JSA Accounting & Taxation
This form helps us get everything we need to prepare your tax return and make sure you claim everything you're entitled to. You don't need any tax knowledge to fill this in — just answer honestly and as best you can. If a question doesn't apply to you, simply skip it or select "No". Anything you're unsure about, we'll talk through together at your appointment.
Just the basics so we know who this form belongs to.
Not sure? Leave the default — we'll confirm the right year with you.
🔒 For your security, please don't write your Tax File Number (TFN) on this form. You can provide it to us securely at your appointment or through our secure client portal.
Tell us your main occupation and we'll highlight the work-related expenses that people in your line of work most commonly claim — you can still add anything else that applies to you further down.
Select everything that applies to you this year. You don't need exact figures for everything — for most items we just need the relevant statement or summary, which we'll ask you to bring or upload.
These are expenses you paid for yourself that relate to earning your income. Tick anything you spent money on this year — a box will open for a few extra details. Not sure if something counts? Tick it anyway and we'll check for you.
👆 Select your occupation in Section 2 above and we'll show the expenses related to your job here. In the meantime, here are a few things almost anyone can claim.
These can reduce the tax you owe or affect your Medicare levy. Answer Yes/No — we'll only ask for more detail where it's relevant.
Send to JSA securely emails your completed form to us — you can still print or save it as a PDF if you prefer. Either way, please also bring or send the statements and documents mentioned in each section.