TaxABN Tax Lodgement Service

✅ EXPENSE DETAIL FORM – WORK-RELATED EXPENSES
(Fill out only if you actually incurred these costs for your job. Keep receipts, invoices, bank statements, or written records for any item over $300.)

🧥 1. Clothing, Shoes & Laundry (for work only)
Only include work-related clothing such as:
Compulsory uniform (with logo or specific to your employer)
Occupation-specific clothing (e.g. chef’s uniform, nurse’s scrubs)
Protective gear (e.g. steel-cap boots, hi-vis vests, gloves, helmets)
Laundry costs (washing/drying at home or dry cleaning)
✅ For each item, list: Description + Amount
✳ Example: "Steel cap boots – $160"
✳ Example: "Laundry for uniform (estimate weekly x 52) – $250"

🚗 2. Travel Between Jobs (not home to work)
Only include travel directly from one workplace to another (e.g. Job A to Job B).
🚫 Do not include travel from home to job or job to home.
✅ List: Type of transport + description + amount
✳ Example: "Uber from Job A to Job B – $35"

😷 3. COVID-19 Supplies
Only claim if used for your job. Includes:
Masks, gloves, hand sanitizer
✅ List: Description + amount
✳ Example: "Face masks (work only) – $80"

🥾 4. Other Work Items
Items used while working, such as:
Work boots
Sunscreen (if working outdoors)
Sunglasses (must be UV rated & used for outdoor work)
Handbag or backpack (only if used to carry work items)
✅ List: Item + use + amount
✳ Example: "Backpack for tools – $70"
✳ Example: "Sunscreen for site visits – $25"

🧰 5. Tools & Equipment
Tools or equipment used for your job:
Toolboxes, knife sets, aprons, scissors, bags, etc.
⛔ For items over $300, you may need to claim depreciation instead of full cost.
✅ List: Item + purpose + amount
✳ Example: "Chef knife set – $280"
✳ Example: "Toolbox – $350 (will depreciate)"

🦺 6. Safety Equipment
Protective gear such as:
High-visibility clothing, gloves, safety goggles, chemicals used in work
✅ List: Description + amount
✳ Example: "Hi-vis jacket – $75"
✳ Example: "Protective gloves – $30"

📱 7. Mobile & Internet (work-use only)
Only claim the percentage used for work (e.g. 30% of total bill).
You must be able to justify the work-related % if audited.
✅ List: Monthly bill x % used for work = claimable amount
✳ Example: "$70 mobile bill x 30% = $252/year"

💻 8. Other Work Expenses
Items or services directly related to your job:
Laptop (if used for work)
Desk, chair, monitor (if working from home)
Home office electricity (keep diary or estimate based on hours worked at home)
✅ List: Item + % used for work + amount
✳ Example: "Laptop used 60% for work – $900 x 60% = $540"
✳ Example: "Home office power (estimate 10 hrs/week) – $120"

🧾 9. Work-related Training, Union & Registration Fees
You can claim:
Training/seminars related to your current job
Registration or licence renewal fees (e.g. RSA, white card)
Union or professional association membership
✅ List: Course/fee name + amount
✳ Example: "RSA renewal – $75"
✳ Example: "Union fees – $240"

🎓 10. Self-Education Expenses (must relate to your current job)
Course must help you:
Keep your job,
Improve your skills, or
Get a promotion in the same field
✳ Can include course fees, textbooks, travel to class, internet portion, etc.
✅ List: Course name + purpose + items + amount
✳ Example: "Advanced Excel for office job – Course $300, textbook $40"

📌 11. Any Other Job-Related Expenses
If you've spent money for work that doesn’t fit above, list it here.
Make sure it was directly related to your job, not personal.
✅ List: Description + amount
✳ Example: "Translation service for work documents – $90"

✅ REMEMBER:
Keep receipts, bank statements, or written records, especially for anything over $300
Estimate fairly, especially for mobile, internet, or home office use
Expenses must be directly related to earning your income, not private use

Terms and Conditions & Privacy Policy

OneOn Pty Ltd (Tax Agent No. 25980183 & 26322379)

1. Privacy Statement
In accordance with the Privacy Act 1988 (Cth), OneOn Pty Ltd (the “Company”, “we”, “our”) collects, stores and uses your personal information for the sole purpose of providing professional services including but not limited to accounting, taxation, bookkeeping, business advisory, and compliance support.

We may be legally required to disclose your information to:

The Australian Taxation Office (ATO),
The Tax Practitioners Board (TPB),
ASIC or other government agencies,
Law enforcement authorities, in compliance with mandatory reporting obligations.
We are committed to keeping your data secure and confidential unless disclosure is required by law. We follow the professional standards set by the Code of Ethics for Professional Accountants (APES 110), including obligations to report Non-Compliance with Laws and Regulations (NOCLAR) to relevant authorities.

Clients are responsible for providing accurate, complete, and timely information. The Company will not be held liable for incorrect lodgements caused by incomplete or misleading client information.

2. Scope of Engagement
This engagement covers:

Preparation and lodgment of taxation returns;
Financial reports;
BAS/IAS;
Payroll;
Bookkeeping and other agreed accounting services.
This includes individuals, family members, businesses, trusts, partnerships, SMSFs, and companies within the group listed in the Schedule of Clients.

The engagement remains ongoing until formally cancelled by either party in writing.

3. Fees and Charges
Service fees are based on the scope of work, time, and complexity. Any additional work not initially quoted will be charged accordingly. Updated fees are available at www.oneon.com.au. All fees will be disclosed prior to proceeding with any additional service.

4. Record-Keeping Responsibilities
Clients are legally required to maintain all financial records, receipts, and documentation for a minimum of five (5) years.

Please note that we do not verify or audit:

Vehicle logbooks,
Rental property schedules,
Home office logs,
Receipts or personal records,
unless specifically engaged to do so.
Clients are solely responsible for the accuracy and substantiation of their claims.

5. Limitations on Advice
As a Registered Tax Agent, we may only provide advice related to:

Taxation matters;
BAS and GST;
Business structure;
Certain aspects of superannuation (excluding financial advice unless licensed).
We do not offer licensed financial product advice or personal insurance advice unless explicitly stated and authorised.

6. Medicare Levy Exemption (if applicable)
If you are not eligible for Medicare (e.g. international student or temporary visa holder), you may be charged the Medicare Levy unless you apply for an exemption.

We recommend applying for a Medicare Entitlement Statement (MES) to avoid unnecessary charges. This process can take 1–2 weeks.

▶ Apply here: https://www.servicesaustralia.gov.au/medicare-entitlement-statement
▶ How-to Video: https://www.youtube.com/watch?v=qJdyyulupCo

7. Communication with the ATO
By signing this agreement, you authorise OneOn Pty Ltd (Tax Agent No. 25980183) to:

Act as your tax agent;
Lodge your tax returns electronically or by other means;
Communicate with the ATO on your behalf regarding your tax affairs.
If you wish for us to continue handling any post-lodgment ATO queries (e.g., audits, notices, payment arrangements), we can assist. Additional fees will apply and will be advised case by case.

8. Refund Policy
We understand that clients may occasionally change their minds or need to cancel their tax service. Our refund policy is as follows:

✅ If You Have Paid in Full:
If you request a cancellation before we deliver your prepared tax return or assessment:

A $25 administration fee will be deducted.
The remaining balance will be refunded to you.
If we have already delivered the prepared tax return, no refund will be issued, even if you choose not to proceed with lodgment.
✅ If You Paid a $25 Deposit:
If you cancel before receiving any prepared documents:

Your $25 deposit will be fully refunded.
If you cancel after receiving your prepared tax return or forms:

The $25 deposit is non-refundable, as this covers administrative and preparation costs.
All refund requests must be submitted in writing (via email) and will be processed within 5 business days.

9. Confirmation and Acceptance
Please review this engagement carefully. If you have any questions or require clarification, contact our office before signing.

By signing this engagement letter and returning the signed Schedule of Clients, you confirm:

You understand and accept the terms of engagement,
You agree to provide accurate and timely information,
You acknowledge your responsibilities under Australian tax law,
You authorise us to act on your behalf in dealings with the ATO.

10. Schedule of Clients
An attached Schedule of Clients forms part of this engagement. Each listed client within your group is covered under this agreement.

11. Ongoing Engagement and Termination
This engagement continues until either party provides written notice to terminate. We reserve the right to disengage if:

Fees remain unpaid;
The client provides misleading or fraudulent information;
Required records are not supplied in a timely manner.

12. Liability and Indemnity
While we take care to provide services with professional competence and due diligence, we are not responsible for any tax shortfalls, penalties, or interest arising from:

Delays in information provided by the client;
Incomplete documentation;
Client's non-disclosure or misstatements.
You indemnify OneOn Pty Ltd against any claims or liabilities resulting from errors caused by inaccurate client information or unauthorised use of our advice.