Tax File Number*
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Name
First Name*
Last Name*
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Other Names
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Email*
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Phone Number*
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Address
Address Line One*
Address Line Two
City*
State/Province/Region*
Post code*
Country*
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Date Of Birth*
| Day* |
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| Month* |
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| Year* |
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Visa
Visa Type
Date of Visa
Please provide bank details for electronic funds transfer:
Bank Name*
BSB Number *
Account Number*
Name on Account*
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Number of Dependants*
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Tax return for the year ending June*
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Occupation*
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Attach your group certificates or payment summaries*
If you have more than four payment summaries, please email them to info@finnwarner.com.au |
Income
All other income, dividends, interest, managed funds, rental properties
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Deductions – If yes provide specifics.
D1. Work related car expenses – let us know the details of the car and the expenses.
Vehicle engine size
Cents per kilometer method (up to a maximum of 5,000 kms)
Log book method (kept logbook for 12 consecutive weeks) % of business use?
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D2. Work related travel expenses
Did you incur and have receipts for tolls? Total $
Do you have receipts for parking? Total $
Do you have any other travel expenses? Total $
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D3. Work related uniform and other clothing expenses
Protective clothing Total $
Occupation specific clothing Total $
Compulsory uniform Total $
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D4. Work related self-education expenses
Name of course and institution
All expenses related to the course Total $
Tickets or license? Total $
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D5. Other work related expenses
Do you work from home?
If yes, average hours per week?
Stationery/Ink Total $
Computer and software Total $
Telephone/mobile phone Total $
Tools and equipment Total $
Subscriptions and union fees Total $
Any other work related deductions (please specify)
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Other types of deductions
D9. Donations receipted Total $
D10. Cost of managing previous year's tax affairs Total $
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Other relevant information
Are you entitled to a Medicare Card?
Marital status
Partners name
Partners DOB
Approx. estimate of partners income
Do you have private health insurance?
Yes No*
If yes please provide end of FY statement.
Did you live in a remote area of Australia for more than 181 days or serve overseas with the Australian defence force
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| You authorise Finn Warner & Associates Pty Ltd to lodge your tax return on your behalf*
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| Are you entitled to the Medicare levy exemption or reduction?
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