|tax return information|
TAX RETURN FEES
Name - enter full name: First name, middle name, surname
Tax File Number (TFN) - enter your 9 digit number supplied by the ATO
Date of Birth (DOB) - enter in the format dd/mm/yyyy
Telephone - both your Australian and Overseas number if applicable, including area codes
Tax Residency - Tick to advise the residency status you are claiming. if you are on a temperory visa, you need to tick to confirm you have read and submitted the residency declaration to us - refer residency info.
Your Australia address - we need your current or last Australian address
Your overseas address - optional
Enter this information from the PAYG Summary received from your employer. Space for 5 employers has been provided. If more employers, please submit another return with just your name in the personal details.
Occupation - this is a brief job description eg sales assistant, tour guide
Employer name - located on your PAYG Summary
Employer ABN - located on your PAYG Summary
Income - located on your PAYG Summary, the gross income paid
PAYG Tax - located on your PAYG Summary, the tax withheld from income
Other Income - This includes any other income received from investments or services provided eg bank interest, dividends, commission, etc. We will contact you if further information is needed.
These are expenses you incurred as a result of your work or income-earning. There are strict rules governing what can be claimed, and most require that you have kept a receipt. Some types allow you to do a reasonable estimate. Please tell us of all work related expense and we will determine what is allowable or contact you for further information.
Examples of deductions with receipts;
Examples of deductions you may estimate:
These are additional government refunds for certain situations. A low income offset is automatically applied that does not need to be claimed here. Other offsets you should tell us about include;
Medicare Levy Exemption - this is important to claim if you are not entitled to Medicare benefits, otherwise you will be taxed an extra 1.5% if your income is over $18,800. You will need to also send us a Medicare declaration.
Your bank details - this is provided to the ATO for direct payment of your refund
Nominate your payment preference;
1. Credit card details - payment will be processed upon preparation
2. Pay on Refund - payment will be deducted from your refund. Once selected, an Authority will appear for you to complete.
You will be responsible for the information in your tax return and there are substantial penalties for false or misleading or incomplete information. You will be sent a copy of your formal tax return which includes all amounts to be lodged. Therefore you should check this tax return thoroughly, and advise us immediately should any item be incorrect.
Print - always retain a copy of your submission to us.
Submit - sends us your information immediately. The form can also be faxed or emailed to us, or if you have other information to send with it.