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Prepare Your Tax Return

Step 1 of 5

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  • Personal Income Tax Return Checklist

  • Firstly, many thanks for choosing to submit your return through Mukiwa Accounting Services. We understand you have a choice as to the tax agent you use and we aim to exceed your expectations. To give you an indication as to the fees we charge, please click here.

    Happy? Great, let's go!

    Here are a couple of tips for completing this form correctly and efficiently:

    If you need to submit returns for more than one financial year, please complete this checklist for each year. Throughout the form, there are numerous opportunities to upload supporting documents. You can attach more than one file and the easiest way to do so is to simply drag and drop into the box. Alternatively you can simply search for the relevant file on your computer to upload.

    To maxmise your deductions we recommend you check the ATO website for Occupation and Industry specific income and work-related deductions.

    If we have not provided you with enough fields for a particular income type or deduction, please simply provide us with the relevant information at the end of the form, or by emailing admin@mukiwa.com.au.
  • PERSONAL DETAILS

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  • TAXABLE INCOME

  • Your taxable income includes any personal earnings such as salary and wages, interest, business income, dividends, capital gains etc.

    Whilst our checklist is comprehensive, it is not exhaustive and we will rely on you to advise us of any additional income sources.

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  • Generally we can get details of the interest you have earned through our tax agent portal, as banks and financial institutions are required to lodge this information with the ATO. However, if you have earned interest from other sources, please upload any supporting calculations or provide the information below.
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  • Generally we can get details of the interest you have earned through our tax agent portal, as banks and financial institutions are required to lodge this information with the ATO. However, if you have earned interest from other sources, please upload any supporting calculations or provide the information below.
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  • The ATO will generally provide us with the details of any dividends received from publically listed companies. However, in our experience this can be inconsistent, particularly if we are preparing your tax return shortly after year-end. Therefore, if you have earned dividends please upload any supporting dividend statements or provide the information below.
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  • Ok, we will need you to provide us with information pertaining to any partnership profits and/or trust distributions received. To do so, you can simply upload any trust distribution statements or alternative supporting workings as available.

    If you dont have records of these, please complete the fields below.
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  • Please provide us with information pertaining to any PSI income received during the year, either by attaching supporting documentation or providing the details below.

    Please upload a summary of your income & expenses per business.
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  • Please provide us with information pertaining to any sole trader business(s), either by attaching supporting documentation, giving us access to your accounting records or by or providing the details below.
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  • Examples of CGT events would include the sale of shares or investment properties.

  • If the sale relates to an investment property, the settlement statements for the purchase and sale are required.

    For each CGT event, please provide us with:
    - Description/address of asset
    - Date of purchase
    - Purchase price and costs associated with acquisition
    - Date of sale
    - Sale price and costs associated with sale

    If the CGT event relates to shares that were acquired through a dividend reinvestment, the dividends received should be included in the cost price of the asset.
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  • If you are an Australian tax resident, you are taxed on world-wide income.

    If you paid tax on those earnings in another country, you may be entitled to claim the tax as a credit on your Australian tax return.
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  • Please download & complete our investment property rental spreadsheet. This spreadsheet is a useful checklist to ensure you can easily present all the property information we need in order to correctly complete the required property rental schedule on your tax return.
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  • The ATO has many means available to data match what is declared in your tax return to other sources.
    We would therefore strongly suggest you advise us of any other earnings you received during the year from sources such as eBay, AirBnb, Uber etc.
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  • Your Tax Deductible Expenses


  • In order to claim a deduction for a work-related expense:

    • You must have spent the money and not been reimbursed,
    • It must be directly related to earning your taxable income,
    • You must have a record to prove you paid for it.

    To maxmise your deductions we recommend you check the ATO website for Occupation and Industry specific income and work-related deductions.

    Got it, great, let's do this!
    Note: Work km excludes travel between home and principal place of business.
  • This does not normally include the cost of travel between work and home but if you use your car for work or work in different locations then you you may be able to claim a deduction.
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    You can claim a deduction for the cost of buying and cleaning: occupation-specific clothing, protective clothing and unique, distinctive uniforms. Note: A compulsory work uniform is a set of clothing that identifies you as an employee of an organisation with a strictly enforced policy that makes it compulsory for you to wear the uniform. while you're at work.
  • MukiwaTo legitimately claim the cost of a uniform, it needs be unique and distinctive, for example it must contain your employer's logo, or is specific to your occupation, like chef's pants or coloured safety vests.

    Unfortunately, you cant claim for, say the purchase of a new suit or dress, even if you wear it to work.


  • If you wash work uniforms at home please advise how many loads of work related clothes are washed per year and if the load includes only work clothes. If not what is the % of work clothes?
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  • If you buy tools or equipment to help earn your income, you can claim a deduction for some or all of the cost. Examples include protective gear, including sunscreen, sunglasses and hats if you work outside, office equipment, safety equipment and technical instruments.
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  • In order to claim an expense, the studies undertaken need to be related to your profession and were not reimbursed by your employer.
  • Did you travel to get to your studies? If so please advise details including number of kms (e.g. work to uni - 3km then study to home 4km x and number of trips).
  • Other work related expenses, that have not been reimbursed by your employer, might include a briefcase, taxis, meeting expenses, books, professional subscriptions etc.
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  • Please provide the following details:
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  • Tax Offsets


  • Tax offsets (sometimes referred to as rebates) directly reduce the amount of tax payable on your taxable income.

    Offsets can reduce your tax payable to zero, but on their own they can't get you a refund.
  • Please provide the end of year statement provided by your health fund(s).
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  • A Few Final Questions

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  • Great work, we're nearly done!


    Please be sure to review the checklist in it's entirety to ensure all necessary information has been provided and all supporting documents have been uploaded.

    This checklist is not exhaustive and we are reliant on you to provide us with any additional information that you believe may be relevant. We cannot be held responsible if matters subsequently come to light that were not brought to our attention at the time your return was lodged.

    Before we can legally lodge your return, you will be required to electronically sign a statement advising that the information contained in your return is complete and accurate. The ATO has many means of matching data to ensure the information lodged on your return is accurate. To avoid an investigation, and potential fines and interesting being applied, we would strongly recommend that all relevant information is included and accurate.

    If you are unsure whether you should include income or not, or whether an expense is deductible, please provide us with the relevant details and we will review and get back to you if we have any further questions. Alternatively you can email your questions through to info@mukiwa.com.au.

  • We may have additional questions or require further information, in which case we will be in touch with you shortly.
  • It's submission time!


    Just a couple of compliance formalities and we will get things underway for you!

    We require you to review and accept our General Terms and Conditions, click here and also our Service Fees, click here

    By electronically signing and submitting your Personal ITR Checklist to Mukiwa FInancial Services Pty Ltd (Mukiwa) you confirm the following :

    • that you have reviewed and accept the Mukiwa General Terms and Conditions and Service Fees.

    • that you agree to make available all information that may be of relevance for the proper completion and management of your taxation affairs. This includes responding to queries from Mukiwa in a timely manger (2-4 days). You understand that additional fees may be charged if information and answers are not provided to Mukiwa in a timely and complete manner.

    • that you understand you are required by law to keep full and accurate records relating to your tax affairs in order to facilitate the preparation of accurate tax returns. The responsibility for the accuracy and completeness of the information provided to Mukiwa rests with you.

    • that you understand that any advice given by Mukiwa is only an opinion based on Mukiwa’s knowledge of your circumstances. It is your obligation to provide us with all information that may be reasonably expected to be necessary to allow us to perform work specified under this engagement within a timely manner or as requested.

    • that you will advise Mukiwa in a timely manner if there are any changes to your circumstances that may be relevant to the performance of our services. Specifically, if any subsequent event results in the information previously provided to us being inaccurate, incomplete or misleading, then you are obliged to advise us as soon as possible.

    • you absolve Mukiwa of any responsibility should advice or lodgments be found to be inaccurate, incomplete or misleading because it is based on inaccurate, incomplete or misleading information being provided by yourself.

    You hereby appoint Mukiwa Financial Services Pty Ltd (agent # 24800944) to act as your Tax Agent and agree to be bound by the terms as outlined above. You further authorise the Firm to act on your behalf in respect to the any tax related matters with the ATO.

    This authority extends to all areas which the Firm is permitted to undertake by law, including but not limited to;

    • Adding the Taxpayer to the Client List on the Agent’s ATO Tax Portal
    • Representing the Taxpayer in their dealings with the ATO in relation to Tax Service
    • Preparing and lodging Income Tax Return

    You also declare that all the information you have provided to us is correct and complete to the best of your knowledge.
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REQUEST A CONSULTATION

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Mukiwa Accounting Services

Suite 15, 117 Old Pittwater Rd, Brookvale NSW 2100 |
(02) 8007 4750 |
info@mukiwa.com.au
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