Are you a new or existing client to General Tax?(Required) How did you hear about us?(Required)
Identity Check
Business Details What's your business structure?(Required) Do you have a registered business name?(Required) Name(Required)
Prefix
Mr. Mrs. Miss Ms. Dr. Prof. Rev.
First
Middle
Last
Nominated contact person(Required)
Prefix
Mr. Mrs. Miss Ms. Dr. Prof. Rev.
First
Middle
Last
Place of Business Address(Required)
Postal Address(Required) Postal Address(Required)
Spouse Did you have a spouse during the year? (Married or defacto)(Required) Did you have a spouse for the full year?(Required)
Dependents Did you have any dependent children living with you?(Required) Children up to 21 years of age + full-time students under 25
How many dependent children?(Required) Did you pay any child support?(Required)
Private Health Insurance Did you have private health insurance? What type of coverage did you have?(Required) Did you hold coverage for the whole financial year?(Required)
Recordkeeping How did you keep your records?(Required)
Tax Registrations Were you registered for GST during the year?(Required) Have you submitted your activity statements to the ATO?(Required) Did you pay any wages to staff during the year?(Required) Did you pay any superannuation during the year for your staff?(Required)
Business Banking Do you want to list the same bank details in your tax return as last year?(Required) Enter the bank account you'd like your refund deposited into.(Required) How many business bank accounts do you have?(Required) How many business loans do you have?(Required) Loans for equipment, stock, vehicles, business acquisitions, etc.
Your Loan Details How many business credit cards do you have?(Required)
Business Activity
Assets Did you have stock on hand as at 30 June 2026?(Required) Did you purchase any assets during the year between $1,000 – $20,000?(Required) Excludes stock.
New asset details(Required) Did you purchase any assets during the year that cost more than $20,000?(Required) Excludes stock.
New asset details(Required) Did you sell any assets during the year?(Required) Excludes stock.
Disposed asset details(Required)
Motor Vehicles How many vehicles does your business own?(Required) Vehicle 1 "V1" V1: What method will you be claiming for your vehicle? V1: Provide your vehicle's expenses for the year. Provide actual costs, not estimates.
Vehicle 2 "V2" V2: What method will you be claiming for your vehicle? V2: Provide your vehicle's expenses for the year. Provide actual costs, not estimates.
Vehicle 3 "V3" V3: What method will you be claiming for your vehicle? V3: Provide your vehicle's expenses for the year. Provide actual costs, not estimates.
Vehicle 4 "V4" V4: What method will you be claiming for your vehicle? V4: Provide your vehicle's expenses for the year. Provide actual costs, not estimates.
Your Personal Salary & Wages Outside of your ABN income, were you paid salary or wages during the year?(Required) How many employers did you have during the year?(Required) Did you serve in the Australian Defence Force during the year?(Required)
Bank Interest Income Did you earn any bank interest income?(Required) Which banks did you earn interest with?(Required) Do you know how much bank interest you earned during the year?(Required) Are you happy for us to use the ATO’s records to work out how much interest you earned this year?(Required) Note: Most banks report interest to the ATO soon after the end of the financial year, but some can take up to 3 months.
Shares Income Did you own any shares (includes Employee Share Schemes)?(Required)
Did you earn any share dividend income during the year?(Required)
Please list the companies from which you received these dividends.(Required) In Australia, the most common companies that pay dividends include: CBA, Westpac, NAB, ANZ, BHP, Rio Tinto, Telstra, Woolworths, Wesfarmers, and CSL.
Did you sell any shares during the year?(Required)
Managed Funds Income Did you earn any managed funds income?(Required)
Are you happy for us to use the ATO’s records to retrieve your managed funds information this year?(Required)
Note: Most managed funds report to the ATO by September, but some can take up to 6 months.
Cryptocurrency Activity Did you buy, sell or trade any cryptocurrency during the year?(Required)
Confirm your cryptocurrency activity for the year:(Required)
Foreign Income Did you earn any foreign source income during the year?(Required)
It’s important to report all foreign income, even if tax has already been paid on it in the country where it was earned, as Australia has mechanisms to avoid double taxation, such as foreign income tax offsets.
What type(s) of foreign income did you receive?(Required)
Rental Income Did you have an investment property or rent out part of your home during the year?(Required)
Your Circumstances Were you an Australian resident for tax purposes for the entire year?(Required)
Did you live in a remote area during the year?(Required) If you lived in remote or isolated areas of Australia you may be eligible for the zone tax offset, which provides a tax reduction based on your location and the duration of your stay in that area.
Remote location details:(Required)
Government Loans Do you have an outstanding HELP, SFSS, TSL or VET debt?(Required)
Which government loans do you currently have?(Required)
Car Expenses Did you use your vehicle for work-related travel during the year?(Required) This excludes your transits to and from work.
Provide reasons for your travel for work.(Required) Your vehicle:(Required) What method will you be claiming for your vehicle?(Required)
Provide your vehicle's expenses for the year. Provide actual costs, not estimates.(Required)
Travel Expenses Did you have any work-related travel expenses?(Required)
Examples include public transport, air travel, taxi fares, ride-share fees, road tolls, parking fees, short-term car hire, meals, incidental expenses, accommodation.
Travel expenses:
Uniform, Clothing, Laundry & PPE Expenses Did you incur any work-related uniform, clothing, laundry, personal protective equipment expenses?(Required) This is a uniform, either compulsory or non-compulsory that is unique and distinctive to the organisation for whom you work. You can claim the costs of washing, drying, and ironing eligible work clothes, or having them dry-cleaned. You must have written evidence, such as diary entries and receipts, for your laundry expenses if the amount of your claim is greater than $150.
Uniform, clothing, laundry, protective equipment expenses:
Self-Education Expenses Did you have any self-education expenses relating to your job?(Required) Examples include seminars, conferences, courses, or workshops. To claim these, the activity must be directly related to your current job. It should help you improve your skills or knowledge for your work and either increase your income or be likely to help you earn more in your current role.
Self-education expenses: Provide reasons for your self-education expenses:(Required)
Home Office Expenses Did you use your home office for work purposes?(Required) Did you keep a record of all the hours you worked from home?(Required) You must have kept records of either: your actual hours spent working at home for the year, or a diary for a representative four-week period to show your usual pattern of working at home.
Did you use your home internet for work-related purposes?(Required) Did you use your mobile phone for work-related purposes?(Required) Did you purchase any computer equipment or office furniture?(Required) Details(Required) Did you repair any computer equipment or office furniture?(Required) Details(Required)
Other Work-Related Expenses Did you pay any union fees during the year?(Required) Did you use your mobile phone for work-related purposes?(Required) Did you buy any tools, equipment or supplies:(Required) Examples include: Hand tools or equipment used for work, repairs to work-related tools or equipment, safety gear, and stationery and office supplies used for work.
Details(Required) Did you buy any technology and subscriptions?(Required) Examples include: Devices, apps or software needed for your job, antivirus or cybersecurity software, and cloud storage services for work files.
Details(Required) Did you buy any other common items?(Required) Examples include: Briefcase or work bag, sun protection (sunscreen, sunglasses, hats for outdoor workers), first aid items kept for work purposes, and lockers or storage rentals used to store work gear.
Details(Required) If the cost of any item is over $300, we’ll depreciate it over its effective life and claim a portion each year, rather than the full amount upfront.
Donations Did you make any donations of $2 or more?(Required) Donations made to a GoFundMe personal campaigns are generally considered to be personal gifts and are not guaranteed to be tax-deductible. Only donations made to a GoFundMe certified charity campaigns are guaranteed to be tax-deductible.
Details(Required)
Accounting Fees Did you pay any tax agent/accounting fees during the year?(Required) We already have your General Tax fees on record. Did you pay any accounting or tax agent fees to another firm during the year?(Required)
Insurance Did you pay any income protection insurance during the year?*(Required) Note: If it’s paid through your super, you can’t claim it in your tax return
Did you pay for insurance to cover your work tools or equipment?(Required) This type of insurance is claimable if the tools or equipment are used to earn your income.
Superannuation Did you make any personal, after-tax, contributions to your superannuation fund?(Required) Note: Does not include salary sacrifice.
Have you submitted a Notice of Intent to Claim a tax Deduction form to your super fund?*(Required) Did you make any contribution on behalf of your spouse?(Required)
Do you have any notes or comments for your accountant?
Supporting Documents
Engagement Declaration Consent(Required) By submitting this form, I confirm my engagement with General Taxation Services and appoint (or continue to appoint) the firm as my registered tax agent (TAN 79437004) for the preparation and lodgement of my taxation affairs.
I acknowledge and accept the terms of this engagement.
