Trust Tax Return from $550

For Financial Year Ending 30 June *

ENTITY DETAILS

Name of Trust: *

Trust Tax File Number (TFN): *

Trust Australian Business Number (ABN): *

Description of Main Business Activity: *

Is the Trust a Primary Producer:

Yes No

ATO Primary Producer definition

Status of Business:

Were any goods sold via the internet?

Yes No

Has the Trust name changed? (If yes, please print the previous name exactly as shown on the last notice of assessment)

Yes No

Current Postal Address:

Address 1

Address 2

City

State/Province

Country

Postal Code

Has the Trust postal address changed since the last tax return?

Yes No

Postal Address on Previous Tax Return:

Address 1

Address 2

City

State/Province

Country

Postal Code

Full name of the Trustee to whom notices should be sent

If the Trustee is an Individual, please print details below.

Title:

Given Name:

Last Name:

If the Trustee is a Non Individual, please print details including ABN.

Entity Name:

ABN:

Telephone: *

Family Election Status

If the trustee has made, or is making, a family trust election, write the four-digit income year specified of the election (for example, for the 2014–15 income year write 2015):

If revoking or varying a family trust election, print R for revoke or print V for variation and complete and attach the Family trust election, revocation or variation 2015:

Interposed Entity Election Status

If the trustee has an existing election, write the earliest income year specified.

If revoking an interposed entity election, print R and complete and attach the Interposed entity election or revocation 2015:

Is any Tax Payable by the Trustee

Select Yes if any tax is payable by the Trustee:

Yes No

Type of Trust

Select the code representing your type of Trust:

Is the Trust a charity?

Yes No

If code D, write the date of death:

Management Investment Trust

If the trust is a managed investment trust, has the trustee made an election into capital account treatment?

Yes No

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Income

Gross Payments where ABN is not quoted:

Foreign Income (subject to foreign resident withholding):

Government Industry Payments:

Other Income:

Expenses

Foreign Resident Withholding Expenses:

Contractor Expenses:

Superannuation Expenses:

Cost of Sales:

Bad Debts:

Lease Expenses:

Rent Expenses:

Interest and Finance Costs:

Overseas Interest and Finance Costs

Royalty Expenses:

Overseas Royalty Expenses:

Depreciation Expenses:

Motor Vehicle Expenses:

Repairs and Maintenance:

All Other Expenses:

Partnerships and Trusts

Distribution from Partnerships:

Share of Net Income from Trusts:

Franked Distributions from Trusts:

Deductions Relating to Franked Distributions from Trusts:

Share of Credits from Income

Share of credits for Tax Withheld where no ABN is Quoted:

Share of Franking Credits from Franked Distributions:

Share of Credit for TFN amounts withheld from Interest, Dividends, and Unit Trust Distributions:

Credit for TFN Amounts Withheld from Payments from Closely Held Trusts:

Share of Credit for Tax Withheld from Foreign Resident Withholding:

Rent

Gross Rent:

Interest Deductions:

Capital Works Deductions:

Other Rental Deductions:

Forestry Management Investment Scheme Income

Amount:

Australian Investment Scheme:

Interest

Gross Interest:

TFN Withheld from Gross Interest:

Dividends

Unfranked Amount:

Franked Amount:

Franking Credits:

TFN Amounts Withheld from Dividends:

Superannuation Lump Sum and Employment Termination Payments

Death benefit superannuation lump sum where the beneficiary is a non-dependant

Taxed Amount:

Untaxed Amount:

Death benefit employment termination payment where the beneficiary is a dependant

Dependant Taxable Component:

Death benefit employment termination payment where the beneficiary is a non-dependant

Non-Dependant Taxable Component:

Foreign Income

Did you have an overseas branch operation, or a direct or indirect foreign trust, foreign company or controlled foreign trust?

Yes No

Gross Foreign Income:

Net Foreign Income:

Australian Franking Credits from a New Zealand Franking Company:

Deductions

Australian Investment Income Deduction:

Franked Distributions:

Forestry Managed Investment Scheme Deductions:

Other Deductions:

DOCUMENT ATTACHMENT

Please attach or email as many documents as possible

MYOB File
Fixed Asset Register
Other accounting records
Prior Year Financial Statements and Tax Return
Payment Summaries and Payment Summary Statement
Superannuation Payment Record
Lease, Chattel Mortgage and Hire Purchase Documents

If unsure, please leave a message:

File 1

Upload a file

File 2

Upload a file

File 3

Upload a file

File 4

Upload a file

File 5

Upload a file

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Tax losses from earlier income years

Tax Losses from prior income years

Landcare and water facility tax offset

Landcare and water facility tax offset brought forward from prior years:

DOCUMENT ATTACHMENT

Please attach or email as many documents as possible

Prior Year Financial Statements and Tax Return
Trust financials
Other accounting records

If unsure, please leave a message:

File 1

Upload a file

File 2

Upload a file

File 3

Upload a file

File 4

Upload a file

File 5

Upload a file

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Capital Gains

Did a Capital Gains event occur during the year?

Yes No

Net Capital Gain:

DOCUMENT ATTACHMENT

Please attach or email as many documents as possible

Asset sale information
Fixed Asset Register
Other accounting records

If yes, please provide details:

File 1

Upload a file

File 2

Upload a file

File 3

Upload a file

File 4

Upload a file

File 5

Upload a file

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BUSINESS DETAILS

Business Name:

Business ABN:

Is the Business registered for GST?

Yes No

Buisness Bank Account as on 30 June of this year:

Business Address:

Address 1

Address 2

City

State/Province

Country

Postal Code

Opening Stock:

Purchases:

Closing Stock:

Trade Debtors:

Trade Creditors:

Total Salary and Wages:

Payments to Associated Persons:

DOCUMENT ATTACHMENT

Please attach or email as many documents as possible

MYOB File
Fixed Asset Register
Other accounting records
Prior Year Financial Statements and Tax Return
Payment Summaries and Payment Summary Statement
Superannuation Payment Record
Lease, Chattel Mortgage and Hire Purchase Documents

If unsure, please leave a message:

File 1

Upload a file

File 2

Upload a file

File 3

Upload a file

File 4

Upload a file

File 5

Upload a file

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BENEFICIARY 1 DETAILS

Please enter name in full of each beneficiary, the TFN and postal address

If the beneficiary is a company, partnership or trust etc, please complete the non individual section

BENEFICIARY 1 INDIVIDUAL

Tax File Number (TFN):

Title:

Given Name:

Last Name:

Gender:

Male Female

Date of Birth (dd-mm-yyyy)

Residental Address:

Address 1

Address 2

City

State/Province

Country

Postal Code

BENEFICIARY 1 NON INDIVIDUAL

Tax File Number (TFN):

Australian Business Number (ABN):

Entity Name (Company, Partnership, Trust etc):

Business Address:

Address 1

Address 2

City

State/Province

Country

Postal Code

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BENEFICIARY 2 DETAILS

Please enter name in full of each beneficiary, the TFN and postal address

If the beneficiary is a company, partnership or trust etc, please complete the non individual section

BENEFICIARY 2 INDIVIDUAL

Tax File Number (TFN):

Title:

Given Name:

Last Name:

Gender:

Male Female

Date of Birth (dd-mm-yyyy):

Residential Address:

Address 1

Address 2

City

State/Province

Country

Postal Code

BENEFICIARY 2 NON INDIVIDUAL

Tax File Number (TFN):

Australian Business Number (ABN):

Entity Name (Company, Partnership, Trust etc):

Business Address:

Address 1

Address 2

City

State/Province

Country

Postal Code

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BENEFICIARY 3 DETAILS

Please enter name in full of each beneficiary, the TFN and postal address

If the beneficiary is a company, partnership or trust etc, please complete the non individual section

BENEFICIARY 3 INDIVIDUAL

Tax File Number (TFN):

Title:

Given Name:

Last Name:

Date of Birth (dd-mm-yyyy):

Gender:

Male Female

Residential Address:

Address 1

Address 2

City

State/Province

Country

Postal Code

BENEFICIARY 3 NON INDIVIDUAL

Tax File Number (TFN):

Australian Business Number (ABN):

Entity Name (Company, Partnership, Trust etc):

Business Address:

Address 1

Address 2

City

State/Province

Country

Postal Code

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BENEFICIARY 4 DETAILS

Please enter name in full of each beneficiary, the TFN and postal address

If the beneficiary is a company, partnership or trust etc, please complete the non individual section

BENEFICIARY 4 INDIVIDUAL

Tax File Number (TFN):

Title:

Given Name:

Last Name:

Date of Birth:

Gender:

Male Female

Residential Address:

Address 1

Address 2

City

State/Province

Country

Postal Code

BENEFICIARY 4 NON INDIVIDUAL

Tax File Number (TFN):

Australian Business Number (ABN):

Entity Name (Company, Partnership, Trust etc):

Business Address:

Address 1

Address 2

City

State/Province

Country

Postal Code

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PAYMENT

A tax invoice will be issued to the entity, as per the Entity Details section, upon receipt of payment.

Once payment has been received, your request will be completed within 24 hours.

Credit Card Payment

Credit Card Type

VISA Mastercard AMEX

Card Number

Expiry Date

Name on Card

Bank Transfer

Banking Details

XYZ Accounting

Commonwealth Bank

BSB: 065 115

A/C: 1041 4902

Bank Transfer Narration: (so payment can be traced, usually name of person/ firm placing the order is used)

Declaration and Consent

Yes, I Agree - Declaration and Consent

Refund and Returns Policy

Yes, I Agree - Refund and Returns Policy

Cancelation Policy

Yes, I Agree - Cancelation Policy

Please leave a message or provide feedback. We value your input

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