INDIVIDUAL TAX RETURN
ACORN ACCOUNTING SERVICES PTY. LTD.
ABN 86 615 242 558
Welcome to the Client Portal!
Please gather your payment summaries, interest statements, dividend statements, and any receipts for work-related expenses for the selected year.
Progress is Saved!
Your data is automatically saved in this browser. You can leave and come back later. (Click "Start Over" to clear data).
Important Disclaimer
This is an **estimate only** based on the data you provide. Your final tax outcome will be determined by your accountant after a full review and lodgment via `Xero Tax`. This is not a tax return.
1. Your Details
You can pick a standard industry group above or type anything to overwrite it.
Bank Details (for potential refund)
Providing details ensures any refund goes to the correct account.
Family & Health (Residents Only)
2. Income Accounts
Salary & Employment Income (PAYG Payment Summaries)
Add your separate job, employer, or contract payment summaries here.
Foreign tax credits not included.
Capital Gains (e.g., Shares, Property)
Held > 12 Months: (50% Discount Applied)
Net Gain / (Loss):
3. Deductions Summary (ATO Form Order)
ATO Benchmark & Excessive Claims Monitor Check
D1 - Work-Related Car Expenses
Claim work travel using the cents-per-kilometre assessment strategy (Capped at 5,000km standard allocation max).
⚠️ Exceeds 5,000km standard method maximum threshold. Calculation capped automatically at 5,000km limit.
D2 to D5 - General Work Deductions & WFH Hours
D2 Travel, D3 Uniforms/Clothing, D4 Self-Education, and D5 Other Work Costs (including fixed-rate WFH allocations).
D9 - Gifts or Donations
Voluntary contributions made strictly to approved Deductible Gift Recipients (DGRs).
D10 - Cost of Managing Tax Affairs
Expenses for preparing/lodging tax returns, professional advisory fees, or tax bookkeeping software.
D15 - Other Deductions
Includes income protection premiums, financial advisory assessments, depreciating assets, and personal concessional super contributions.
Premiums paid on policies protecting continuous personal earnings against medical sickness or injury.
Accountant Notice: Audit & Benchmark Discrepancy Flag
Tax Paid per Bracket
Income vs Deductions vs Tax
Estimate Breakdown
- Net Capital Gain / (Loss):
- Total Assessable Income:
- Total Deductions:
- Taxable Income:
- Base Income Tax:
- Medicare Levy:
- Less: Low Income Tax Offset (LITO):
- Tax After LITO & Medicare:
- Additional Levies/Repayments:
- Medicare Levy Surcharge:
- HECS/HELP Repayment:
- Total Tax & Levies Payable:
- Less Tax Already Paid (PAYG):
- Less Franking Credits:
This is an Estimate Only
Does not include all possible offsets, credits, or complex calculations. Your final ATO assessment may differ.
Thank you! Please click the button below to save your report. Then, attach it to an email and send it to:
robertoketax@gmail.com
An accountant from Acorn will review this information and contact you to finalise your return.
4. Payment Options for Our Fee
Tick here to authorise Acorn Accounting to deduct our standard fee from your tax refund (if applicable). An additional fee of $30.00 applies to choose a refund deduction. Please untick this box and pay now to avoid this charge.
Pay Your $200.00 Upfront Preparation Fee Safely Online via Stripe (Save $30.00):
Scan the QR code with your phone or click the checkout button to complete your secure payment online instantly.
