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Individual Tax Return with Business Income)
Before you proceed, please click
here
for a list of common work-related deductions and tax saving strategies to help you maximise your tax refund.
Personal details
*
Indicates required field
Title
*
Name
*
First
Last
Tax File Number
*
Date of Birth
*
Contact Number
*
Email
*
Residential Address
*
Line 1
Line 2
City
State
Zip Code
Country
Bank account and interest income
Postal Address
*
Line 1
Line 2
City
State
Zip Code
Country
Bank name
*
Bank name
*
Bank name
*
Account name
*
Account name
*
Account name
*
BSB-Account Number
*
BSB-Account number
*
BSB-Account name
*
Interest income
*
Interest income
*
Interest income
*
Tax withheld
*
Tax withheld
*
Tax withheld
*
If you have additional employments, please provide details in the comment box below.
Employment income
Job title
*
Company name
*
Company name
*
Company name
*
ABN
*
ABN
*
ABN
*
Gross income
*
Gross income is income per PAYG payment summary including PAYG withholding tax
Gross income
*
Gross income is income per PAYG payment summary including PAYG withholding tax
Gross income
*
Gross income is income per PAYG payment summary including PAYG withholding tax
PAYG tax withheld
*
PAYG tax withheld
*
PAYG tax withheld
*
Other income & deductions
*
Please provide other income and deduction as shown on your PAYG payment summary
Other income & deductions
*
Please provide other income and deduction as shown on your PAYG payment summary
Other income as deductions
*
Please provide other income and deduction as shown on your PAYG payment summary
For additional employment, please provide details in the comment box below.
Employment-related deductions
Amount
*
Amount
*
Amount
*
Amount
*
Description
*
Description
*
Description
*
Description
*
Amount
*
Amount
*
Amount
*
Amount
*
Description
*
Description
*
Description
*
Description
*
For additional deductions, please provide details in the comment box below.
Note that you can claim $300 general deduction without receipts or tax invoices. If you wish to claim more than $300, you will need to be able to substantiate with supporting evidences in case of ATO's review or audit.
For additional employment, please provide details in the comment box below.
Business income and expenses
Type of business
*
Sole trader
Contractor
ABN
*
What is your business activity ?
*
Are you registered for or required to register for GST and/or PAYG?
*
Yes.
No.
You are required to register for GST if your annual gross income is more than $75,000. You are required to register for PAYG if you employ staff and withhold tax.
If yes, please contact us and do not use this Form.
Address
*
Line 1
Line 2
City
State
Zip Code
Country
Did you commence or cease your business during the financial year?
*
Commenced. If yes, please provide date commenced.
Ceased. If yes, please provide date ceased.
None of the above
If yes, what is the date commenced or ceased.
*
Did you sell using internet?
*
Yes
No
Business income (type and amount $)
*
Please provide list of business income (type and amount).
Business expenses (type and amount $)
*
Please provide a list of business expenses (type and amount $). For a purchase of asset, you will need to provide date of purchase and description of asset for depreciation purpose.
Medicare and private health insurance
Please choose one of the following
*
I am a student with a valid student visa
I have a valid working visa or temporary resident visa.
I am a permanent resident or Australian citizen
Others
If others, please specify.
*
Do you have a Medicare card or entitled to Medicare?
*
Yes
No
Do you have a private health insurance policy?
*
Yes. If yes, please provide details below.
No
Insurance provider
*
Insurance provider
*
Membership number
*
Membership number
*
Premium paid ($)
*
Premium paid ($)
*
Share of government rebate ($)
*
Share of government rebate ($)
*
Spouse's details
Title
*
Name
*
First
Last
Date of birth
*
Number of dependant
*
Do you have your spouse for the full financial year?
*
Yes
No. From which date during the year did you have the spouse?
Date
*
Estimated spouse's taxable income ($)
*
Comment
Please use the space below to provide additional information as appropriate.
*
Supporting documents
Should you have additional supporting documents, please zip the file and upload. Alternatively, you can email them to info@rj-co.com.au.
I hereby certify that the above information is correct to the best of my knowledge
I acknowledge the
substantiation declaration
. I hereby authorise RJ & Co Tax Accounting to prepare and lodge tax return on my behalf.
Tick and submit
*
Agree
Submit
