RTL - ITR BASIC Logo

  • RTL - ITR BASIC

    Use this form when requesting to lodge basic/PAYG returns. Please ensure you have read and understood the minimum requirements prior to lodging.

  • Minimum Documentation

    • Interview Checklist
    • Prefill/Interest Statement/Revenue Statement/PAYGI Statement from ATO Portal/Dividends
    • Previous NOA
    • Copy of Previous Tax Return
    • Details of spouse and spouses income
    • Details of dependants
    • List of deductable expenses or receipts
    • List of other income (including actual statements) e.g. Statement of Payments for Income Protection Insurance, Director Payment Statement
    • Private Health Insurance Statements
    • Payment Summaries
    • Signed copy of the Tax Return and ELD and Fee From Refund if applicable
    • Purchase/Sale of assets details

    Non compliance penalties

    When a logement does not meet the standards of the RTL, or reviewer has found issues that require more work you may incur equvilant 15 minutes which equals $20.00.

  •  - -
  •  - -
  • Clear
  • Should be Empty: