Mastin Harris - Individual Tax Return Checklist (2025)

PLEASE ENTER YOUR NAME

First NameLast Name
PLEASE ENTER YOUR EMAIL ADDRESS
example@example.com
Your Personal Tax

The more information you can give us, the better results we can get for you.
If you create your own summaries in excel/word etc then you can upload copies of these here and skip the rest of the sections

Cancelof
Before You Start - Please review the checklists provided below and use as a guide to provide us with what we need to complete your lodgement.
You can use the checklists below and fill them in an send back to us here or even upload them into this document using the upload button below

2025 ITR Is It Deductible Checklist (PDF)

2025 Working From Home Diary Template (XLS)

2025 ITR Property Investors Deduction Checklist (PDF)

2025 Working From Home Expenses Fact Sheet (PDF)

2026 Working From Home Expenses Fact Sheet - to use for 2026 year (XLS)

Wages/Salary

Rows	Job Title	Employer name
Employer #1
Employer #2
Employer #3
Employer #4

WORK-RELATED EXPENSES

Work-related expenses

Rows	Amount ($)	Notes/comments
Union Fees
Subscriptions/memberships to trade, business or professional associations
Professional seminars, courses (not reimbursed by employer)
Protective clothing (e.g. hi-vis vests, Glasses/Goggles, heavy duty shirts/trousers but not jeans) and footwear (e.g. non-slip nurse’s shoes, steel capped boots)
Work uniform (with employer’s logo) or occupation-specific clothing, including renting, repairing and cleaning
If you laundered the above work-related clothing yourself, please indicate how often you did the washing
Work-related travel (not reimbursed by employer) e.g. flights, taxis, trains etc.
Sun protection (if you have to work outside)
Gaming Licence (For Hospitality Workers)

Other work-related expenses

Rows	Other Expense	Amount ($)	Notes/comments
Other – Please specify
Other – Please specify
Other – Please specify
Other – Please specify
Other – Please specify
Other – Please specify
Other – Please specify

Upload files relevant to any work related expenses

Cancelof

Work Tools and Equipment

Rows	Date of purchase	Description	Amount	Work-related %
1
2
3
4
5

File upload for Work Tools and Equipment

Cancelof

Work-related Self-Education Expenses

Rows	Description of Payment Details	Total Amount ($)
Name of course:
Institution:
Relevance to existing employment:
Support from employer: Yes/No
Hours of home study required:
Course fees:
Student union dues:
Text books and reference materials:
Stationery and postage:
Kilometres Travelled
Other (please specify):

Working from home:

(Please make sure you have ready our working from home notes above)
Rows Hrs

Number of hours worked from home

Rows	Hrs
Number of hours worked from home

Working from Home Expenses

Rows	Amount ($)
Phone & Internet expenses – work-related portion only
Stationery and consumables – work-related portion only
Electricity and gas (for heating, cooling, and lighting)
Cleaning – home office
Other comments

There are 2 methods to claim car deductions:

Method 1: Logbook Method – Please provide a copy of logbook to us

Rows	Amount ($)
Log Book business use percentage
Total fuel costs
Car services & repairs
Registration
Lease interest
Insurance
Other car expenses – please specify
If you sold your car, please advise -Date of disposal
What Was The Sale price?

Vehicle Details

Rows	Details
Make and model
Registration number
Date of purchase
Purchase Price

Method 2: Cents per kilometre (max 5,000 kms per year)

Rows	Klm
Please advise your business kilometres travelled from the year 1 July 2024 to 30 June 2025:

Upload Any Relevant Documents With Regard to Your Motor Vehicle Expenses (including purchase details for a new car)

Cancelof

Other Travel Costs

Rows	Amount	Comments
Parking
Tolls
Taxis/Uber Etc
Flights
Accommodation
Meals/Other Travel costs

Other Deductions -(Please Upload Documents In Next Panel)

Rows	Amount ($)
Donations - Donation receipts
Income protection insurance - Premium statement or letter from insurance company
Personal super contributions -Acknowledgment from super fund
Tax preparation fees (if your last tax return is not prepared by us) including travel to your tax agent - Receipts
Interest deduction for you

Please List Your Other Deductions Here

Rows	Specify The Deduction	Amount
Other 1
Other 2
Other 3
Other 4

File upload for Other Deductions

Cancelof

Your Rental Properties

Rows	Property 1	Property 2	Property 3	Property 4
Property Address
Your percentage held
Number of Weeks Available for Rent
Number of weeks actually rented
Purchase Price
Loan Amount (loan 1)
Loan Amount (loan 2)

Please upload the following documents for each property
- Annual rental agent summary
- Loan statements showing interest expense for the year
- QS Depreciation Report, if any
- Receipts for Rental property expenses:
  - Council rates for each property
  - Water for each property
  - Body Corporate fees for each property
  - Insurance
  - Repairs & maintenance
  - Land Tax
File upload property 1

Cancelof
File upload property 2

Cancelof
File upload property 3

Cancelof
File upload property 4

Cancelof
Any comments regarding your properties?
If you bought or sold a property, below is a list of items we will typically need:

Buy
- Settlement statement (statement of adjustments)
- Legals/conveyancing fees
- Depreciation schedule
- Initial loan documentation and bank statements
Sell
- Settlement statement (statement of adjustments)
- Legals/conveyancing fees
- Agent commissions & advertising
File upload for property purchase/sale documents such as statement of adjustments and agent commissions

Cancelof

If you purchased or sold shares, please provide the buy/sell documents:

Cancelof
If you sold Cryptocurrency (including swapping one currency to another currency), please upload the following copies of the buy/sell information below

Cancelof
If you sold any other investment, please provide details here:
Any comments you would like to add regarding your financial and tax circumstances during the financial year.

Business/Sole Trader: If you are operating as a sole trader, please provide access to your accounting software, if any and your Excel Cashbook, which records your business income and expenses files upload for Business/Sole Trader

Cancelof
If you use cloud accounting software for your business, please send your invitation to add us as accounts (if you haven’t already) to the following email address:

Xero – adrian@mastinharris.com.au

MYOB – adrian@mastinharris.com.au

Quickbooks - adrian@mastinharris.com.au

If you use desktop accounting software, please email us your accounting data file
Bank/Loan/Credit Card statements showing balance as at 30 June 2025

Cancelof
If there are any new capital purchases (vehicles, plant & equipment etc), please provide the following information:

Cancelof
If there is any closing stock or work in progress, please advise closing stock amount in panel below and upload your closing stock list (at cost)in the area below
Please upload your closing stock list here:

Cancelof

Spouse/Partner Details (If Applicable)

Rows	Details Here
Spouse Name
Taxable Income – if tax return is not prepared by us
If you don’t have a spouse for the full year, please advise period you have had a spouse or partner

Private Health Insurance

Rows	Details Here
Number of dependent children and students -
Were you, your spouse and all your dependents covered by private patient hospital cover for the financial year – Yes/No

Should you receiving one, would you like us to take our fees from your refund?

Your Bank account details (for tax refund)

Rows	Details Here
BSB
Account number
Account name
Financial Institution name

Please add any notes/comments that may assist us in providing our services to you
By clicking submit, you agree to the terms of engagement here
Should be Empty:

Your Personal Tax

Before You Start - Please review the checklists provided below and use as a guide to provide us with what we need to complete your lodgement.

WORK-RELATED EXPENSES