Tax Return

General

Personal Information
Your Tax File Number (TFN)
Your Pass Phrase
Please provide at least one of the following forms of Identification:
Notice of Assessment Sequence Number (Year and Number)
E-Tax Reference Number (Year and Number)
Activity Statement Document Identification Number (Period and Number)
Correspondence received from the ATO (Document Title, Date of Issue and Reference Number)
Name and gender
Your name
Title
Given names
Surname
Your gender
Your date of birth
(dd/mm/yyyy)
Has any part of your name changed since completing your last tax return
<tr >

What was your previous surname
Are you an Australian resident
Were you a Resident for Tax Purposes for the whole year
How many months were you an Australian Resident for Tax Purposes?
Your postal address
Street
Suburb
State
Post Code
Your home address
Same as postal address
Street
Suburb
State
Post Code
Will you need to lodge a tax return in the future
Daytime Telephone
Mobile Telephone
Email Address
Do you want to have your tax refund paid directly into your bank account
BSB
Account Number
Account Holder
How did you hear about www.allianzaccounting.com.au
Friends name
Please provide details
How will you be paying your tax return fee
Card Number
Expiry (mm/yy)
CCV
Name
Amount
$
BSB
Account Number
Account Holder
Do you want us to conduct a search for your lost Superannuation accounts?
Your maiden name (if applicable)

Income

Income
Did you have any Salary, Wages or Allowances
Your main occupation
Employers Name
Employers ABN
Tax withheld by employer ($)
Gross salary and Wages ($)
Allowances ($)
Lump Sum A ($)
Lump Sum B ($)
Reportable Fringe Benefits ($)
Do any of your PAYG payment summaries include Parental Leave Payments?
Did you have any Reportable Employer Superannuation Contributions
What amount where the Reportable Employer Superannuation Contributions
$
Did you have an Employment Termination Payment (ETP)
Date of payment (dd/mm/yyyy)
Payers Name
Payers ABN
Taxable component ($)
Tax Witheld ($)
Type Code
Did you have an Australian Government Allowance or Pension
Description
Tax Withheld ($)
Gross Payment ($)
Did you have Superannuation or an Australian Pension or Annuity
Description
Tax Withheld ($)
Gross Payment ($)
Did you have Attributed Personal Services Income
Description
Tax Withheld
Gross Payment
$
$
Interest
Did you receive any interest
Please only provide your share of the interest earned_
Description
TFN Amounts Withheld ($)
Gross Interest Received ($)
Dividends
Did you receive any dividends
Please only provide your share of the dividends received_
Description
Unfranked Amount ($)
Franked Amount ($)
Franking Credits ($)
TFN Amounts Withheld ($)
Gross Dividend Received ($)
Managed Funds
Do you have any managed funds
Please forward a copy of the Annual Tax Statement
Other Partnership and Trust Income
Did you receive any other partnership or trust income
Name of the Partnership or Trust
Amount of distribution ($)
Amount of Franking Credits ($)
Amount of TFN Withholding Tax ($)
Any other amounts ($)
Details of other amounts
Total Deductions ($)
Personal Services Income
Did you receive any Personal Services Income
Please contact us for a quote
Business Income
Did you receive any Business Income
Please contact us for a quote
Capital Gains
Did you make a capital gain or loss this year
Date of asset sale [contract date] (dd/mm/yyyy)
Details of asset
Amount of gross proceeds from sale ($)
Date asset was purchased (dd/mm/yyyy)
Cost of asset ($)
Other purchasing and selling costs ($)
Foreign Income
Did you receive any foreign source income – including Foreign Employment Income
Amount of foreign source income
$
Amount of franking credits
$
Amount of foreign tax credits
$
Amount of exempt foreign employment income
$
Did you own, or have an interest in assets located outside Australia which had a total value of more than AUD $50,000
Other net foreign employment income
$
Net foreign pension or annuity income without an undeducted purchase price
$
Net foreign pension or annuity income with an undeducted purchase price
$
Net foreign rent
$
Foreign income tax offset
$
Net Foreign Employment Income ??? payment summary
$
Rent
Do you have a rental property
Please contact us for a quote
Employee Share Scheme
Did you receive any shares under an Employee Share Scheme
Discount from Taxed Upfront schemes (eligible for reduction)
$
Discount from Taxed Upfront schemes (not eligible for reduction)
$
Discount from Deferral schemes
$
Assessable discount on shares acquired pre 1/7/09 and cessation time occurred during the financial year
$
TFN amounts withheld from discounts
$
Foreign source discounts
$
Total Assessable Discount Amount
$
Other Information
Did you receive any other Income
Amount
$
Please provide details

Deductions

Work Related Deductions
Did you use your car for any work related purpose
Make and Model of car
Engine capacity
Original cost
Number of work related Km travelled
$
Did you maintain a logbook for your car
Logbook %
Total Expenses
$
Did you have any travel expenses
Description
Amount ($)
Did you have any uniform, protective clothing or laundry expenses
Description
Amount ($)
Did you have any self education expenses
Name of course
Amount ($)
Other related expenditure ($)
How does this course relate to your current income
Did you have any other work related expenses
Description
Amount ($)
Other Deductions
Did you purchase any assets for your work or other income earning activities
Description
Date (dd/mm/yyyy)
Amount ($)
Did you have any expenses related to your dividends and interest
Description
Amount ($)
Did you make any gifts or donations to a deductible gift recipient
Description
Amount ($)
Did you have a Deductible Amount of Undeducted Purchase Price (UPP) of an Australian pension or annuity
Amount
$
Did you have any costs to lodge your Last Tax Return
Description
Amount ($)
Did you have any tax losses from earlier years
Primary Production Amount
Non-Primary Production Amount
$
$
Did you make any personal superannuation contributions
Super Fund
Amount ($)
ABN
Your Super Fund Account Number
Tax Deductible Contribution
Did you have any other deductions
Details
Amount ($)

Rebates

Tax Offsets (Rebates)
Did you have Private Health Insurance, and have not claimed the 30% premium reduction during the year
Premium Amount
$
Amount of Tax Offset at Label G on your Annual Health Insurance Tax Statement
$
Did you make any superannuation contributions on behalf of your spouse
Super fund
Amount ($)
Did you live or work in a remote area during the year, apart from your current address
Location
From (dd/mm/yyyy)
To (dd/mm/yyyy)
Did you serve overseas as a member of the Australian Defence Force or UN armed force
Location
From (dd/mm/yyyy)
To (dd/mm/yyyy)
Did you have Net Medical Expenses of greater than $2000, for you and your dependants
Description
Amount ($)
Did you maintain your parent, spouse’s parent or an invalid relative
Did you share the person???s maintenance
What percentage did you contribute
%
Number of days you maintained them
Their Separate Net Income
$
Are you entitled to any other tax offsets
Details
Amount ($)
Did you have any Education Expenses for your children
Childs Name
Primary or Secondary School Student
Was the child enrolled in school for at least one day during the period 1st July 2010 – 31st December 2010
Was the child enrolled in school for at least one day during the period 1st January 2011 – 30th June 2011
Number of days the child was enrolled in school
Were you entitled to Family Tax Benefit Part A for this Child on each day of enrolment
Total Amount of Eligible Education Expenses ($)
Other information

Spouse

Spouse Details
Did you have a Spouse at any time during the year
Spouses name
Spouses Date of Birth
(dd/mm/yyyy)
Was it for the full year
Provide Dates
From
(dd/mm/yyyy)
To
(dd/mm/yyyy)
What was their taxable income
$
What was their Reportable Fringe Benefits amount
$
What was their Reportable Superannuation Contributions amount
$
Your Spouse’s Tax Free Government pensions paid under the Military Rehabilitation and Compensation Act 2004 that has not been included elsewhere
$
Your Spouse’s target foreign income
$
Your Spouse’s Total Net Investment Loss
$
Your Spouse’s Child Support paid
$
If your spouse is 55-59 years old and they received a Superannuation Lump Sum, what was their Taxed element of the superannuation lump sum, that is less than their low cap rate
$
Amount of Australian Government pension and allowances
$
Amount of Exempt pension income
$

Other

Other Details
Did you pay Child Support
Amount paid
$
Do you have a HECS or HELP debt
What was the amount outstanding as at 30th June 2008
$
Do you have a SFSS debt
What was the amount outstanding as at 30th June 2008
$
Did you make any PAYG Instalments to the Tax office during the year
Amount
$
Did you have any dependant children or students during the year
How Many
Are you entitled to receive a reduction or exemption from the Medicare Levy
Please provide details of your exemption or reduction
Are you exempt from the Temporary Flood and Cyclone Reconstruction levy 2011-12
Did you have Private Health Insurance during the year
Were you and all your dependants covered by private hospital cover for the entire year
Please advise how many days you were covered
Fund name
Member number
Did you receive an amount of trust income that has had Family Trust Distributions Tax paid on it
Amount
$
Contact
How would you like your accountant to contact you to discuss your tax return
When would you like your accountant to contact you to discuss your tax return
Please specify
Is there any other information or queries that you’d like to ask your accountant

Terms

TERMS & CONDITIONS

AUTHORISATION

I authorise Allianz Accounting to prepare my Income Tax Return and/or Education Tax Refund claim with reference to the associated questionnaire I have completed on the www.allianzaccounting.com.au website. I agree to pay the fees associated with this service by way of an approved method as notified on the website prior to the Income Tax Return or Education Tax Refund claim being lodged.

DECLARATION

True and Full Disclosure

Your attention is drawn to the following important considerations to ensure the correctness of each income tax return:

  • That income from all sources have been disclosed;
  • That all deductions claimed can be justified;
  • That all deductions claimed for work, car and travel expenses can be substantiated by the required records and receipts;
  • That all statements are correct and complete.

Capital Gains Tax and Overseas Income

Every sale of property of any description should be considered for the possible application of both income tax and capital gains tax. Your attention is specifically directed to the questions concerning the sale of property; income derived from overseas sources and property located overseas.
The worldwide income of Australian resident taxpayers is taxable in Australia with a credit allowed for the income tax paid in a foreign country on that income.

Substantiation of Work, Car and Travel Costs

Please advise if you would like us to provide you with details regarding requirements to keep records and receipts to substantiate any deductions claimed for work, car and travel expenses. Where claims have been made in your return for any of these expenses, substantiation requirements need to be clearly understood before signing the Lodgement Declaration in your return. Any doubts should be resolved before signing the declaration.

False and Misleading Statements

If an answer to a question or any statement made in an income tax return or an attached schedule appears to be incorrect, incomplete or misleading, please provide the information needed to amend the return. Penalties may be imposed in an assessment for an incorrect return under the Income Tax Assessment Act 1936 and/or the Income Tax Assessment Act 1997 for up to double the amount of additional income tax subsequently assessed. These penalties may apply even if the error was made innocently. Alternatively, in more serious cases, prosecutions may be instituted under the Taxation Administration Act 1953 and fines imposed by the Courts, if convicted.

Self Assessment

These considerations assume greater significance now that the Australian Taxation Office is placing increasing reliance upon self-assessment by taxpayers. The issue and payment of an assessment does not imply the tax liability for the year has been finalised. As a consequence, a greater onus is placed on taxpayers to ensure that income tax returns are accurately prepared and contain no misleading statements or information. All taxpayers may expect some attention from the Australian Taxation Office about their past taxation affairs. The penalty for any errors and omissions detected at that time may assume large proportions if several years have passed since the income tax return was lodged and assessed. If you have any queries or concerns regarding these matters, please contact us.

AUTHORITY TO RECEIVE FEE FROM REFUND SERVICE

Unless otherwise directed or relevant fees are paid in full prior to lodgement of my Income Tax Return/Education Tax Refund claim, I request to pay my accounting fees from my tax refund. An additional processing fee of $25 will apply to use this service. I accept that I am responsible for providing correct information and that incorrect information may cause delays in receiving my refund money. I authorise Allianz Accounting to direct the ATO to deposit my tax refund into the Allianz Accounting trust account and to deduct my fees prior to the balance remaining being paid to my nominated bank account.

I have read, acknowledge and agree to the Terms & Conditions.