Mayberry Meldrum Anderson
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Step 1 of 11

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Information you'll require to complete your tax return

Before you sit down to complete your return, make sure you have the following documentation handy.
Tip! - Gather the following information before you start:

Identification Verification

Thanks for choosing MMA to complete your individual tax return for you! Before we begin, there are minimum Proof of Identity requirements we must undertake to ensure your security against tax and identity fraud.
Are you completing this form for yourself or as a representative for someone else?*
You need to provide us with a legal document demonstrating your authority to engage us on behalf of an individual*
Please indicate which document you'd like to upload.
Max. file size: 128 MB.

ID - What you must provide

You must provide us with one primary photographic identification document OR one non-primary photographic identification document and one secondary identification document
Which primary photographic identification document would you like to upload?*
Accepted file types: jpg, png, pdf, Max. file size: 128 MB.
Which non-primary identification document would you like to upload?*If you don't have a primary ID or a non-primary ID, you must contact us to make an appointment.
Accepted file types: jpg, png, pdf, Max. file size: 128 MB.
Which secondary identification document would you like to upload?*If you don't have a secondary identification document to support your non-primary identification, you must make an appointment with us.
Accepted file types: jpg, png, pdf, Max. file size: 128 MB.

Thanks for verifying your identity.

We'll cross-check your ID documents against your ATO Pre-Fill report prior to completing your return.

About You

This information well help us to determine which questions to ask you - or, if you are a returning client - which details we may already have on record.

Welcome back!

We require some information from you to ensure the details we have on record are correct.
What is your full name?*
We need this to access your pre-fill information from the ATO. If you don't have a middle name, type 'none'.
What is your date of birth?*
What is your new residential address?
Is your postal address different to your new residential address?
What is your new postal address?
Are you on a 417 or 462 working holiday visa?*
Do you have private health insurance?*
We can access details on your ATO Prefill report - you don't need to provide anything

Welcome to Mayberry Meldrum Anderson!

To help us complete your tax return as accurately as possible, we will require some personal information from you to add you to our ATO portal.
What is your full name?*
We need this to access your pre-fill information from the ATO. If you don't have a middle name, type 'none'.
What is your date of birth?*
Your TFN should be a 9 digit number.
What is your residential address?*
Is your postal address different to your residential address?
What is your postal address?
Are you on a 417 or 462 working holiday visa?*
Do you have private health insurance?*
We can access details on your ATO Prefill report - you don't need to provide anything

Income Overview

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 any of the following types of employment income?For information about the different types of employment income visit: https://www.ato.gov.au/individuals/income-and-deductions/income-you-must-declare/employment-income/#Reportablefringebenefitsandsupercontribu
Please tick all that apply. We can access the details of these from your ATO prefill report - you do not need to upload anything, (unless you received cash payments - please provide supporting documentation).
Did you receive any government payments and allowances?For information about the different types of government payments and allowances visit: https://www.ato.gov.au/Individuals/Income-and-deductions/Income-you-must-declare/Government-payments-and-allowances/
We can access the details of these payments on your ATO prefill report - you don't need to upload anything.
Did you receive receive any interest payments on bank accounts?
We can access this information on your ATO prefill report, so long as you have provided your bank with your TFN. You don't need to upload anything.
Did you receive income from an annuity or superannuation income stream?Australian annuities (also called non-superannuation annuities) are paid to you by Australian life insurance companies and friendly societies. These payments are shown on your PAYG payment summary – individual non-business. Australian superannuation income streams (including lump sum in arrears amounts) are paid to you by Australian superannuation funds, retirement savings account (RSA) providers and or life insurance companies. These payments are shown on your PAYG payment summary – superannuation income stream. For more information visit: https://www.ato.gov.au/Individuals/Income-and-deductions/Income-you-must-declare/Superannuation-pensions-and-annuities/
We can access this information on your ATO prefill report. You don't need to upload anything.
Did you receive investment income related to the following?For more information about the different types of investment income visit: https://www.ato.gov.au/individuals/income-and-deductions/income-you-must-declare/investment-income/
Please tick all that apply.
Did you work for yourself as a Sole Trader?If you're an individual running a business (also known as a sole trader), you must declare the income you earn from your business in your own tax return. The net income you receive from carrying on a business is assessable income. Business income also includes cash and other forms of payment for goods or services you supply. You don't need to lodge a separate tax return for your business.
This means you have your own Australian Business Number (ABN), and you run your own business.
Are you registered for GST?*If you're an individual running a business (also known as a sole trader), you must declare the income you earn from your business in your own tax return. The net income you receive from carrying on a business is assessable income. Business income also includes cash and other forms of payment for goods or services you supply. You don't need to lodge a separate tax return for your business.
If you are registered for GST, you are considered a business client. At this stage, we need you to submit all of your information direct to admin@mmaacc.com so that we can allocate your work to one of our business services accountants. Please note, business clients are not eligible for a three-day turnaround on work at this stage.
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 receive income from overseas?Find out more information about overseas income you must declare here: https://www.ato.gov.au/individuals/income-and-deductions/income-you-must-declare/foreign-and-worldwide-income/
This could include income from an overseas bank account, rental property, business or employer.

Since you are reigstered for GST, you are considered a business client. At this stage, we need you to submit all of your information direct to admin@mmaacc.com so that we can allocate your work to one of our business services accountants. Please note, business clients are not eligible for a three-day turnaround on work at this stage.

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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*

Partner/Spouse Taxable Income

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.

Your Bank Details

If you expect to receive a tax refund from the ATO, you must provide us with your bank details from an Australian financial institution. If you do not have these, please contact us.

Personal Income Information

Salary / Wage Earner

Sole Trader - Personal Services Income (PSI)

Did you receive any income which was mainly a reward for your personal efforts or skills?See more information about PSI here: https://www.ato.gov.au/Business/Personal-services-income/
Income is classified as PSI when more than 50% of the income you've received is a reward for your personal efforts and skills, rather than being generated by the use of assets, the sale of goods or by a business structure. If you're unsure, your Accountant will be able to advise you when they complete your return.

Sole Trader - Business Schedule

Are you registered for GST?*
If you are registered for GST, you are considered a business client. At this stage, we need you to submit all of your information direct to admin@mmaacc.com so that we can allocate your work to one of our business services accountants. Please note, business clients are not eligible for a three-day turnaround on work at this stage.
Do you utilise cloud-based Accounting software?*
If you already know how to add us as an Advisor to your accounting software profile, please invite chantelg@mmaacc.com
Drop files here or
Max. file size: 128 MB.
    Alternatively, pop all of your information into a shared drive and email the link / invite our Client Service Assistant Chantel into the file: chantelm@mmaacc.com
    Did you have any business loans (including chattel mortgage or hire purchase) during the period 1 July 2021 to 30 June 2022?
    Drop files here or
    Max. file size: 128 MB.
      Alternatively, pop all of your information into a shared drive and email the link / invite our Client Service Assistant Chantel into the file: chantelm@mmaacc.com
      Did you buy, lease or hire any business assets or equipment between 01 July 2021 and 30 June 2022?
      Drop files here or
      Max. file size: 128 MB.
        Alternatively, pop all of your information into a shared drive and email the link / invite our Client Service Assistant Chantel into the file: chantelm@mmaacc.com
        Did you employ staff during the financial year?*
        If yes - you should be using Single Touch Payroll (STP) to report wages. If you are not using STP, please speak with our team urgently.
        Did you sell or dispose of any business assets or equipment between 01 July 2021 and 30 June 2022?
        Drop files here or
        Max. file size: 128 MB.
          Alternatively, pop all of your information into a shared drive and email the link / invite our Client Service Assistant Chantel into the file: chantelm@mmaacc.com
          Please complete the table below:
          Date sold/disposed of
          Asset description
          Amount received (if any)
           
          Did you have any stock on hand at 30 June 2022?
          Did you write off any bad debts during the period 01 July 2021 to 30 June 2022?
          Please complete the table below:
          Name of debtor/client/customer
          Amount written off
           
          Did you have any debtors (i.e. people who owe you money) as at 30 June 2022?
          Please complete the table below:
          Name of debtor/client/customer
          Amount outstanding (inc. GST)
           
          Did you have any creditors (i.e., people or supplies you owe money to) as at 30 June 2022?
          Please complete the table below:
          Name of creditor/supplier
          Amount outstanding (inc. GST)
           
          If you don't have online accounting software, please upload the following information:
          Drop files here or
          Max. file size: 128 MB.

            Sole Trader - Deductions

            We will ask you about your work-related deductions including motor vehicle and home office in a later section.

            Investments - Capital Gains Schedule

            Which investments/assets did you sell or dispose of?For information about which assets are CGT inclusive and exempt, visit: https://www.ato.gov.au/Individuals/Capital-gains-tax/List-of-CGT-assets-and-exemptions/
            Drop files here or
            Max. file size: 128 MB.
              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 provide supporting documentation in regards to any shares or investments
              Drop files here or
              Max. file size: 128 MB.
                Your capital gain or loss for an asset is usually the selling price less the original cost and certain other costs associated with acquiring, holding and disposing of the asset.

                Investments - Rental Property Schedule

                Rental Property Number 1 - Income

                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
                Drop files here or
                Max. file size: 128 MB.
                  At any point during the year was the rental property used for private purposes (i.e. holiday house)?
                  Please list the dates and details of when the rental property was used for private purposes
                  Date from
                  Date until
                  Purpose
                   
                  Do you have a depreciation schedule for your rental property?
                  Drop files here or
                  Max. file size: 128 MB.
                    Would you like us to contact you about a depreciation schedule for your rental property? (Recommended)

                    Rental Property Number 1 - Deductions

                    Would you like to claim on expenses incurred for your rental property that relate to the management and maintenance of the property, including interest on loans?
                    Which expenses would you like to claim?For more information about what rental expenses you can claim, visit: https://www.ato.gov.au/Individuals/Investments-and-assets/Residential-rental-properties/Rental-expenses-to-claim/Rental-expenses-you-can-claim-now/#Expensesyouclaimthisyear
                    You can claim a deduction for these expenses only if you actually incur them and they are not paid by the tenant.
                    Drop files here or
                    Max. file size: 128 MB.

                      Rental Property Number 2 - Income

                      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
                      Drop files here or
                      Max. file size: 128 MB.
                        At any point during the year was your second rental property used for private purposes (i.e. holiday house)?
                        Please list the dates and details of when the rental property was used for private purposes
                        Date from
                        Date until
                        Purpose
                         
                        Do you have a depreciation schedule for your second rental property?
                        Drop files here or
                        Max. file size: 128 MB.
                          Would you like us to contact you about a depreciation schedule for your rental property? (Recommended)

                          Rental Property Number 2 - Deductions

                          Would you like to claim on expenses incurred for your second rental property that relate to the management and maintenance of the property, including interest on loans?
                          Which expenses would you like to claim in relation to your second rental property?For more information about what rental expenses you can claim, visit: https://www.ato.gov.au/Individuals/Investments-and-assets/Residential-rental-properties/Rental-expenses-to-claim/Rental-expenses-you-can-claim-now/#Expensesyouclaimthisyear
                          Please check all items which apply to you.
                          Drop files here or
                          Max. file size: 128 MB.

                            Rental Property Number 3 - Income

                            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
                            Drop files here or
                            Max. file size: 128 MB.
                              At any point during the year was your third rental property used for private purposes (i.e. holiday house)?
                              Please list the dates and details of when the rental property was used for private purposes
                              Date from
                              Date until
                              Purpose
                               
                              Do you have a depreciation schedule for your third rental property?
                              Please upload your depreciation schedule at the end of this form.
                              Drop files here or
                              Max. file size: 128 MB.
                                Would you like us to contact you about a depreciation schedule for your rental property? (Recommended)

                                Rental Property Number 3 - Deductions

                                Would you like to claim on expenses incurred for your third rental property that relate to the management and maintenance of the property, including interest on loans?
                                Which expenses relating to your third rental property would you like to claim?For more information about what rental expenses you can claim, visit: https://www.ato.gov.au/Individuals/Investments-and-assets/Residential-rental-properties/Rental-expenses-to-claim/Rental-expenses-you-can-claim-now/#Expensesyouclaimthisyear
                                You can claim a deduction for these expenses only if you actually incur them and they are not paid by the tenant.
                                Drop files here or
                                Max. file size: 128 MB.

                                  Rental Property Number 4 - Income

                                  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
                                  Drop files here or
                                  Max. file size: 128 MB.
                                    At any point during the year was your fourth rental property used for private purposes (i.e. holiday house)?
                                    Please list the dates and details of when the rental property was used for private purposes
                                    Date from
                                    Date until
                                    Purpose
                                     
                                    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.
                                    Drop files here or
                                    Max. file size: 128 MB.
                                      Would you like us to contact you about a depreciation schedule for your rental property? (Recommended)

                                      Rental Property Number 4 - Deductions

                                      Would you like to claim on expenses incurred for your fourth rental property that relate to the management and maintenance of the property, including interest on loans?
                                      Which expenses in relation to your fourth rental property would you like to claim?For more information about what rental expenses you can claim, visit: https://www.ato.gov.au/Individuals/Investments-and-assets/Residential-rental-properties/Rental-expenses-to-claim/Rental-expenses-you-can-claim-now/#Expensesyouclaimthisyear
                                      You can claim a deduction for these expenses only if you actually incur them and they are not paid by the tenant.
                                      Drop files here or
                                      Max. file size: 128 MB.

                                        Overseas Income

                                        Have you received income from a foreign pension or annuity?You can find out more information about foreign pensions and annuity income payments here: https://www.ato.gov.au/Individuals/myTax/2022/In-detail/Foreign-pensions-and-annuities/#Thingstoknow
                                        If you are an Australian resident and received income from overseas, you must tell the ATO about your assessable foreign income, even if tax was taken out of the income in the foreign country.
                                        Have you received any PAYG Payment Summarys – Foreign Employment forms for foreign employment?
                                        Please upload copies at the end of this form.
                                        Drop files here or
                                        Max. file size: 128 MB.
                                          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?
                                          Drop files here or
                                          Max. file size: 128 MB.
                                            Have you received or been credited (reinvested) with any of the following types of foreign income?
                                            Drop files here or
                                            Max. file size: 128 MB.
                                              Please include 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.

                                              Interest, dividend and other investment income deductions

                                              Would you like to claim a deduction for any account keeping fees related to your interest income?
                                              Max. file size: 128 MB.
                                              Would you like to claim a tax deduction for any expenses incurred in investing in shares/crypto??
                                              Which expenses relating to share or cryptocurrency income would you like to claim?
                                              Drop files here or
                                              Max. file size: 128 MB.
                                                Drop files here or
                                                Max. file size: 128 MB.

                                                  Work-related tax deductions

                                                  To claim a deduction for a work-related expense, you must meet the 3 golden rules: You must have spent the money yourself and weren't reimbursed. The expenses must directly relate to earning your income. You must have a record to prove it (usually a receipt).
                                                  Would you like to claim any expenses incurred in earning your work-related income?
                                                  Which work-related deductions would you like to claim?
                                                  If the expense was for both work and private purposes, you only claim a deduction for the work-related use. You can't claim a deduction if your employer pays for or reimburses you for any of these costs.

                                                  Motor vehicle and car expensesYou can claim a deduction for work-related car expenses if you use your own car to: Perform your work duties – for example, if you travel from your regular place of work to meet with a client Attend work-related conferences or meetings away from your regular place of work Deliver items or collect supplies Travel between 2 or more separate places of employment, but not if one of the places is your home – for example, when you have more than one job Travel from your regular place of work to an alternative place of work (that isn't a regular place of work) and back to your regular place of work or home Travel from your regular place of work or your home to an alternative place of work that is not a regular place of work – for example, a client’s premises

                                                  Whether your vehicle is a car or other vehicle, you generally can't claim the cost of expenses you incur for travel between your home and your regular place of work. Your regular place of work is the normal or usual place where you start and finish your work duties.
                                                  Please provide a description of each motor vehicle for which you are claiming expenses
                                                  Vehicle description
                                                  % of work-related use
                                                   
                                                  Include vehicle make, model, year and registration number
                                                  Would you like to work our your deduction using the cents-per-kilometre method, the logbook method or the actual cost method?The cents per kilometre method uses a set rate for each kilometre travelled for business allows you to claim a maximum of 5,000 business kilometres per car, per year. It doesn't require written evidence to show exactly how many kilometres you travelled (but the ATO may ask you to show how you worked out your business kilometres, for example diary records) and uses a rate that takes all your vehicle running expenses (including registration, fuel, servicing and insurance) and depreciation into account. If you use the logbook method, your logbook needs to show your work-related trips for a minimum continuous period of 12 weeks. our claim is based on the work-related portion of your actual expenses for the car. Expenses include running costs and decline in value but not capital costs. The records you need to keep are: an electronic or pre-printed logbook (available from stationery suppliers), evidence of your actual fuel and oil costs, or odometer readings on which you estimate your fuel and oil use and evidence of all your other car expenses. You must retain your logbook and odometer records. Keep these records for five years after the end of the latest income year that you rely on them to support your claim. The Actual Costs Method can be used for motor vehicles other than cars, or if you borrow a car. Actual costs are based on receipts for all business-related motor vehicle expenses.
                                                  If you do not have a valid logbook, you must claim your tax deduction using the cents-per-kilometre method. If you have a valid logbook, you can elect to use the logbook method for a car, or the actual cost method for a vehicle other than a car, or if you borrow the vehicle.
                                                  Which motor vehicle expenses would you like to claim?
                                                  Drop files here or
                                                  Max. file size: 128 MB.
                                                    Documents may include: diary/records of kilometres travelled for business and personal use, receipts for fuel, oil, repairs, servicing and insurance cover, loan or lease documents, tax invoices, registration papers
                                                    Drop files here or
                                                    Max. file size: 128 MB.
                                                      Along with your logbook, documents may include: details of the kilometres travelled for business and private use, receipts for fuel, oil, repairs, servicing and insurance cover, loan or lease documents, tax invoices, registration papers

                                                      Travel expensesYou can claim a deduction for work-related car expenses if you use your own car to: Travel expenses are the expenses you incur when you travel and stay away from home overnight in the course of performing your work duties. They include: the cost of staying in a hotel, motel or similar accommodation (accommodation expenses) meal (food and drink) expenses expenses which are incidental to your overnight travel expenses you incur for quarantine and testing when you travel on work You may need to keep specific records for your travel, accommodation and incidental expenses, such as a travel diary. That is, unless travel allowance record keeping exceptions apply. For more information visit: https://www.ato.gov.au/Individuals/Income-and-deductions/Deductions-you-can-claim/Transport-and-travel-expenses/

                                                      You can claim transport and travel expenses you incur when you travel in the course of performing your work duties.
                                                      Which travel-related expenses would you like to claim?For more information about transport and travel expenses incurred as a result of work, visit: https://www.ato.gov.au/Individuals/Income-and-deductions/Deductions-you-can-claim/Transport-and-travel-expenses/
                                                      Tick all that apply.
                                                      Drop files here or
                                                      Max. file size: 128 MB.
                                                        Supporting documents may include: a travel diary, itemised receipts, bank statements, credit card statements

                                                        Clothing, laundry and dry cleaningYou can't claim a deduction if your employer: - Buys, repairs, replaces or cleans your work clothing - Reimburses you for expenses you incur on or for work clothing You also can’t claim a deduction for buying, hiring, repairing or cleaning conventional clothing you buy for work, such as black trousers. 'Conventional clothing’ is everyday clothing worn by people regardless of their occupation – for example, business attire worn by office workers or jeans or drill shirts worn by tradespeople. For more information visit: https://www.ato.gov.au/Individuals/Income-and-deductions/Deductions-you-can-claim/Clothing,-laundry-and-dry-cleaning-expenses/

                                                        You can claim expenses associated with buying, repairing or laundering occupation-specific, protective clothing and distinctive uniforms.
                                                        Which work-related clothing, laundry and dry cleaning expenses would you like to claim?You must have written evidence, such as diary entries and receipts, for your laundry expenses if the amount you claim is greater than $150.
                                                        Drop files here or
                                                        Max. file size: 128 MB.

                                                          Self-education expensesYou can't claim a deduction if your employer: - Buys, repairs, replaces or cleans your work clothing - Reimburses you for expenses you incur on or for work clothing You also can’t claim a deduction for buying, hiring, repairing or cleaning conventional clothing you buy for work, such as black trousers. 'Conventional clothing’ is everyday clothing worn by people regardless of their occupation – for example, business attire worn by office workers or jeans or drill shirts worn by tradespeople. For more information visit: https://www.ato.gov.au/Individuals/Income-and-deductions/Deductions-you-can-claim/Clothing,-laundry-and-dry-cleaning-expenses/

                                                          You can claim a deduction for self-education and study expenses if the education relates to your employment activities.
                                                          Which work-related self-education expenses would you like to claim?Car expenses - if your self-education and study expenses have sufficient connection to your current employment, you can claim daily travel expenses from your: - Home to your place of education and back - Work to your place of education and back. However, you can't claim the cost of the last stage of your travel. For example: -Home to your place of education, and then to work -Work to your place of education, and then to your home You can't claim the following expenses in relation to your self-education: tuition fees paid by someone else or that your employer or a third-party reimburses you for student contribution amounts repayments of study and training support loans such as Higher Education Loan Program (HELP) Student Financial Supplement Scheme (SFSS) VET Student Loans (VSL) Student Start-up Loans (SSL) ABSTUDY Student Start-up Loans (ABSTUDY SSL) Trade Support Loan Program (TSL) working from home occupancy expenses – for example, rent, mortgage interest or rates accommodation and meals (unless sleeping away from home for study, such as to attend a residential school). For more information visit: https://www.ato.gov.au/Individuals/Income-and-deductions/Deductions-you-can-claim/Self-education-expenses/#Expensesyoucanclaim
                                                          Tick all that apply.
                                                          Drop files here or
                                                          Max. file size: 128 MB.
                                                            Drop files here or
                                                            Max. file size: 128 MB.
                                                              Drop files here or
                                                              Max. file size: 128 MB.

                                                                Home Office Expenses

                                                                Which method would you like to use to claim your home office expenses?If you'd like to learn more about which method best suits your individual circumstances, visit: https://www.ato.gov.au/Individuals/Income-and-deductions/Deductions-you-can-claim/Working-from-home-expenses/#Howtoclaimworkfromhomeexpenses
                                                                Your Accountant will be able to calculate the best option for you if you are unsure which method you'd like to use.
                                                                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.
                                                                If you'd like to use the actual cost method, please tick the expenses you'd like to claim as a result of working from a home office
                                                                Tick all that apply.
                                                                Do you have a dedicated work area for your home office?
                                                                Tip: calculate how many square metres your study or dedicated office room takes up of the house, divide this number by the total square metres of your house. You now have your deductible %.
                                                                Drop files here or
                                                                Max. file size: 128 MB.
                                                                  Drop files here or
                                                                  Max. file size: 128 MB.
                                                                    List any depreciating assets you'd like to claimIf the depreciating assets you use when you are working from home cost $300 or more, you can only claim a deduction for their decline in value over their effective life. If you use the asset for work and private purposes, you can only claim the work-related portion of the decline in value as a deduction. For depreciating assets that cost less than $300 that are used mainly for work-related purposes, you can claim the total cost of the asset in the year it was purchased. However, you still need to reduce your deduction to account for any private use of the asset. For more information visit: https://www.ato.gov.au/Individuals/Income-and-deductions/Deductions-you-can-claim/Working-from-home-expenses/Actual-cost-method/#Declineinvalueofdepreciatingassets
                                                                    Asset type, make, model, year
                                                                    Date of purchase
                                                                    Purchase price
                                                                    % of work-related use
                                                                     
                                                                    Drop files here or
                                                                    Max. file size: 128 MB.
                                                                      E.g. utility bills, receipts for stationary, computer consumables

                                                                      COVID-19 Test Expenses

                                                                      From 1 July 2021, if you're an employee, sole-trader or contractor and you pay for a COVID-19 test for a work-related purpose, you can claim a deduction for its cost.
                                                                      Drop files here or
                                                                      Max. file size: 128 MB.

                                                                        Phone, data and internet expenses

                                                                        You can claim costs you incur to use your phone, data or internet for work purposes where you have records to support your claims.
                                                                        Would you like to claim a deduction for your phone or device?
                                                                        List the details of any phone/tablet devices you would like to claim which you incurred an expense for and used for work-related purposesYou must meet all of the following conditions to claim a deduction: you spent the money and your employer did not reimburse you the expenses directly relate to earning your income you have a record to prove it. You can't claim a deduction if you don't incur any expenses or for the cost of personal phone calls to family and friends. If you use your phone, data or internet for both work and private use, you will need to work out the amount that relates to your work use.
                                                                        Device name, make, model, year
                                                                        Purchase price
                                                                        % of work-related use
                                                                         
                                                                        E.g. device could be 'Apple iPhone 12 2022' or 'Samsung Galaxy Tablet A8 2022'
                                                                        Drop files here or
                                                                        Max. file size: 128 MB.
                                                                          Would you like to claim for expenses incurred in using your phone/data or internet for work-related purposes
                                                                          What expenses would you like to claim?
                                                                          Tick all that apply
                                                                          Pre-post paid phone plan or bundle plans
                                                                          Drop files here or
                                                                          Max. file size: 128 MB.
                                                                            Pre-post paid phone plan or bundle plans
                                                                            Drop files here or
                                                                            Max. file size: 128 MB.

                                                                              Work-related tools and equipment

                                                                              You can claim a deduction for tools, equipment and other assets if you use them to perform your work duties. The type of deduction you can claim depends on the cost of the asset.
                                                                              Which work-related tools and equipment would you like to claim?For more information about tools and equipment you may be able to claim visit: https://www.ato.gov.au/Individuals/Income-and-deductions/Deductions-you-can-claim/Tools,-equipment-and-other-assets/
                                                                              Drop files here or
                                                                              Max. file size: 128 MB.
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                                                                                                    Union fees and subscriptionsDid you know you can also claim up to $42 per income year for the cost of each subscription you incur for membership of a trade, business or professional association where it's not in direct relation to earning your employment income?

                                                                                                    For the industry you work in, you can claim a deduction for: union fees, subscriptions to trade, business or professional associations.
                                                                                                    Drop files here or
                                                                                                    Max. file size: 128 MB.

                                                                                                      Cost of managing tax affairsYou generally incur the fees in the income year you pay them, for example, the fee you incur for the preparation of this current tax return will be received in the 2023 tax year and therefore claimed in your 2023 tax return

                                                                                                      You can claim a deduction for expenses you incur in managing your own tax affairs, such as the cost to lodge through a registered agent.
                                                                                                      Drop files here or
                                                                                                      Max. file size: 128 MB.
                                                                                                        Documents may include: receipt for previous financial year's tax return preparation, invoice for getting tax advice from a recognised tax adviser, receipts for tax reference material

                                                                                                        Gifts and donationsA deductible gift recipient (DGR) is an organisation or fund that registers to receive tax deductible gifts or donations. Not all charities are DGRs. For example, in recent times crowdfunding campaigns have become a popular way to raise money for charitable causes. However, many of these crowdfunding websites are not run by DGRs. Donations to these campaigns and platforms aren't deductible. For more information visit: https://www.ato.gov.au/Individuals/Income-and-deductions/Deductions-you-can-claim/Other-deductions/Gifts-and-donations/

                                                                                                        You can only claim a tax deduction for gifts or donations to organisations that have the status of deductible gift recipients (DGRs).
                                                                                                        Drop files here or
                                                                                                        Max. file size: 128 MB.
                                                                                                          Documents may include: receipts for donations or contributions, a signed letter from the eligible organisation confirming the amount of your donation or contribution.

                                                                                                          Income protection insuranceYou can't claim a deduction if the policy: you take out is through your superannuation fund and the premiums are deducted from your contributions pays you a capital sum to compensate you for injury. For example, you can't claim a deduction for: life insurance premiums trauma insurance premiums critical care insurance premiums. Not all charities are DGRs. For example, in recent times crowdfunding campaigns have become a popular way to raise money for charitable causes. However, many of these crowdfunding websites are not run by DGRs. Donations to these campaigns and platforms aren't deductible. For more information visit: https://www.ato.gov.au/Individuals/Income-and-deductions/Deductions-you-can-claim/Other-deductions/Gifts-and-donations/

                                                                                                          You can claim a deduction for the cost of premiums you pay for insurance against the loss of your employment income. Only the premiums you pay to protect your income are deductible. This is known as income protection of continuing salary cover.
                                                                                                          Drop files here or
                                                                                                          Max. file size: 128 MB.

                                                                                                            Other deductionsYou can't claim a deduction if the policy: you take out is through your superannuation fund and the premiums are deducted from your contributions pays you a capital sum to compensate you for injury. For example, you can't claim a deduction for: life insurance premiums trauma insurance premiums critical care insurance premiums. Not all charities are DGRs. For example, in recent times crowdfunding campaigns have become a popular way to raise money for charitable causes. However, many of these crowdfunding websites are not run by DGRs. Donations to these campaigns and platforms aren't deductible. For more information visit: https://www.ato.gov.au/Individuals/Income-and-deductions/Deductions-you-can-claim/Other-deductions/Gifts-and-donations/

                                                                                                            Drop files here or
                                                                                                            Max. file size: 128 MB.

                                                                                                              Superannuation Deductions

                                                                                                              If you made any voluntary contributions to superannuation 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?
                                                                                                              Drop files here or
                                                                                                              Max. file size: 128 MB.
                                                                                                                Do you have any additional information you'd like us to know about when completing your return?

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                                                                                                                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

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