2025 TAX CHECKLIST DATA COLLECTION

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PLEASE ENTER YOUR NAMESo we can store your information in our secure file management system and have all information ready to work on.
First Name
Last Name
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PLEASE ENTER YOUR EMAIL ADDRESSPlease use the one we sent this email to.
example@example.com
3
Your Mailing Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
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Croatia
Cuba
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Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
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Dominican Republic
Ecuador
Egypt
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Equatorial Guinea
Eritrea
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Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
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Germany
Ghana
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Greece
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India
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Iran
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Jamaica
Japan
Jersey
Jordan
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Kenya
Kiribati
North Korea
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Kosovo
Kuwait
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Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
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Please Enter Your Date Of Birth
Date
Day
Month
Year
5
Phone Number
Area Code
Phone Number
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Your Bank account details (for tax refund)
Details Here
BSB
Row 0, Column 0
Account number
Row 1, Column 0
Account name
Row 2, Column 0
Financial Institution name
Row 3, Column 0
Would you like us to deduct the fee from your refund (If your refund is greater than the fee): Note: A $10 handling fee will also apply in addition to our fee. Please type YES or NO
Row 4, Column 0
BSB
Account number
Account name
Financial Institution name
Would you like us to deduct the fee from your refund (If your refund is greater than the fee): Note: A $10 handling fee will also apply in addition to our fee. Please type YES or NO
Details Here
Row 0, Column 0
Details Here
Row 1, Column 0
Details Here
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Details Here
Row 3, Column 0
Details Here
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Spouse/Partner Details (If Applicable)
Details Here
Spouse Name
Row 0, Column 0
Date of birth
Row 1, Column 0
Taxable Income – if tax return is not prepared by us
Row 2, Column 0
If you did not have a spouse partner for full year please advise the dates that you u had a spouse/partner between 1 July 2024 and 30 June 2025
Row 3, Column 0
Spouse Name
Date of birth
Taxable Income – if tax return is not prepared by us
If you did not have a spouse partner for full year please advise the dates that you u had a spouse/partner between 1 July 2024 and 30 June 2025
Details Here
Row 0, Column 0
Details Here
Row 1, Column 0
Details Here
Row 2, Column 0
Details Here
Row 3, Column 0
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Private Health Insurance (If Applicable)
Details Here
Number of dependent children and students -
Row 0, Column 0
Were you, your spouse and all your dependents covered by private patient hospital cover for the financial year – Yes/No
Row 1, Column 0
If no, please provide the dates that you, your spouse and dependents were covered
Row 2, Column 0
Number of dependent children and students -
Were you, your spouse and all your dependents covered by private patient hospital cover for the financial year – Yes/No
If no, please provide the dates that you, your spouse and dependents were covered
Details Here
Row 0, Column 0
Details Here
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Details Here
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Please Select The Following And Upload Relevant Documents Where Requested On Next PanelPlease tell us about the income you earned in the 2025 tax year. Which of these below are relevant to you? Please wait until your income statements have been finalised to ‘Tax Ready’ before submitting your tax return information.
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
Salary & Wages and Allowances
Lump Sum or Employment Termination payments
Government allowances e.g. Newstart, youth allowances, parenting payment, etc.
Government pensions and allowances e.g. age pension, carer payment etc
Trust or Partnership Distributions
Employee share schemes - (Upload Employee share scheme statement)
Australian annuities and superannuation income streams - (Upload Payment Summary)
Australian super lump sum payments - (Upload Payment Summary)
Interest - (Upload Bank statement)
Dividends - (Upload Dividend statement)
Managed Funds -(Upload Annual Tax Statement)
Salary & Wages and Allowances
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
YesNo
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Please Upload Any Relevant DocumentsFor any of the above you said YES to, please provide the documents required. You can upload multiple documents here.
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If you receive other income or foreign income, please provide details below:
Huge
Large
Normal
Small
Ok
Ok
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Please Upload Any Relevant DocumentsFor anything relating to foreign income or any "other" income please upload documentation here
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Other work-related expensesYou can claim deductions for work-related expenses you incurred while performing your job as an employee. You must keep receipts or other evidence to substantiate your claims.
Amount ($)
Notes/comments
Work uniform (with employer’s logo) or occupation-specific clothing, including renting, repairing and cleaning
Row 0, Column 0
Row 0, Column 1
Protective clothing (e.g. hi-vis vests, heavy duty shirts/trousers but not jeans) and footwear (e.g. non-slip nurse’s shoes, steel capped boots)
Row 1, Column 0
Row 1, Column 1
Dry-cleaning of work uniform with company logo
Row 2, Column 0
Row 2, Column 1
If you home washed the above work-related clothing yourself, please indicate how often you did the washing
Row 3, Column 0
Row 3, Column 1
Sun protection (if you have to work outside)
Row 4, Column 0
Row 4, Column 1
Work-related travel (not reimbursed by employer) e.g. flights, taxis, trains etc.
Row 5, Column 0
Row 5, Column 1
Union Fees
Row 6, Column 0
Row 6, Column 1
Subscriptions/memberships to trade, business or professional associations
Row 7, Column 0
Row 7, Column 1
Mobile Phone – please provide total cost per month and percentage work related
Row 8, Column 0
Row 8, Column 1
Work uniform (with employer’s logo) or occupation-specific clothing, including renting, repairing and cleaning
Protective clothing (e.g. hi-vis vests, heavy duty shirts/trousers but not jeans) and footwear (e.g. non-slip nurse’s shoes, steel capped boots)
Dry-cleaning of work uniform with company logo
If you home washed the above work-related clothing yourself, please indicate how often you did the washing
Sun protection (if you have to work outside)
Work-related travel (not reimbursed by employer) e.g. flights, taxis, trains etc.
Union Fees
Subscriptions/memberships to trade, business or professional associations
Mobile Phone – please provide total cost per month and percentage work related
Amount ($)
Row 0, Column 0
Notes/comments
Row 0, Column 1
Amount ($)
Row 1, Column 0
Notes/comments
Row 1, Column 1
Amount ($)
Row 2, Column 0
Notes/comments
Row 2, Column 1
Amount ($)
Row 3, Column 0
Notes/comments
Row 3, Column 1
Amount ($)
Row 4, Column 0
Notes/comments
Row 4, Column 1
Amount ($)
Row 5, Column 0
Notes/comments
Row 5, Column 1
Amount ($)
Row 6, Column 0
Notes/comments
Row 6, Column 1
Amount ($)
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Notes/comments
Row 7, Column 1
Amount ($)
Row 8, Column 0
Notes/comments
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Other work-related expensesYou can claim deductions for work-related expenses you incurred while performing your job as an employee. You must keep receipts or other evidence to substantiate your claims.
Other Expense
Amount ($)
Notes/comments
Other – Please specify
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Other – Please specify
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Other – Please specify
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Other – Please specify
Other – Please specify
Other – Please specify
Other Expense
Row 0, Column 0
Amount ($)
Row 0, Column 1
Notes/comments
Row 0, Column 2
Other Expense
Row 1, Column 0
Amount ($)
Row 1, Column 1
Notes/comments
Row 1, Column 2
Other Expense
Row 2, Column 0
Amount ($)
Row 2, Column 1
Notes/comments
Row 2, Column 2
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Upload files relevant to any work related expensesThis covers listed work related expenses and "other"
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Max. file size: 10.6MB
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Work Tools and EquipmentPlease provide receipts or other evidence to substantiate your claims. If you purchased any new work tools and equipment (such as laptops, computer, mobile phones, ipad, etc.) please provide details below and upload receipts in the panel below
Date of purchase
Description
Amount
Work-related %
1
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2
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Date of purchase
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Description
Row 0, Column 1
Amount
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Work-related %
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Date of purchase
Row 1, Column 0
Description
Row 1, Column 1
Amount
Row 1, Column 2
Work-related %
Row 1, Column 3
Date of purchase
Row 2, Column 0
Description
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Amount
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Work-related %
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Date of purchase
Row 3, Column 0
Description
Row 3, Column 1
Amount
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Work-related %
Row 3, Column 3
Date of purchase
Row 4, Column 0
Description
Row 4, Column 1
Amount
Row 4, Column 2
Work-related %
Row 4, Column 3
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Files upload for Work Tools and Equipment
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Max. file size: 10.6MB
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Working from Home ExpensesIf you are required to work from home, you may be able to claim running expenses at a fixed rate of $0.70 per hour which covers energy, stationery and internet. (NOTE: You must keep at least 1 receipt of expense for each category) Note: You must keep a record (e.g. timesheet, diary etc.) that set out the hours you worked from home.
Hrs
Total Number of hours worked from home between July 1st 2024 and June 30th 2025
Row 0, Column 0
Total Number of hours worked from home between July 1st 2024 and June 30th 2025
Hrs
Row 0, Column 0
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Working from Home ExpensesIf you have a dedicated home work area and have kept a 4-weeks record that show you have additional running expenses you incurred while working from home, please provide:
Amount ($)
Work Related %
Phone & Internet expenses per month
Row 0, Column 0
Row 0, Column 1
Stationery and consumables
Row 1, Column 0
Row 1, Column 1
Electricity and gas (for heating, cooling, and lighting) - TOTAL ANNUAL COST
Row 2, Column 0
Row 2, Column 1
Cleaning – home office
Row 3, Column 0
Row 3, Column 1
Other costs
Row 4, Column 0
Row 4, Column 1
Phone & Internet expenses per month
Stationery and consumables
Electricity and gas (for heating, cooling, and lighting) - TOTAL ANNUAL COST
Cleaning – home office
Other costs
Amount ($)
Row 0, Column 0
Work Related %
Row 0, Column 1
Amount ($)
Row 1, Column 0
Work Related %
Row 1, Column 1
Amount ($)
Row 2, Column 0
Work Related %
Row 2, Column 1
Amount ($)
Row 3, Column 0
Work Related %
Row 3, Column 1
Amount ($)
Row 4, Column 0
Work Related %
Row 4, Column 1
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Work-related Self-Education ExpensesTo claim a deduction, you must show that the course is related to your current work activities.
Description/Details
Total Amount ($)
Name or Professional Course or Seminar
Row 0, Column 0
Row 0, Column 1
Institution:
Row 1, Column 0
Row 1, Column 1
Relevance to existing employment:
Row 2, Column 0
Row 2, Column 1
Support from employer: Yes/No
Row 3, Column 0
Row 3, Column 1
Hours of home study required:
Row 4, Column 0
Row 4, Column 1
Course fees:
Row 5, Column 0
Row 5, Column 1
Student union dues:
Row 6, Column 0
Row 6, Column 1
Text books and reference materials:
Row 7, Column 0
Row 7, Column 1
Stationery and postage:
Row 8, Column 0
Row 8, Column 1
Kilometres Travelled
Row 9, Column 0
Row 9, Column 1
Other (please specify):
Row 10, Column 0
Row 10, Column 1
Name or Professional Course or Seminar
Institution:
Relevance to existing employment:
Support from employer: Yes/No
Hours of home study required:
Course fees:
Student union dues:
Text books and reference materials:
Stationery and postage:
Kilometres Travelled
Other (please specify):
Description/Details
Row 0, Column 0
Total Amount ($)
Row 0, Column 1
Description/Details
Row 1, Column 0
Total Amount ($)
Row 1, Column 1
Description/Details
Row 2, Column 0
Total Amount ($)
Row 2, Column 1
Description/Details
Row 3, Column 0
Total Amount ($)
Row 3, Column 1
Description/Details
Row 4, Column 0
Total Amount ($)
Row 4, Column 1
Description/Details
Row 5, Column 0
Total Amount ($)
Row 5, Column 1
Description/Details
Row 6, Column 0
Total Amount ($)
Row 6, Column 1
Description/Details
Row 7, Column 0
Total Amount ($)
Row 7, Column 1
Description/Details
Row 8, Column 0
Total Amount ($)
Row 8, Column 1
Description/Details
Row 9, Column 0
Total Amount ($)
Row 9, Column 1
Description/Details
Row 10, Column 0
Total Amount ($)
Row 10, Column 1
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Work-related Car ExpensesYou can claim work-related Car expenses for using a car that you owned, leased or hired.
Details
Make and model
Row 0, Column 0
Registration number
Row 1, Column 0
Date of purchase
Row 2, Column 0
Purchase Price
Row 3, Column 0
Make and model
Registration number
Date of purchase
Purchase Price
Details
Row 0, Column 0
Details
Row 1, Column 0
Details
Row 2, Column 0
Details
Row 3, Column 0
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Is the car financed?
YESNO
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Upload loan schedule here for the financed car
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Max. file size: 10.6MB
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There are 2 methods to claim deductions:
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Method 1: Logbook Method – Please provide a copy of logbook to usPlease provide the following car expenses information (please ensure you keep evidence for these expenses)
Amount ($)
Please tell us the % of time the vehicle was used for work
Row 0, Column 0
Total fuel costs
Row 1, Column 0
Car services & repairs
Row 2, Column 0
Car registration and insurance
Row 3, Column 0
Lease interest
Row 4, Column 0
Other car expenses – please specify
Row 5, Column 0
Other car expenses – please specify
Row 6, Column 0
If you sold your car, please advise -Date of disposal
Row 7, Column 0
What Was The Sale price?
Row 8, Column 0
Please tell us the % of time the vehicle was used for work
Total fuel costs
Car services & repairs
Car registration and insurance
Lease interest
Other car expenses – please specify
Other car expenses – please specify
If you sold your car, please advise -Date of disposal
What Was The Sale price?
Amount ($)
Row 0, Column 0
Amount ($)
Row 1, Column 0
Amount ($)
Row 2, Column 0
Amount ($)
Row 3, Column 0
Amount ($)
Row 4, Column 0
Amount ($)
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Amount ($)
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Amount ($)
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Amount ($)
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Method 2: Cents per km (max 5,000 kms per car per year calculated at $0.88 Cents Per KM)Please provide the following car expenses information (please ensure you keep evidence for these expenses)
Km
Please advise your work related kms travelled from 1 July 2024 to 30 June 2025 as per log book or other records:
Row 0, Column 0
Please advise your work related kms travelled from 1 July 2024 to 30 June 2025 as per log book or other records:
Km
Row 0, Column 0
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Upload Any Relevant Documents With Regards Your Motor Vehicle ExpensesPlease provide copies of your log books, car purchase receipt/invoice and car registration.
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Max. file size: 10.6MB
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Other Deductions (Please Upload Documents In Next Panel)
Amount ($)
Date
Donations – deductible recipients (provide receipts)
Row 0, Column 0
Row 0, Column 1
Tax preparation fees (if your last tax return is not prepared by us) including travel to your tax agent - Receipts
Row 1, Column 0
Row 1, Column 1
Income protection insurance - Premium statement or letter from insurance company
Row 2, Column 0
Row 2, Column 1
Personal super contributions -Acknowledgment from super fund
Row 3, Column 0
Row 3, Column 1
Work tools & Equipment
Row 4, Column 0
Row 4, Column 1
Work related car expenses (Date of purchase)
Row 5, Column 0
Row 5, Column 1
Work related car expenses (Date of disposal)
Row 6, Column 0
Row 6, Column 1
Donations – deductible recipients (provide receipts)
Tax preparation fees (if your last tax return is not prepared by us) including travel to your tax agent - Receipts
Income protection insurance - Premium statement or letter from insurance company
Personal super contributions -Acknowledgment from super fund
Work tools & Equipment
Work related car expenses (Date of purchase)
Work related car expenses (Date of disposal)
Amount ($)
Row 0, Column 0
Date
Row 0, Column 1
Amount ($)
Row 1, Column 0
Date
Row 1, Column 1
Amount ($)
Row 2, Column 0
Date
Row 2, Column 1
Amount ($)
Row 3, Column 0
Date
Row 3, Column 1
Amount ($)
Row 4, Column 0
Date
Row 4, Column 1
Amount ($)
Row 5, Column 0
Date
Row 5, Column 1
Amount ($)
Row 6, Column 0
Date
Row 6, Column 1
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Please List Any Other Deductions HerePlease let us know of any other deductions
Specify The Deduction
Amount
Date
Other 1
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Other 2
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Other 3
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Other 4
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Other 1
Other 2
Other 3
Other 4
Specify The Deduction
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Amount
Row 0, Column 1
Date
Row 0, Column 2
Specify The Deduction
Row 1, Column 0
Amount
Row 1, Column 1
Date
Row 1, Column 2
Specify The Deduction
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Amount
Row 2, Column 1
Date
Row 2, Column 2
Specify The Deduction
Row 3, Column 0
Amount
Row 3, Column 1
Date
Row 3, Column 2
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Files upload for Other DeductionsUpload all receipts for purchases or sales
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Max. file size: 10.6MB
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Do You Own Any Investment Properties?
YESNO
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Your Rental Properties If you have rental properties, please list them below:
Property 1
Property 2
Property 3
Property 4
Property Address
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Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
Your percentage held
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Row 1, Column 3
Partner percentage held
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Row 2, Column 3
Number of Weeks Available for rent
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Row 3, Column 3
Property Address
Your percentage held
Partner percentage held
Number of Weeks Available for rent
Property 1
Row 0, Column 0
Property 2
Row 0, Column 1
Property 3
Row 0, Column 2
Property 4
Row 0, Column 3
Property 1
Row 1, Column 0
Property 2
Row 1, Column 1
Property 3
Row 1, Column 2
Property 4
Row 1, Column 3
Property 1
Row 2, Column 0
Property 2
Row 2, Column 1
Property 3
Row 2, Column 2
Property 4
Row 2, Column 3
Property 1
Row 3, Column 0
Property 2
Row 3, Column 1
Property 3
Row 3, Column 2
Property 4
Row 3, Column 3
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Please upload the following documents for each property

Annual rental agent summary

Loan statements showing interest expense from 1 July 2024 to 30 June 2025

QS Depreciation Report, if any

Receipts for Rental property expenses:

Council rates for each property

Water for each property

Body Corporate fees for each property

Insurance

Repairs & maintenance

Land Tax
34
Files upload property 1
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Max. file size: 10.6MB
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Files upload property 2 (If Not Applicable Click Next)
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Files upload property 3
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Max. file size: 10.6MB
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Files upload property 4
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Any other comments you would like to share that we may need to know?
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Normal
Small
Ok
Ok
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If you purchased or sold shares, please provide the following details:If you use a trading platform to buy/sell shares (such as Comsec), please upload the Annual Investment Portfolio Report Pack (if any) from the platform report. Portfolio Valuation Transaction Summary (Buy/Sell transactions) Interest & Dividend summary Cash Transactions Report Annual Tax Statement
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Max. file size: 10.6MB
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If no report pack is available, please provide your shares buy/sell information below and upload all relevant investment records below.
ASX/Other Code
Date Purchased
Number of Shares Purchased
Total Purchase Cost Including brokerage
Date Sold
Number of Shares Sold
Total Sale Proceeds (including brokerage
1
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ASX/Other Code
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Date Purchased
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Number of Shares Purchased
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Total Purchase Cost Including brokerage
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Date Sold
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Total Sale Proceeds (including brokerage
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ASX/Other Code
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Date Purchased
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Number of Shares Purchased
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Total Purchase Cost Including brokerage
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Date Sold
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Number of Shares Sold
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Total Sale Proceeds (including brokerage
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ASX/Other Code
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Date Purchased
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Total Purchase Cost Including brokerage
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ASX/Other Code
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Date Purchased
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Total Purchase Cost Including brokerage
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Date Sold
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ASX/Other Code
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Date Purchased
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Number of Shares Purchased
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Total Purchase Cost Including brokerage
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Date Sold
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Number of Shares Sold
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Total Sale Proceeds (including brokerage
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ASX/Other Code
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Date Purchased
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Number of Shares Purchased
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Total Purchase Cost Including brokerage
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Date Sold
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Number of Shares Sold
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Total Sale Proceeds (including brokerage
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ASX/Other Code
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Date Purchased
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Number of Shares Purchased
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Total Purchase Cost Including brokerage
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Date Sold
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Number of Shares Sold
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Total Sale Proceeds (including brokerage
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ASX/Other Code
Row 7, Column 0
Date Purchased
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Number of Shares Purchased
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Total Purchase Cost Including brokerage
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Date Sold
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Number of Shares Sold
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ASX/Other Code
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Date Purchased
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Number of Shares Purchased
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Total Purchase Cost Including brokerage
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Date Sold
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Number of Shares Sold
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Total Sale Proceeds (including brokerage
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ASX/Other Code
Row 9, Column 0
Date Purchased
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Number of Shares Purchased
Row 9, Column 2
Total Purchase Cost Including brokerage
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Date Sold
Row 9, Column 4
Number of Shares Sold
Row 9, Column 5
Total Sale Proceeds (including brokerage
Row 9, Column 6
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Files upload for shares sales
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42
If you sold Cryptocurrency (including swapping one currency to another currency), please upload the following information for the financial year: Crypto Portfolio Holding Summary Buy/Sell Trade History Deposit/Withdrawal Transaction History For Trading (Data): Login to Crypto exchange and Navigate to Buy/Sell > Trade History. Click on 'Export to CSV' (This should download as 'AccountTradingReport_XXX.csv'). For Deposits & Withdrawals: Login to Crypto exchange and Navigate to Account > Transaction History. Make sure Currency is 'ALL' and click on 'Export to CSV' (This should download as 'TransactionReport_XXX.csv').
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43
Details of any transactions involving cryptocurrency, such as Bitcoin
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44
Did you purchase or sell any investments properties during the financial year?
YESNO
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Files upload for property purchase/sale documentsIf you purchased a new rental property, please upload the following documents: Purchase Contract Settlement statement Legal costs receipts Receipts of other purchase related costs such as property inspection fees Loan statement/documents showing borrowing costs such as mortgage insurance, loan application fees etc. If you sold a property, please upload Purchased documents listed above and upload the following Sales documents: Sale contract Settlement statement Sales commissions receipts Legal costs receipts Receipts of other sale-related costs
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46
Any comments regarding your properties?example: Renovated, sold, refinanced
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Any comments you would like to add regarding your financial and tax circumstances during the financial year.
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48
Are you running a business under your personal name as a sole trader?
YESNO
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Business/Sole Trader: Please provide access to your accounting software, if any or your Excel Cashbook, which records your business income and expenses files upload for Business/Sole TraderIf you use cloud accounting software, please send your invitation to add us as advisors (if you haven’t already) to the following email address: Xero – info@thespheregroup.com.au MYOB – info@thespheregroup.com.au Quickbook – info@thespheregroup.com.au If you use desktop accounting software, please email us your accounting data file
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50
Bank/Loan/Credit Card statement showing balance as at 30 June 2025
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51
If there are any new capital purchases (vehicles, plant & equipment etc), please provide the following information:1. Purchase invoice and Finance document 2. Car logbook 3. New Lease or loan agreement/statement
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52
If there is any closing stock or work in progress, please advise closing stock amount in panel below and upload your closing stock list (at cost)in the next page:
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Please upload your closing stock list here:
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54
Any comments you would like to add regarding your financial and tax circumstances during the financial year.
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55
Any comments you would like to add regarding your financial and tax circumstances during the financial year.
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