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ONLINE TAX RETURN - SALARY EARNER OR SOLE TRADER

This is Mobile Money Solutions Online Individual Tax Return. The cost for this return starts at $50. Please go to our Pricing page for more details. It should take you no longer than 15 minutes to complete the information required.

Please complete and submit the following information for the relevant tax year
(the period 1st July to 30th June)
  • Please note: The information you provide on this form may not be sufficient for us to complete your tax return immediately. Depending upon your answers, we may need to contact you for further information.
  • The items you will need before you start are:
    1. Your payment summary/s (group certificate);
    2. Your health insurance statement (if applicable);
    3. Details of any interest received (if applicable);
    4. Details of any deductions you believe you are entitled to.
  • If you are unsure of the correct answer for any questions, please select 'unsure' and we will contact you to clarify.
  • If you have any additional information or any questions, please enter them in the COMMENTS box at the end of the form.
  • This form is for individual salary & wage earners, sole traders, and people who have received income distributions from Trusts and/or Partnerships.
Title: Surname:
Given Names:   
Has your name changed since you completed your last tax return?  
Postal Address:
State: Postcode:
Has your postal address changed since you completed your last tax return?  
Home Address:
(If different to your postal address)
State: Postcode:
Home phone:    Mobile:
Email Address:   Preferred Method of Contact:
Date of Birth:        Your Sex: Male Female
  
PAYMENT METHOD:
We will withhold payment for our services from your refund amount (if you have a refund due). If you do not have a refund due but instead owe the tax office money,
we will contact you to arrange payment to us prior to lodgment of your tax return.
If your tax return results in you receiving a refund, would you like that refund deposited directly into your bank account? 
If you answered Yes please provide your bank details:  
BSB:    Account #:   Account Name:
Tax File Number:    Are you an Australian Resident for tax purposes?
Which year is this information related to?      1st July to 30th June
Did you become, or stop being, an Australian Resident within the year?
What is your main occupation:

Please enter the details for all Payment Summary's you have received from your Employers or the Government:

PAYMENT SUMMARY 1:

Payer's Name:    Payer's ABN:    Tax Withheld:   Income:
Car Allowance Amount:    Other Allowance Amount:    Reportable Fringe Benefits (FBT):
Lump Sum A:    Lump Sum B:    Reportable Employer Superannuation Contributions:

PAYMENT SUMMARY 2:

Payer's Name:    Payer's ABN:    Tax Withheld:   Income:
Car Allowance Amount:    Other Allowance Amount:    Reportable Fringe Benefits (FBT):
Lump Sum A:    Lump Sum B:    Reportable Employer Superannuation Contributions:

PAYMENT SUMMARY 3:

Payer's Name:    Payer's ABN:    Tax Withheld:   Income:
Car Allowance Amount:    Other Allowance Amount:    Reportable Fringe Benefits (FBT):
Lump Sum A:    Lump Sum B:    Reportable Employer Superannuation Contributions:

PAYMENT SUMMARY 4:

Payer's Name:    Payer's ABN:    Tax Withheld:   Income:
Car Allowance Amount:    Other Allowance Amount:    Reportable Fringe Benefits (FBT):
Lump Sum A:    Lump Sum B:    Reportable Employer Superannuation Contributions:

PAYMENT SUMMARY 5:

Payer's Name:    Payer's ABN:    Tax Withheld:   Income:
Car Allowance Amount:    Other Allowance Amount:    Reportable Fringe Benefits (FBT):
Lump Sum A:    Lump Sum B:    Reportable Employer Superannuation Contributions:
Please answer the following questions with regard to other income received:
Q1. Did you receive an Eligible Termination Payment (ETP)?
Q2. Did you receive any tax-free Government payments, pensions or allowances other than Family Tax Benefit?
This is any other Government payment you received but did not receive a Payment Summary for.
Q3. Did you receive any income streams from an annuity or superannuation pension?
If you answered YES to Q3, please enter the details of your Payment Summary's you have received for the annuity or superannuation stream:

PAYMENT SUMMARY 1:

Payer's Name:    Payer's ABN:    Tax Withheld:   Income:
Allowance Amount:    Reportable Fringe Benefits (FBT):
Lump Sum A:    Lump Sum B:  

PAYMENT SUMMARY 2:

Payer's Name:    Payer's ABN:    Tax Withheld:   Income:
Allowance Amount:    Reportable Fringe Benefits (FBT):
Lump Sum A:    Lump Sum B:  
Q4. Did you receive an Australian superannuation lump sum payment?
Q5. Did you receive any interest from bank accounts/term deposits, etc?
If you answered Yes to Q5, please enter the details below:
Financial Institution Amount

Q6. Do you own any shares?
Q7. If you answered Yes to Q6, did you receive any dividends?
Q8. Did you receive any income distributions from partnerships, or trusts (including cash management trusts/property trusts, etc)?
Q9. Our registered tax agent can access information regarding some of your income details (such as interest & dividends) through the ATO website. Do you give us permission to access this information to complete your tax return if required?
Q10. At any time during the period did you own an investment property?
Q11. Did you sell any investment assets such as an investment property, shares, or units in investment trusts?
Q12. Did you have a direct or indirect interest in a foreign company?
Q13. Have you ever, either directly or indirectly, transferred property - including money - or services to a non-resident trust estate?
Q14. Did you have an interest in a foreign investment fund (FIF) or a foreign life assurance policy (FLP)?
Q15. Did you receive any income from foreign owned assets, foreign pensions, or foreign employment?
Q16. Did you receive any bonuses from life insurance companies or friendly societies?
Q17. Did you receive any income from a Forestry Managed Investment Scheme?
Q18. Did you receive ANY other income payments? This can include insurance payouts, lump sum payments in arrears, etc.
Please answer the following questions relating to deductions:
Q1. Do you use your own car for work (other than driving from home to work and return)?
Q2. Did you travel for work and your employer did not reimburse you for your travel expenses?
Q3. Are you required to wear a uniform for your employment?
Q4. If you answered yes to Q3, did your employer pay you a clothes allowance?
Q5. Did you have any education expenses related to your employment, which your employer has not reimbursed you for?
Q6.Do you have a HECS/HELP debt?
Q7. Do you own/did you purchase any tools for your current employment? (includes tools of trade & professional tools such as computers)
Q8. Did you make any donations or gifts?
  
Q9. Please enter the amount you paid to a tax agent for preparing your tax return last year.
Q10. Please enter into the table below all work related expenses you incurred and were not reimbursed by your employer. If you are unsure whether you can claim the expense as a deduction or not, still include it in the table and we will determine its deductibility.
Expenses Detail Amount Do you have
a receipt?

Q10a. Did you pay child support?
Q10b. If you answered Yes to Question 10a, how much did you pay for the year?
Q11. Are you eligible to claim a deduction for Australian Film Industry incentives?
Q12. Are you eligible to claim a deduction for a Forestry Managed Investment this period?
Q13. Did you pay for a sickness & accident (income protection) insurance policy for the period?
Q14. Are you entitled to a deduction for a project pool?
Q15. Are you entitled to a landcare and water facility offset?

Please answer the following questions to determine your eligibility for tax offsets:
Q1. Did you have a dependent spouse, child-housekeeper or housekeeper?
Q2. Are you a Senior Australian (this includes age pensioners, service pensioners, and self-funded retirees)?
Q3. Are you on any pension other than an age pension?
Q4. Do you have an ongoing Baby Bonus claim?  You will have an ongoing claim if you had a baby or became responsible for a child (through adoption) between 30 June 2001 and 30 June 2004 and claimed the Baby Bonus in the 2004 year.
Q5. If you answered yes at Q4, has the child reached 5 years of age?
Q6. Did you have a spouse (de-facto or married) for the full year?
Q7. If you had a spouse for part of the year only, please provide the dates:
From:   To:  
Q8. If you answered yes at Q6, please provide your spouse details:
Spouse's Surname:
Spouse's Given Names:   
Spouse's Date of Birth:        Spouse Sex:   Male Female
Q9. How many dependent children do you have?
Q10. Did you make any superannuation contributions on behalf of your spouse?
Q11. Did you pay more than $1500 in net medical expenses? (Net means "payments less any Medicare and/or health insurance refunds you received")
Q12. Do you have a dependent parent, spouses parent, or invalid relative living with you?
Q13. Did you pay for any education expenses for your school children including the following items:?
Computer hardware or software, internet expense, stationery, textbooks, tools for school-based apprenticeships. NOTE: Expenses not included are School fees, uniforms, tuition fees, excursions or camps, sporting equipment, musical instruments, school photos, transport, school building levies.
Q13(a).If you answered Yes to Q.13. above, please enter into the table below details of the expenses you incurred for each child. Please only include payments which you have a recipt for. If you are unsure whether you can claim the expense as a deduction or not, still include it in the table and we will determine its deductibility.
Expenses Detail Amount Child # School

Please answer the following questions regarding Private Health cover:
Q1. If you had private health cover, please provide the details of each policy you had for the period. All of these details would have been provided by your insurer on your annual insurance statement:
  
Policy 1:
Health Insurer ID:   Membership Number: Type of Cover:  
Maximum number of days this policy provided an appropriate level of private patient hospital cover:
Your 30% rebate amount (if applicable):
  
Policy 2:
Health Insurer ID:   Membership Number: Type of Cover:  
Maximum number of days this policy provided an appropriate level of private patient hospital cover:
Your 30% rebate amount (if applicable):
  
Policy 3:
Health Insurer ID:   Membership Number: Type of Cover:  
Maximum number of days this policy provided an appropriate level of private patient hospital cover:
Your 30% rebate amount (if applicable):
Q2. If applicable, was your spouse and all of your dependents covered under your policy for the full year?


Please answer the following questions if you carried on a business as a sole trader for any part of the year.
If this is not applicable to you please proceed to the next section.
Q1. What is the business name?
Q2. What is the business address?
State: Postcode:
Q3. What is the ABN (Australian Business Number)?
Q4. What is the description of your main business activity?
Q5. How many business activities does the business have?
Q6. Did your business either cease or commence this year?
Q7. Did you sell any goods over the internet this year?
Q8. Can you provide us with a set of accounts (Profit & Loss and Balance Sheet) or a list of your income and expenses for the year?
Q9. If you answered No to Q8, would you like our help in determining your income and expenses for the year?
Q10. Do you have any carried forward tax losses from previous years?
Q11. Did you receive any income under a Voluntary Withholding Agreement?
Q12. Did you receive any income as an independent contractor under a labour hire agreement?
Q13. Was 80% or more of your business income received from one client?
Q14. Does the business have any assets?
Q15. Has the business previously joined the Simplified Tax System (STS)?
Q16. Did you make any personal superannuation contributions throughout the period?

Please enter any comments and/or questions in the box below:


That completes the online tax questionnaire. Please select SUBMIT FORM below to send us your information. Thank you.




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