If you are not a current client of Chromatic Accounting & Tax, welcome! Before beginning this form, please complete our New Client Information form.

Is this the first tax return Chromatic Accounting & Tax will be lodging for you?

Yes, I am new

No, I am an existing client

No, but some of my details have changed

First Name (as per photo ID) *

Last Name (as per photo ID) *

Preferred Personal Name

Which tax return are we assisting with? Please feel free to submit this from more than once if you have some catching up to do *

30 June 2025

30 June 2024

Earlier/Unsure

Other

Do you have a HELP liability or a student financial supplement loan debt?

Yes

Unsure

Health Insurance and Family Information

Did you have private health insurance hospital cover for yourself and all dependents? *

All year

Part of the year

Unsure

Do you have a spouse/partner? (This is not limited to legal marriages) *

Yes

Is your partner a Chromatic Tax client?

Yes

Unsure

If you have a spouse or partner who is not a Chromatic Tax client, please complete as many details as possible from their tax return, or best estimates.

Were they your spouse for the full year?

Yes

Relationship Start Date

Relationship End Date

Spouse/Partner Name. Spouse/Partner information should match what you've provided to Medicare, Centrelink etc.

Spouse/Partner Date of Birth

Spouse/Partner's Income and Adjustments

These items can be found in your partners' tax return and may be relevant for Medicare, Health Insurance and Centrelink estimates.

Spouse's Taxable Income (if any)

Spouse's Reportable Fringe Benefits (if any)

Spouse's Reportable Superannuation Contributions (if any)

Spouse's Rental Property Loss (if any)

Spouse's Other Net Investment Loss (if any)

Spouse's Tax-free Government Pensions (if any)

Spouse's Child Support Paid (if any)

Did you make superannuation contributions on behalf of your spouse?

Yes

Do you have dependent children? Either with your current partner, from another relationship or as a solo parent.

Yes

Children and Ages

A general idea of your family's ages may help us identify potential benefits and ensure no entitlements are missed. Number of kids in each age bracket is all we need here.

How many dependent children do you have aged 0-3 years?

How many dependent children do you have aged 4-7 years?

How many dependent children do you have aged 8-15 years?

How many dependent children do you have aged 16+ years that are Full time students?

Did you or your spouse receive FTB (Family Tax Benefits) through Services Australia?

Yes, I did

Yes, my spouse did

Unsure

Do you pay child support?

Yes

Amount of child support paid this year:

Are you, your spouse, your parent, or parent-in-law either an invalid receiving a pension or carers receiving a carer's allowance?

Yes

Unsure

Do you live in a remote area (or did you for part of the year)?

Yes - all year

Yes - part of the year

No or Unsure

There may be a small additional offset we can claim for you.

Please let us know when you moved into or out of the remote area

Please include the suburb or town if it's not an address we have on record.

Please provide any further details or questions you may have related to your family situation

Income

We may be able to access some details from your ATO records. Please complete as many of these items as possible, as the ATO's data sources may not be accurate, and we can examine any variances. If you answer yes to any of the following questions you will be directed to provide further details on the item in question.

Did you earn or receive salary or wages?

Yes

Please detail your employer(s) and role(s)

Knowing your main occupation helps us complete your return and make sure we've asked about all relevant deductions

Did you receive allowances, earnings, tips, director's fees, etc?

Yes

Did you receive employer lump sum payments?

Yes

Did you receive employment termination payments?

Yes

Did you receive Australian annuities and superannuation income streams and pensions?

Yes

Did you receive Australian Government allowances, pensions, or payments such as Jobseeker (NewStart), AUSTUDY/ABSTUDY?

Yes

Provide details of any early termination payments, allowances, pensions, annuities and superannuation income

Other Income

Did you receive Interest? E.g. from bank accounts, term deposits

Yes

Further details of interest payments. E.G. ABC Bank account $12, XYZ Term deposit matured 15 March, $2500

Did you receive dividends?

Yes

Further details of dividends (including share name(s))

There is a question coming up where you can attach a listing, dividend statements or broker summary, if that's easier.

Did you have any crypto currency holdings or sales? Personal use of Crypto may not need to be declared, but we should review your situation each year against the current guidelines. Please upload statements when prompted in a few questions' time, if applicable.

Did you receive shares through any employee share schemes?

Yes

Please upload statements when prompted in a few questions' time.

Please make sure you complete our Business Accounts & Tax Checklist (click here) if you answered yes to this question

Did you receive income or loss from business?

Yes

Unsure

Did you receive any capital gains or losses e.g. from sale of shares, investments or property?

Yes

Please provide further details of your capital gains

There will be another question shortly where you can upload the relevant documents for us - if you don't have them ready we will request them separately.

Did you receive any income from foreign sources?

Yes

Please ensure you complete our Rental Property Checklist for each property you own or co-own.

Did you receive any property rental income?

Yes

Did you receive any other income not listed above?

Yes

Please specify any additional income not mentioned previously

Any additional documents related to your income

e.g. crypto holding statements, employee share scheme notices, capital gains documents (purchase and sale), investment annual tax statements - if you miss anything we need, we'll reach out and request them.

Deductions

You will need to keep records to substantiate these claims

Did you drive your own car for work as an employee? E.G. to suppliers, site visits, meetings, etc. Note trips from home to your usual workplace are generally not deductible.

Yes - I have a log book

Yes - I have a diary of my work trips only

How many KM did you drive for work this year?

Car Model/Make/Registration

Log Book Completed Date

Car Cost

To calculate depreciation on the vehicle as part of the deduction - note there is a question coming up where you can upload a summary of car costs, if that's easier.

Total Finance Payments

Car insurance (comprehensive)

Registration Costs

Please attach more pages or email through the details if you had more than one vehicle or otherwise require more space.

Uniform or protective clothing description

Uniform or protective clothing costs

Sun protection items cost (only deductible where you are required to carry out your duties out in the sun)

Covid-19 Protection Items Cost (only deductible where you are required to carry out your duties in close proximity to clients/others)

You may like to review our guide to when self-education is deductible, here.

Did you pay for any self-education expenses, related to current work, at a recognised educational institution? (HECs and HELP payments are not an allowable deduction)

Yes

Details of self-education costs

There is an option in the next question to upload invoices or files with other details

Invoices for uniform, protective clothing and/or self-education expenses

You may like to refer to our notes on claiming working from home expenses here.

The Cents-per-Hour method requires evidence for all hours worked from home; we will ask for a summary in the next question, but please ensure you have diary or timesheet or log-on evidence that you retain for 5 years.

Download or copy your record of hours now in case your employment and/or system changes before the record-keeping minimum is up!

You will also need to keep one receipt from each expense - one phone bill, one electricity bill, one stationery receipt, etc -- save those now to the same safe place.

The Actual Costs method needs only a typical 4-week diary, but it needs to show personal and work related use and needs to be accompanied by ALL the receipts. It gets complicated when claiming for electricity as you need to know the hours used AND power draw for each appliance you run in your home office area - kilowatt hours or watts per hour depend on the item and model. If you have this information handy, please send it through and we'll be happy to calculate your claim on this basis.

Did you work from home during the tax year?

Yes

The simplest way to claim working from home costs is the cents-per-hour method, but the actual cost method also requires this information.

Hours worked from home this financial year

Attach your work from home diary summary records, sample bills, other details to allow calculation of your deduction.

https://www.chromatictax.com.au/post/working-from-home-what-can-i-claim

Telephone/Mobile % use for work

If applicable and not paid for by your employer

Telephone/Mobile monthly cost

Home internet % use for work

If applicable and not paid for by your employer

Home internet monthly cost

Work related and other deductions

By providing total amounts here, you confirm that matching receipts are on file with you and you will retain them for the required 5 year period. We may ask for more details as we process your return. *Large purchases may need to be claimed over time in line with the useful life of the item.

Subscriptions to work-related programs or memberships

Please provide any invoices for tools and equipment or a detailed list.

Computer costs & software for work

Work-related seminars and courses

Work related journals/periodicals

Cost of earning dividend or interest income

Registered charity donations/gifts

Income Protection Insurance Premiums

Personal Deductible Superannuation Contributions

Please provide invoices, statements or other documents regarding your deductions here. Note: Confirmation of your notice of intent to claim Super as a deduction must be received prior to lodging your return or the ATO will disallow the deduction.

Any other items not listed above? Please include anything else that may be relevant or areas you would like to understand better.

Declaration, Review, and Submit

I declare that: *

I am the taxpayer named in this form

The taxpayer provided evidence to Chromatic Accounting & Tax as to my authority to act on their behalf

Relationship/Basis of Authority

Representative First Name

Representative Last Name

Representative Address

Representative Date of Birth

I also declare that: *

I have instructed you to prepare my income taxation return for the tax year indicated

I have disclosed all of the income including net capital gains which I have earned/received, for the relevant income year

All income declared, claims for deductions and tax offsets/rebates included in my return are based on my specific instructions and advice that I satisfy the relevant taxation requirements

I have all receipts or documentation necessary to substantiate the above claims and I will make them available if required by the Australian Taxation Office