2024 TAX RETURN INFORMATION

- INCOME
  
  Please provide us with information regarding your income
- Select all that apply:*
  
  Group Certificate/Payment SummariesGovernment Support - Pension/AllowanceInterest EarnedDividendsTrust/Managed FundsCrypto CurrencyCapital Gains (sale of assets - eg: property, land etc)RentalOther
- Number of group certificates?*
  Due to Single Touch Payroll (STP), you may not receive a summary from your employer
- Type of Government Assistance:*
- Interest Earned*
- Dividends
- Capital Gains details
  Information relating to CGT we should be aware of
- Dividend Statements
- Trust/Managed Funds Annual Tax Statements
- Capital Gains - Purchase and sale documents
- Crypto Currency - BUY & SELL documents
- Rental: Agent Summary (if applicable)
- Rental:
- Did you purchase any new assets?*
  
  YesNo
- New Assets:*
- Any other rental information?*
  
  YesNo
- Other Rental:*
- Other Income?*
- DEDUCTIONS
  
  Please provide us with information regarding your deductions.
- Select all that apply:*
  
  Motor VehicleWork UniformTravel ExpensesWork Related Education ExpensesHome OfficeTelephoneTools, Equipment, MaterialsSubscriptions/Union FeesIncome Protection InsuranceDonationsPersonal Superannuation ContributionsAccounting FeesOtherNo Deductions
- Motor Vehicle Claim Type*
- Motor Vehicle Type*
- Log Book Method*
- Kilometres Travelled:*
  Maximum km's allowed to claim 5,000kms
- Other MV Expenses:
- Work Uniform*
- Do you receive an allowance?*
- Details of the allowance:*
- Details of Travel*
- Travel Expenses*
- Education Expenses*
  
  Maintains or improves skills for current employmentResults in, or is likely to result in increased incomeOther
- Education Expenses*
- Did you work from home during the year?*
  
  Yes - set hours per weekYes - expenses to claimNo
- Did you keep a record of hours worked from home?*
- Please Note: This year, it is mandatory to have a record of hours worked from home. If you have not kept a record, you must meet two requirements in order to make a claim.
- Hours per week?*
  A rate of .67c per hour
- How many weeks?*
- Explanation
  Dates you worked from home, summary of hours or any other information
- Home Office Expenses*
- Telephone & Internet Expenses*
- Tools, Equipment & Materials*
- Subscription & Union Fees*
- Income Protection Insurance
- Income Protection Insurance*
- Donations: *
- Did you make personal super contributions during the year?*
- Have you notified your super fund to claim this deduction?*
- Please notify your super fund with a 'Notice of Intent to Claim' form. Without this confirmation you cannot claim a super deduction.
- Please provide your notice of intent to claim form
- Did we lodge your previous tax return?*
- How much were your accounting fees?*
- Other Deductions? *
- REBATES
  
  Please provide us with information regarding rebates & offsets.
- Did you have Private Health Insurance?*
- Did you have a spouse for the financial year?*
- Dates you had a spouse:
- Did you pay child support during the financial year?*
- How much?
- Spouse Details
  
  Please provide us with information regarding your spouse.
- Spouse's Name:*
  
  First NameLast Name
- Date of Birth:*
  
  DayMonthYear
  Date
- Taxable Income:*
  If unknown, please estimate

Anything Else?

Please provide us with any other information that we should be aware of.
Checklist
Income?
Deductions?
Something Else?
Additional Documentation?

PAYMENT OPTIONS

Please provide us with information on how you would like to pay.
How would you like to process your return?*
Preferred Day:*
Preferred Time*

MorningAfternoonEither
Payment Options*

Pay prior to lodgementTake fee out of my refund - $16.50 admin fee applies
DECLARATION
I declare that all information supplied is correct and I have the required invoices/receipts to substantiate my claims.
Name*

First NameLast Name
Signature*
Date*

DayMonthYear
Date
Should be Empty:

2024 TAX RETURN INFORMATION

INCOME

DEDUCTIONS

REBATES

Spouse Details

Anything Else?

PAYMENT OPTIONS

DECLARATION