Tax Return Form

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Instructions

– Click the "Start" button and follow the instructions.
– Once we receive your information, we will verify it with the Australian Tax Office. If more details are required, one of our team members will contact you via email or phone during business hours.
– This is not a personalized meeting with an accountant. If you prefer a personal session, please book an appointment on our website by clicking 'Book a consultation'.
– Online Tax Return from $95.

Required Information

– Passport
– Visa Copy
– Payment Summary
– Tax File Number (TFN)
– Bank Account Details
– Total Income/Expenses (if you received ABN income)

Before continuing, make sure you have all the necessary documents ready.

Financial Year*

Please choose the financial year for which you want to file your tax return.

Name*

First Middle Last

Residency Status / Visa*

Did you obtain Permanent Residency or Citizenship between 01/07/2022 and 30/06/2023?*

Yes

Identification documents*

Max. file size: 2 GB.

Please provide one of the following identification documents accepted in Australia: passport, driver’s license, or Medicare card.

Identification documents 2*

Max. file size: 2 GB.

Please provide a second identification document accepted in Australia.

Sex*

Male

Female

Date of Birth*

MM slash DD slash YYYY

Email*

Mobile Phone Number*

Australian Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

Were you in a spousal or de facto relationship during the financial year?*

Yes

Your Partner's Name*

First Middle Last

Date of Birth*

MM slash DD slash YYYY

Your spouse's gender*

Female

Male

Is your spouse a permanent resident or eligible for Medicare?*

Yes

Were you with a spouse for the entire year?*

Yes

From Date*

MM slash DD slash YYYY

To Date*

MM slash DD slash YYYY

Your partner's total taxable income*

Do you currently have an active Australian bank account?*

Yes

If you don’t have an Australian bank account, we can transfer your refund (if applicable) to a third-party account in Australia or overseas. An additional $22 trust account fee applies. We’ll reach out to you regarding this after you submit your application.

Account Name*

BSB*

Account Number*

Date of Arrival in Australia*

MM slash DD slash YYYY

Date of Departure (Expected)

MM slash DD slash YYYY

If you are going to leave Australia and this your last tax return, please enter your date of departure.

Copy of Your Passport*

Max. file size: 2 GB.

Copy of Your Visa*

Max. file size: 2 GB.

Country of Birth*

Country

Nationality*

As Shown In Passport.

Tax File Number (TFN)*

Did you work with?*

TFN (Tax File Number)

ABN (Australian Business Number)

TFN and ABN

Have you earned more than $26,000.00 in this year?*

Yes, I have earned more than $26,000.00

No, I have not earned more than $26,000.00

Do you have an investment property?*

Yes

Did you have capital gain/loss with shares and/or cryptocurrency?*

Yes

Capital gain records*

Drop files here or

Max. file size: 2 GB.

Did you receive help from the goverment?*

Yes

Upload Supporting Documentation*

Drop files here or

Max. file size: 2 GB.

Please upload letters, emails or other documents you may have received that shows the amount paid.

Did you receive any interest?*

Yes

If you have a savings account, it likely generates interest that must be reported in your tax return. Please check your bank statements and let us know the total interest earned.

Interest Income*

Bank Name

How Many Account Holders?

Total interests?

Do you need assistance with applying for the Medicare Levy Exemption Certificate?*

Yes

If you're on a student visa and earn over $27,222.00, applying for a Medicare exemption certificate can help you save a significant amount. We can assist you with the application, or you can apply on your own and send us the certificate once you receive it.

How many jobs did you have with TFN?*

Describe the title, duties, and responsibilities of your main TFN job.*

Work-related deductions (for your TFN job)*

Deduction Description

Total $

You can add more rows by clicking the "+" symbol. For example: work-related travel expenses – $120, professional development courses – $200, home office supplies – $80, union fees, internet usage for work, etc.

Upload PaySlip(s)*

Drop files here or

Max. file size: 2 GB.

We just need your final payslip for the financial year (as of 30/06) to verify your income and prevent any ATO adjustments. Please upload your last payslip dated on or before 30 June.

Did You Work From Home?*

Yes

Date You Started Working From Home*

MM slash DD slash YYYY

How many weeks did you work from home during the financial year?*

Please enter a number from 1 to 52.

how many hours per week did you work from home?*

Please enter a number from 1 to 50.

Working From Home Expenses

Drop files here or

Max. file size: 2 GB.

If you worked from home, please upload: electricity and gas bills, office equipment (like a computer or laptop), phone and internet bills, cleaning expenses, and printing or stationery items such as paper, ink, books, or software.

Is there any other information we should be aware of?

Percentage of Property Ownership*

Please enter a number from 1 to 100. Please let us know the percentage of ownership. For example, if you and your partner own the property your ownership is 50% or if you are the only owner it will be 100%

Property Expenses Documents*

Drop files here or

Max. file size: 2 GB.

Please upload the following documents related to your property: expense records, depreciation schedule, purchase contract, income and expense statements from the real estate agency managing your property, as well as water, electricity, and strata bills.

Property Expenses*

Description

Amount in $

Other Information*

Please provide any other relevant information regarding the investment property.

Did you work as a delivery driver for platforms like Uber Eats, Deliveroo, Foodora, or similar?*

Yes

Attach Your Tax Statement*

Drop files here or

Max. file size: 2 GB.

For example: You can download your tax summary by logging into your UBER account from a laptop or desktop computer (not a mobile device).

Describe your primary activity, tasks, and responsibilities while working under your ABN*

Total Amount Invoices*

Please make sure to include all income earned under your ABN during the financial year.

Expenses (ABN)*

Expense Description

Total in $

Important

At Vertex Accounting Solutions, we are committed to ensuring the security of our valued clients' information while complying with the requirements set by the Australian Tax Office.

Therefore, we kindly ask you to upload a selfie holding one of the following documents:

Your passport
Your Visa document (the one issued by the Australian Government)

File*

Max. file size: 2 GB.

Athorization Statement*

I authorise Vertex Accounting Solutions. ABN 29 681 932 454 to: prepare and lodge my Australian tax returns; prepare a statutory declaration in the event of a loss of a PAYG payment summary; request and receive from my employer(s) any PAYG payment summaries, statements of earnings, and Tax File Number; prepare, sign, and process any agreements, consents, or other documents required to refund taxes; prepare, sign, and lodge my medicare levy exemption application if applicable. I declare that the information provided for the preparation of this statement is true and correct.

Signature*

Max. file size: 2 GB.

Please create your digital signature using any app (e.g., Paint, Notes, online signature tools), take a screenshot or save the file, and upload it below.

You can use this link to create your digital signature.

Authorization Date*

MM slash DD slash YYYY

I am authorized to make this declaration.