Please answer the questions below to help us make a start on your personal income Tax Return

Full Name(Required)

Occupation(Required)

This has to be reported to the ATO each year and must be accurate

Email(Required)

Mobile Phone

Home Address

Only required if different from previous year. Must be a physical Australian address, cannot be a PO Box

Income

We will be able to source your group certificate and interest income from the ATO but please upload any other income sources including dividends, managed funds, etc.
All documents must be uploaded as the last step prior to submission.

Have you received any Dividends?(Required)

Yes

Please upload copies of the dividend statements plus any buys or sells during the financial year. This can also be provided via a spreadsheet or reports from a brokerage like Commsec.

Have you bought or sold Crypto?(Required)

Yes

Please upload tax statements, if you are not using an exchange that can provide these you can use a site such as this one to create the report for you:
Crypto Tax Calculator AU

Do you have a Rental Property?(Required)

Yes

Please upload a your property management statement at the end of the form along with any other income and expenses relating to the property for our consideration including Strata costs, Council Rates, Emergency Services Levy, Insurance, Mortgage Interest, Land Tax, Water charges and repairs and maintenance

Deductions

Do you use a car for work?(Required)

Yes

How are you claiming for your car?(Required)

Log Book

Km travelled

If you are claiming under a logbook, could you please send all details of your car expenses and the logbook percentage including when the logbook was completed.

How many kms did you travel during the year?

Please note that kms travelled between work and home do not count.

Did you have any work-related travel expenses such as taxis or Ubers?(Required)

Yes

Please upload receipts with notes as to how they relate to your work

Did you wear a uniform, or protective clothing?(Required)

Yes

If you are required to work outside, this would include hats, and sunscreen.

Please upload receipts with notes as to how they relate to your work

Did you work from home?(Required)

Yes

Hours

What were the hours per week and for how many weeks?

Home Internet

Did you use your home internet? If so what was the monthly cost and work percentage

Did you use your mobile phone for work purposes?(Required)

Yes

Mobile Usage

What is the monthly amount and work-related percentage?

Any other work-related expenses?(Required)

Yes

Please upload receipts for course fees, stationery, registration fees, union fees, and equipment or other expenses.

Did you have any Income Protection Insurance for the year? (Required)

Yes

Please upload the statement

Are you and all your family covered by Private Health insurance?(Required)

Yes

Please upload the statement

Do you know your spouses income for the tax year pertaining to this tax return?

Yes

If not applicable please select No

Spouse Income

Any other information?

Do you have any other information that you need to tell us about before we make a start on your personal income tax return?

Tax Return Documentation(Required)

Drop files here or

Accepted file types: jpg, png, pdf, docx, xlsx, Max. file size: 10 MB, Max. files: 25.

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Thank you for visiting our website, please note we are not currently taking on new clients as we are fully booked for the rest of the 2026 Calendar Year.

Personal Income Tax Return

Income

Deductions

Bartley Partners

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