Step 1 of 15 6% Are you a new client or returning client?Returning ClientNew ClientAre you completing your 2021-22 financial year tax return?YesNoFor which financial year do you require a tax return completed? Welcome back!We require some information from you to ensure the details we have on record are correct.Name* First Middle Last Date of Birth*Day12345678910111213141516171819202122232425262728293031Month123456789101112Year20232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Email Address* Preferred Phone Number*Has your residential address changed since 30/06/2021?*NoYesNew residential address Street Address Address Line 2 Suburb / Town State / Territory Postcode AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country Has your postal address changed since 30/06/2021?*NoYesNew postal address PO Box / Address Line 1 Address Line 2 Suburb / Town State / Territory Postcode AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country Are you an Australian resident for tax purposes?*YesNoYes - Part yearUnsureNote 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?* Yes No Welcome!We will require some personal information from you to add you to our ATO portalName* First Middle Last Please type 'none' under middle name if not applicableDate of Birth*Day12345678910111213141516171819202122232425262728293031Month123456789101112Year20232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Tax File Number (TFN)* Email Address* Preferred Phone Number*Your Residential Address* Street Address Address Line 2 Suburb / Town State / Territory Postcode AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country Your Postal Address(If different to residential address, otherwise leave blank) PO Box / Address Line 1 Address Line 2 Suburb / Town State / Territory Postcode AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country Are you an Australian resident for tax purposes?*YesNoYes - Part yearUnsureNote 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?* Yes No Do you have a copy of last year's tax return, Notice of Assessment (NOA) and, if applicable, PAYG Instalment Notices?* Yes No 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 SituationPlease 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? Yes No Did you receive any of the following types of income?Please tick all that apply. Allowances, Earnings, Tips, Director’s Fees Employer Lump Sum Payments Employment Termination Payments Australian Government Pensions, Allowances and Payments Australian Annuities and Superannuation Income Streams Australian Superannuation Lump Sum Payments Personal Services Income (PSI) Bank/Financial Institution Interest Dividends Employee Share Schemes Income from a Trust or Partnership Any other income 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. Yes No 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. Yes No 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. Yes No Did you receive income from overseas?This could include income from an overseas bank account, rental property, business or employer. Yes No Partner/Spouse and/or DependantsDo you have a partner/spouse?*YesNoAre we lodging a return for your partner/spouse?YesNoUnsurePlease 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.Do you have any dependants?*YesNoHow many dependants do you have? Partner/Spouse InformationRegardless 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* First Middle Last Please type 'none' under middle name if not applicablePartner/Spouse Date of Birth*Day12345678910111213141516171819202122232425262728293031Month123456789101112Year20232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Partner/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. Bank DetailsYou must provide your bank details to the ATO if you are expecting a refund. Bank Name Account Name BSB Account Number Personal Income InformationSalary / Wage EarnerHave you changed your occupation since the previous financial year?* Yes No What is your current occupation? Did you receive any allowances or reimbursments from your employer?* Yes No 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? Yes No Unsure 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 ReceivedDid you receive interest payments on one or more bank accounts?*YesNoIf 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 IncomeWe 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? Yes No Which Accounting software do you use? We will email you instructions on how to invite us into the file. Capital Gains or LossesHave you sold or disposed of any assets?YesNoAssets 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 equipmentIf you have sold or disposed of any of the assets above, please either list details of each below or upload a spreadsheet/your documentation at the end of this formInclude 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.Do you have any additional questions or comments you'd like to make about your capital gains schedule? Rental Property InformationHow many rental properties do you have?OneTwoThreeFourRental Property Number 1What is the address of your rental property? Is the property owned jointly with another party? Yes No Did you purchase your rental property during the financial year for which we are preparing your tax return? Yes No If so, what date did you purchase your rental property? DD slash MM slash YYYY If so, what was the purchase price of your rental property? If so, what date did your rental property first start earning income? DD slash MM slash YYYY If not, what date did you purchase your rental property? DD slash MM slash YYYY If not, what was the purchase price of your rental property? How many weeks was the property available for rent during the year? How much rent was received during the year, including rent received and held by your agent at 30 June? 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)? Yes No Please provide the dates and details the rental property was used for private purposes. Please upload any supporting documentation at the end of this form.Do you have a depreciation schedule for your rental property? Yes No 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) Yes, please No, thank you Would you like to claim any of the following expenses in relation to your rental property? Advertising for tenants Borrowing expenses Council rates Insurance Land tax Pest control Repairs and maintenance Body corporate / strata levies Water charges Phone/stationary/postage Cleaning Gardening/lawn mowing Interest on loans Legal fees Property management fees Property management commissions Other Please check all items which apply to you.Rental Property Number 2What is the address of your rental property? Is the property owned jointly with another party? Yes No Did you purchase your second rental property during the financial year for which we are preparing your tax return? Yes No If so, what date did you purchase your rental property? DD slash MM slash YYYY If so, what was the purchase price of your rental property? If so, what date did your rental property first start earning income? DD slash MM slash YYYY If not, what date did you purchase your rental property? DD slash MM slash YYYY If not, what was the purchase price of your rental property? How many weeks was the property available for rent during the year? How much rent was received during the year, including rent received and held by your agent at 30 June? 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)? Yes No Please provide the dates and details the rental property was used for private purposes. Please upload any supporting documentation at the end of this form.Do you have a depreciation schedule for your second rental property? Yes No 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) Yes, please No, thank you Would you like to claim any of the following expenses in relation to your rental property? Advertising for tenants Borrowing expenses Council rates Insurance Land tax Pest control Repairs and maintenance Body corporate / strata levies Water charges Phone/stationary/postage Cleaning Gardening/lawn mowing Interest on loans Legal fees Property management fees Property management commissions Other Please check all items which apply to you.Rental Property Number 3What is the address of your rental property? Is the property owned jointly with another party? Yes No Did you purchase your third rental property during the financial year for which we are preparing your tax return? Yes No If so, what date did you purchase your rental property? DD slash MM slash YYYY If so, what was the purchase price of your rental property? If so, what date did your rental property first start earning income? DD slash MM slash YYYY If not, what date did you purchase your rental property? DD slash MM slash YYYY If not, what was the purchase price of your rental property? How many weeks was the property available for rent during the year? How much rent was received during the year, including rent received and held by your agent at 30 June? 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)? Yes No Please provide the dates and details the rental property was used for private purposes. Please upload any supporting documentation at the end of this form.Do you have a depreciation schedule for your third rental property? Yes No 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) Yes, please No, thank you Would you like to claim any of the following expenses in relation to your rental property? Advertising for tenants Borrowing expenses Council rates Insurance Land tax Pest control Repairs and maintenance Body corporate / strata levies Water charges Phone/stationary/postage Cleaning Gardening/lawn mowing Interest on loans Legal fees Property management fees Property management commissions Other Please check all items which apply to you.Rental Property Number 4What is the address of your rental property? Is the property owned jointly with another party? Yes No Did you purchase your fourth rental property during the financial year for which we are preparing your tax return? Yes No If so, what date did you purchase your rental property? DD slash MM slash YYYY If so, what was the purchase price of your rental property? If so, what date did your rental property first start earning income? DD slash MM slash YYYY If not, what date did you purchase your rental property? DD slash MM slash YYYY If not, what was the purchase price of your rental property? How many weeks was the property available for rent during the year? How much rent was received during the year, including rent received and held by your agent at 30 June? 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)? Yes No Please provide the dates and details the rental property was used for private purposes. Please upload any supporting documentation at the end of this form.Do you have a depreciation schedule for your fourth rental property? Yes No 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) Yes, please No, thank you Would you like to claim any of the following expenses in relation to your rental property? Advertising for tenants Borrowing expenses Council rates Insurance Land tax Pest control Repairs and maintenance Body corporate / strata levies Water charges Phone/stationary/postage Cleaning Gardening/lawn mowing Interest on loans Legal fees Property management fees Property management commissions Other Please check all items which apply to you.Do you have any additional questions or comments you'd like to make about your rental property? Overseas IncomeHave you received income from a foreign pension or annuity? Yes No Have you received any PAYG Payment Summary – Foreign Employment forms for foreign employment? Yes No 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? Yes No 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? Interest Royalties, dividends or rent Money from the sale of foreign assets (such as property or shares) 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.Do you have any additional questions or comments in relation to your overseas income? Investment Related Expenses and DeductionsYou 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? Interest on borrowing to purchase income producing assets (margin loan etc) Advisor fees Account keeping fees Management fees Subscriptions Office expenses Other Please upload receipts and supporting documentation at the end of this form. Work Related Expenses and DeductionsYou 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 work-related expenses or deductions?YesNoUnsureWhich work related expenses would you like to claim? Clothing/uniform/laundry Sun protection items Self education Union fees Seminars/professional development Gifts & donations Reference books Stationary Mobile phone Internet Memberships Tools and equipment Income protection insurance Other work-related insurance Travel expenses Cost of managing tax affairs 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.What percentage of your mobile phone usage is work-related?What percentage of your internet usage is work-related?What percentage of the use of your tools and equipment is work-related?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 ExpensesWould you like to claim expenses incurred as a result of working from a home office?YesNoUnsureDisclaimer: 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? Used as an employee Used in running a business If you wish to claim home office expenses using a fixed rate for the period, please provide the number of hours you have worked from home 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. Do you have any additional questions or comments about your work-related expenses or deductions? Motor Vehicle ExpensesNote: 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? Yes No Do you have a valid logbook? Yes No If no, please provide total work-related kilometres, up to a maximum of 5,000km Please provide a description of each motor vehicle for which you are claiming expensesInclude vehicle make, model, year and registration numberWhat is the motor vehicles work-related percentage of use? If you have a current logbook for any vehicle, please provide the total expenses for fuel and oil, interest, leasing, registration, insurance, repairs and maintenance.Alternatively, upload supporting information at the end of this form. If you have a current logbook for any vehicle, please provide the following information to support a claim for vehicle depreciation: date the motor vehicle was purchased, details of purchase costs and additional items excluding GST, GST paidAlternatively, upload supporting information at the end of this form.Do you have any additional comments or questions regarding motor vehicle expenses?Superannuation DeductionsIf 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? Yes No Please provide a copy of your Notice of Intent at the end of this formDo you have Income Protection Insurance? Yes No Make a note of any additional questions or comments regarding superannuation or income protection deductions here Upload Your DocumentsPlease 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 Complete Incomplete - I don't have these Please provide us with access to your online accounting file or upload the following information Backup of computerised information ie. Xero, MYOB, Quickbooks, program version and password if applicable Copy of BAS/IAS statements lodged Copy of bank statements at 30 June and bank reconciliation Debtors report and reconciliation at 30 June. Please check report matches your balance sheet Creditors report and reconciliation at 30 June. Please check report matches your balance sheet Stock on hand @ 30 June Copy of PAYG Statement & Summary (group certificates) Please upload information and supporting documentation in relation to the following, where applicable Fixed asset listing detailing new purchases and disposal Loans/leases/chattel mortgages & HP agreement statements Details of sale of assets eg. business equipment, shares, or property Private usage component of phone, electricity, water and motor vehicle expenses, Log books for motor vehicle Superannuation Contributions Home office expenses Please provide supporting documentation in regards to any shares or investments Records of sales and purchases (such as contract notes from your broker) Dividend statements Records of any dividends reinvested under a dividend reinvestment plan (DRP) Annual tax documents for unit trusts (such as exchange-traded funds or property trusts 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 Annual Statement Personal use of rental property - supporting documentation Depreciation schedule Expenses incurred - supporting documentation Interest paid on borrowing to purchase rental property 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 Annual Statement Personal use of rental property - supporting documentation Depreciation schedule Expenses incurred - supporting documentation Please upload supporting documentation in relation to your foreign income, if applicable PAYG Payment Summary – Foreign Employment forms for foreign employment Pay slips or foreign tax assessments and details of the period you were employed in the foreign country Foreign income credited or reinvested - 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 Please upload receipts and supporting documentation for your investment-related deductions Complete Incomplete - I don't have these Please upload receipts and supporting documentation for your work-related deductions Complete Incomplete - I don't have these Please upload your logbook/s plus: Any information regarding the total expenses for fuel and oil, interest, leasing, registration, insurance, repairs and maintenance Information regarding the date the motor vehicle was purchased, details of purchase costs and additional items excluding GST, GST paid Please upload the following regarding any superannuation contributions and/or income protection insurance Superannuation contributions - Notice of Intent Income Protection Insurance - Premiums Upload any files or supporting documents Drop files here or Select files 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. Additional CommentsDo 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.How did you hear about our online tax service?EmailSocial mediaWord of mouthOtherWould you like to subscribe to our newsletter? Yes No How was your experience using our online tax return form? Easy to use, I'd rate it 5 out of 5 Quite easy to use, I'd rate it 4 out of 5 Neutral, I'd rate it 3 out of 5 It was a bit difficult to use, I'd rate it 2 out of 5 It was difficult to use, I'd rate it 1 out of 5 We'd love it if you could provide us with any feedback, comments or ideas for improving our online form below. Thanks! Engagement Terms and ConditionsConsent* I agree to the engagement terms and conditionsPurpose, 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 SignatureBy 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. I declare the the information provided above is correct and accurate to the best of my knowledge. CAPTCHACommentsThis field is for validation purposes and should be left unchanged.