Please fill in the information and send it to us. You can eihter:
–       copy it to your e-mail
–       Download a form in word processor format

Financial year ending 30 June ……….. (early return: yes/no ……………)

INCOME:

1.    Employment income
Your main occupation: …
How many jobs did you have: …

–       Please provide us with all your Group Certificates from all jobs you had during the Financial Year (1 July to 30 June). If you are lodging early (before the end of Financial Year, because leaving Australia), last payslips and contact phone to the employer will be fine.
–       If you don’t have a Group Certificate, please contact the employers and obtain copies. If you cannot contact them or they don’t response, please provide as much as you can:
– Name of employer and name of person in charge
– Contact phone, fax or e-mail
– Contact to person/institution that assisted you with getting the job
– Income information (how much did you earn)
– Send us your payslip (last payslip would be best)

2.    Bank interest

Please check with all your banking institutions if you earned any interest income. Please provide it only in one checklist, if you will find this question also in other checklists for this financial year.

3.    Other income

Any other income you might have received (ETP, Lump Sums, Fees, Business or investment income; please also see other checklists)

ELIGIBLE DEDUCTIONS: (please check if you are eligible first)

Car expenses* (commuting usually not allowed)
–       total work-related kilometres/engine capacity …………… / …………… or:
–       fuel & oil $ ……………
–       registration fee (annual) $ ……………..
–       repairs & service $ …………..
–       insurance $ …………..
–       lease/hire purchase fee $ …………..
–       interest paid $ …………..
–       (please put value and date of purchase of car in equipment schedule)

Travel expenses* (commuting usually not allowed)
–       Overnight travel: nights ……….. destination …………….. (if multiple travel, please provide separate details)
–       Taxis $ ……………
–       Bus/train tickets $ ……………
–       Plane tickets $ ……………
–       Hotels/accommodation $ …………..
–       Nights in travel ……….. destination …………….. (if multiple travel, please provide separate details)

Clothing expenses* (clothes you wear casually are not allowed)
–       Laundry $ ………..
–       Dry cleaning $ ………….
–       Uniforms $ ………….
–       Overalls/aprons/dust coats $ ………..
–       Gloves/googles/masks $ ………….
–       Protective footwear $ …………..
–       Sunscreen/sunblock $ ………….

Education expenses

If your education expenses relate to the work you were doing at the time of study (that means you cannot claim education for work you started after finishing the course), you may be able to claim all relevant expenses related to the education
–       School fees $ ………….
–       Books $ ………….
–       Tools & equipment purchased costing over $300 per item:

Item                                  Date of purchase         edu-related use           amt paid

………………………………….  …………………               ……………%            $ …………

………………………………….  …………………               ……………%            $ …………

………………………………….  …………………               ……………%            $ …………

(please add if req’d)
–       Stationery $ ………….
–       Travel to school (car or public transport – please see above) $ ……………
–       Repairs to equipment $ …………..

Tools & equipment used for work and costing over $300 per item:

Item                                        Date of purchase       work-related use       amt paid

………………………………………   …………………          ……………%            $ …………

………………………………………   …………………          ……………%            $ …………

………………………………………   …………………          ……………%            $ …………

(please add if req’d)

Tools & equipment costing less than $300 $ …………
Reference books & journals $ …………
Stationery $ ………….
Union fees $ ………….
10.  Professional memberships & subscriptions $ …………..
11.  Conference fees $ ………….
12.  Telephone & Mobile $ ………….
13.  Internet $ ………….
14.  Home office expenses:
–       Work-related space (per floor coverage including garage) ……….%
–       Rent expenses $ ………….
–       Electricity $ ………….
15.  Other expenses:

Type                                                     Amount

……………………………………………         $ …………….

……………………………………………         $ …………….

……………………………………………         $ …………….

*- check FAQ for more information on eligibility

This checklist contains only the most common items for employees. Please read all checklists from our website to ensure all your taxation affairs are taken care of. Please also check if you have any other items not covered by this checklist.

Please give answers in the dotted area, replacing the dots. If amounts, please give totals for the type of expense. If don’t know the exact dates, please give month and year. If you don’t know the answer or are confused, please put question marks so we can give you bit more explanation.