2025 Tax Return Preparation Form

  • Prior Year Tax Return Preparation Form

    Please note that all questions relate only to the tax year indicated in this form below. Liability limited by a scheme approved under Professional Standards Legislation.

  • PERSONAL DETAILS

    Please confirm your personal details

  • TERMS OF ENGAGEMENT

    Follow the blue hyperlink to access Terms of Engagement
  • Has your residential address changed since your last tax return?
  • Were you an Australian Resident for tax purposes for the full year?
  • What date did you arrive in Australia? Or what date did you leave Australia?
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  • What date did you commence working in Australia?
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  • Has their been any changes to your family circumstances in the last financial year? (e.g. change of partner, birth of a child, dependant child moving out, etc).
  • Did you pay child support in the last financial year?
  • Do you have a spouse or partner?

  • INCOME

  • Do you have any additional income from the following sources?

  • Note: If you tick any of these options, we may need to follow up more details with you in due course.

  • Work Related Car Expenses

  • This question is about claiming motor vehicle expenses for work-related travel.

    There are two ways to claim.

    Cents per Kilometre Method - Claim a fixed rate (up to 5,000 km per year). No receipts needed, but you must show how you calculated your travel.

    Logbook Method - Claim the work-related % of all car costs (fuel, servicing, rego, etc). You need a 12-week logbook and receipts.

    You can’t claim trips between home and work unless you're carrying bulky tools or travelling to an alternative work site.

  • Did you use your car for any work-related travel?
  • Did you keep a logbook?
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  • Work-Related Travel Expenses

  • This question is about travel expenses you incur in performing your work as an employee. They include expenses such as:

    • public transport, air travel and taxi fares
    • bridge and road tolls, parking fees and short-term car hire
    • meal, accommodation and incidental expenses you incur while away overnight for work
  • Did you incur any travel expenses in the course of performing your work as an employee?

  • Work-Related Clothing, Laundry, and Dry-Cleaning Expenses

  • To claim a deduction for a work-related expense:

    • you must have spent the money yourself and weren't reimbursed
    • it must be directly related to earning your income
    • you must have a record to prove it (usually a receipt).

     You can't claim for clothes you wear for work that are not specific to your occupation, may be worn in multiple professions or are everyday clothes. For example, you can't claim for:

    • a bartender's black trousers and white shirt
    • a business suit
    • a swimming instructor's swimwear.

     If your total claim for work-related expenses is more than $300, you must have written evidence to prove your claims.

  • Do you wear a work uniform (with a distinctive business logo) or occupation-specific clothing (e.g chef's chequered pants)?
  • Did you purchase a uniform or any occupation-specific clothing using your own funds?
  • Do you do a separate wash of your work clothing to your regular clothing?
  • Did you purchase any protective clothing such as fire-resistant clothing, sun protection clothing, safety-coloured vest, gloves, overalls, aprons?
  • Did you purchase any steel capped shoes (may be purchased from any retailer) or non slip shoes (only purchased from a medical supply specialist - not a regular shoe retailer)?

  • Work-Related Self-Education Expenses

  • To claim a deduction for self-education expenses, you must be able to show that there is a close connection between the course and your work activities at that time.

    You can claim a deduction if:

    • the course maintained or improved a skill or specific knowledge required for your then current work activities, or
    • you could show that the course was leading to, or was likely to lead to, increased income from your then current work activities.

    You cannot claim a deduction for self-education if:

    • the course relates only in a general way to your current employment or profession, or
    • the course will enable you to get new employment.
  • Did you pay for any course or incur an education expense as part of your current employment?

  • Other Work Related Expenses

  • Did you pay for any of the following work-related expenses?
  • Did you purchase a computer/laptop for work or work-related study?
  • Did you incur any repair costs for a computer/laptop that you use for work or work-related study?
  • Did you use your internet for work or work related study?
  • Did you use your personal phone for work?
  • Did you work from home in the last tax year?

  • Other Deductions

  • Did you incur any expenses relating to earning any interest from any source such as accounts or term deposits held with a financial institution in Australia? e.g. bank account-keeping fees held for investments, management fees or fees for investment advice relating to changes in the mix of your investments.
  • Did you make any donations to Deductible Gift Recipients (DGRs)?
  • Did you pay a different tax agent/accountant to do your tax or manage last years tax affairs? Select no if Cairns Quality Accounting prepared your tax return.
  • Did you pay out-of-pocket income protection premiums?
  • Did you contribute personal superannuation contributions to your super fund and wish to claim a deduction?
  • Are there any other expenses you wish to claim not included in this form?

  • Declaration and Signature

  • I declare that:*
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  • Date*
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