Your Details
Please enter the correct details for your tax return.
1. Your personal details below must match the Australian Taxation Office(ATO)’s record.
Otherwise, the process will be delayed.
2. We will need to contact you for your tax return. The details below will be used to check your genuine identification. Please carefully enter your personal details.

Use a high-quality photo and make sure the text and numbers on the ID are readable.Your whole face and arms should also be visible.
The required information is as listed below.
1. Bank Name (E.g. Commonweatlh Bank)
2. BSB Number (E.g. 123456)
3. Account Number (E.g. 12345678)
4. Account Holder (E.g. Mick Fanning)
Residency Detail
Please enter the correct details for your tax return.
- $37,001 in 2019–20 and earlier income years
- $45,001 from 2020–21 and later income years.
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- $37,001 in 2019-2020 financial year
- $45,001 from 2020-2021 and later income years
Your Income
Please enter the correct details for your tax return.
The salary details as listed below are required to complete this section.
You are not required to
1. Salary and wages
2. Commissions
3. Bonuses
4. Dividends
Because we are going to check your income details on ATO data.
Rental Income (investment property)
Please enter the correct details for your tax return.
- keep records right from the start
- work out what expenses you can claim as deductions
- work out if you need to pay tax instalments throughout the year
- declare all rental-related income in your tax return
- consider the capital gains tax implications if you sell.
To download a PDF guide on how to treat rental income and expenses, see Rental properties 2020.
In some circumstances, you have to reduce the amount of your claim by $250.
For a summary of this content in poster format, see ATO Education Expense(PDF, 290KB)
Required document
Otherwise, you may not be able to claim investment property tax return.
Work-Related Deduction
select deduction type
To claim a work-related deduction:
you must have spent the money yourself and weren’t reimbursed
it must directly relate to earning your income
you must have a record to prove it.
If the expense was for both work and private purposes, you can only claim a deduction for the work-related portion.
Work expenses reimbursed to you by your employer are not deductible.
We can seek information from your employer if we think you have claimed a deduction for an expense that you have already been reimbursed for
You don’t need written evidence but ATO may ask your client to tell us how the claim was worked out and explain why the claim is reasonable, based on the requirements of your occupation.
Fees for preparing income tax returns for yourself or associated persons (such as a spouse) need to be apportioned if you have a single invoice for these costs. You must be able to show how you have apportioned these costs, including keeping evidence to support the deduction claimed.
Expenses relating to preparing and lodging your tax return and activity statements include the costs of:
- buying tax reference material
- tax return preparation courses
- lodging your tax return through a registered tax agent
- obtaining tax advice from a recognised tax adviser (a registered tax agent, barrister or solicitor)
- dealing with us about your tax affairs
- purchasing software to allow the completion and lodgment of your tax return. You must apportion the cost of the software if you also used it for other purposes.
You generally incur the fees in the year you pay them.
Cost of managing tax affairs (accounting fee)
car Expense
If you use your own car in performing your work-related duties (including a car you lease or hire), you may be able to claim a deduction for car expenses.
If the travel was partly private, you can claim only the work-related portion.
This information relates to car expenses only. A car is defined as a motor vehicle (excluding motor cycles and similar vehicles) designed to carry a load less than one tonne and less than nine passengers. Many four-wheel drive vehicles are included in this definition.
For a summary of this content in poster format, see ATO Car Expense(PDF, 548KB)
Education expense
In some circumstances, you have to reduce the amount of your claim by $250. For a summary of this content in poster format, see ATO Education Expense(PDF, 290KB)
Home Office expense
These can be additional running expenses such as electricity, the decline in value of equipment or furniture and phone and internet expenses.
You may need to have an agreement with your employer to work from home under the current employment contract.
Fixed rate method or actual cost method can only be used to claim your home office expenses.
However, you have 3 options to choose for COVID-19 home office expenses claim. You can’t claim a deduction for items provided by your employer, or if you have been reimbursed for the expense. Employees generally can’t claim occupancy expenses such as rent, mortgage interest, water and rates.
For the details, please see ATO Home Office Claim
COVID-19 Home Office expense
Home Office expense
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They may contact the ATO or any employers on my taxation and superannuation affairs.
I also confirm Tax123 charges either an hourly rate or a flat fee for the services at the end of the consultation.
I certify that the above information is true and correct and agreed with the terms and condition above.