Individual Information Submission

Individual Information Submission

This form is here to assist you in compiling and providing us with all of the basic information that we need to complete your tax return accurately and efficiently. This form is not a substitute for completing and preparing your income tax return.
INSTRUCTIONS:

1. Please complete this form in one sitting as you cannot save and return. We recommend reviewing all the questions first to indicate the necessary information to prepare or gather.

2. We request naming documents before uploading them to include the corresponding question number or indicator that is relevant to your return together with a description of the details. For example a motor vehcle expense summary would be named D1 car running expenses. Documents can be saved as either PDF, word, or excel.

3. Please respond to questions that are relevant to your circumstances and follow the prompts.

4. Any questions marked unsure will be followed up with you.
Name

First NameLast Name
Email
example@example.com
Has your residential address changed?
Updated address details

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Has your contact number changed?
Updated contact number
Please enter a valid phone number.
Have you changed your bank account details for EFT purposes?
Bank Account Name
Bank Account BSB
Bank Account Number
What financial year are you providing your information for 30 June:*
INCOME
1 Did you receive salary or wages?
Please provide any PAYG payment summary if you received one

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2 Did you receive any allowances, earnings, tips, director’s fees etc? (These are usually shown on a PAYG payment summary)
3 Did you receive any employer lump sum payments for unused annual leave or unused long service leave? (These are usually shown on a PAYG payment summary)
4 Did you receive employment termination payments (ETP)?
Please provide any ETP payment summary.

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5 Did you receive any Australian Government allowances and payments like newstart, youth allowance payment and austudy?
Please provide any PAYG payment summary or letter from the agency that paid your allowance.

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6 Did you receive any payment from Centrelink or the Department of Veteran Affairs?
Please provide any PAYG payment summary or letter from the agency that paid your pension or allowance.

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7 Did you receive an Australian annuity or superannuation pension or income stream?
Please provide details or
upload relevant documents

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8 Did you receive an Australian superannuation lump sum payment?
Please provide details or
upload relevant documents

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9 Did you have personal services income attributed to you from a company or trust?
Please provide details or
upload relevant documents

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10 Did you receive any interest?
If applicable include bank accounts held in trust for your children
Please provide further details or
Please provide a bank statement or other document from your financial institution that shows your total interest income for the financial year.

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11 Did an Australian company pay you any dividends?
Please provide copies of dividend statements. Remember to include dividends received under a dividend reinvestment plan (DRP).

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12 Did you receive shares as part of an Employee Share Scheme or did a cessation event occur?
Please provide any annual summary from your employer(s).

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13 Did you receive income or a loss from any partnerships and/or trusts?
Please provide any statement or advice from the partnership and/or the annual tax summary from the trust or managed investment.

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14-16 Are you a sole trader operating a business?
If we do not have access already, please provide your business records that will detail the income earned, expenses paid, and any business activity statements (BAS) reports lodged.

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17 Did you deposit into or withdraw funds from a farm management account?
Please provide any Farm Management Deposit Scheme statement from your financial institution.

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18 Did you sell any assets such as shares or property that were acquired after 20 September 1985?
Please provide the purchase and sale details of each item sold. Details should include date you entered into the contract (not the settlement date), dollar amounts and a description of the item.

Note: Ensure you keep any details of expenses paid that need to be included within future capital gain calculations.
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19 Did you have any interest in a controlled foreign company or caused transfer to a non-resident trust?
Please provide details or
upload relevant documents

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20 Did you receive any foreign sourced income during the year or own foreign assets worth more than $50,000?
Please provide all details including, the names of assets and any foreign exchange conversions.

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21 Did you have a rental property at any time throughout the year?
Please provide any annual statement from the real estate agent and/or details of all rental income earned and expenses relating to the rental property.

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22 Did you receive bonuses from life insurance companies and friendly societies?
Please provide a copy of the policy or bonus details

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23 Did you receive income from a forestry managed investment scheme?
Please provide details or
upload relevant documents

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24 Did you receive any other income?
Other income can include but is not limited to royalties, jury service fees,lump sum payments in arrears, foreign exchange gain, scholarships)
Please provide all details including dates, amounts, the payer, and what the payment was for
or upload relevant documents

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DEDUCTIONS
D1 Did you use your own car for work purpose through the year?
This does not include travel to & from home to work
Do you have a current and valid log book for a continuous period of 12 weeks?
A new log book is normally required every 5 years. Contact our office if you require a new log book.
Please contact our office to confirm your current logbook status and to seek further guidance.
Please confirm your car make, model & engine size
Number of kilometres you have travelled for work
Odometer reading on 30 June
Log Book - Business %
Start date of log book period

MonthDayYear
End date of log book period

MonthDayYear
Please provide the running costs of your car including petrol, repairs & maintenance, registration, insurance, and if you car finance, details of the interest you paid.

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Did you sell your car?
Sale Price $
Date of Sale

MonthDayYear
Replacement or new car details
Did you buy a new car?
Purchase value of your car $
Please confirm your car make, model & engine size
Date of purchase

MonthDayYear
Date
D2 Did you incur work related travel expenses (including domestic or international travel)?
Expenses might include meals, accommodation, car hire, tolls, parking and hire of third party vehicles
Please provide written evidence of expenses.

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Did you keep a travel diary? (You need one if you travel 6 or more nights in a row)
D3 Were you required to wear protective clothing, compulsory uniforms or occupational specific clothing?
Please provide receipts or records, including any laundry or dry cleaning costs.

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D4 Did you incur any self education expenditure relating to your work as an employee?
The course must have a sufficient connection to your current employment.
Please provide written evidence of all expenses. Expenses might include course fees, books, stationery, union fees, public transport fares, etc

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D5 Did you incur any other work related expenses?
Expenses might include, union fees, seminars, home office, telephone, subscriptions, briefcase, journal and trade magazines, tools and equipment, computers.
Further informaion on the work from home deductions click here
Please provide a written record of all expenses.

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D7 Did you incur any deductions in relation to interest income received?
Please provide income statement

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D8 Did you incur any deductions in relation to dividend income received?
Please provide dividend statements

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D9 Did you make any gift or donation to a registered charitable organisation?
Please provide receipts for the donation, contribution or gift. Please ensure the receipt shows the registration status of the charitable organisation.

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D10 Did you incur any expenses relating to preparing and lodging your tax return?
You claim tax agent fees in the year you pay them.
Did Aitken Signor prepare you tax return last year?
You claim tax agent fees in the year you pay them.
Please provide receipts for any tax agent fees paid.

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D12 Did you make any personal superannuation contribution to your superfund during the year and wish to claim a tax deduction?
Please provide acknowledgment from your superannuation fund of your submitted notice of intent to claim a deduction.

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D14 Did you make payments to a forestry managed investment scheme (FMIS)?
Please provide written evidence of the payments and the details of any relevant Product or Class ruling.

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D15 Did you have any other expenses that you have not been able to claim before?
Expenses might include income protection insurance premiums or sickness and accident insurance premiums
Please provide written evidence of expenses.

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TAX OFFSETS, MEDICARE AND OTHER
T3 Did you make contributions to a complying superannuation fund on behalf of your spouse?
Please provide written evidence of expenses and details of their adjusted taxable income if we do not prepare their income tax return.

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T4 Did you live or work in a remote or isolated area of Australia or you served overseas as a member of the Australian Defence Force?
Please provide written evidence.

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T5 Did you support your parent, your spouse's parent or an invalid relative during the year?
Please provide details of the support provided, reason for this support, and the cost you have incurred.
T6 Do you have an unused ‘landcare and water facility’ tax offset from a previous year that you can use this year?
The amount of your unused tax offset is shown on your notice of assessment for the year ending 30 June 2023
T7 Did you engage in any early stage venture capital limited partnerships ?
Please provide details
T8 Were you regarded as an early stage investor during the year?
Please provide details
M1 Did you have an exemption from paying Medicare?
Please provide any details that outlines your exemption details or
upload relevant documents.

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M2 Did you have private health insurance?
Please provide a copy of the health fund tax statement that your fund sent to you at the end of the financial year.

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A2 Did you become an Australian resident or stop being and Australian resident during the year?
Please provide the relevant date:

MonthDayYear
Date
A3 Did you make a superannuation contribution and are NOT claiming a tax deduction?
Please provide details of the amount paid to your superannuation fund:
C1 Did you make any payment to the ATO, more than 14 days before the due date, for income tax, Higher Education Loan Student Financial Supplement?
Please provide written evidence.

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IT3 Did you receive any tax free government pensions or payments?
Please advise us the type of payment and the amount received during the financial year.
IT4 Did you receive any "target foreign income" (i.e. tax free periodical payments from overseas)?
Please advise us the type of payment and the amount received during the financial year.
IT7 Did you pay amounts or provide benefits to another person for the maintenance of your child?
Please advise us the type of payment and the amount received during the financial year.
IT8 Did you have any dependent children?
Please provide number of dependent children
OTHER SERVICES
1 Do you have any concerns about your superannuation and investments?
Would like to speak with somebody who may be able to help?
2 Has your personal insurance position been reviewed more than 2 years ago?
Do you need to speak with a somebody who can update and advise you?
3 Are you frustrated with your current lender?
Do you need to speak with somebody who can work with you?
4 Have your reviewed your will and estate planning more than 3 years ago?
Do you need to speak with somebody who can work with you?
5 Please include details of any other information you would like us to be aware of.
Please upload any other documents that you would like us to be aware of.

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Should be Empty:

Individual Information Submission

INCOME

DEDUCTIONS

TAX OFFSETS, MEDICARE AND OTHER

OTHER SERVICES