Mayberry Meldrum Anderson
  • Home
  • About
    • About Us
    • Meet the team
    • Testimonials
    • Careers
  • Services
    • Superfunds
    • Individual & Family
    • Businesses
    • Business Advisory
      • Business Metamorphosis
      • Business Co-pilot
  • Resources
    • Articles
    • Checklists
    • Seminars
    • Webinars
    • Newsletters
  • Portal
    • Client Portal
    • Upload Files
  • Contact
    • Contact Us
    • Feedback
  • Business Advisory
  • Pay Account
Select Page

Step 1 of 15

6%

Welcome back!

We require some information from you to ensure the details we have on record are correct.
Name*
Date of Birth*
New residential address
New postal address
Note you can be an Australian resident for tax purposes without being an Australian citizen or permanent resident. If you're unsure, visit https://www.ato.gov.au/Individuals/coming-to-australia-or-going-overseas/Your-tax-residency/Australian-resident-for-tax-purposes/
Were you on a 417 or 462 working holiday visa?*

Welcome!

We will require some personal information from you to add you to our ATO portal
Name*
Please type 'none' under middle name if not applicable
Date of Birth*
Your Residential Address*
Your Postal Address
(If different to residential address, otherwise leave blank)
Note you can be an Australian resident for tax purposes without being an Australian citizen or permanent resident. If you're unsure, visit https://www.ato.gov.au/Individuals/coming-to-australia-or-going-overseas/Your-tax-residency/Australian-resident-for-tax-purposes/
Were you on a 417 or 462 working holiday visa?*
Do you have a copy of last year's tax return, Notice of Assessment (NOA) and, if applicable, PAYG Instalment Notices?*
If you have a copy available we will ask you to upload it at the end of this form. You can access your NOA via your MyGov account. Your previous year's tax return will help us to see the bigger picture of what offsets and deductions are available to you. If you don't have a copy available, we may contact you for further information.

Your Personal Situation

Please select 'yes' or 'no' to the following questions. This will help us match you to a Tax Accountant best suited to your individual needs.
Did you work for an Australian employer and receive income from salary/wages?
Did you receive any of the following types of income?
Please tick all that apply.
Did you work for yourself as a Sole Trader?
This means you have your own Australian Business Number (ABN), and you run your own business.
Did you sell any shares, property or other investments?
For example, units in a unit trust or managed fund, an investment property, investment land or cryptocurrency.
Did you have an investment property that you made available for rent?
This could include a rental property, holiday home or part of your own home.
Did you receive income from overseas?
This could include income from an overseas bank account, rental property, business or employer.

Partner/Spouse and/or Dependants

Please complete a separate form for your partner/spouse. We will complete your and your partner's tax return at the same time, to see whether you are eligible for any rebates, offsets or reductions.

Partner/Spouse Information

Regardless of whether or not we are lodging a tax return or Return Not Necessary (RNN) for your partner/spouse, we will require some information about them in order to lodge your tax return.
Partner/Spouse Name*
Please type 'none' under middle name if not applicable
Partner/Spouse Date of Birth*
You must declare your partner/spouse's adjusted taxable income when lodging your tax return. if you are unsure of your partner/spouse's adjusted taxable income, please provide a reasonable estimate.

Bank Details

You must provide your bank details to the ATO if you are expecting a refund.

Personal Income Information

Salary / Wage Earner

Have you changed your occupation since the previous financial year?*
Did you receive any allowances or reimbursments from your employer?*
We will be able to access details of this information on your ATO Pre-fill report.

Personal Services Income (PSI)

Did you receive any income, excluding income earned as an employee, which was mainly a reward for your personal efforts or skills?
PSI does not affect you if you're an employee receiving only salaries and wages, but if you are a Sole Trader then the PSI rules may still apply.

Interest Received

If you have provided your TFN to the bank or financial institution that paid your interest, we can access this information on your ATO Prefill Report. You do not need to provide us with anything.

Business Income

We will provide you a link to our checklist of information we require to prepare your Business Schedule at the end of this form.
Do you utilise cloud-based Accounting software?

Capital Gains or Losses

Assets may include: shares, options, futures, units, real estate, shares in a company or units in a unit trust, your share in a business, foreign currency, artwork or collectables, personal assets sold for more than $10k, plant (including motor vehicles - exempt from CGT but still require a balancing adjustment) and equipment
Include name of asset, date of purchase (date the contract was signed), costs of purchase (purchase price, legal expenses, stamp duty etc.), details of any additions to that investment (additional costs incurred), date of sale (date the contract was signed), sale proceeds and selling costs (include legal expenses, advertising etc.). Please upload supporting documentation at the end of this form.

Rental Property Information

Rental Property Number 1

Is the property owned jointly with another party?
Did you purchase your rental property during the financial year for which we are preparing your tax return?
DD slash MM slash YYYY
DD slash MM slash YYYY
DD slash MM slash YYYY
Please upload any rental statements or supporting documentation at the end of this form.
At any point during the year was the rental property used for private purposes (i.e. holiday house)?
Please upload any supporting documentation at the end of this form.
Do you have a depreciation schedule for your rental property?
Please upload your depreciation schedule at the end of this form.
Would you like us to contact you about a depreciation schedule for your rental property? (Recommended)
Would you like to claim any of the following expenses in relation to your rental property?
Please check all items which apply to you.

Rental Property Number 2

Is the property owned jointly with another party?
Did you purchase your second rental property during the financial year for which we are preparing your tax return?
DD slash MM slash YYYY
DD slash MM slash YYYY
DD slash MM slash YYYY
Please upload any rental statements or supporting documentation at the end of this form.
At any point during the year was your second rental property used for private purposes (i.e. holiday house)?
Please upload any supporting documentation at the end of this form.
Do you have a depreciation schedule for your second rental property?
Please upload your depreciation schedule at the end of this form.
Would you like us to contact you about a depreciation schedule for your rental property? (Recommended)
Would you like to claim any of the following expenses in relation to your rental property?
Please check all items which apply to you.

Rental Property Number 3

Is the property owned jointly with another party?
Did you purchase your third rental property during the financial year for which we are preparing your tax return?
DD slash MM slash YYYY
DD slash MM slash YYYY
DD slash MM slash YYYY
Please upload any rental statements or supporting documentation at the end of this form.
At any point during the year was your third rental property used for private purposes (i.e. holiday house)?
Please upload any supporting documentation at the end of this form.
Do you have a depreciation schedule for your third rental property?
Please upload your depreciation schedule at the end of this form.
Would you like us to contact you about a depreciation schedule for your rental property? (Recommended)
Would you like to claim any of the following expenses in relation to your rental property?
Please check all items which apply to you.

Rental Property Number 4

Is the property owned jointly with another party?
Did you purchase your fourth rental property during the financial year for which we are preparing your tax return?
DD slash MM slash YYYY
DD slash MM slash YYYY
DD slash MM slash YYYY
Please upload any rental statements or supporting documentation at the end of this form.
At any point during the year was your fourth rental property used for private purposes (i.e. holiday house)?
Please upload any supporting documentation at the end of this form.
Do you have a depreciation schedule for your fourth rental property?
Please upload your depreciation schedule at the end of this form.
Would you like us to contact you about a depreciation schedule for your rental property? (Recommended)
Would you like to claim any of the following expenses in relation to your rental property?
Please check all items which apply to you.

Overseas Income

Have you received income from a foreign pension or annuity?
Have you received any PAYG Payment Summary – Foreign Employment forms for foreign employment?
Please upload copies at the end of this form.
Have you received any other income from foreign employment (salary, wages, commission and/or bonus), including income that is exempt from Australian tax because you were employed as an aid or charitable worker, a government aid worker, or a government employee deployed as a member of a disciplined force?
Please upload pay slips or foreign tax assessments and details of the period you were employed in the foreign country at the end of this form.
Have you received or been credited (reinvested) with any of the following types of foreign income?
If you have answered yes to any of the above, please upload the following information at the end of this form: details of the income and related expenditure, details of any tax paid on the foreign income, details about where income deposited, (e.g., in foreign bank account?), details about whether this income remitted back to you in Australia.

Investment Related Expenses and Deductions

You may wish to claim some of the following expenses in your tax return. Please check the boxes next to expenses you'd like to claim, and upload any receipts or written evidence at the end of this form.
Would you like to claim any of the following investment-related deductions?
Please upload receipts and supporting documentation at the end of this form.

Work Related Expenses and Deductions

You may wish to claim some of the following expenses in your tax return. Please check the boxes next to expenses you'd like to claim, and upload any receipts or written evidence at the end of this form.
Which work related expenses would you like to claim?
For your peace of mind, our qualified accountants will be reviewing all information provided to ensure deductions are allowable. We will contact you to ask additional questions where we think further deductions may be available, or if we require more information.
If any of your tools/equipment were purchased during the financial year, please upload proof of purchase documents are the end of the form.

Home Office Expenses

Disclaimer: In most cases, working from home will not allow you to claim occupancy costs (rates, interest or rent, electricity, insurance etc) even where an employee has been directed to work from home.
Is your home office used in your role as an employee or in running your own business?
Number of hours worked from home 1st July 2021 to 30th June 2022. Note that you are required to keep a record of the hours you have worked at home. This could be in the form of timesheets, rosters, a diary or a similar document that sets out the hours worked.

Motor Vehicle Expenses

Note: For travel more than 5,000 business kilometres, you are required to keep a logbook. For travel up to 5,000 business kilometres, a cents per kilometre claim at the rate of 72 cents per kilometre can be claimed. If you would like to know more about making a claim for motor vehicle expenses either add a comment in the question box at the end of this section or contact our office.
Did you use a motor vehicle for work-related purposes?
Do you have a valid logbook?
Include vehicle make, model, year and registration number
Alternatively, upload supporting information at the end of this form.
Alternatively, upload supporting information at the end of this form.

Superannuation Deductions

If you made any voluntary contributions to superannuation or paid for income protection insurance in the 2022 financial year you may be able to claim a deduction on your tax return.
Did you make any voluntary contributions to superannuation?
Please provide a copy of your Notice of Intent at the end of this form
Do you have Income Protection Insurance?

Upload Your Documents

Please upload any documents in relation to the preparation of your 2022 individual tax return here. For our checklists of information you, visit https://mmaacc.com/checklists/

We recommend uploaded supporting documentation as follows:

If your answers provided on the form would benefit from further supporting documentation, you'll see a prompt below.
Please upload copies of the previous financial year's tax return, Notice of Assessment and, if applicable, PAYG instalment notices
Please provide us with access to your online accounting file or upload the following information
Please upload information and supporting documentation in relation to the following, where applicable
Please provide supporting documentation in regards to any shares or investments
Please upload annual rental statements, supporting documentation for private use of rental property (if applicable), depreciation schedule (if applicable) and supporting documentation/receipts in relation to expenses
Please upload annual rental statements, supporting documentation for private use of rental property (if applicable), depreciation schedule (if applicable) and supporting documentation/receipts in relation to expenses
Please upload supporting documentation in relation to your foreign income, if applicable
Please upload receipts and supporting documentation for your investment-related deductions
Please upload receipts and supporting documentation for your work-related deductions
Please upload your logbook/s plus:
Please upload the following regarding any superannuation contributions and/or income protection insurance
Drop files here or
Max. file size: 128 MB.
    If your device does not allow you to upload documents, or if you experience difficulties, or if you'd prefer, please invite our Online Tax Shop Manager Chantel at chantelg@mmaacc.com to your shared drive or type the link in the 'Additional Comments' section below. Please note that all information uploaded and submitted via our online form is securely encrypted via our secure portal.
    Do you have any additional information you'd like us to know about when completing your return?

    Thanks!

    Thank you for taking the time to complete our online tax return form. Before you review our engagement conditions, we'd love it if you could answer a couple of questions for our marketing department.
    Would you like to subscribe to our newsletter?
    How was your experience using our online tax return form?

    Engagement Terms and Conditions

    Consent*
    Purpose, Scope and Output of the Engagement

    This firm will provide taxation and accounting services, which will be conducted in accordance with the relevant professional and ethical standards issued by the Accounting Professional & Ethical Standards Board Limited (APESB). The extent of our procedures and services will be limited exclusively for this purpose only. As a result, no audit or review will be performed and, accordingly, no assurance will be expressed. Our engagement cannot be relied upon to disclose irregularities including fraud, other illegal acts and errors that may exist. However, we will inform you of any such matters that come to our attention.
    This engagement includes preparing and lodging (if applicable) the following statements and returns:
    □ Preparation of annual Income Tax Return
    The above named return will be prepared for distribution to yourself and Australian Taxation Office (ATO) for the agreed purpose. There is no assumption of responsibility for any reliance on our return by any person or entity other than yourself and those parties indicated above. The return shall not be inferred or used for any purpose other than for which it was specifically prepared. Accordingly, our return may include a disclaimer to this effect.

    Client Portal

    By agreeing to these terms and conditions, you agree to allow Mayberry Meldrum & Anderson to upload your tax returns, financial statements & activity statements where applicable, to your secure client portal.
     
    Period of Engagement

    This engagement will commence at the time you indicate acceptance and will continue until revoked by us or you. We will not deal with earlier periods unless you specifically ask us to do so and we agree.

    Responsibilities

    In conducting this engagement, information acquired by us in the course of the engagement is subject to strict confidentiality requirements. That information will not be disclosed by us to other parties except as required or allowed for by law, or with your express consent, unless, we determine that disclosure of the non-compliance or suspected non-compliance to an appropriate authority is an appropriate course of action in the circumstances.
    We wish to draw your attention to our firm’s system of quality control which has been established and maintained in accordance with the relevant APESB standard. As a result, our files may be subject to review as part of the quality control review program of CPA Australia and/or the Institute of Chartered Accountants in Australia which monitors compliance with professional standards by its members. We advise you that by accepting our engagement you acknowledge that, if requested, our files relating to this engagement will be made available under this program.
    The Client is responsible for the reliability, accuracy and completeness of the accounting records, particulars and information provided and disclosure of all material and relevant information. Clients are required to arrange for reasonable access by us to relevant individuals and documents, and shall be responsible for both the completeness and accuracy of the information supplied to us. Any advice given to the Client is only an opinion based on our knowledge of the Client’s particular circumstances.
    You or your staff are responsible for maintaining and regularly balancing all books of accounts, and the maintenance of an adequate accounting and internal control system. You have obligations under self-assessment to keep full and proper records in order to facilitate the preparation of accurate returns. It is your responsibility to keep those records for five (5) years.

    Responsibilities relating to the provision of taxation services.

    A taxpayer is responsible under self-assessment to keep full and proper records in order to facilitate the preparation of a correct return. Whilst the Commissioner of Taxation will accept claims made by a taxpayer in an income tax return and issue a notice of assessment, usually without adjustment, the return may be subject to later review. Under the taxation law such a review may take place within a period of up to 2 years from lodgement becomes due and payable under the assessment. Furthermore, where there is fraud or evasion there is no time limit on amending the assessment. Accordingly, you should check the return before it is signed to ensure that the information in the return is accurate.
    Where the application of a taxation law to your particular circumstances is uncertain you also have the right to request a private ruling which will set out the Commissioner’s opinion about the way a taxation law applies, or would apply, to you in those circumstances. You must provide a description of all of the facts (with supporting documentation) that are relevant to your scheme or circumstances in your private ruling application. If there is any material difference between the facts set out in the ruling and what you actually do the private ruling is ineffective.
    If you rely on a private ruling you have received, the Commissioner must administer the law in the way set out in the ruling, unless it is found to be incorrect and applying the law correctly would lead to a better outcome for you. Where you disagree with the decision in the private ruling, or the Commissioner fails to issue such a ruling, you can lodge an objection against the ruling if it relates to income tax, fuel tax credit or fringe benefits tax. Your time limits in lodging an objection will depend on whether you are issued an assessment for the matter (or period) covered by the private ruling.

    Fees

    Our professional fees are current as per https://mmaacc.com/individuals/

    Ownership of Documents

    All original documents obtained from the client arising from the engagement shall remain the property of the client. However, we reserve the right to make a reasonable number of copies of the original documents for our records.
    Our engagement will result in the production of returns and statements as outlined under the heading “Purpose, Scope and Output of the Engagement” (above). Ownership of these documents will vest in you. All other documents produced by us in respect of this engagement will remain the property of the firm.

    Lien on documents

    In relation to any subsequent termination of our services, you are advised that we shall be entitled to retain all documents belonging to you and any related parties we act for until payment is received in full for all outstanding fees.

    Confirmation of Terms

    Please tick the box above to indicate that it is in accordance with your understanding of the arrangements. These terms will be effective for future years unless we advise you of any change.

    Yours sincerely,

    MAYBERRY, MELDRUM & ANDERSON

    By signing above, you declare the information provided is correct and accurate to the best of your knowledge.
    If your digital device doesn't allow for digital signatures, please indicate your consent by ticking the checkbox below.
    This field is for validation purposes and should be left unchanged.

    ABOUT

    • About Us
    • Meet the team
    • Testimonials
    • Careers
    • Facebook
    • Twitter
    • Instagram

    Designed by Elegant Themes | Powered by WordPress