Return
Name
*
First Name
Last Name
Financial Year to be lodged
*
Are you a new or returning client?
*
Returning - I lodged with you last year
Returning - But it's been a while
Brand new, never used Biala Tax before (you will be contacted for verification)
Brand new client - Upload photo ID
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Email
*
example@example.com
Home Address (if different from last year)
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Postal Address (if different from Home Address)
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Preferred Contact Number
*
Please enter a valid phone number.
Your Occupation
*
Did you earn any bank interest?
*
Please Select
Yes
No
Upload bank interest summary
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Did you receive any dividends?
*
Please Select
Yes
No
Upload dividend statements
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Did you use your car to travel for work (not to and from work)
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No
Yes - Conference
Yes - Meeting
Yes - Training
Yes - Client visit
Yes - Site Visit
Yes - Carry Bulky & Heavy tools &/or equipment
If yes, Make, Model & Number plate of vehicle
If yes, what areas did you travel?
If yes, how many kilometres did you travel?
If yes, what is the percentage used for work?
If yes, how much was spent on petrol, interest on the loan, green slip, pink slip, registration, repair & maintenance, insurance, roadside assistance, tolls & parking?
Do you wear a uniform with a logo on it and/or protective clothing?
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No
Yes - paid for by the company
Yes - paid for by me
If you paid for the uniform and/or protective clothing, list items & cost
Do you work outdoors? If so and if applicable, how much did you spend on sun protection ie.sunglasses, hat, sunscreen.
Did you do any work-related interstate or overseas travel that you were not re-imbursed for? If so, where, how many days and out of pocket expenses.
Are you studying at an educational institution in a course related to your job?
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No
Yes - Paid by me
Yes - Paid via FEE HELP
Yes - Paid via HECS-HELP (not tax deductible)
If yes, what is the name of the course and place of study?
If yes, how much are the fees you personally paid and/or FEE-HELP?
If yes, and if applicable, how much did you spend on textbooks, parking, photocopying etc. Itemise each.
If yes, do you travel to the place of study? If so, from where to where & how many days a week/year? NB. Only work to study or study to work is claimable.
Did you spend on any work related training, conferences or seminars? If so, what items and how much? Did you have to drive to the training, conference or seminar?
Do you subscribe to any work related journals, magazines, reference books etc? If so, how much have you spent in total?
Do you use your mobile phone for work? If so, how much do you pay per month and what percentage is it used for work?
Do you use your internet for work and/or work-related study? If so, how much do you pay per month and what percentage is it used for work and/or work-related study?
Did you work from home? If so, how many hours did you work from home during the year? NB. YOU MUST HAVE A RECORD OF WFH.
If you WFH, how much is electricity for the year?
If you WFH, how much is gas for the year?
Did you buy any computer-related items used for work/study eg.new laptop, pc upgrade, peripherals, ink, printer, software etc? If so, list item & cost. If the cost of a particular item is greater than $300, include the date of purchase, cost and percentage used for work?
Did you pay for income protection outside of your super? If so, how much?
How much in tax-deductible donations did you make that you have receipts for?
Do you have other work related expenses not mentioned above? If so, what items and how much?
How much did you pay a registered tax agent to prepare last year’s tax return (if not us)?
If you have Investment Properties, upload the real estate agent's EOY summary and documents of expenses paid from your pocket eg. council, water, strata, insurance, interest, land tax, repairs & maintenance etc
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If you earned ABN income, upload your Income & Expenses summary
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If you sold any shares in the financial year, upload the matching Buy and Sell documents
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If you sold an investment property, upload the Purchase and Sell documents
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If you sold or traded crypto, upload the Profit & Loss report from Koinly and/or Crypto Tax Calculator
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Any questions?
By signing, I certify the information provided is correct and justifiable.
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