TAX BY eFORM

Use our handy eForm to submit your tax details to us for fast, easy preparation of your tax return.

We will contact you for any further information, prepare your return, and email it to you for signature. All you will need to do is sign where required and send the signature page back by fax, scan and email, or post.

Australian taxation laws require you to have receipts for your expenditure if the total of your work-related deductions is over $300, excluding motor vehicle and certain other claims relating to allowances.

Our eForm works on Apple iPhone, iPad, and iPod touches too, so you really can prepare your tax information from anywhere! (If you have another brand of mobile device, try it - it will probably work.)

If you cannot complete the eForm in a single session you can save it by clicking the Save button. You can save up to 5 incomplete forms at a time in case several people are sharing the same computer.

To make it easy to continue working on a saved eForm, you will see a handy reminder icon and link under the navigation links on the left on every page of this website when you have a saved eForm.

Where is my data stored?

Form data is saved in cookies on your computer (you will lose it if you clear your cookies!).

You can remove a saved form by clicking the Delete button for the relevant slot in the Save Slots dialogue that appears when you click one of the Close buttons on the form.

When you click the Submit button, only the data in the currently-open form is sent to ITP. You cannot submit if you have unsaved changes in the form.

For safe keeping, we suggest that once you complete this form you print a copy for your records.

Warning: you do not have Javascript enabled. You will not be able to save your progress in case you cannot complete the eForm in one session. To fix this problem, please give your browser permission to run the scripts in this page. If you are using Internet Explorer you will probably see a warning across the top of the page right now. Click it, then click to allow the page to run scripts.

Warning: your browser is not allowing this page to write cookies. You will not be able to save your progress in case you cannot complete the eForm in one session. To fix this problem, please give your browser permission to save local cookies.

Tax year:
For which tax year is this information?
Personal details:
Tax File Number (TFN):
Title (Mr, Miss, etc.):
Full name:
Sex: Male: Female:
Street Address:
Postal Address:

Leave blank if same as street address

Date of Birth:
Phone Numbers:
Business hours:
Home phone:
Email Address:
EFT details:

Only complete if you would like direct credit of your refund

BSB:
Account number:
Account name:
Dependants:
Spouse (married or de facto):
Full name of spouse:
Date of birth of spouse:
Date this person became your spouse (if during the financial year):
Children:
List the ages of your children (if any):
Do you or your spouse have children for whom you receive FTB part A?
Do you or your spouse have children for whom you receive FTB part B?
How many children at primary school?
How many children at secondary school?
Income:
Main occupation:
Payment advice details:
Payer’s ABNTax withheld IncomeRFBARESC
$ $ $ $
$ $ $ $
$ $ $ $
$ $ $ $
$ $ $ $

Note: RBFA means reportable fringe benefits amount, and RESC means reportable employer super contributions

Allowances, earnings, tips, director’s fees etc:
Tax withheldIncome
$ $
Employer lump sum payments:
Tax withheldIncome
$ $
Employment termination payments (ETP):
Date paid:
Payer’s ABN:

Tax withheldTaxable component
$ $
Taxable Australian Government allowances and payments like Newstart, Youth Allowance and Austudy payment:
Tax withheldIncome
$ $
Taxable Australian Government pensions and allowances:
Tax withheldTaxable component
$ $
Australian annuities and superannuation income streams:
Tax withheld: $
Taxable component, taxed element: $
Taxable component, untaxed element: $
Lump-sum in arrears taxable component, taxed element: $
Lump-sum in arrears taxable component, untaxed element: $
Australian superannuation lump sum payments:
Date paid:
Payer’s ABN:

Tax withheld:
Taxable component, taxed element:
Taxable component, untaxed element:
Interest:
Gross interest:
Tax file number amounts withheld from gross interest:
Deductions:
Work-related car expenses:
None
  
Kilometre method:

Work-related kilometres: km

  
Actual expenses method:

Give details of running expenses (fuel, repairs, registration, insurance):

Note: for the kilometre method you will need to supply evidence of the kilometres travelled (e.g. diary entries).

For the actual expenses method you will need to supply a log book showing evidence of work-related kilometres travelled, plus details of running expenses, i.e. fuel, repairs, registration, insurance, etc.

With either method you generally cannot claim for trips between your home and your normal workplace.

Work-related travel expenses: $

Please provide details in the space below, and we will contact you:

Work-related uniform, occupation specific or protective clothing, laundry and dry cleaning expenses:
Purchases of compulsory logoed uniform:
(we will calculate laundry for you)
$
Is your uniform logoed tops only?
Is your uniform logoed tops and bottoms?
Purchases of protective boots/safety footwear: $
Actual dry cleaning expense: $
Purchases of other protective goods:
e.g. sun hat, sun screen
$
Work-related self-education expenses:
Do you have work-related self-education expenses?
We will contact you for details
Other work-related expenses:
Union fees: $
Registrations & associations: $
Tools etc., each costing less than $300: $
Stationery and reference materials etc.: $
Other expenses:
We will contact you for details
$
Have you purchased capital items for work?
We will contact you for details
Depreciation:
Do you have items being depreciated?
We will contact you for details
Investment related deductions:
Have you borrowed money to invest or have other investment related expenses?
We will contact you for details
Gifts or donations: $

To tax-deductible gift recipients (DGR) only

Cost of managing tax affairs: Expenses incurred in this financial year: $
Other information:
Private health insurance policy details:
For how many days of the financial year did you have private health insurance cover?
Did you have just basic hospital cover?
Did you have just ancilliaries cover?
e.g. dental and optical cover
Did you have both hospital and ancilliaries cover?

Health insurerMembership number
Residency:
Did you first arrive in Australia this financial year?
If yes, date you arrived:
Did you leave Australia this financial year?
If yes, date you left:
Sundries:
Things we need to contact you about:

Check any relevant boxes and we will contact you for details (if you are unsure about any item, check it anyway)

Did you receive family payments, childcare benefits or a tax-free pension from Centrelink or the Department of Veterans’ Affairs?
Did your child receive student payments from Centrelink based on parental income?
Do you have a HELP or SFSS debt?
Are you a member of an employee share scheme?
Are you eligible for the spouse (without dependent child or student), child-housekeeper or housekeeper tax offset?
Did you receive any rental income?
Did you carry on a business?
Did you receive any partnership or trust income, or incur any partnership or trust losses?
Did you receive any personal services income (PSI)?
Did you have a capital gains tax event during the year?
Did you receive any foreign source income (including pensions, rents, and franking credits)?
Did you receive any dividends?
Did you receive an Australian superannuation income stream?
Comments:
Comments:

If there is anything else you need to tell or ask us regarding your tax return that hasn’t been covered elsewhere on this form, please put it here: