Individual Tax Return
Personal Details
What is your full legal name?
*
First Name
Middle Name
Last Name
Has any part of your name changed since last year?
*
Yes
No
What is your date of birth?
*
-
Day
-
Month
Year
Date
Confirm your email address for correspondence.
*
example@example.com
What is your Tax File Number?
*
Were you an Australian resident for tax purposes during the 2023/2024 financial year?
Yes
No
Unsure
What is your residential address?
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Postal address if different from above.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Has your postal address changed since completing your last tax return?
*
Yes
No
What is your best contact number?
*
-
Area Code
Phone Number
Do you think you will need to lodge an Australian tax return in the future?
*
Yes
No
Unsure
Do you have a copy of your last lodged tax returns for individuals?
*
Yes
No
Unsure
Spouse Details
Did you have a spouse for the 2023/2024 financial year? (Married or de facto)
*
Yes, the whole year
Yes, part of the year
No
What is your spouse's full legal name?
*
First Name
Middle Name
Last Name
Are we also completing your spouse's tax return?
Yes
No
Unsure
If you had a spouse for only part of 2023/2024, what dates did you have a spouse from?
*
-
Day
-
Month
Year
Date
To
*
-
Day
-
Month
Year
Date
What is your spouse's birth date?
*
-
Day
-
Month
Year
Date
What was your spouse's total taxable income for 2023/2024?
*
Did your spouse make any Child Support Payments?
*
Yes
No
Unsure
Did your spouse make any personal deductible contributions?
*
Yes
No
Unsure
Do you consent to the ATO using all or part of your tax refund to repay your spouse's Family Assistance Debt?
*
Yes
No
Employment Details
What was your occupation for the 2023/2024 financial year?
*
Did you receive salary or wage income?
*
Yes
No
Were you made redundant, or receive an Employment Termination Payment (ETP)?
*
Yes
No
Did you carry on business as a sole trader or partnership?
*
Yes
No
Work Related Deductions
Did you use your own vehicle for work or business purposes?
*
Yes
No
Do you have work related travel expenses?
*
Yes
No
Unsure
Do you have work related self-education expenses (course fees, materials, travel, parking, stationary, books etc)?
*
Yes
No
Unsure
Do you have any other work related expenses?
*
Yes
No
Unsure
Superannuation Benefits
Do you receive any income streams or pensions from your superannuation in the 2023/2024 financial year?
*
Yes
No
Unsure
Did you receive any lump sums from your superannuation in 2023/2024 financial year?
*
Yes
No
Unsure
Did you receive any foreign pensions or annuities?
*
Yes
No
Unsure
Investment Activity
Did you receive and interest from bank accounts, term deposits?
*
Yes
No
Unsure
Did you earn any dividends on shares?
*
Yes
No
Unsure
Did you receive any distributions from managed funds, trusts, or partnerships?
*
Yes
No
Unsure
Did you earn rental income?
*
Yes
No
Did you purchase or sell any assets that may be subject to capital gains tax?
*
Yes
No
Unsure
Government Payments
Did you receive any Government Allowances payments? (Select all that apply)
*
Job seeker
Youth allowance
Austudy
Parenting payment (partnered)
Sickness allowance
Other
Unsure
No
Did you receive any Governmental pensions and allowances? (Select all that apply)
*
Age pension
Carer payment
Parenting payment (single)
Other
Unsure
No
Other Deductions
Have you made any deductible gifts or donations?
*
Yes
No
Unsure
Have you incurred any expenses in managing your tax affairs? (Select all that apply)
*
Tax agent costs
Travel costs to obtain advice
Litigation costs
Other
Unsure
No
Have you paid any income protection premiums?
*
Yes
No
Unsure
Have you made any personal deductible superannuation contributions?
*
Yes
No
Unsure
Tax Offsets and Medicare
Do you qualify for any of the following tax offsets? (Select all that apply)
*
Seniors and Pensioners Tax Offset
Zone offset for living in a remote area or working overseas with the Australian Defence Force
Maintenance of a relative (including invalid spouse, carer spouse, invalid relative (child, brother or sister 16 years or older) spouses invalid relative, parent or spouses parent)
Did you make any contributions to a complying superannuation fund on behalf of your spouse?
Unsure
Do you have any outstanding HECS, HELP, ABSTUDY SSL, VET or other government education loans?
*
Yes
No
Unsure
Do you think you are eligible for a part-year tax-free threshold?
*
Yes
No
Unsure
Do you have any dependent children or full time students? (Select all that apply)
*
Dependent children
Full time adult students under the age of 25
No
How many dependent children or full-time students
During the 2023/2024 financial year, were you and all of your dependents (including your spouse) covered by Private Health Insurance?
*
Yes
No
Unsure
Additional Information
How did you hear about us?
Is there any other tax or accounting work that we could help you with? (Select all that apply)
Trust
SMSF
Company
Partnership
Spouse
Family member
Friend
Other
Please acknowledge that you have read the following by selecting each box below.
*
The preparation of your tax return will only commence once you have signed the engagement letter and provided required documents to Holzworth Partners.
Payment of the tax return preparation costs will be required prior to lodgement of tax returns.
You have read our privacy policy and understand your personal information will remain on file.
The information you provided in the questionnaire is true and correct.
You have the necessary receipts and records to support your claims of any deductions and offsets.
Submit
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