TaxInfo

Returning clients · Jewell Moore

Send us your tax information

Tell us about your year and upload your documents, and we will prepare your individual tax return.

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Before you start

This form collects what we need to prepare your individual tax return. Most returning clients finish in about 10 minutes.

About this return

Required

Which financial year is this for?

Please choose an option.

Are you a returning Jewell Moore client?

Yes, Jewell Moore prepared my last returnNo, I'm new to Jewell Moore

Please choose an option.

Please complete our new client form first.

It collects the identity details we need to verify before we can act for you. Once you are set up, we will ask for your tax information.

Go to the new client form

Have your documents handy?

As you tick each type of income or deduction, we will show you exactly what to send, with an upload box on each step. Much of your return is pre-filled from the ATO, so you will not need to send everything.

Your details

We use these details to match this form to your client file.

Personal information

Required

Name

First

Last

Please enter your first and last name.

Date of birth

Please enter your date of birth.

Email address

Please enter a valid email address.

Mobile number

Please enter your mobile number.

Main occupation

Please answer this question.

Since your last return

Required

What has changed since your last return?

My addressMy phone number or emailMy relationship statusMy bank accountNothing has changed

Please tick at least one option.

Street address

Please enter your new street address.

Suburb or city

Please answer this question.

State

Please choose an option.

Postcode

Please answer this question.

New account for tax refunds.

Account name

Please answer this question.

BSB

Please enter a 6-digit BSB.

Account number

Please enter a valid account number.

Thanks. We will ask about your spouse or partner on the next step.

Tax status

Required

Tax residency status for the year

Australian residentTemporary residentForeign resident (non-resident)

Please choose an option.

Did your residency status change during the year?

YesNo

Please choose an option.

Tell us what changed and when

Please answer this question.

Can we use your information from the ATO (pre-fill)?

YesNo

Please choose an option.

Do you have a HELP or other study or training loan?

YesNoNot sure

Please choose an option.

How many dependent children do you have?

Please choose an option.

Did you pay child support?

YesNo

Please choose an option.

Do you have a current will or estate plan?

YesNoI'd like to talk to someone about this

Please choose an option.

Spouse and private health cover

Your spouse’s income and your hospital cover affect the Medicare levy surcharge and some offsets.

Spouse or partner

Required

Did you have a spouse (married or de facto) at any time during the year?

YesNo

Please choose an option.

Have your spouse’s details changed, or is this your first year with us?

Their details have changed, or I'm new to Jewell MooreTheir details are the same as last year

Please choose an option.

Spouse first name

Please answer this question.

Spouse middle name

Please answer this question.

Spouse last name

Please answer this question.

Spouse date of birth

Please answer this question.

Date they became your spouse

Please answer this question.

Were they your spouse for the whole year?

YesNo

Please choose an option.

When did the relationship start or end during the year?

Please answer this question.

Does Jewell Moore prepare your spouse’s tax return?

YesNo

Please choose an option.

Spouse’s taxable income for the year

An estimate is fine if their return has not been done yet.

Please answer this question.

Private health insurance

Required

Did you have private hospital cover during the year?

Yes, for the whole yearYes, for part of the yearNo

Please choose an option.

Did the cover include your spouse and all dependants?

YesNoNot applicable

Please choose an option.

Income

Tick every type of income you received during the year. We will show you what to send for each one.

Income sources

Which types of income did you receive?

Salary or wagesGovernment payments or pensionsBank interestDividendsManaged funds, trust or partnership distributionsEmployee share schemeSole trader or business incomeSide or gig income (ride-share, delivery, online selling, freelancing)Rental propertyShort-term rental (e.g. Airbnb, Stayz)Sold shares, property or other assetsCryptocurrency (sold, swapped, staked or earned)Foreign incomeSuper income stream or lump sumEmployment termination or redundancy paymentOther income

Please tick at least one option.

Anything else we should know about your income?

Please answer this question.

Tell us more

Required

ABN (if you have one)

Please answer this question.

Property address(es) and your ownership share

Please answer this question.

Was each property genuinely available for rent all year?

YesNoFor some of the year

Please choose an option.

When was it not available, and why?

Please answer this question.

Which country, and what type of foreign income?

Please answer this question.

What to send us

Optional

Deductions

Tick everything you would like to claim. We will check what is deductible when we prepare your return.

Deductions

What would you like to claim?

Car expenses for workWork-related travelUniform, protective clothing and laundryWorking from homeTools or equipmentPhone and internet (work use)Union fees, memberships and subscriptionsSelf-educationDonations to charitiesCost of managing your tax affairsPersonal super contributionsIncome protection insurance (not through super)Investment loan interest or investment expensesOther deductions

Please tick at least one option.

Anything else we should know about your deductions?

Please answer this question.

Tell us more

Required

How would you like to claim your car expenses?

Cents per kilometre (up to 5,000 work kilometres)Logbook methodNot sure

Please choose an option.

Approximate work kilometres for the year

Please answer this question.

Which method do you use for working from home?

Fixed rate (per hour)Actual costsNot sure

Please choose an option.

Did you keep a record of all hours worked from home during the year?

For example a timesheet, roster or diary. The ATO requires a record of actual hours for the whole year.

YesNo

Please choose an option.

Approximate hours worked from home

Please answer this question.

Have you lodged a notice of intent to claim with your fund and received its acknowledgement?

We need the fund’s acknowledgement before we lodge your return.

YesNoNot sure

Please choose an option.

What to send us

Optional

Anything else

Tell us about anything else we need to review, and check the documents you have uploaded.

ATO and other matters

Required

Have you received letters from the ATO this year, or do you have a tax debt or payment plan?

YesNo

Please choose an option.

Tell us briefly

Please answer this question.

Do you have any questions or additional information we need to review?

Please answer this question.

Your uploaded documents

Review and submit

Please check your answers before you submit. You can go back to change anything.

Your information summary

Consent and declaration

Required

Your tax return will be prepared in accordance with our client contract with you. If you have not signed a client contract, we will provide one before we start work.

I agree to Jewell Moore using the information in this submission to prepare my tax return.The information I have provided is true and complete to the best of my knowledge.

Please tick both boxes to continue.

CAPTCHA

Please tick the "I'm not a robot" box.

We handle your information in line with our privacy policy.

Thank you

We have received your tax information and documents. You will receive an email confirming this shortly, and we will contact you if we need anything else.

Some documents didn't upload

Your answers have been received, but these files could not be sent. Please try again, or email them to [email protected].

TaxInfo

Send us your tax information

Before you start

About this return

Your details

Personal information

Since your last return

Tax status

Spouse and private health cover

Spouse or partner

Private health insurance

Income

Income sources

Tell us more

What to send us

Deductions

Deductions

Tell us more

What to send us

Anything else

ATO and other matters

Your uploaded documents

Review and submit

Your information summary

Consent and declaration

Thank you

Some documents didn't upload

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