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(08) 9071 2173

Tax Return EOFY Information

2023 INDIVIDUAL TAX RETURN

  1. Please complete / confirm your details below to the best of your knowledge;
  2. All information supplied should be for the period 1 July 2022 to 30 June 2023, unless stated otherwise;
  3. Provide all supporting documents where prompted and applicable;
  4. Once submitted we will review your form and commence your 2023 tax return. 

Tax Return Information Form

  • Your Contact Details
  • Bank Details
  • Dependants
  • Employment Income
  • Bank Interest
  • Private Health Insurance
  • Checklist of Expenses You May Wish To Claim
  • Investment Income
  • Rental Property Information
  • Additional Documents
  • Upload Supporting Documents
Are you a:

Returning Client

Do you have an Alternate Contact Number?
Has your address changed since you last lodged your tax return through Smith Shearer?
Do you have a Spouse/Partner?

New Client

Do you have an Alternate Contact Number?
Do you have a Spouse/Partner?

Bank Details 

Note: If you are expecting a refund, you MUST provide the ATO with your bank account details.

Do you have any dependants?
$
$
$
$
$
$
$
$
$
$
Did you receive income for formal employment in the 2022/23 tax year?
We can access your PAYG Summaries / Group Certificates on your ATO Prefill Report. You do not need to provide us with these.
Did you receive interest payments on one or more bank accounts?
We can retrieve this information from your ATO Prefill Report. You do not need to provide us with anything.
Do you have Private Health Insurance
We can retrieve this information from your ATO Prefill Report. You do not need to provide us with any documentation.

Checklist of Expenses You May Wish To Claim

You may wish to claim some of the following expenses in your tax return. Please check the boxes next to expenses you'd like to claim, and upload any receipts or written evidence at the end of this form.

Work-Related Expenses You May Wish To Claim:
Please upload logbook (if available) / receipts. For vehicles purchased/leased/sold in the 2022/23 tax year, please provide relevant documents.

Investment and Rental Property Income

Please advise us by checking the boxes if your received investment income related to any of the following:

Investment Income Received:

Please upload any annual statements / supporting documents at the end of this questionnaire. 

Please upload any documentation related to rental / investment properties including:

  • Annual Statements (if available)
  • Income and Expenses
  • Depreciation Schedule

If you sold / purchased any rental properties in the 2022/23 tax year, please provide purchase/sale documentation.

Rental Property Expenses You May Wish To Claim:
Please upload any receipts / documentation relating to rental property expenses at the end of this form.
Additional Documents You May Wish To Supply

Supporting documentation may be provided to us in the following ways:

  • Preferred - Upload your documents to your MYOB portal via the following link: https://smithshearer.portal.accountants/login (please call us on (08)9071 2173 if you require a login for the portal)
  • Upload your documents to Google Drive/One Drive/Dropbox etc and 'share' with us via admin@smithshearer.com.au, (we will delete the link once we have accessed the information for security purposes).
  • Deliver your documents to the Smith Shearer Office at Suite 7, Esperance Business Centre (next to Subway), Esperance WA 6450

Big firm capability 
Small firm personality

Liability limited by a scheme approved under Professional Standards Legislation

PO Box 1647
Suite 7,
Esperance Business Centre

T: 08 9071 2173
admin@smithshearer.com.au

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