Tax Return

A. Australian Accounting & Taxation Services Pty Limited

1. Tax File Number:

2. Name:

3. Address:
Has your address changed since last lodging a tax return?
Yes No

4. Telephone Number:

(Mob)

(E-MAIL)

5. Date of Birth:

6. Occupation:

7. Name of the Spouse/De Facto:

If married/de facto, what date did this occur:

8. Have you been involved in any business activity through out the financial year? Yes No
If so please provide details

9. Has the ATO notified you that you have been selected for an audit?
Yes No

B. INCOME

10. Do you have a group certificate or statement from Centrelink? Yes No

If so please provide details

Benefit Type

Tax deducted

Total Benefit

11. Aust. Government pensions and other allowances Yes No

If so please provide details

Group Certificates

12. Have you earned Salary and Wages? Yes No

Employer 1

Tax deducted

Gross Salary

Fringe Benefits

Travel Allowance

Meal Allowance

Clothing Allowance

Employer 2

Tax deducted

Gross Salary

Fringe Benefits

Travel Allowance

Meal Allowance

Clothing Allowance

Employer 3

Tax deducted

Gross Salary

Fringe Benefits

Travel Allowance

Meal Allowance

Clothing Allowance

13. Have you received any Lump Sum Payments from Eligible Termination Payments or Superannuation Yes No

If so please provide details

Payer

Description of payment

Gross Payment

Tax Deducted

14. Eligible termination payments (Please Provide Statements ) Yes No

15. Have you received any other Australian pensions or annuities Yes No

If so please provide details

Pension\Benefit type

Payer

Undeducted contributions (as per statement)

15% Any Rebates

Tax deducted

Total Benefit

16. Have you received any allowances shown on your payment summary Yes No

If so please provide details

Employer

Description of benefit \ allowance

Amount

17. Have you as a business \ individual received more than 80% of your income from one source? Yes No

If so please provide details

Employer

Description of benefit

Amount

18. Reportable fringe benefits (not taxable but must be included in the tax return). Yes No

If so please provide details

Payer

Details of Payments

Amount

19. Have you received any Interest from Banks, Building Societies, Investments and Term Deposit Accounts, please provide statements Yes No

If so please provide details

Bank

Bank Account Number

Amount

Tax Deducted

20. Do you have any statements from any Fund manager \ managed funds?
If so please provide Annual Tax Statements from Fund Manager. Yes No

21. Did you dispose of any assets during the year? Yes No

If yes please provide details, eg Asset type, Amount Received, Date of Sale

22. Did you receive any Employee shares during the year? Yes No

If so please provide details and date of entitlements to Shares. Also please provide dividend statements

Employer

Date received

Number of shares

Employee contribution

Total value of shares

23. Have you received any foreign income? Yes No

If so please provide details, including foreign pensions.

Payer

Description

Amount (specify currency)

Tax deducted

24. Did you receive any rental income during the year?If so then complete Rental Property Worksheet and provide Agent Statements. Yes No

25. Did you receive any dividends during the year? Yes No

If so please provide details – Please note: normally 2 Dividend Payments per year for each share holding.

Payer name

Date that shares were acquired

Unfranked

Franked

Imputation Credit

26. Did you receive any bonus from life assurance or friendly society policy/income protection insurance payments during the year? Yes No

If so please provide details

Payer

Description of income

Amount

27. Did you receive any income that has not been covered in the above questions? Yes No

If so please provide details

Payer

Description of income

Amount

Tax deducted

C. DEDUCTIONS

28. Vehicles - please provide the following information if you are: A salary or wage earner who uses a motor vehicle for work activities And \ Or Operating a business as sole trader or partner and used a motor vehicle for Business purposes: Over what period was the car held during the 2023 financial year? Number of days that the car was held during the year

Log Book Method

Log books

Break up of expenditure for each motor vehicle

Fuel and Oil

Registration

Insurance

Tyres

Repairs etc

Depreciation/lease charge

Other

TOTAL

Car parking

Tolls

Input tax credits on expenses

TOTAL CAR EXPENSES

Business %

TOTAL CLAIM

Odometer readings

Acquisition date

Disposal date

TOTAL TRAVELLED FOR YEAR

TOTAL BUSINESS KILOMETRES

PRIVATE KMs TRAVELLED

Lease details

Commercial Hire Purchase Agreements
Yes No

Travel diary

29. Did you have any other work related travel expenses (overnight)?
Yes No

If so please provide details, including foreign pensions.

Description of expense

Accommodation Amount

Meals Amount

Entertainment amount

Other

30. Did you have work related uniform and other clothing expenses during the year?

Protective clothing Yes No

Occupation Specific Clothing Yes No

Non-compulsory uniform Yes No

Conventional clothing Yes No

Laundry (up to $150 without receipts) Yes No

Dry cleaning Yes No

Other Yes No

Total Amount

31. Did you have work related self education expenses during the year? Courses taken at educational institutions

Union fees Yes No

Course fees (excluding HECS payments) Yes No

Travel Yes No

Other (please specify) Yes No

Total Amount

32. Did you have expenses related to seminars and courses not at an educational institution during the year?

Course fees Yes No

Travel Yes No

Other, for example Text books Yes No

Total Amount

33. Did you have any of the following expenses during the year?

Home office expenses Yes No

Computer and software Yes No

Telephone/mobile phone Yes No

Tools and equipment Yes No

Subscription and union fees Yes No

Journals/periodicals Yes No

Depreciation Yes No

Expenses in relation to allowances Yes No

Sun protection Yes No

Any other work deductions (please specify) Yes No

Total Amount

34. Interest and dividend deductions Yes No

35. Gifts and donations Yes No

36. Cost of managing tax affairs (e.g. tax agent fees) Yes No

37. Did you make any non-employer/personal sponsored superannuation contributions? Yes No

Superannuation Details

Full name of fund

Policy Number

Total Amount $

38. Did you have Income Protection Insurance during the year? Yes No

Insurance Company

Total Amount $

D. TAX OFFSETS

39. Did your spouse work during the year? Yes No

If so what was their income?

40. Did you live in a remote country area during the year? Yes No

If so what area and how long?

41. Did you provide care for Parent/Parent-in-law or relative during the year? Yes No

If so please provide details

Name

Date of Birth

Dates of care

Income

42. Did you have Private Health Insurance during the year? Yes No

If yes, please provide Health Insurance Fund Name and Policy Number, type of cover, total repayments made or provide copy of Health Fund Statement.

Fund

Type of Cover

Policy No

Amount Paid $

43. Did you make a contribution to your Spouses’ superannuation during the year? Yes No

If so please provide details

Name of fund

Amount of contribution

44. Did you receive any Centrelink payments during the year for the Family Tax Benefit? Yes No

If so please provide details

Details of Centrelink payments

Part A

Part B

E. OTHER

45. Do you have a Medicare exemption / reduction certificate?
Yes No

46. Did you stop full-time education for the first time in or did you become a tax resident or stop being a tax resident of Australia in the year? Yes No

47. Did you receive a Family Tax Benefit?
Yes No

48. Did you pay any tax more than 14 days before the due date of that tax (including HECS)? Yes No

Actual Child Care Expenses

Less Govt Payments Received/Reimbursements

Net Out-of-Pocket Child Care Expenses

F. TAXPAYER’S DECLARATION

I declare that all the information provided, to the best of my knowledge is true and correct.

TAXPAYER’S SIGNATURE:

DATE:

Please note: All documents must be provided at the time of your income tax appointment. If documents are missing your return may not be completed and will subsequently delay processing.

TAX RETURN

Tax Return

A. Australian Accounting & Taxation Services Pty Limited

B. INCOME

If so please provide details

If so please provide details

If so please provide details

If so please provide details

If so please provide details

If so please provide details

If so please provide details

If so please provide details

If so please provide details and date of entitlements to Shares. Also please provide dividend statements

If so please provide details, including foreign pensions.

If so please provide details – Please note: normally 2 Dividend Payments per year for each share holding.

If so please provide details

If so please provide details

C. DEDUCTIONS

Log Book Method

If so please provide details, including foreign pensions.

Superannuation Details

D. TAX OFFSETS

If so what was their income?

If so what area and how long?

If so please provide details

If yes, please provide Health Insurance Fund Name and Policy Number, type of cover, total repayments made or provide copy of Health Fund Statement.

If so please provide details

If so please provide details

E. OTHER

F. TAXPAYER’S DECLARATION

I declare that all the information provided, to the best of my knowledge is true and correct.

Address

Phone

Email

Working Hours