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Online Tax Return

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Online Tax Return (Individual)

Looking for a convenient way to get your tax return prepared ?

Just follow the 3 simple steps below

Step 1: ENTER - Complete and submit the Online Tax Return Questionnaire (Individual) below to sumbit your tax return information to Warnock Accounting

Step 2: ACCOUNTANT REVIEW - Warnock Accounting will review your submitted information and prepare you tax return. If we need any additional information or clarification we will contact you via email or phone. 

Step 3: LODGE - Warnock Accounting emails or posts you the prepared tax return for final review. If no chamges are needed and you are ready for Warnock Accounting to submit your tax return to the Tax Office then sign the 'Electronic Lodgement Document' and return to Warnock Accounting. 

Warnock Accounting can then lodge your tax return with the Tax Office.

Online Tax Return Questionnaire (Individual)

The form below allows you to conveniently submit relevant information for the purpose of allowing Warnock Accounting (Tax Agent Number: 25 366 722) to prepare your individual tax return. As each individuals circumstances are unique we may need to ask some additional questions following the review of the information you submit.

If you are not sure what the answer is to a particular question then answer 'UNSURE'

1.  INCOME TAX YEAR

2. PERSONAL PARTICULARS

3. SPOUSE DETAILS (if applicable)

Did you have a spouse during the tax return period?
If YES, was your spouse your partner for the entire tax return period?

4. PRIVATE HEALTH INSURANCE (if applicable)

Did you have private health insurance during the tax return period?

5. BANK ACCOUNT DETAILS (for payment of any tax return refund if applicable)

If you anticipate a tax return refund, please nominate the relevant bank account details for that refund below

6. EMPLOYMENT INCOME DETAILS

Please enter the number of payment summaries for the tax year ending June 30

7. GENERAL QUESTIONS

Did you (or do you) own an investment property during the tax return period?
Did you (or do you) own shares or any other investments during the tax return period?
Do you have any dependent children?
Did you pay any Child Support payments during the tax return period?
During the tax return period did you live in a remote part of Australia?
Do you have any HECS debt?

8. OTHER INCOME DETAILS

Apart from your employment income, did you earn any other income?

8.1 Bank Interest

8.2 Dividend Income

9. GENERAL DEDUCTIONS

9.1 TAX AGENT FEES - Did you incur any tax agent fees during the tax return period?
9.2 DONATIONS - Did you make any gifts/donations of $2 or more to eligible charities during the tax return period?
9.3 INCOME PROTECTION INSURANCE - Did you (or do you) have income protection insurance?

10. WORK RELATED DEDUCTIONS

Did you incur any work related expenses & deductions during the tax return period?
10.1 MOTOR VEHICLE EXPENSES - Have you used your car for works related purposes? If yes, please provide the rego no, car make, car model, kilometre’s travel, and the purpose of the travel
Have you completed a car logbook for 12 weeks?

10.3 UNIFORM & PROTECTIVE CLOTHING - Have you bought any work related clothes (e.g.: trousers, shirt, skirt, shoes, etc.) or any specific uniform from your employer?

10.12. OTHER EXPENSES - Did you incur any other work related expenses such as overtime meals, books, sun protection/sunglasses, internet, printing-postage-stationery ? If YES, then how much per expense category?

10.13 DEPRECIABLE ASSETS - Have you purchased any new work related equipment during the year (ie computer)?

11. ANYTHING ELSE?

12. TAXPAYER EVIDENCE REQUIREMENTS

NOTE: Please note that for those expenses mentioned above, you must have a valid receipt or other documentation accepted by the Australian Taxation Office.

Refer to the paragraph below titled 'Keeping your tax records' for further information on Australian Tax Office evidence requirements.

13. TAXPAYER DECLARATION

Please carefully read and then carefully answer the questions below
 
i) I have been advised by Warnock Accounting (refer '12. TAXPAYER EVIDENCE REQUIREMENTS') of the need to maintain adequate evidence to support my claims and I DECLARE that I hold such evidence in relation to the return
ii) The information I am submitting via this form to my registered tax agent for the preparation of this tax return is true and correct
iii) I have the evidence to support the claims made in this form
iv) I have read the privacy policy available at www.warnockaccounting.com.au via the URL http://www.warnockaccounting.com.au/privacy-statement/
I authorise Warnock Accounting to prepare my tax return for the tax year I have nominated in this form submission.

 

 

Generally, an individual taxpayer must have written evidence to prove their claims if the total claims exceed $300. The records must prove the total amount, not just the amount over $300.The $300 limit does not apply to claims for car expenses, meal allowance, award transport payments allowance, or travel allowance expenses. There are special written evidence rules for substantiating these types of expenses. Refer to the Australian Tax Office website http://www.ato.gov.au/ for further details.

 

Where an expense is a mix of both work related and private/personal use (i.e. not 100% work related use) then its important to specify the work related use percentage as well as the total cost in the above onlline tax form. For example if mobile phone expenses totalled $100 but the work related use was 20% then specify Total Cost $100 and Work Related Use 20%. The work related deduction will be recorded in the tax return as $100 x 20% work related use = $20 tax deduction amount.

 

Generally, an individual taxpayer must keep your written evidence for five years from the date you lodge your tax return. The Australian tax system relies on taxpayers self-assessing. This means that you are responsible for working out how much you can declare and claim on your tax return. You also need to be able to show how you arrived at these figures – in some cases you may be required to provide written evidence.

In order to prepare an accurate tax return and support the claims you make, you need to keep careful records. The records you need to keep depend on your personal circumstances. If you are not sure, it is better to keep too many records than not enough. Refer to the Australian Tax Office website http://www.ato.gov.au/ for further details.

 

Email Duncan Warnock CPA directly at duncan@warnockaccounting.com.au should you need any additional help with this form.

Have a great day!

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