AUTHORISATION/ENGAGEMENT TO LODGE TAX RETURN

Electronic Lodgement Declaration (Individual)

I declare that the information provided by me in the tax return is true and correct, and I have declared all my income for tax purposes. I declare that I hold the necessary evidence to support my claims. I authorise my income tax refund to be deposited in the bank account details as provided above.

Scope of Work

I understand TAXSIGHT will submit my tax return for the above year based on information provided by me. I will retain copies of supporting documents in case these are required by the Australian Taxation Office (ATO). Once all information and payment of fees has been provided, TAXSIGHT may take 7–10 working days to process and submit my tax return. I understand the ATO can take the necessary time to process my return and TAXSIGHT is not responsible for any delays. I understand TAXSIGHT may contact me in the future about other products & services they or their associates offer.

Terms and Conditions for Lodgement of Tax Return

For the purpose of preparing my tax return for the year mentioned above, I have:

1. Provided correct and complete details of all my income, including income from government, Centrelink and other sources.
2. Provided all Group Certificates (PAYG Payment Summary) evidencing total income and tax deducted at source.
3. Necessary receipts and/or other records, or expect to obtain the necessary written evidence within a reasonable time, to support my claims for deductions & rebates. All invoices for expenses incurred have been retained by me and can be provided to the ATO/you if required.
4. Obtained the consent of my spouse to quote their TFN, income & other details as required.
5. Provided correct details for exemption from Medicare Levy and/or Medicare Levy Surcharge.

TAXSIGHT have explained to me the scheme of the Income Tax Assessment Act 1997 (ITAA 1997) in relation to deductions being divided into general deductions and specific deductions and exclusions from deductions. Specifically, I have been explained:

1. Provisions relating to work-related expenses, work-related travel expenses, self-education expenses, laundry and dry-cleaning expenses for uniform, other work-related expenses and donations and/or provisions relating to allowable business expenditure and the distinction between capital and revenue, and private expenses.
2. The purpose and design of the substantiation provisions — essentially, that deductions may not be allowable if claimed as an estimate without getting receipts or other evidence.

I have understood the requirements under the provisions of ITAA 1997 and confirm my instructions to TAXSIGHT to lodge the return after including the deductible expenses and claims against my income.

Further, by these instructions, I discharge TAXSIGHT & its employees from any responsibilities and liabilities arising on account of any decision of audit or other investigation in respect of any income omitted, or any excess claim or disallowance made in determining the total assessable income for the year and the expenses claimed by me. I authorise TAXSIGHT to contact me about other products/services provided by them & their associates.

I hereby instruct my agent TAXSIGHT to prepare, assist & submit (electronically/paper) the Tax Return to the Australian Taxation Office.

• Copy of Current Photo ID (Driving Licence/Passport)
• Private Health Insurance Statement
• Bank Interest Statements, Shares/Dividends Statements
• Centrelink Income & Foreign Income Statements

Note: ATO legislation requires you to keep receipts, logbooks & related documentation for at least 5 years.

Income

Work Related Car Expenses

Work Related Travel Expenses

Work Related Uniforms, Occupation-Specific / Protective Clothing & Laundry / Dry-Cleaning Expenses

Work Related Self-Education Expenses

Other Work-Related Expenses

I have maintained and retained, with me, records as to how these expenses relate to my work activities. Any estimated portion of expense related to my work — such as telephone, home office, tools & equipment or computer expenses — has been apportioned and records are being maintained by me.

Additional Schedules