Employment Details

Did you serve in the ADF during the financial year? (excluding reserves) *

YesNo

Your job type e.g. Rifleman, Marine Tech, Medic, ADG, CD etc.

Army, Navy, or Airforce?

Posting location - base/Ship

Are you a travel agent? *

YesNo

Main job you received income from or retired

Company

Tax File Number (ONLY IF YOU ARE A NEW CLIENT)

Bank Account Details

BSB

Account number

Name on account

How much interest in dollars did you earn on bank accounts? (Check with bank)

Work Related Expenses and Donations

Do you have any work related expenses or donations? *

YesNo

Please provide information regarding the make and model of your vehicle any expenses you'd like to claim (not salary sacrificed)

Provide information from your receipts regarding your uniform purchases :

Date

Quantity

Total

Provide information from your receipts regarding your hi-vis Clothing purchases :

Date

Quantity

Total

Provide information from your receipts regarding your boots :

Date

Quantity

Total

Provide information from your receipts regarding your job specific clothing purchases :

Date

Quantity

Total

Please complete the following information for claiming your mobile phone plan :

Amount per month

Please upload a copy of your phone bill

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Please complete the following information for claiming your internet:

Amount per month

Please upload a copy of your internet bill

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Please list any Self education expenses you want to claim:

Please list any other expenses you want to claim or add comments below:

Please provide any information regarding donations you'd like to claim:

Please upload receipts for all purchases that are $300 or more

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Defence Force Common Purchases with receipts and Other Items

Please provide information regarding any km’s you'd like to claim:

You can provide a spreadsheet detailing all of your claims or export from the PHAT App or fill out below

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Make and model of your vehicle and kms (travel to courses, other bases, on base, etc. not medical) NOT SALARY SACRIFICED

Provide information from your receipts for claiming uniform purchases (incl. boots):

Date

Quantity

Total Amount

Provide information from your receipts for claiming r unners (Only SF units, CCT, ADG, CD, PTI, CFL or ADFFL):

Date

Quantity

Total Amount

Provide information from your receipts for claiming PT gear (must have an Army, Navy or Airforce logo):

Date

Quantity

Total Amount

Provide information from your receipts for claiming PT gear (SF Unit):

Date

Quantity

Total Amount

Provide information from your receipts for claiming protective clothing: (NOT 3'S)

Date

Quantity

Total Amount

Provide information from your receipts for claiming ADF sport team logo clothing:

Date

Quantity

Total Amount

Provide information from your receipts for claiming dry cleaning of uniforms:

Date

Quantity

Total Amount

Provide information from your receipts for claiming medal mounting:

Date

Quantity

Total Amount

Provide information from your receipts for claiming a watch (must have advanced features like GPS, compass, heart rate monitor, etc):

Date

Quantity

Total Amount

Provide information from your receipts for claiming protective eyewear:

Date

Quantity

Total Amount

Provide information from your receipts for claiming a field pack:

Date

Quantity

Total Amount

Provide information from your receipts for claiming a swag:

Date

Quantity

Total Amount

Provide information from your receipts for claiming a sleeping bag:

Date

Quantity

Total Amount

Provide information from your receipts for claiming webbing:

Date

Quantity

Total Amount *

Provide information from your receipts for claiming pouches:

Date

Quantity

Total Amount

Provide information from your receipts for claiming bivvy bags:

Date

Quantity

Total Amount

Provide information from your receipts for claiming other bags:

Date

Quantity

Total Amount

Provide information from your receipts for claiming multi-tools:

Date

Quantity

Total Amount

Provide information from your receipts for claiming compasses:

Date

Quantity

Total Amount

Provide information from your receipts for claiming headlamps:

Date

Quantity

Total Amount

Provide information from your receipts for claiming torches:

Date

Quantity

Total Amount

Provide information from your receipts for claiming medkits:

Date

Quantity

Total Amount

Provide information from your receipts for claiming knives:

Date

Quantity

Total Amount

Provide information from your receipts for claiming a GPS:

Date

Quantity

Total Amount

Provide information from your receipts for claiming a hydration pack and accessories:

Date

Quantity

Total Amount

Provide information from your receipts for claiming camping equipment:

Date

Quantity

Total Amount

Provide information from your receipts for claiming tools:

Date

Quantity

Total Amount

Provide information from your receipts for claiming ADF sporting team equipment and events:

Date

Quantity

Total Amount

Provide information from your receipts for claiming fitness equipment (only SF units, CCT, ADG, CD, PTI, CFL or ADFFL):

Date

Quantity

Total Amount

Provide information from your receipts for claiming a g ym membership (only SF units, CCT, ADG, CD, PTI, CFL or ADFFL):

Amount per month

Total Amount

Provide information from your receipts for claiming diving gear:

Date

Quantity

Total Amount

Provide information from your receipts for claiming a laptop:

Date

Quantity

Total Amount

Provide information from your receipts for claiming a desktop computer:

Date

Quantity

Total Amount

Provide information from your receipts for claiming a tablet:

Date

Quantity

Total Amount

Provide information from your receipts for claiming a monitor:

Date

Quantity

Total Amount

Provide information from your receipts for claiming stationery:

Date

Quantity

Total Amount

Provide information from your receipts for claiming mess fees:

Amount per Month

Provide information from your bills for claiming mobile phone:

Amount per month

Please upload a copy of your phone bill

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Provide information from your bills for claiming internet:

Amount per month

Please provide any information regarding donations you'd like to claim:

Please upload donations receipts

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Please list any self education expenses you want to claim and is the course FEE-HELP(Attach details)?

Please provide information regarding any other items you'd like to claim

Please upload receipts for purchases and other claims of $300 or more otherwise hold on to your receipts

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Travel Agent Trips

As a travel agent you may be eligible for a deduction for the travel that you do each year.

1. The travel must be connected to a product that you sold in the financial year that you travelled.

2. You MUST send all receipts with this form.

Information regarding any Km's you'd like to claim and the make and model of your vehicle:

Provide information from your receipts for claiming your Uniform purchases:

Date

Quantity

Total

Please complete the following information for claiming your mobile phone plan:

Amount per month

Please upload a copy of your phone bill

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Please complete the following information for claiming your internet:

Amount per month

Please provide any information regarding donations you'd like to claim:

Please upload donation receipts

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Please itemise any other expenses or add comments below:

How many trips do you need to claim? *

Trip 1

Destination *

Travel Start Date *

Travel end date *

Were any of the expenses of the travel paid for by your employer? *

YesNo

What expenses were paid by your employer? *

Were you travelling alone? *

YesNo

With whom were you travelling with? *

Have you travelled to the destination before? *

YesNo

When did you travel to this destination? *

Total AUS$ - Travel to and from Airport *

Total AUS$ - Airport parking *

Total AUS$ - Flights *

Total AUS$ - Accommodation *

Total AUS$ - Car hire *

Total AUS$ - Tours and other attractions *

Total AUS$ - Food (from receipts) *

Please itemise any other expenses or add comments below *

Trip 2

Destination *

Travel Start Date *

Travel End Date *

Were any of the expenses of the travel paid for by your employer? *

YesNo

What expenses were paid by your employer? *

Were you travelling alone? *

YesNo

With whom were you travelling with? *

Have you travelled to the destination before? *

YesNo

When did you travel to this destination? *

Total AUS$ - Travel to and from Airport *

Total AUS$ - Airport parking *

Total AUS$ - Flights *

Total AUS$ - Accommodation *

Total AUS$ - Car hire *

Total AUS$ - Tours and other attractions *

Total AUS$ - Food (from receipts) *

Please itemise any other expenses or add comments below *

Trip 3

Destination *

Travel Start Date *

Travel End Date *

Were any of the expenses of the travel paid for by your employer? *

YesNo

What expenses were paid by your employer? *

Were you travelling alone? *

YesNo

With whom were you travelling with? *

Have you travelled to the destination before? *

YesNo

When did you travel to this destination? *

Total AUS$ - Travel to and from Airport *

Total AUS$ - Airport parking *

Total AUS$ - Flights *

Total AUS$ - Accommodation *

Total AUS$ - Car hire *

Total AUS$ - Tours and other attractions *

Total AUS$ - Food (from receipts) *

Please itemise any other expenses or add comments below *

Trip 4

Destination *

Travel Start Date *

Travel End Date *

Were any of the expenses of the travel paid for by your employer? *

YesNo

What expenses were paid by your employer? *

Were you travelling alone? *

YesNo

With whom were you travelling with? *

Have you travelled to the destination before? *

YesNo

When did you travel to this destination? *

Total AUS$ - Travel to and from Airport *

Total AUS$ - Airport parking *

Total AUS$ - Flights *

Total AUS$ - Accommodation *

Total AUS$ - Car hire *

Total AUS$ - Tours and other attractions *

Total AUS$ - Food (from receipts) *

Please itemise any other expenses or add comments below *

Trip 5

Destination *

Travel Start Date *

Travel End Date *

Were any of the expenses of the travel paid for by your employer? *

YesNo

What expenses were paid by your employer? *

Were you travelling alone? *

YesNo

With whom were you travelling with? *

Have you travelled to the destination before? *

YesNo

When did you travel to this destination? *

Total AUS$ - Travel to and from Airport *

Total AUS$ - Airport parking *

Total AUS$ - Flights *

Total AUS$ - Accommodation *

Total AUS$ - Car hire *

Total AUS$ - Tours and other attractions *

Total AUS$ - Food (from receipts) *

Please itemise any other expenses or add comments below *

Please attach any applicable receipts

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Other Information

Did you receive any dividends?

YesNo

Please attach dividends information e.g. COMMSEC report

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Do you have an ETF or managed fund?

YesNo

Please attach the annual tax statement from each fund

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Did you sell shares or a rental property?

YesNo

Please attach all information regarding buying and selling of shares or a rental property

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Did you trade or sell any cryptocurrency?

YesNo

Please attach a report detailing gains/losses. Tools are available on cryptotrader.tax, koinly.io, bear.tax, cointracker.io and cryptotaxcalculator.io. NOT CoinSpot or Swyftx

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Do you have private hospital insurance? Or your spouse if you are ADF?

YesNo

Please attach statement from your fund if not in your name

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Do you have a DVA GOLD CARD?

YesNo

Please attach exemption certificate from DVA

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Do you have any Study/Training Loans?

How much HELP/HECS?

How much VSL?

How much SFSS?

How much SSL?

How much ABSTUDY SSL?

How much TSL?

Do you have Debts to Centrelink/Family Assistance/ATO?

YesNo

Business Income Information

Did you receive income from your own business? *

YesNo

ABN

Trading name

Business description

Address

Postcode

Total Revenue

Total ExpensesPlease attach profit and loss statement or list of expenses

Please upload your profit and loss statement or a detailed list of expenses

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Rental Income Information

Did you own a property that you receive rental income from? *

YesNo

How many rental properties do you own? (If you have many you can attach a spreadsheet instead) *

Rental Property 1

Purchase date

Purchase Price(less stamp duty)

Date the property first earned rental income

Address

Postcode

Manually enter address?

Year of Construction

Is the ownership of the property shared with someone else?

YesNo

With whom?

Percentage split of ownership

Weeks rented in the financial year

Gross Rental Income

Expenses

Advertising

Body Corporate

Borrowing Fees

Cleaning

Council Rates

Gardening

Insurance

Loan Interest Paid Total(check your internet banking, a statement or phone the bank) Attach statement please

Land Tax

Pest Control

Property Manager Costs(please upload the annual report emailed to you from the property manager)

Repairs, maintenance

Stationery/phone/postage

Water Charges

Other Rental Expenses

Does PHAT Returns already have your depreciation schedule?

YesNo

Please attach your depreciation schedule

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If you need a depreciation schedule, please call Washington Brown on 1300 990 612 or click here: https://www.washingtonbrown.com.au/depreciation/quote/?RID=NTZAQPCXSJ

Please upload attachments e.g. property manager report, bank statement, spreadsheet

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Rental Property 2

Purchase date

Purchase Price(less stamp duty)

Date the property first earned rental income

Address

Postcode

Manually enter address?

Year of Construction

Is the ownership of the property shared with someone else?

YesNo

With whom

Percentage Split

Weeks rented

Gross Rental Income

Advertising

Body Corporate

Borrowing Fees

Cleaning

Council Rates

Gardening

Insurance

Loan Interest

Land Tax

Pest Control

Property Manager Costs(please attach annual report)

Repairs, maintenance

Stationery/phone/postage

Water Charges

Other Rental Expenses

Does PHAT Returns already have your depreciation schedule?

YesNo

Please attach your depreciation schedule

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If you don't have a depreciation schedule, please call Washington Brown on 1300 990 612 or click here: https://www.washingtonbrown.com.au/depreciation/quote/?RID=NTZAQPCXSJ

Please upload any other attachments e.g. property manager costs

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Rental Property 3

Purchase date

Purchase Price(less stamp duty)

Date first earned rental income

Address

Postcode

Year of Construction

Is the ownership of the property shared with someone else?

YesNo

With whom

Percentage Split

Weeks rented

Gross Rental Income

Advertising

Body Corporate

Borrowing Fees

Cleaning

Council Rates

Gardening

Insurance

Loan Interest

Land Tax

Pest Control

Property Manager Costs(please attach annual report)

Repairs, maintenance

Stationery/phone/postage

Water Charges

Other Rental Expenses

Does PHAT Returns already have your depreciation schedule?

YesNo

Please attach your depreciation schedule

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If you don't have a depreciation schedule, please call Washington Brown on 1300 990 612 or click here: https://www.washingtonbrown.com.au/depreciation/quote/?RID=NTZAQPCXSJ

Please upload any other attachments e.g. property manager costs

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Rental Property 4

Purchase date

Purchase Price(less stamp duty)

Date first earned rental income

Address

Postcode

Year of Construction

Is the ownership of the property shared with someone else?

YesNo

With whom

Percentage Split

Weeks rented

Gross Rental Income

Advertising

Body Corporate

Borrowing Fees

Cleaning

Council Rates

Gardening

Insurance

Loan Interest

Land Tax

Pest Control

Property Manager Costs(please attach annual report)

Repairs, maintenance

Stationery/phone/postage

Water Charges

Other Rental Expenses

Does PHAT Returns already have your depreciation schedule?

YesNo

Please attach your depreciation schedule

Browse

If you don't have a depreciation schedule, please call Washington Brown on 1300 990 612 or click here: https://www.washingtonbrown.com.au/depreciation/quote/?RID=NTZAQPCXSJ

Please upload any other attachments e.g. property manager costs

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Rental Property 5

Purchase date

Purchase Price(less stamp duty)

Date first earned rental income

Address

Postcode

Year of Construction

Is the ownership of the property shared with someone else?

YesNo

With whom

Percentage Split

Weeks rented

Gross Rental Income

Advertising

Body Corporate

Borrowing Fees

Cleaning

Council Rates

Gardening

Insurance

Loan Interest

Land Tax

Pest Control

Property Manager Costs(please attach annual report)

Repairs, maintenance

Stationery/phone/postage

Water Charges

Other Rental Expenses

Does PHAT Returns already have your depreciation schedule?

YesNo

Please attach your depreciation schedule

Browse

If you want a depreciation schedule, please call Washington Brown on 1300 990 612 or click here: https://www.washingtonbrown.com.au/depreciation/quote/?RID=NTZAQPCXSJ

Please upload any other attachments e.g. property manager costs

Browse

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General Information

Employment Details

Bank Account Details

Work Related Expenses and Donations

Defence Force Common Purchases with receipts and Other Items

Travel Agent Trips

Trip 1

Trip 2

Trip 3

Trip 4

Trip 5

Other Information

Business Income Information

Rental Income Information

Rental Property 1

Expenses

Rental Property 2

Rental Property 3

Rental Property 4

Rental Property 5

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