INDIVIDUAL TAX RETURN

To complete Individual income tax return, following interview sheet should be completed and supporting documents should be attached where applicable. The checklist provides a general list of major issues that should be addressed. (The checklist is not designed to be an exhaustive list of all issues that may warrant consideration.)

  • Max. file size: 32 MB.
    Please include an evidence of identity(Eg. Passport, Driving license, student id Card etc..)
  • Obtain and attach PAYG payment summaries and if applicable paid parental leave payments
  • Max. file size: 32 MB.
    file must be less than 1mb
    Allowed file types: jpg, gif, png, pdf.
  • Allowances, earnings, tips, director’s fees etc.
  • Max. file size: 32 MB.
    file must be less than 2mb
    Allowed file types: gif jpg jpeg png txt pdf doc docx xls xlsx xml.
  • Obtain and attach a copy of “statement of termination”
  • Max. file size: 32 MB.
    file must be less than 2mb
    Allowed file types: gif jpg jpeg png txt pdf doc docx xls xlsx xml.
  • Obtain and attach ETP payment summaries
  • Max. file size: 32 MB.
    file must be less than 2mb
    Allowed file types: gif jpg jpeg png txt pdf doc docx xls xlsx xml.
  • Obtain all payment summaries – personal services attributed income and details of any other personal services attributed to the taxpayer.
    Obtain and attach interest and tax summary
  • Max. file size: 32 MB.
    file must be less than 2mb
    Allowed file types: gif jpg jpeg png txt pdf doc docx xls xlsx xml.
    Obtain and attach dividends statements
  • Max. file size: 32 MB.
    file must be less than 2mb
    Allowed file types: gif jpg jpeg png txt pdf doc docx xls xlsx xml.
    Obtain and attach Employee Share Schemes statement
  • Max. file size: 32 MB.
    file must be less than 2mb
    Allowed file types: gif jpg jpeg png txt pdf doc docx xls xlsx xml.
    If you are not sure, please call 0415686400 or email admin@bplanet.com.au for details.

  • Deductions

  • Motor vehicle expenses worksheet:-

    Vehicle Details Vehicle make and model

  • Motor Vehicle Expenses :-

    If you do not have log book, please leave Blank

  • D2. Work related Travel Expenses

  • D3. Work related uniform, occupation specific or protective clothing, laundry and dry cleaning expenses

  • D4. Work related self-education Circumstance where these expenses are allowable

  • Expenses relating to self-education that may be claimed

  • D5. Other work related expenses

  • Tax Offsets

  • Medicare levy related items

  • M1. Medicare levy reduction or exemption

  • ( if you are not sure, leave it blank, we will contact you for more details)
  • ( if you are not sure, leave it blank, we will contact you for more details)

  • M2. Medicare levy surcharge (MLS)

  • Max. file size: 32 MB.

  • Spouse Details

  • Please Specified your best time to contact
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  • Max. file size: 32 MB.
    file must be less than 2mb
    Allowed file types: gif jpg jpeg png txt pdf doc docx xls xlsx xml.

    Note: consider application of the personal services income (PSI) attribution rules in relation to any income derived by an interposed entity that is personal services income (PSI) of the individual. (PSI is included in the individual’s personal income tax return. PSI is income that is mainly a reward for an individual’s personal efforts or skills).
  • This field is for validation purposes and should be left unchanged.

Please submit the Tax Lodgement Form to complete an income tax return.