Online Tax Return
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.
The form below allows you to conveniently submit relevant information for the purpose of allowing MAS Tax Maribyrnong (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'
If you anticipate a tax return refund, please nominate the relevant bank account details for that refund below
8.1 Bank Interest
8.2 Dividend Income
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)?
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.
Rules for written evidence to substantiate work related deductions
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.
Work related vs Private Use
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.
Keeping your tax records
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.
Additional Help with this Form
Email Duncan Warnock CPA directly at firstname.lastname@example.org should you need any additional help with this form.
Have a great day!