Personal Information

This form will guide you through the key steps required for Dantari Group to collect the information needed to prepare and lodge your individual tax return.

It’s important that you provide complete and accurate information to ensure we can prepare your return correctly and in line with ATO requirements. The form is designed to cover common income sources, deductions, and other relevant tax matters. If a question doesn’t apply to you, simply skip it or select “No.”

Throughout the form, you will have the option to:

• Upload relevant documents (e.g. PAYG summaries, receipts, agent statements)
• Provide summaries or notes where applicable
• Confirm that you have records to support any claims

If you have already provided access to accounting software, rental property data, or other information via email or another platform, you may simply note this in the relevant section.

Please take your time to review and complete the form thoroughly. If you are unsure about any item, feel free to leave a comment or request clarification — we’re here to help.

You may be entitled to claim a deduction for motor vehicle expenses. Work-related travel typically includes trips between job sites, to meetings, or to collect supplies — but not travel between home and your regular place of work.

 You can claim work-related car expenses using either the logbook method or the cents per kilometre method. The choice of method depends on your circumstances and record-keeping — the logbook method requires detailed records, while the cents per kilometre method is limited to 5,000 km per year and uses a fixed rate.

 This may include:

1. Public transport costs, including airfares, taxi or rideshare fares.
2. Bridge and road tolls, parking fees, and short-term car hire.
3. Meals, accommodation, and incidental expenses incurred while travelling overnight for work purposes.

To substantiate any claim, the ATO requires you to retain receipts or written evidence for all relevant expenses.

Please note: Ordinary or conventional (civilian) clothing, even if worn at work, is not claimable.

Claimable items may include:

• Compulsory work uniforms – Clothing that your employer requires you to wear.
• Non-compulsory uniforms – Must be registered with AusIndustry and clearly identify your employer.
• Occupation-specific clothing – Apparel that clearly identifies your profession (e.g. a chef’s jacket).
• Protective clothing and gear – Items such as gloves, steel-capped boots, hi-vis vests, and safety glasses.

 
To claim a deduction, the ATO requires that you retain receipts or other written evidence for all uniform-related expenses.

If you worked from home, and you prefer not to claim mobile phone, internet, stationery, and consumables separately, you may be eligible to use the ATO’s fixed rate method.

To proceed with this method, please provide the following information:

• The total number of hours you worked from home during the year (a record such as a diary, timesheet, or roster is required to substantiate this).
• Confirmation that you incurred additional running expenses as a result of working from home. 

 This method covers expenses such as electricity, internet, mobile and home phone usage, stationery, and computer consumables, but does not include depreciation of office equipment — which may be claimed separately if eligible.

For more details, you can refer to the ATO’s guidelines here.

A sample of a WFH log can be found here.

To claim a deduction for work-related mobile phone use, the ATO requires that you be able to substantiate your claim with appropriate records

The link to the ATO website to explain this is here.

• If you do not have an itemised bill, you can keep a 4-week representative diary to demonstrate your work-related use. You can access a template here.

• If you do have an itemised bill, you are required to review your usage over a 4-week representative period and identify the portion of your calls and data that relate to work purposes. 

To claim a deduction for work-related internet use, the ATO requires that you be able to substantiate your claim with appropriate records

The link to the ATO website to explain this is here.

• If you do not have an itemised bill, you can keep a 4-week representative diary to demonstrate your work-related use. You can access a template here.
• 
  If you do have an itemised bill, you are required to review your usage over a 4-week representative period and identify the portion of your calls and data that relate to work purposes. 

Examples of other work related expenses directly related to earning your income may include:

• Union fees and professional association memberships.
• Work-related books, journals, subscriptions, or software.
• Work-related seminars, training courses, and conferences (excluding self-education already claimed at D4).
• Equipment repairs (not already depreciated or claimed under D6).
• Home office expenses not claimed using the fixed-rate method (e.g. depreciating work-related equipment).
• Working with children checks or other job-related licences.
   

Important: All expenses must be directly related to your employment and not private in nature. You must be able to provide receipts, invoices, or other written evidence to substantiate your claims.

To claim a deduction, donations must be made to organisations that are registered as Deductible Gift Recipients (DGRs). Donations to entities that are not DGR-endorsed are not tax-deductible, even if they are charitable in nature.

To substantiate your claim, the ATO requires that you retain receipts for all donations. The receipt should clearly state the name of the DGR and the amount donated.

You can verify an organisation’s DGR status via the Australian Business Register or the ATO website

If you made personal (after-tax) contributions and intend to claim a tax deduction for them, you must:

Have lodged a ‘Notice of Intent to Claim or Vary a Deduction for Personal Super Contributions’ (NAT 71121) with your super fund, and
Received written acknowledgment from the fund before lodging your tax return.

Only contributions made from your after-tax income (i.e. not through salary sacrifice or employer contributions) may be eligible, and they must fall within the concessional contributions cap.

To substantiate your claim, you must retain both the Notice of Intent and the fund’s acknowledgment letter.

I declare that the information I have provided to Dantari Group for the preparation of my income tax return is, to the best of my knowledge and belief, true, correct and complete.

I confirm that:

1. I have disclosed all income earned during the year.
2. Any deductions and offsets claimed are based on expenses that were incurred in earning my assessable income, and
3. I have written evidence to support all claims, as required by the Australian Taxation Office (ATO).
    

I understand that I am responsible for the accuracy of the information provided and for maintaining appropriate recordsin accordance with ATO requirements.