• Online Tax Return

    Personal Details
  • Date of Birth*
     / /

  • Return details

  • Tax Return Year:*
  • Are you an existing client?*

  • New Client Details

    Please upload a copy of photo ID (e.g., Drivers Licence, Passport, Proof of Age Card) to be verified through DVS (Document Verification Services) to meet ATO identity compliance checks.
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  • Address Details

  • Is your postal address the same as your residential address?*

  • Bank Details

  • Spouse details

    A de facto relationship also means you have a spouse, a defacto relationship is a committed partnership where two people live together as a couple but are not legally married. This relationship can be between people of the same or opposite sex, and it involves living together on a "genuine domestic basis" rather than a casual one. 
  • Did you have a spouse for the full financial year?*
  • Start of relationship (if applicable)
     - -
  • End of relationship (if applicable)
     - -

  • Spouse Details

  • Spouse's Date of Birth*
     - -

  • Dependant details

  • Do you have dependants under 25 years old?*
  • Are you a sole parent?*

  • Income Details

  • Other Income*
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  • ABN / Sole Trading Details

    *please note that there is a fee charged that varies dependant on the work involved with your information*
  • Is your only source of income through your ABN*
  • Do you have a Profit and Loss statement?*
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  • Rental

  • Are the listed properties 100% in your ownership or shared*
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  • Dividends

    *please note that there may be a fee charged dependant on the work involved with sale information*
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  • Deductions

    Work related deductions you would like to claim. Ensure that you are able to provide receipts for everything that you claim if required.
    • Car Expenses 
    • Did you use your personal car for work related travel?*
    • Did you keep a logbook?*
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    • Travel 
    • Did you travel for work and the costs weren't covered by your employer?*
    • Uniform, Footwear & Cleaning/ Repairs 
    • Did you purchase Occupation Specific Uniform & Footwear?*
    • Rows
    • Does your employer provide complete laundry service?*
    • Work-related self-education expenses 
    • Did you complete any courses/ licenses or renew licenses?*
    • Phone & Internet Expenses 
    • Rows
    • Were you required to work from home?*
    • Do you have a designated home office?*
    • Rows
    • Rows
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    • Tools, Stationery and Equipment: 
    • Did you purchase any Tools, Stationery or Equipment?*

    • *For small purchases you can document as total amount spent*
      (Eg., Tools under $300 = $765.39)

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    • Other work related expenses: 
    • Rows
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  • Offsets and Medicare

  • Was that your residency for more than 6 months?*

  • Private Health Insurance Details & Medicare

  • Do you have Private Health Insurance*
  • Are you exempt from Medicare levy ?*
  • I am one of the following: (select those that apply)*

  • Payment Details & Declaration

  • 1. I acknowledge that I will be responsible for paying your fees regardless of whether I receive a refund from the Australian Taxation Office (ATO). If no refund is received I authorise you to either deduct your fees from my nominated bank account or from my credit card.

    2. I declare that all of the information I have provided to you is true and correct and acknowledge that by signing this form and my tax return, I assume sole responsibility for any inaccuracies, mistakes, or omissions that may occur in the tax return.

    3. If due to an error or omission on the part of either Baker Young Accounting, the ATO, or myself, payment is made to me in excess of the correct amount due to me by the ATO, I will refund the difference to you within 7 days.

    4. I authorise you to provide any personal information about me to the Australian Taxation Office and to liaise with the Australian Taxation Office on my behalf regarding my tax return.

    5. I declare that I hold the necessary written evidence and documents to support my claims and deductions. I confirm that the preparer at Baker Young Accounting has explained to me that I need to have and keep all receipts and documents for a period of 5 years as proof of my claim.

    6. Terms of Engagement and clients' rights and obligations under the taxation laws can be found on the Happy Tax website www.happytax.com.au

  • Payment Amount*

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