1. Instructions

    1. Instructions

  2. Personal Details

    1. *Full Name

    2. *Home Address

    3. *Mobile Number

    4. *Preferred Email Address

    5. *Date of Birth

  3. Bank Account Details (for possible ATO refund)

    1. Account Name

    2. BSB

    3. Account Number

  4. ATO Pre-filling Report for the 2021 Financial Year.

    1. ATO Pre-filling Report

    2. *Please select the ATO Pre-filling Report status that best applies to you

  5. Employment Income

    1. *Do you have any "Employment Income" that is NOT included on your ATO Pre-filling Report?

  6. Business Income

    1. *Have you carried on a Business as a "Sole Trader" during the year?

  7. Investment Income

    1. Income from Investment sources

    2. *Have you received any income from following sources that is NOT included on your ATO Pre-filling Report?

  8. Other Income

    1. Please provide any additional comments relating to your Income for the year.

  9. Motor Vehicle Deductions

    1. *Do you use your Car for work related purposes, or for travel between employers?

  10. Work Related Deductions

    1. *Have you incurred any Work Related Travel Expenses for the year?

    2. *Do you wear a Work Uniform or Protective Clothing?

    3. *Do you believe any of the following Expenses are (or may) be deductible based on your job or employment status?

    4. *Did you Work from Home during the year?

  11. Other Deductions

    1. *Have you made any deductible Donations during the year?

    2. *Have you paid any Income Protection Premiums for the year (excluding those paid via your super fund)?

    3. *Please provide any additional comments relating to your Deductions for the year.

  12. Private Health Insurance

    1. *Did you have Private Health Insurance coverage for the full year?

Tax Return Documentation - Individual (AUS)


Tax Return Documentation - Individual (AUS)

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*Full Name

Please provide your full legal name as recorded by the ATO.

*Home Address

*Mobile Number

*Date of Birth

Account Name

Provide your Bank Account details for any ATO refunds to be deposited (if applicable).

BSB

Account Number

ATO Pre-filling Report

Please download and review the attached ATO Pre-filling Report for the Financial Year. 

If the information contained in the Pre-filling Report is correct, you only need to provide the additional information relating to your income and expenses for the year.

*Please select the ATO Pre-filling Report status that best applies to you

Please choose
  • Please choose

  • Complete and Correct

  • Incorrect

  • Incomplete

*Do you have any "Employment Income" that is NOT included on your ATO Pre-filling Report?

  • Yes

  • No

*Have you carried on a Business as a "Sole Trader" during the year?

Did you operate a Business during the year using your personal ABN?

  • Yes

  • No

Income from Investment sources

Please advise if you received any Income from Investment sources during the year from the categories below. Please only include information that has not already been provided via the ATO Pre-filling Report.

*Have you received any income from following sources that is NOT included on your ATO Pre-filling Report?

  • Interest Income

  • Dividend Income

  • Trust Distribution (Managed Investment Funds)

  • Rental Income

  • Capital Gains/Losses (including Cryptocurrency)

  • No Investment Income

Please provide any additional comments relating to your Income for the year.

Provide any additional comments or notes that may assist in the completion of your Income Tax Returns for the year.

*Do you use your Car for work related purposes, or for travel between employers?

If unsure, please provide details of how you use your car in the "Other" field

  • Yes

  • No

*Have you incurred any Work Related Travel Expenses for the year?

Did you incur any costs such as parking, taxis/ Ubers, public transport, airfares, accommodation etc. for work purposes?

  • yes

  • No

*Do you wear a Work Uniform or Protective Clothing?

You can claim the cost of buying, hiring, repairing or cleaning clothing if it falls within one of these categories:

  • occupation-specific
  • protective
  • compulsory uniforms
  • non-compulsory uniforms (registered with AusIndustry)

  • Yes

  • No

*Do you believe any of the following Expenses are (or may) be deductible based on your job or employment status?

If you are unsure if they are deductible, please provide the details for us to review.

  • Union Fees

  • Professional Memberships

  • Courses and Seminars

  • Subscriptions

  • Texts, Journals or Magazines

  • Telephone

  • Internet

  • Computer or Office Equipment

*Did you Work from Home during the year?

You can claim a deduction of 80 cents for each hour you worked from home during the year if you:


  • were working from home to fulfil your employment duties and not just carrying out minimal tasks such as occasionally checking emails or taking calls
  • incurred additional running expenses as a result of working from home.


  • Yes

  • No

*Have you made any deductible Donations during the year?

You can claim Donations made to a Deductible Gift Recipient (if unsure please provide the details for our review).

  • Yes

  • No

*Have you paid any Income Protection Premiums for the year (excluding those paid via your super fund)?

Only Income Protection Premiums paid personally are deductible. Ensure Life Insurance Premiums are NOT included in your claim.

  • Yes

  • No

*Please provide any additional comments relating to your Deductions for the year.

Provide any additional comments or notes that may assist in the completion of your Income Tax Returns for the year. 

*Did you have Private Health Insurance coverage for the full year?

  • Yes

  • No