multi-year tax returns |
|
Lodge all years returns in one easy form for just $40 each! Add $20 once to Pay all on Refund.
We also check your info to ATO records for any missing or incorrect amounts. |
|
If you've just one late year, use our page here and simply change the year at top. |
|
To start, tick the relevant tax years below, then enter that year next to each item. |
|
Contact us here for help or to upload a document, or go to our home page here for more options. |
|
Need more fields ? You can resubmit the form or just send us details. We will combine all the info. |
|
|
|
|
PERSONAL DETAILS |
Privacy Policy |
|
FULL NAME |
|
|
TAX FILE NUMBER & BIRTHDATE |
|
|
|
EMAIL ADDRESS |
|
|
TELEPHONE |
|
|
|
YOUR ADDRESSES |
|
|
|
|
|
TAX RESIDENCY STATUS
|
resident for tax purposes refer info
non-resident
|
|
|
YEARS REQUIRED: |
20I8
20I7
20I6
2015
2014
2013
2012
2011
2010
2009
|
|
|
|
|
INCOME DETAILS see list |
|
|
PAYG Summary - year:
|
|
|
|
|
|
|
|
|
|
|
|
|
Other Income for year:
|
|
|
|
|
|
|
|
|
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
|
|
|
|
|
|
DEDUCTIONS |
|
|
Work expenses - year:
|
see TAX TIPS |
|
|
|
|
|
|
|
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 home to work and back.
- 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
|
|
Other Deductions year
|
see LIST |
|
|
|
|
|
|
|
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
|
|
Unsure or need more space? |
|
|
|
|
|
|
OFFSETS & OTHER INFO |
|
|
Specific Offset (if known) see list |
|
|
|
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, so you should include these details
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
|
|
Flood Levy Exemption (2012 only) |
zone areas |
|
Remote Zone Offset |
zone areas |
|
Dependant Spouse |
|
|
Other Dependants |
|
|
Income Tests |
|
|
Private Hospital Cover, if any |
|
|
Medicare Levy Exemption
|
|
|
|
|
|
|
REFUNDS & FEES |
|
|
DEPOSIT YOUR REFUND TO: |
Australia Bank Account
|
AUSTRALIA BANK DETAILS: |
Bank
Account no.
* Must be in your name |
|
OVERSEAS BANK DETAILS* |
Bank
IBAN / Swift
* IMT bank transfer fees of $25 apply |
|
OR SEND REFUND CHEQUE TO: |
Australian address
Overseas address * Note - Cheque not available if Paying from Refund |
|
SELECT FEE PAYMENT METHOD: |
|
PAYMENT OPTIONS:
|
CARD DETAILS:
|
AMOUNT DUE:
|
|
|
|
|
|
DECLARATION & CONSENT |
|
|
I declare that all the information provided above is true and correct, and I understand the tax law imposes heavy |
penalties for giving false or misleading information. I have all the necessary receipts and records to evidence my |
claims for deductions. I authorise my tax agent BC Accountants to lodge my tax returns based on this information. |
|
|
|
|
|
PRINT A COPY |
PROCESS FORM |
|
|
|
|
|
|
|
V380 |
|
|
|