Tax Returns | TechEdge Accounting

Fact Finder

Welcome to the Fact Finder page. Here, you will provide all the relevant information needed for your tax return. Accurate and comprehensive information is crucial for maximising your tax benefits and ensuring a precise and efficient process. We understand that the form can sometimes be overwhelming, alternatively please schedule a free call with us to go through this form.

Choose the applicable tax return Required

Individual Tax Return

Small business Tax Return

Individual details

First Name

Phone

Select an Address

Tax File Number (TFN)

Main Occupation

Last Name

Email Address

Australian Business Number (ABN)

Date of Birth

Spouse or Partner's TFN (if lodging together)

Marital Status

Refund account details

Account Holder Name

Account Number

BSB

Income details

Income from employer not report to ATO

Sale of Assets details (shares, crypto etc)

Purchases (AUD)

Sales (AUD)

Purchase & Sold Date

Work-related deductions

Important: to make a work-related deduction:

you must have spent the money yourself and were not reimbursed
it must directly relate to earning your income
you must have a record to prove it

Work-related Car Expenses
Note: Travel between home and office is not deductible and considered private in nature

Upload logbook (if applicable)

Upload File

Upload supported file (Max 15MB)

If no logbook, please provide the following

Kms travelled for work (annual)

Work Related Other Expenses

Work Related Travel Expenses (AUD)

Work Related Clothing Expenses (AUD)

Tolls & Parking Cost (work related only) (AUD)

Work Related Self-education Expenses (AUD)

Work Related Mobile Phone Expenses (AUD)

Work Related Other Expenses

Working from home (hours)

Home office deduction (AUD)

*If you can provide receipts for actual costs incurred when you work from home, such as internet, phone, stationary, etc. Please follow this link and upload the document - Click here

Note: As of 1 March 2023, any work-from-home hours must be documented either in a diary showing the hours worked each day or on a printed timesheet, in accordance with the new law. Checking emails is not considered working under the new regulations. If you are subject to an audit, you must provide this evidence to the ATO; estimates will not be accepted.

Business-related income/expenses (if applicable)

Business Income (AUD)

Interest Expenses (AUD)

Lease and Rent Expenses (AUD)

Cost of Sales (AUD)

Other Expenses (AUD)

Other items

Donations (AUD)

Private Health Insurance (AUD)

Last year Tax Charges (AUD)

Upload all supporting files (please merge them to one PDF or an excel file)

Upload File

Upload supported file (Max 15MB)

Comments

I acknowledge that I have read, understood, and agree to the Terms and Conditions and Privacy Policy. I also authorize Tech Edge Accounting to begin work on my tax return. I understand that the tax return will not be lodged until I provide final approval and the invoice is paid.View privacy policy

By signing, I authorize TE Accounting and E&A Advisory to represent me in all tax-related matters

Your info

Income Details (TFN)

Work-related deductions

Business Details (ABN)

Other items

Sign & Submit

Upload supporting