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.
Please fill in the information and send it to us. You can eihter:
– copy the checklist to an e-mail and fill it in there
– Download the form in word processor format
Financial year ending 30 June ……….. (early return: yes/no ……………)
1. First name …………………………………….
2. Last name ………………………………
3. Date of birth …………………..
4. Tax File Number ………………………………
5. Your current address ………………………………………
6. Your phone number ……………………………….
7. Date of arrival to Australia ……………………….
8. Predicted date of departure from Australia (if known) ……………………
9. Your bank account details
BSB: ……………..
Account number: …………………………..
Account name: (your name or joint owners’ names?) ………………….

Income and expenses
10. Bank interest
Did you earn any bank interest? $ …………
Did you have any Tax Withholding taken from your earnings? $ ………. (please provide support for this figure)
11. Did you earn any income from Employment? Please use Employment checklist
12. Did you earn any income from Business or contracting? Please use Business checklist
13. Did you earn any income from capital investments? If so, please use Investment checklist

Other items for Tax Return
14. Did you incur any Medical expenses? If so, did the total amount paid in the year exceed $1,500? If it did, please provide the total amount paid (health insurances should not be included) $ …………..
15. Did you make any Donations? $ …………….
16. Are you eligible for Medicare Exemption? Please see appropriate checklist.
17. Did you have a spouse? If yes, please provide details:
Gender: ………
First name: …………………………
Last name: …………………………
Date of birth: …………………….
Were you in relationship for the whole Financial Year? If not, please provide dates: ……………… until ………………….

Completing your Tax Return is Easy.
Come in and see us in person and we will complete your Tax Return on the spot. Call 02 9386 0500 to book an appointment. Please make sure you have your payment summaries with you, as well as information about other income (bank interest, dividends, ABN income) and work-related expenses. If you are not permanent resident, please bring your passport with you. If you are a resident any form of photo ID will be sufficient.
If you wish to do your return via e-mail, please complete the checklist, and return it to us along with a scan of your passport / ID and all relevant documents, including payment summaries. office@btmh.com.au