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  • Welcome to Highview’s
    Individual Income Tax Return 
    Online Form

  • Our convenient & simple way to begin processing your 2025 Tax Return

  • The simple process:

    Step 1. Complete our secure Online Form & provide us with all requested documentation.

    Step 2. Our highly qualified tax experts will carefully review & prepare your return. They will contact you to confirm any details or to update you on the progress of your Tax Return, ensuring you get the personal attention you deserve.

    Step 3. Once your Tax Return is finalised, we will send this to you for review & signing along with a copy of your invoice. This is done via our online secure digital signing platform, "Annature", you will receive an email invitation to complete this process. 

    Step 4. We'll be notified via email once you've signed your Tax Return. After your payment has been processed, we will proceed to lodge your return with the ATO.

    HANDY HINT: Once you begin our Online Form your information will automatically save for 24 hours. You can exit & re-enter to complete your information at any time (via the same link we sent you, & on the same device) within this 24-hour timeframe.

     

    Uploading Documents: Don't have a scanner and want to upload your documents directly to us? No worries! See our How To Guide for Using Adobe Scan; an incredible free app for digitally scanning paper documentation! 

     

    We pride ourselves on taking the stress out of tax time & hope that you like the simplicity of this process.

    Further queries? Please contact your local Highview office.

  • Your Information

  • We will contact you to request additional information to allow us to set you up in our system. Please also note that due to legislative requirements we will ask you to provide photo indentification such as drivers licence or passport.

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  • Your Street Address

  • Bank Account Details

    Your tax refund (if applicable) will be sent to the bank account you nominate below. Please enter your bank account details carefully. 

  • Income Summary

    We will contact you if we require further information

  • Rental Income

  • If you have more than 3 rental properties, we will get in touch to receive the relevant information for the remaining properties.

    • Rental 1 
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    • Rental 2 
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    • Rental 3 
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  • Capital Gains Tax (CGT)

  • We will contact you to discuss this asset disposal & request any relevant information during preparation of your tax return. 
    If you'd prefer to provide documentation pertaining to this disposal now, you are able to below 

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  • My Deductions Summary

    The ATO is strict on what you can claim. Please ensure you have a receipt or proof of purchase for each item that you enter & that these costs have not been reimbursed by your employer. Deductions must be directly related to your work (except for charitable donations/gifts).

  • Please tick if you have incurred any of the following work-related potential deductions:

    • Work-related car expense 

    • You can claim car expenses you incurred in performing your employment duties. If you have a second job, you can claim the cost of travel directly between two separate places of employment providing one of these places is not your home.

      Circumstances where you can claim travel between home and work include:

      • You use your car to carry bulky tools or equipment (such as an extension ladder) which your employer requires you to use for work and it cannot be left at work
      • Your home is a base of employment (you were required to start work at home and travelled to a workplace to continue work for the same employer)
      • You have shifting places of employment (you regularly work at more than one place each day)

    • Cents per Kilometre Claim

      The ATO provides a tax allowance rate of $0.88 per kilometre to cover the operating costs of your vehicle.  
      Circumstances where you can claim can be found here. 

    • Logbook Claim

      Highview Accounting & Financial must have a copy of your logbook on file to be able to claim the logbook method. A log book is valid for 5 years as long as your circumstances don’t change.

      Requirements for a valid Logbook are extensive. A breakdown of these requirements are available on the attached factsheet here.

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    • Work-related travel expenses 

    • For work-related travel costs other than using your car. It does not include travel or tolls between home and work. Only include items that you paid for yourself and were not repaid by your employer.

    • Work-related uniform, occupation specific or protective clothing 

    • Includes the purchase of work uniforms, occupation-specific clothing or protective clothing. You are unable to claim ordinary clothing, business suits etc.

    • Uniforms with logos

      Which distinctively identifies the organization you work for

    • Occupation-specific clothing

      Such as checked chef pants

    • Protective clothing

      To protect you from the risk of illness or injury, or to prevent damage to your ordinary clothes, caused by your work or work environment

    • Laundry expenses

      If you entered any work uniform above that you regularly wash, you can also usually claim the cost of laundering those items

    • Work-related self education expenses 

    • To claim a deduction for work-related self-education expenses you must have met one of the following conditions – please select:

    • Work-related tools and equipment 
    • Work-related mobile phone & Internet 

    • Mobile phone & internet usage can only be claimed if you have substantiation of work-related usage. This will include an itemised bill (with work call % calculated) or a four-week usage diary

    • Mobile Phone:

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    • Internet Usage:

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    • Home Office 

    • As of 1st July 2022, the ATO's approach to Home Office claims has changed. The core changes from this update are:

      • Home office set rate (increased from 52 cents to 67 cents - now 70 cents) accounts for a broader range of claims. Previously it encompassed general office running costs, being Gas & Electricity; this has now expanded to include mobile phone, internet, stationery, office related costs etc. 
      • Increased ATO record keeping requirements. A full year record of hours you worked from home is required; estimates or a representative period logbook are no longer accepted
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    • Computer / Laptop used for work purposes 

    • Are you required to do some of your work on your personal computer? You may be eligible to claim part of the cost as a deduction. This includes desktop, laptop, tablet, iPad or printer that cost more than $301.

    • Meal allowances 

    • You can claim overtime meal expense only if they were paid under an industrial law, award or agreement and you have included the amount of overtime meals allowance as an income item (ie on payment summary). If your claim is more than $37.65 per meal, you MUST have written evidence, such as receipts or diary entries, which show the cost of the meals.

    • Stationery, resources & registrations 
    • Union fees 
    • Charitable donations & gifts 

    • To be eligible to claim your donation as a deduction, the recipient is required to be a "Deductible Gift Recipient"

      You can check for Deductible Gift Recipient status at: http://www.abr.business.gov.au

    • Cost of managing tax affairs 
    • Work-related sun protection 
    • Personal superannuation contributions 
    • Income protection 
    • Other deduction 

  • Substantiation Requirements

  • The ATO have significantly increased their funding, data-matching procedures & attention on Individual Income Tax Returns (ITRs) & will be auditing more 2025 Individual Tax Returns than ever before. 

    We want to ensure you understand exactly what you’re entitled to & how to accurately provide substantiation documentation for each deduction you claim in your 2025 ITR.

    Links within the table below provide a clear list of the substantiation documents you’re required to have on-hand, in order to claim what you have outlined in this form. Should your 2025 ITR be audited by the ATO, these will be the documents they will request from you to substantiate each of your claims. We strongly advise you read over & understand these thoroughly.  

  • D1 - Work Related Car Expenses Logbook or Cents per KM Substantiation Information
  • D2 - Work Related Travel 1 Tonne Commercial Vehicles, Parking, Tolls, Overnight  Substantiation Information
  • D3 - Work Related Uniform Laundry, Protective Clothing, Uniforms, Occupational Specific Clothing etc.  Substantiation Information
  • D4 - Work Related Self Education Exp Cost of courses directly related to your employment Substantiation Information
  • D5 - Other Work Related Expenses Home Office, Mobile, Internet, Union Fees, Tools etc. Substantiation Information
  • D9 - Gifts & Donations Donations made to Deductible Gift Receipients Substantiation Information
  • D12 - Personal Superannuation Contributions After-tax Personal Superannuation Contributions Substantiation Information
  • D15 - Income Protection Income Protection Insurance Premiums Substantiation Information

  • Other Information

  • Private health insurance policy details

  • Spouse details

  • Do you have a question or something else to add but you’re unsure where it goes?

  • Documentation

  • If you would like to upload additional documentation to provide to your Accountant, please utilise the "Browse Files" button below. 

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  • We're more than just your Accountant!

  •   Our Financial Advisers

    Award-winning experts in their fields, Silvio, Richard, Bruce & Calvin are excellent communicators, responsive, highly experienced & well-informed. They have the expertise to develop, implement & manage transformational strategies to give clients the security & peace of mind that comes from being prepared for the future. Their advice services include superannuation, self-managed superannuation funds, investments, retirement planning, wealth protection, estate planning, budgeting, goal setting & financial coaching.

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  •  Our Finance Brokers

    Renato is highly regarded in the local business community & has worked within the Banking Industry for 37+ years. lsmar, with 20+ years business experience, he prides himself on establishing trusted relationships, which includes reliable connections with a broad range of lenders. Working together, of utmost importance to Renato & lsmar is their commitment towards building long-term client relationships. They take the time to truly & thoroughly under­stand clients' personal & business needs to ensure success in achieving milestones & establishing best possible solutions to compliment those varying needs identified.

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  •  Our Insurance Specialists

    At Highview Insurance Brokers we specialise in General Insurance including Business, Professionals & Commercial Property Owners Insurance, along with Domestic Insurance (e.g. Home, Motor, Boat & Farm).

    In a complex and costly insurance environment we look to simplify your insurance needs and seek Insurance quotations across the market using top level covers to ensure your Business and Assets are suitably covered.

     Please contact our Insurance team for an obligation free insurance review and quotation.”

  •                   Our Personal Risk Insurance Specialists

    Joe & his team have over 30 years’ experience in the personal Insurance industry and are authorised to work with the major life insurance companies in Australian such as MLC, Zurich, TAL Life, Met Life etc.   

    Some of the key insurance solutions we can expertly assist you with include Life, Total & Permanent Disablement and Income Protection Insurance. 

    Joe’s team are dedicated to helping our clients better understand their insurance options and they will help you achieve excellent value for your insurance dollar.

  • What happens now?

  • Thank you for completing our Online Form.

    Please click the "Submit & Finish" button below.

    Upon preparation of your Tax Return, our Accountants will contact you to discuss your circumstances further, request any additional documentation required & indicate your estimated tax position.

    Once your Tax Return is finalised, we will send this to you for review & signing along with a copy of your invoice.

    Prior to us lodging your Tax Return with the Australian Taxation Office (ATO) full payment of our invoice must be made. Once we receive your signed Tax Return & payment has been processed, we will lodge your Tax Return with the ATO.

    We endeavour to have your Tax Return completed & returned to you for review within 4-6 weeks.

    Thankyou, 

    Team Highview.

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