Income Tax Return Information Request

Personal Information

First Name*

Last Name*

Partner First Name

Please include if applicable

Partner Last Name

Please include if applicable

Partner Last Name

Please include if applicable

Email Address*

The following information is for the period of 1 April 2023 to 31 March 2024

How many properties do you currently have?*

Property One

Please upload the following documents from your rental property.

If you need instructions on how to download bank statements follow these instructions

Property One Address*

Street Address

Bank Statements*

Drop files here or

Accepted file types: csv, pdf, jpg, png, xlsx, docx, jpeg, png, png, Max. file size: 2 MB.

For the period 1 April 2024 to 31 March 2025 (CSV and PDF format preferred)

Loan Statements

Drop files here or

Accepted file types: csv, pdf, jpg, png, xlsx, docx, jpeg, Max. file size: 2 MB.

For the period 1 April 2024 to 31 March 2025 (in CSV and PDF format preferred)

Year-end Property Management Statements

Drop files here or

Accepted file types: csv, pdf, jpg, png, xlsx, docx, jpeg, Max. file size: 2 MB.

For the period 1 April 2024 to 31 March 2025 (in CSV and PDF format preferred)

Invoices

Drop files here or

Accepted file types: csv, pdf, jpg, png, xlsx, docx, jpeg, Max. file size: 2 MB.

Details of rates, insurance, repairs and maintenance;

Invoices for purchases/repairs and maintenance above $500;

Property Two

Please upload the following documents from your rental property.

Property Two Address*

Street Address

Bank Statements*

Drop files here or

Accepted file types: csv, pdf, jpg, png, xlsx, docx, jpeg, Max. file size: 2 MB.

For the period 1 April 2024 to 31 March 2025 (in CSV and PDF format preferred)

Loan Statements

Drop files here or

Accepted file types: csv, pdf, jpg, png, xlsx, docx, jpeg, Max. file size: 2 MB.

For the period 1 April 2024 to 31 March 2025 (in CSV and PDF format preferred)

Year-end Property Management Statements

Drop files here or

Accepted file types: csv, pdf, jpg, png, xlsx, docx, jpeg, Max. file size: 2 MB.

For the period 1 April 2024 to 31 March 2025 (in CSV and PDF format preferred)

Invoices

Drop files here or

Accepted file types: csv, pdf, jpg, png, xlsx, docx, jpeg, Max. file size: 2 MB.

Details of rates, insurance, repairs and maintenance;

Invoices for purchases/repairs and maintenance above $500;

Property Three

Please upload the following documents from your rental property.

Property Three Address*

Street Address

Bank Statements*

Drop files here or

Accepted file types: csv, pdf, jpg, png, xlsx, docx, jpeg, Max. file size: 2 MB.

For the period 1 April 2024 to 31 March 2025 (in CSV and PDF format preferred)

Loan Statements

Drop files here or

Accepted file types: csv, pdf, jpg, png, xlsx, docx, jpeg, Max. file size: 2 MB.

For the period 1 April 2024 to 31 March 2025 (in CSV and PDF format preferred)

Year-end Property Management Statements

Drop files here or

Accepted file types: csv, pdf, jpg, png, xlsx, docx, jpeg, Max. file size: 2 MB.

For the period 1 April 2024 to 31 March 2025 (in CSV and PDF format preferred)

Invoices

Drop files here or

Accepted file types: csv, pdf, jpg, png, xlsx, docx, jpeg, Max. file size: 2 MB.

Details of rates, insurance, repairs and maintenance;

Invoices for purchases/repairs and maintenance above $500;

Property Four

Please upload the following documents from your rental property.

Property Four Address*

Street Address

Bank Statements*

Drop files here or

Accepted file types: csv, pdf, jpg, png, xlsx, docx, jpeg, Max. file size: 2 MB.

For the period 1 April 2024 to 31 March 2025 (in CSV and PDF format preferred)

Loan Statements

Drop files here or

Accepted file types: csv, pdf, jpg, png, xlsx, docx, jpeg, Max. file size: 2 MB.

For the period 1 April 2024 to 31 March 2025 (in CSV and PDF format preferred)

Year-end Property Management Statements

Drop files here or

Accepted file types: csv, pdf, jpg, png, xlsx, docx, jpeg, Max. file size: 2 MB.

For the period 1 April 2024 to 31 March 2025 (in CSV and PDF format preferred)

Invoices

Drop files here or

Accepted file types: csv, pdf, jpg, png, xlsx, docx, jpeg, Max. file size: 2 MB.

Details of rates, insurance, repairs and maintenance;

Invoices for purchases/repairs and maintenance above $500;

Property Five

Please upload the following documents from your rental property.

Property Five Address*

Street Address

Bank Statements*

Drop files here or

Accepted file types: csv, pdf, jpg, png, xlsx, docx, jpeg, Max. file size: 2 MB.

For the period 1 April 2024 to 31 March 2025 (in CSV and PDF format preferred)

Loan Statements

Drop files here or

Accepted file types: csv, pdf, jpg, png, xlsx, docx, jpeg, Max. file size: 2 MB.

For the period 1 April 2024 to 31 March 2025 (in CSV and PDF format preferred)

Year-end Property Management Statements

Drop files here or

Accepted file types: csv, pdf, jpg, png, xlsx, docx, jpeg, Max. file size: 2 MB.

For the period 1 April 2024 to 31 March 2025 (in CSV and PDF format preferred)

Invoices

Drop files here or

Accepted file types: csv, pdf, jpg, png, xlsx, docx, jpeg, Max. file size: 2 MB.

Details of rates, insurance, repairs and maintenance;

Invoices for purchases/repairs and maintenance above $500;

Additional Information

Income Protection Insurance

Drop files here or

Accepted file types: csv, pdf, jpg, png, xlsx, docx, jpeg, Max. file size: 2 MB.

Invoices for any donations made.

Drop files here or

Accepted file types: csv, pdf, jpg, png, xlsx, docx, jpeg, Max. file size: 2 MB.

Settlement Statements for any property purchase or sales

Drop files here or

Accepted file types: csv, pdf, jpg, png, xlsx, docx, jpeg, Max. file size: 2 MB.

Please attach any additional relevant information not included above

Drop files here or

Accepted file types: csv, pdf, jpg, png, xlsx, docx, jpeg, Max. file size: 2 MB.

Please include any additional notes below

Personal Expenditure Claims Calculator

Yes
No

Personal Expenditure Claims Calculator

1 April 2024 - 31 March 2025

House Area (m2)

Area Used for Business (m2)

Hidden

Business Use Calculation

Business Use (%)

Power

Rent (Paid)

Insurance

Home Loan Interest

Rates

Rubbish Removal

Telephone Line Rental

Total Expenses

Home Office Claim

Mobile Expense for the Year

50% Tax Deductible Mobile

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Services

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Learning Hub

Income Tax Return Information Request

Personal Information

The following information is for the period of 1 April 2023 to 31 March 2024

Property One

Property Two

Property Three

Property Four

Property Five

Additional Information

Personal Expenditure Claims Calculator