Individual Tax Return

Submit your Individual Tax Return information by filling out this form.

1. Please complete/confirm your details below to the best of your knowledge.
2. All information should be for the period 1 July 2019 to 30 June 2020, unless stated otherwise.
3. Provide all supporting documents where prompted and applicable.
4. Sign where indicated and submit.
5. Once submitted we will review and book your end of financial year appointment with us.

General Tax Information

Full NameDate of Birth

MobileHomeWork

Are you married?

Yes No

Spouse Details

Spouse Full NameSpouse Date of Birth

Has your home address changed since last year?

Yes No

Street AddressStreet Address Line 2CityStatePostcode

Has your postal address changed since last year?

Yes No

Street AddressStreet Address Line 2CityStatePostcode

Bank Details

If you are expecting a refund, you MUST provide the ATO your EFT Bank Details.

Account NameBank NameBSBAccount Number

Do you have any children?

Yes No

Children Details

Full NameDate of Birth

Did you receive a payment summary?

If your employer is registered for STP (Single Touch Payroll) you will not receive a payment summary and we can access your income amounts via the ATO Portal.

Yes No

EmployerOccupationGrossTax

Please attach all documents.

Did you receive Bank Interest?

Yes No

BankAmountTFN CreditsBank Charges

Did you have any work and/or other expenses?

Yes No

Taxi FaresOther TravelUniform/Laundry

Sun Protection ItemsSelf-EducationUnion Fees

Seminars/Prof. DevelopmentGifts & DonationsReference Books

StationeryMobile PhoneInternet

MembershipsTools & EquipmentInterest Expenses

Income Protection InsuranceOther Expenses (please include in detailed listing)

Please attach your detailed listing.

Did you work from home during COVID-19 (1 March 2020 - 30 June 2020)?

Yes No

Number of days working from home between 1 March 2020 and 30 June 2020

How many hours did you work at home during that time?

Is your employer registered for STP (Single Touch Payroll)?

Yes No

How many employers did you have this year?

Do you have private health insurance?

Yes No

Please provide your Private Health Statement (Your Private Health Insurer may not supply you with a summary statement in 2020 as the ATO have advised these are no longer compulsory.

Do you have Investment Income or Investments Sold?

Yes No

Investment Information

Dividends

CompanyDate PaidUnfrankedFrankedIMP. CreditsTFN Credits

Unit Trusts

TrustTrust IncomeTFN CreditsIMP. CreditsCapital GainsForeign IncomeForeign Tax

Investments Sold/Disposed

Company/TrustDate SoldNo. SoldAmount ReceivedDate PurchasedNo. PurchasedAmount Paid

Do you have Motor Vehicles used for Work?

Yes No

Motor Vehicle Information

Vehicle & Log Book

Yes No

Period Covered by Logbook (within the last 5 financial years)

From

Vehicle Plate No.Make & ModelOwner of VehicleDrive of VehicleTotal KMs Travelled in YearBusiness KMs in Logbook Period

Date PurchasedPurchase Price

How was the Vehicle Financed?

Lease Paid cash Chattel Mortgage Hire Purchase

Date Sold (if in this tax year)Sale Price

Running Costs

Fuel/Oil
Annual Amount (inc. GST)Registration
Annual Amount (inc. GST)

Insurance
Annual Amount (inc. GST)Repairs & Maintenance
Annual Amount (inc. GST)

Lease Payments
Annual Amount (inc. GST)Hire Purchase/Chattel Mortgage Payments
Annual Amount (inc. GST)

Interest Paid
Annual Amount (inc. GST)Services
Annual Amount (inc. GST)

Tyres/Battery
Annual Amount (inc. GST)Membership Fees
Annual Amount (inc. GST)

Parking & Tolls
Annual Amount (inc. GST)

Monthly Payments
Monthly Payments
Monthly Payments
Monthly Payments
Monthly Payments
Monthly Payments

Monthly Payments

Please provide a copy of your Hire Purchase/Lease/Chattel Mortgage Agreement.

Do you have Rental Properties?

Yes No

Rental Property Information

Please complete one of these schedules per Property.

Property Details

Street AddressStreet Address Line 2CityStatePostcode

Date PurchasedDate Rental Income First EarnedNo. Weeks Available for Rent (this year)Date Built

Ownership Details

In your name In joint names

Please provide the purchase settlement statement and other purchase costs e.g. stamp duty, legal fees, renovations or initial repairs, and any loan application fees and/or mortgage discharge expenses.

Income

Gross RentOther Rental Income

Expenses

Advertising for TenantsBorrowing ExpensesCouncil Rates

InsuranceLand TaxPest Control

Repairs & MaintenanceBody Corporate FeesWater Charges

Stationery, Phone & PostageCleaningGardening/Lawn Mowing

Interest on Loan(s)Legal FeesProperty Management Fees

Property Management CommissionsOther Expenses

Depreciable Items

ItemDate PurchasedCost

Improvement/Construction Costs

ItemDateCost

Please provide a copy of your tax depreciation schedule prepared by third party.

Other Information

Supporting Document Checklist

Income Statement from your myGov Account/Payment Summaries Detailed Work Expenses Listing Private Health Statement (Optional) Out of Pocket Medical Expense Claims Unit Trust Tax Year Summary Motor Vehicle Hire Purchase/Lease/Chattel Mortgage Agreement Rental Property Depreciation Schedule (as prepared by Third Party) Letter noting tax deductability of Income Protection Premiums Confirmation letter from your superannuation fund noting intent to claim tax deduction for contributions

Please complete the Authorisation below as this allows us to contact necessary organisations, (e.g. your bank or insurance company) to obtain information that is required to complete your Financial Statements and Tax Returns.

Authorisation

I/We authorise Simply Tax Solutions to complete the compilation of Tax Return(s) for me/us for the 2020 financial year. I/We understand that a compilation is limited to the collection, classification and summarisation of financial information supplied by me/us and does not involve the verification of that information. I/We do not require Simply Tax Solutions to carry out an audit or a review assignment on the information provided.

I/We authorise Simply Tax Solutions to obtain whatever information is required from third parties to complete the preparation of my/our Financial Statements and Tax Returns.

Authorised Signature(s)

Full NameDate

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