Second Nature

Personal Details
Income
Deductions
Submit

PERSONAL DETAILS

Name

Home Address

Postal Address

DOB

TFN

Best Phone

Email Address

Facebook

Twitter

BSB/Account No:

Do you have children?

Name		DOB
Name		DOB
Name		DOB
Name		DOB

Private Health Insurance Details

Fund Name

Membership No:

Type of Cover

Period

Tax Statement

INCOME

Item	Supporting Document	Select
Salary or Wages	PAYG Payment Summary	Yes No N/A
Allowances, Earnings Tips, Directors fees etc.	PAYG Payment Summary	Yes No N/A
Employer Lump Sum Payments	Payment Summary	Yes No N/A
Employer Termination Payments (ETP)	Usually applicable only if you have been made redundant	Yes No N/A
Australian Government Allowances like Newstart, Youth Allowance or Austudy	PAYG Payment Summary	Yes No N/A
Australian Government Pensions and Allowances	PAYG Payment Summary	Yes No N/A
Australian Annuity and Superannuation Income Streams	PAYG Payment Summary	Yes No N/A
Australian Superannuation Lump Sum Payments	PAYG Payment Summary	Yes No N/A
Attributed Personal Services Income	Relates to a business	Yes No N/A
Gross Interest	Bank statement showing interest for full financial year	Yes No N/A
Dividends	Dividend statements	Yes No N/A
Employee Share Schemes		Yes No N/A
Business Income	Did you earn any income from a business?	Yes No N/A
Other Income, Capital Gains, and Rental Income	Did you have any other income not declared above? For example, a capital gain on the sale of shares or property?	Yes No N/A

DEDUCTIONS

Item	Supporting Document	Select
Work Related Car Expenses	Did you use your car for work related purposes? If so, did you keep a logbook?	Yes No N/A
Work Related Travel Expenses	Did you travel for work other than using your car? (not to and from home to work and work to home)	Yes No N/A
Work Related Uniform, Clothing specific or protective clothing, laundry and dry cleaning	Are you required to wear a uniform or protective clothing? Receipts needed.	Yes No N/A
Work Related Self Education Expenses	Receipts needed	Yes No N/A
Other Work Related Expenses	Explain and receipts	Yes No N/A
Low Value Pool Deduction		Yes No N/A
Interest Deductions	Did you incur costs in relation to earning interest?	Yes No N/A
Dividend Deductions	Did you incur costs in relation to earning dividend income?	Yes No N/A
Gifts or Donations	Must have receipts and donations must have been made to registered charities or other deductible gift recipients, usually including school building and library funds, so check the school fees invoice!	Yes No N/A
Cost of Managing Tax Affairs	Amount paid to accountant, amount paid for audit protection insurance, ATO interest	Yes No N/A
	Have you incurred any other expenses in relation to your income?	Yes No N/A

TAX OFFSETS

Are you aware of any tax offsets that you usually claim?

Do you have any other information you think is relevant?

Documents:

You can upload the documents also. If you have more than one documents, please create a single zip file before uploading.