2025 Tax Return Preparation Form

2025 Tax Return Preparation Form

Please note that all questions relate only to the 2024-2025 tax year. Liability limited by a scheme approved under Professional Standards Legislation.
PERSONAL DETAILS

Please confirm your personal details
Name*

First NameLast Name
Email*
example@example.com
TERMS OF ENGAGEMENT

Follow the blue hyperlink to access Terms of Engagement

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

ABN IncomeTrust or Partnership IncomeCapital Gain Event i.e Crypto/Shares/Sale of PropertyRental/Investment PropertyForeign IncomeOther
What type of Captial Gain Event did you have (select all that apply)

CryptoSharesSale of property
Please describe your other income source
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?

YesNo
Did you keep a logbook?

YesNo
What is the percentage for work usage?
Total amount paid for fuel
Total amount paid for registration
Total amount paid for insurance
Total amount paid for service/repairs/maintenance
Please upload your logbook here

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How many kilometres did you travel for work related purposes?
You can claim a maximum of 5,000 work-related kilometres per car, per year. You don't need written evidence, but you need to be able to show how you worked out your work-related kilometres.
What is the make and model of your vehicle?
What is the registration number of your vehicle?

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?

YesNo
Please list the date, description and amounts of all your travel expenses.
e.g. 2/11/24 Qantas Flights $300, 2/11/24 - 3/11/24 Accommodation Hilton $420

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?

YesNo
List date purchased, description and cost of all general education expenses including textbooks, stationery, student union fees, student services, amenities fees, course fees and public transport fees.
e.g. 25/5/25 Cert 4 Bookkeeping and Accounting course fees $2500

Declaration and Signature
I declare that:*

I am able to produce all receipts or evidence of expenditure if required by the tax officeAll information provided is true and correct.I understand that supplying false or misleading information is a criminal offence which may incur penalties ranging from 1 to 10 years imprisonment and heavy fines.
Please attach any files, documents, or spreadsheets you wish to upload which support your claims.

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Signature*

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PERSONAL DETAILS