Online Tax Form


 

1. PERSONAL INFORMATION


*Tax File No.   

ABN  

*Are you an Australian Resident? 

*Title

*Surname 

*First Given Name 

Name changed since last return

If Yes, previous name

Postal Address changed from last tax return?

*Postal Address 

*Home Address  

Telephone

*Date of Birth 

*E-mail   

*Occupation 

2. SPOUSE DETAILS (if applicable)


Title

Surname

First Given Name

Date of Birth

Tax File No.

E-mail 

Telephone

 

 

Occupation

Dependents / Children ( if applicable)

3. BANK DETAILS


Do you want to use Electronic Funds Transfer?

If Yes, provide bank details


Account name

Bank

BSB

Account Number

4. INCOME


INCOME – Please provide evidence

Salary or wages, allowances, earnings, tips, director’s fees

Employer lump sum payments, employment termination payments

Australian Government allowances and payments like Newstart, Youth Allowance and Austudy payment

Australian Government pensions and allowances


Australian annuities and superannuation income stream or lump sum payments

Gross Interest

Dividends

Distribution from partnerships and /or trusts

Net income or loss from business

Capital gains

Foreign source income (including foreign pensions) and foreign assets or property

Rent

Other Income

5. DEDUCTIONS


DEDUCTIONS – Please provide evidence

Work related car expenses

Work related uniform and other clothing expenses

Work related self-education expenses

Other work-related expenses

Any other work-related deductions

Personal superannuation contributions

Full name of Fund

Account NO

Fund ABN

Fund TFN

Tax losses of earlier income years

Tax offsets / Rebates

Are you a senior Australian?

Are you a pensioner?

6. PRIVATE HEALTH INSURANCE


Did you have private health insurance?

Did you make superannuation contributions on behalf of your spouse?

Other tax offsets (please specify)

Are you entitled to the Medicare Levy exemption or reduction?

If yes, please specify

Did you become an Australian tax resident at any time during this income year?

Did you cease to be an Australian tax resident at any time during this income year?

Did you make a non-deductible (non-concessional) personal super contribution?

Did you have spouse at any time during this income year?

If you had a spouse for only part of the income year please specify

to



What was your spouse’s taxable income for this income year?

Do you have a HECS/HELP liability or a student financial supplement loan debt?

Did you have care of a dependent child in this income year?

Did you or your spouse receive FTB through the Family Assistance Office in 2017?

Do you have any Total reportable fringe benefits amounts in this income year?

Do you have any Reportable employer superannuation contributions in this income year?

Did you have a net rental property loss in this income year?

Did you pay child support in this income year?

7. Documents attachment for Tax Return:


New Clients: At least one piece of current photo identification, including

1. Passport (including an overseas passport with evidence of Australian immigration status)


2. Drivers License


3. Government or student identity card


4. proof of salary or wages


5. Payment summary


6. Other Document

8. Login Details:


*Username 

*Password