Personal Tax Return Form

Step 1 of 5

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Name

Occupation

Date Of Birth

DD slash MM slash YYYY

Phone Number

Mobile Number

Home Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Postal Address

Same as Home Address?

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Full Name of Spouse

Spouse Date of Birth

DD slash MM slash YYYY

Date of Marriage/De facto (if started in 2024):

DD slash MM slash YYYY

Spouse Taxable Income 2025:

Your Bank Account Details (to receive any tax refund electronically)

BSB (Must be 6 digits)

Account Number

Account Name

Income Details

Payment Summaries/Income Statements (including pensions & Centrelink)

Yes

How many Payment Summaries / Income Statements do you have for 2025 financial year?

Please enter a number greater than or equal to 0.

Other Salary Income (includes any directors’ fees, commissions, tips, etc.)

Termination Payments (if you received a lump sum termination payment please provide Eligible Termination Statement – ETP Statement) Applicable?

Yes

Interest (money received in your bank accounts)

Name of Bank

Account Number

Total Interest Received

TFN Withholding

Joint Account?

Yes

Have 2 Bank Accounts?

Yes

Second Bank

Name of Bank

Account Number

Total Interest Received

TFN Withholding

Joint Account?

Yes

Did you receive dividends during the 2024/2025 financial year?

Yes

Please provide copies of dividend statements of income received. Also, note that if on the dividend reinvestment plan (DRP) which means you don’t physically receive dividends (the company uses that money to buy you more shares) that is still income and must go into your tax return.

Trusts Distributions and Partnership Income (i.e. examples of trusts are public funds or unlisted/family trusts). Name of trust or partnership – Please provide documents including yearend Tax Statements to show income from the funds you list.

Capital Gain – Did you sell any assets such as shares, cryptocurrency, vacant land or investment properties which were acquired after 20 September 1985?

Yes

If yes, then please attach documentation of when it was purchased, its cost, and any documents relating to its sale or the funds received. You can also download a form from our website.

Rental Income – Please attach details of the rent received and all expenses in their separate categories.

Drop files here or

Accepted file types: pdf, jpg, png, Max. file size: 5 MB.

A Rental Property Schedule is available on our website for your convenience. Please supply settlement sheets and purchase documents for properties if applicable. Should you require the services of a Quantity Surveyor for a depreciation report please contact us for a referral for the firm we use.

Did you receive foreign income/salary? – please attach all relevant documentation.

Yes

Did you receive any Foreign Dividends? If yes, please provide statements.

Yes

Any Other Income including cryptocurrency - Any other income you received in the financial year which doesn’t fit into any of the above categories - please provide details.

Deduction Details

Motor Vehicle – Were you required to use your own car for business/work purposes during the year?

Yes

(a) Logbook Method: What is the business % use per your logbook?

You must keep a logbook for a minimum period of 12 continuous weeks and it must be less than 5 years old. Ensure you have all expense receipts.

Please provide details of all expenses you incurred over the financial year under the following categories:

Fuel

Insurance

Registration

Services/Repairs/Tyres

Loan Interest or lease payments (if applicable)

If you have hire purchase or lease, please attach the paperwork

Other Expenses – please specify:

Cost Of Vehicle

Date of Purchase

(b) Cents per kilometer method: How many business kilometers did you travel during the year (up to 5,000 kms) Kilometers? Please ensure you can justify your claim with explanatory diary records or a logbook:

Work Uniform - Do you wear a logo uniform or require protective clothing?

Yes

If yes, please provide the costs associated with purchasing and maintaining the uniform, e.g. laundry (up to $150 without receipts, but with justification) cost of protective clothing such as work boots, sunscreen, hats, eye protection. You must have all receipts.

Donations

Yes

Name of Body

Amount Donated

Name of Body

Amount Donated

Name of Body

Amount Donated

Tax Agent Fees (from previous year, 2024 FY):

Interest & Dividend Deductions

Interest on dividends or other investment income

Cost of investment advisor

Other – please specify:

Other Work-Related Deductions – please provide details and ensure you have kept all receipts and diary records.

Diary, stationery, work materials

Union Fees / Professional Body Memberships

Mobile phone

(total cost per month x work-related % )

Tools and equipment (costing $300 or less, only)

Tools and equipment (costing more than $300)

Please attach all documents/receipts so we can depreciate.

Seminars & short courses

Income protection insurance

(note: life insurance is not tax-deductible)

Subscriptions

Compulsory COVID-19 tests (PCR or RAT)

Other – please specify:

Home Office & Working from Home Expenses(Please read this section very carefully as the laws have changed)

Claiming work-from-home and home office expenses have changed significantly in the 2025 financial year. Please ensure that you hold the appropriate records (time logs and receipts) for tax purposes as ATO audit risk has increased.

(i) Did you work from home between 1 July 2024 to 30 June 2025?

Yes

(ii) Did you carry out substantial work at home directly related to your income-earning activities?

Yes

Important: Incidental tasks like taking calls or checking emails will not count as working from home, and you won't be eligible for the revised fixed-rate method.

(iii) How many days or weeks did you work from home? Please exclude annual leave and sick days. You must be able to provide a 4-week representative diary from 1 July 2024 to 30 June 2025. From 1 March 2024 onwards, you must log all hours worked from home and be able to provide substantiation. Substantiation includes timesheets, rosters, logs of time you spent accessing employer systems, time-tracking apps, a diary or similar documents kept contemporaneously.

Total days worked from home between 01 July 2024 – 30 June 2025

Or

Total weeks worked from home between 01 July 2024 – 30 June 2025

(iv) How many hours did you typically work from home per day or week between 01 July 2024 – 30 June 2025? Provide extra details if needed.

Hours per day:

Hours per week:

(v) How many hours did you work from home per day or week between 01 July 2024 – 30 June 2025? Please ensure you keep a copy of your log of hours as evidence.

Hours per day:

Hours per week:

(vi) Were you required to use your own internet connection to perform your work?

Yes

Cost of internet per month:

Your work-related portion of internet usage, as a percentage or a dollar value:

How many people in your household were using the internet connection concurrently? Please detail.

(vi) There are two methods available to work out your ‘work-from-home’ / home office tax deduction. One of these methods requires you to provide your gas and electricity bills incurred from 01 July 2024 – 30 June 2025, in addition to your other expense receipts for internet, phone, stationery, office equipment, etc.

Total gas costs incurred during 01 July 2024 – 30 June 2025:

(or attach all bills)

Total electricity costs incurred during 01 July 2024 – 30 June 2025:

(or attach all bills)

How many people in your household were home whilst you were working from home? Please detail.

Please list any computer equipment or office furniture purchased during the year 1 July 2024 – 30 June 2025 and/or supply receipts:

Include: Description - Date of Purchase - Cost - Work-related %

Work Related Travel Expenses

a. Please detail local travel for work purposes i.e. taxis, public transport, tolls and parking, car hire fees.

b. International / interstate / interstate trips for work purposes i.e. airfares, accommodation, meals and incidentals, taxi fares, visa application fees.

Please note: You must keep a travel logbook for trips of 6 or more consecutive nights.

Other

Any other costs that were directly related to your job – please provide details

Self-education Expenses include seminar costs, textbooks, stationery, student union fees, course fees (except HECS/HELP), and depreciable items used for self-education purposes e.g. Computer, Reference Library

Please advise the connection between your course/studies and your current employment

TAX OFFSETS & REBATES

Do you have private health insurance?

Yes

If yes, please provide us with a copy of the health fund statement.

Personal Superannuation Contributions

(a) From 1 July 2017 individuals may claim a tax deduction for personal contributions made into super. Did you make a super contribution into a complying superannuation fund between 01 July 2024 and 30 June 2025

Yes

Amount contributed to super

Have you given a valid written notice in the approved form to your receiving super fund?

Yes

Has your receiving super fund provided you with a written acknowledgment of your notice?

Yes

(b) Have you made any personal, after-tax, contributions to your superannuation fund? If so, you may be entitled to super co-contributions of up to $500 (conditions apply). We do not require any information for your tax return as the process to claim this is automatic between the Australian Taxation Office and your super fund upon lodgment of your tax return.

Yes

How many dependent children did you have at 30 June 2025?

Child support that you paid from 1 July 2024 – 30 June 2025?

OTHER INFORMATION

Do you have a HECS/HELP liability?

Yes

Were you an Australian resident for tax purposes for the entire year? If no, please call to discuss this issue as residency is a potentially complex area.

Yes

Did you live in a remote area or serve in the defense forces during the 2024/25 year?

Yes

Other: Please list any other information which you are unsure of, or which you would like us to be aware of. Please use this space to include details of expenses if not enough space was available in the previous sections.

Attached all necessary supporting documents here as laid out previously.

Drop files here or

Accepted file types: pdf, jpg, jpeg, png, Max. file size: 5 MB.

Note: If Hebron Advisory has not prepared your return previously, please attach a full copy of your previous year’s tax return and any other relevant information from previous years.

Personal Tax Return Form

Hebron Advisory - Tax Return Checklist FY2025

Your Bank Account Details (to receive any tax refund electronically)

Income Details

Interest (money received in your bank accounts)

Second Bank

Deduction Details

Please provide details of all expenses you incurred over the financial year under the following categories:

Interest & Dividend Deductions

Other Work-Related Deductions – please provide details and ensure you have kept all receipts and diary records.

Home Office & Working from Home Expenses(Please read this section very carefully as the laws have changed)

Or

Work Related Travel Expenses

Other

TAX OFFSETS & REBATES

Personal Superannuation Contributions

OTHER INFORMATION