Your spouse will also need to complete a separate Tax Return Checklist.

NOTE: If you answer "applicable" to any of the below, please put the amount in the comments section or upload your attachments to the box's provided at the bottom of the "assessable income" section.

Employment income

If you can see your income via the ATO and MyGov then so can we, and you do not have to upload anything here.

Income from running a business

A capital gain will occur when you have disposed of an asset such as property, shares in a company, units in a trust or crypto. If you have sold any of these, then we are likely to need purchase price, purchase date, purchase costs, holding/other costs, sale costs, sale date and sale amount as a minimum. If you are unsure what you need to provide us, please provide as much information/commentary as possible and we will request anything additionally when we complete your return.

NOTE: If you answer "applicable" to any of the below, please add amounts in comments or upload attachments to the box's provided at the bottom of the "allowable deductions" section.

If you are claiming a tax deduction for personal super contributions, you will need to complete an intent to claim form, send it to your fund and wait for their response prior to finalising your return. You can obtain an intent to claim form by following the link below:

https://www.ato.gov.au/forms/notice-of-intent-to-claim-or-vary-a-deduction-for-personal-super-contributions/

NOTE: If you answer "applicable" to any of the below, please add amounts in comments and upload attachments to the box's provided at the bottom of the "Rental Property Income & Expenses" section.  

The Expenses only refer to outgoings that were not paid by the Estate Agent.

If you have more than one investment property, could you please summarise each property in the appropriate fields that will appear when you select "Applicable".

NOTE: The Low & Middle Income Tax Offset ended on 30th June 2022. This means that your refund for 2023 and onwards may be less that what it had been while this offset was in effect.

LBW Policy requires full payment of our fees prior to lodging your Income Tax Return