Online Tax Returns

We strongly recommend that no Tax File Numbers are to be provided by email, please call the office if required.

Please be aware that the ATO have removed the LMITO (Low Middle Income Tax Offset) from 1^st July 2022. This has potential to reduce your tax refund.

Please select the Tax Return service you require.

Individual Tax Return - Fee $275.00 (inc) per year/return

Couples Tax Returns - Fee $506.00 (inc) per year/return

General Questions

Please confirm the following:

First Name

Last Name

Current Residential Address

Address Line 1

Address Line 2

City

State

Zip Code

Postal Address

Address Line 1

Address Line 2

City

State

Zip Code

Best Contact Number

Email Address

What financial year tax returns do you require to be completed?

Household Information

Please include spouse's information - if applicable

Spouse's Full Name

Spouse's Date of Birth

Spouse's Taxable Income

Did you have any dependents at the end of the financial year?

Yes

What was your main occupation for the last financial year?

Please provide copies of any payment summaries you hold

Choose File(s)

Please advise how many jobs you had during the year

Deductions

Please provide amounts where applicable - total amounts are acceptable unless otherwise specified.

Did you use your motor vehicle for work purposes not including travel to and from work?

Yes

If so, please provide work related kms travelled or provide a copy of your logbook.

Choose File(s)

Work kms travelled

Travel related costs you incurred for work purposes during paid hours? (please provide amounts)

Any significant dry cleaning or laundry costs regarding work clothing above?

Is there any work branded uniform, protective workwear or clothing specific to your occupation you had to purchase? (please provide amounts)

Any costs incurred regarding training, professional development or study relating directly to skills required for work or improving current work skills? (please provide amounts)

Tools (please provide date and total amount of purchase for tools costing over $300.00) and total amount of any other tools.

Do you use your phone for work related purposes at all? If so what is the total cost for the year and your work percentage?

Working from home - If so, Please specify the number of hours worked from home per week? Or For the year?

Gift & donations to charitable institutions? (please provide amounts)

Accounting fees paid in financial year. (Please provide if previous year was with alternative accountant)

Income protection – please provide notice if possible

Choose File(s)

If you made any personal contributions to your superannuation fund, we require the notice of acknowledgement from your superannuation fund.

Choose File(s)

Are there any other expenses you had to incur for work? (Union Fees, Stationery, Subscriptions, Memberships etc.)

Any other issues you wish to note or discuss?

Book an
Appointment

General Questions

Household Information

Income

Deductions

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Pakenham Office

Warragul Office

Altona North Office

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Online Tax Returns

Book anAppointment

General Questions

Household Information

Income

Deductions

SubscribeFor the latest news

Pakenham Office

Warragul Office

Altona North Office

Follow Us

Book an
Appointment

Subscribe
For the latest news