couples tax return | year ending 30 June
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Welcome to our easy Couples return, just one form for both, and Just Friends is fine. |
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Fees are a flat rate of $50 each, add only $10 each to Pay from your Refund. |
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We will check all info with ATO income records, send you a refund estimate, & lodge. |
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If your partner does not need to lodge a tax return, use our single tax return. |
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To start just click and tab to each field. Click here for help. | |
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PERSONAL DETAILS |
Partner 1 |
Partner 2 |
Privacy Policy |
Full Name |
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TFN and Birthdate |
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Email |
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Telephone |
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Your Address |
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Residency Status |
resident for tax purposes - refer info
non-resident
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Partner 1 refer tax tips |
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PAYG Summary 1 see list |
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Other Income |
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PAYG SUMMARY INCOME
- Include here all income and tax credits on every PAYG Summary. Click Add Another for more lines
- Employment Wages, Salaries, Directors Fees - Enter all details and Gross income & PAYG tax withheld
- Employment Allowances - If on your PAYG Summary these are also taxable Income, enter on a new line
- Employment Lump Sum Payments - Include here but also email us a copy to ensure correct treatment
- Government Pensions, Youth Allowance, Newstart, Austudy - All taxable unless exempt on your PAYG Summary
OTHER INCOME
- Include here all other taxable income, such as;
- Interest income - Provide the Gross amount including Any Witholding Tax that was deducted
- Dividend income - Provide the Gross amount including Any Imputation Franking Credit deducted
- Capital Gains/Losses - Include here but email us all details of purchase and sale
- Trust or Partnership Distributions - Include here but email us a copy of distribution statement
- Superannuation Fund Payments - Include here but also email us a copy to ensure correct treatment
- Foreign income - Include here but also email us a copy to ensure correct treatment
- Business income - Please refer our Sole Trader/ABN Income Tax Return
- Rental Property income - Please refer our Rental Income Tax Return
OTHER REPORTABLE ITEMS
- These may appear on your PAYG Summary and are not taxable, but must be entered in Income Tests below
- Reportable Employer Superannuation Contributions
- Reportable Fringe Benefits
- Tax-free Government Pensions
- Exempt foreign income
CLOSE LIST
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Work related expenses 1 see list |
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Work Related Deduction Examples...
- Note 1 - You need to list these separately above and tell us the basis (use Add Another for more fields)
- Note 2 - You must keep receipts if total deductions exceed $300, except for some verifiable estimates listed below.
- Note 3 - All must behave arisen in connection with your work, and an ATO Audit would verify this with your employer.
- Car Use - Provide an estimate of work-use kilometres up to 5000 kms, car rego and engine size. Exclude to/from home.
- Car Use 2 - Or provide all vehicle details and costs for us to use another method. Use the Unsure space below.
- Travel Expenses - Provide any travel costs, car hire, fares, tolls or parking fees where necessary for work.
- Uniforms - Provide cost of compulsory, protective or occupation-specific uniform. Excludes everyday clothing.
- Laundry - Provide estimate up to $150 for weekly laundry & dry-cleaning of uniforms and protective clothing
- Self-Education - If related to current work, provide course name, fees, books, travel, equipment, less first $250
- Fees - Provide union, professional, and trade fees & registrations. Also Check your PAYG Summary for these.
- Training - Provide the cost of work seminars, courses, conferences & workshops, and related costs.
- Books & Periodicals - Provide cost of reference books, journals, trade magazines and online subscriptions
- Safety items - Safety or protective items such as hats, safety glasses, sun-protection & sun-glasses if work-related.
- Tools & Equipment - If under $300, Provide details for 100% deduction, and apportion for any personal use.
- Depreciation - Provide details of items over $300, to depreciate over useful life, or 37.5% if under $1000.
- Home Office - Provide work-use proportion of telephone, internet or electricity bills.
CLOSE LIST
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Other Deductions see list |
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Other Deduction Examples...
- Income Protection - Insurance Premuims for work income are deductible. Life insurance is never deductible.
- Investment deductions - Claim any financial advice, transaction fees, or interest costs on loans to invest
- Donations - Made to an approved charity or other organisation
- Tax Agent - Fees Don’t forget to include tax return fees paid during the year, as well as any ATO interest imposed.
CLOSE LIST
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Partner 2 |
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PAYG Summary 1 |
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Other Income |
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Work related expenses 1 |
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Other Deductions |
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OFFSETS & OTHER - Both Partners
note - most income-based offsets will be automatically calculated for you |
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Other Offset see list |
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IMPORTANT NOTE
- In most cases these offsets and adjustments will be calculated for you
- Some spouse and dependant offsets no longer apply, but may still affect medicare and other offsets
OFFSETS
- Low Income Offset - Will be calculated on your overall taxable income
- Spouse Offset - Now only for a spouse over 40, and income under $9702, but affects other offsets & thresholds
- Dependants - Includes children and relatives. now paid by FAO, but affects other offsets & family thresholds
- Seniors Tax Offset - Will calculate from your age, income and spouse's income
- Mature Age Worker Offset - Will calculate from your age and work-type income
- Entrepeuners Tax Offset - Will calculate from your business income
- Private Health Insurance Rebate - Will be based on the rebateable amount you provided above
- Zone Offset - If lived in remote area > 183 days, provide area, no. of days, spouse and dependant details
- Medical Expenses Offset - 20% of unrefunded medical costs > $2060, provide total inc dental, optical & pharmacy
- Spouse Super Offset - Provide contribution amount, spouse details and income
OTHER ADJUSTMENTS
- Medicare Levy - Will calculate from your income or family income thresholds
- Medicare Surcharge - Will calculate from hospital cover and family adjusted taxable income
- Medicare Exemption - Provide an exemption certificate from Medicare Australia or apply below
- Flood Levy - Will calculate on your income unless you indicate exemption status
- Part-year resident - Will adjust thresholds from the date you became a resident for tax purposes
- Income Tests - Provide reportable super, fringe benefits and any exempt pensions or foreign income
CLOSE LIST
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Relationship status |
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Flood Levy Exemption (2012 only) |
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Remote Zone Offset |
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Dependants |
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Income Tests |
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Private Hospital Cover, if any |
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Medicare Levy Exemption |
refer info
medicare declaration for non-residents
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REFUNDS * your bank account is now required for all refunds |
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Deposit your Refund to: |
Bank
Account |
Bank
Account
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PAYMENT OPTIONS:
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CARD DETAILS:
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AMOUNT DUE:
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DECLARATION & CONSENT |
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We declare that all the information provided above is true and correct, and understand tax laws impose heavy |
penalties for giving false or misleading information. We have all the necessary receipts and records to evidence |
claims for deductions. We hereby authorise tax agents BC Accountants to lodge returns based on this information. |
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DECLARATION APPROVED |
PRINT A COPY |
PREPARE RETURN |
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Warning - Unauthorised use of a tax file number is a serious offence and will be reported to the ATO for prosecution. |
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V0720 |
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