Small Business Tax Return

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Don't have time for an appointment? We've got you sorted.

Fill In The Form

Answer the questions as best you can. Got questions? Pop them in at the end — we’re here to help!

We’ll Prepare Your Return

We’ll review your info, follow up if needed, and have your tax return ready in about 2 business days.

Review, Sign and Lodge

You’ll get your return to review and e-sign (it’s super easy), along with our invoice. Once signed and paid, we’ll lodge it with the ATO!

2024 Small Business Tax Return Form

Name

This field is for validation purposes and should be left unchanged.

Which tax year are you submitting information for?(Required)

⚠️ You can’t lodge your 2024-25 tax return until after 1st July 2025

Are you a new or existing client to General Tax?(Required)

New

Existing

How did you hear about us?(Required)

Who referred you?(Required)

We love referrals! Your referrer will receive a small gift from us.

Identity Check

Say cheese! 📸 Snap a selfie holding your Photo ID and upload it here. If that’s tricky, give us a call on (07) 3267 3043.

Verify your ID(Required)

Sorry, we can’t start your return without confirming who you are.

Choice number 1 does not have an image

Photo Upload

Business Details

What's your business structure?(Required)

Sole Trader

Partnership

Company

Trust

Australian Business Number (ABN)(Required)

Tax File Number (TFN)(Required)

Date of Birth (DOB)(Required)

What's your legal entity's name?(Required)

Do you have a registered business name?(Required)

Yes

What's your business name?(Required)

Name(Required)

Prefix First Middle Last

Nominated contact person(Required)

Prefix First Middle Last

Place of Business Address(Required)

Street Address City State / Province / Region ZIP / Postal Code Country

Postal Address(Required)

Same as above

Different to business address

Postal Address(Required)

Street Address City State / Province / Region ZIP / Postal Code Country

Email(Required)

Phone(Required)

Recordkeeping

How did you keep your records?(Required)

Online accounting software

Spreadsheet (Microsoft Excel or Apple Numbers)

Other

Which online accounting software did you use?(Required)

🖇️ We’ll need a copy of your recordkeeping spreadsheet.

File

Max. file size: 2 GB.

✋ We’ll need access to your accounting file. If we don’t already have access, please send us an invitation. Be sure to select Adviser/Accountant role and include Manage Users rights and Payroll access (if applicable).

Xero: Samantha Holder sam@generaltax.com.au — QuickBooks: Graham Robinson admin@generaltax.com.au — MYOB: Graham Robinson graham@generaltax.com.au

Tax Registrations

Were you registered for GST during the year?(Required)

Yes

Have you submitted your activity statements to the ATO?(Required)

Yes

Did you pay any wages to staff during the year?(Required)

Yes

Did you pay any superannuation during the year for your staff?(Required)

Yes

Business Banking

Do you want to list the same bank details in your tax return as last year?(Required)

Yes

No – I will provide updated bank details

Enter the bank account you'd like your refund deposited into.(Required)

Account Name

BSB

Account Number

How many business bank accounts do you have?(Required)

Bank Statements

Please upload your business bank statements showing the bank balances as at 30 June 2025.

Drop files here or

Max. file size: 2 GB.

How many business loans do you have?(Required)

Loans for equipment, stock, vehicles, business acquisitions, etc.

Your Loan Details

Lender / Bank

Asset / Collateral

Balance at 30 June 2025 (if known)

File

Please upload your loan statements for the year so we can claim the interest as a tax deduction.

Drop files here or

Max. file size: 2 GB.

How many business credit cards do you have?(Required)

Business Activity

What's your main business activity?(Required)

Business industry:

Assets

Did you have stock on hand as at 30 June 2025?(Required)

Yes

Value of stock on hand as at 30 June 2025:

Did you purchase any assets during the year between $1,000 – $20,000?(Required)

Excludes stock.

Yes

New asset details(Required)

Date of purchase

Asset description (make/model)

Purchase price

Did you purchase any assets during the year that cost more than $20,000?(Required)

Excludes stock.

Yes

New asset details(Required)

Date of purchase

Asset description (make/model)

Purchase price

Did you sell any assets during the year?(Required)

Excludes stock.

Yes

Disposed asset details(Required)

Date of purchase

Asset description (make/model)

Purchase price

Motor Vehicles

How many vehicles does your business own?(Required)

Vehicle 1 "V1"

Make / model

Rego number

Purchase date

Purchase price

V1: What method will you be claiming for your vehicle?

Cents per kilometre

Logbook

V1: Total work kilometres travelled for the year (max 5,000kms):

V1: According to your logbook, what date was it completed?(Required)

Each logbook you keep is valid for 5 years, but you may start a new logbook at any time.

V1: According to your logbook, what percentage of your vehicle's usage was for work purposes?

V1: Provide your vehicle's expenses for the year. Provide actual costs, not estimates.

Fuel and oil

Registration costs

Insurance premium

Repairs and maintenance

Interest on loan

Other

Vehicle 2 "V2"

Make / model

Rego number

Purchase date

Purchase price

V2: What method will you be claiming for your vehicle?

Cents per kilometre

Logbook

V2: Total work kilometres travelled for the year (max 5,000kms):

V2: According to your logbook, what percentage of your vehicle's usage was for work purposes?

V2: According to your logbook, what date was it completed?(Required)

Each logbook you keep is valid for 5 years, but you may start a new logbook at any time.

V2: Provide your vehicle's expenses for the year. Provide actual costs, not estimates.

Fuel and oil

Registration costs

Insurance premium

Repairs and maintenance

Interest on loan

Other

Vehicle 3 "V3"

Make / model

Rego number

Purchase date

Purchase price

V3: What method will you be claiming for your vehicle?

Cents per kilometre

Logbook

V3: Total work kilometres travelled for the year (max 5,000kms):

V3: According to your logbook, what percentage of your vehicle's usage was for work purposes?

V3: According to your logbook, what date was it completed?(Required)

Each logbook you keep is valid for 5 years, but you may start a new logbook at any time.

V3: Provide your vehicle's expenses for the year. Provide actual costs, not estimates.

Fuel and oil

Registration costs

Insurance premium

Repairs and maintenance

Interest on loan

Other

Vehicle 4 "V4"

Make / model

Rego number

Purchase date

Purchase price

V4: What method will you be claiming for your vehicle?

Cents per kilometre

Logbook

V4: Total work kilometres travelled for the year (max 5,000kms):

V4: According to your logbook, what percentage of your vehicle's usage was for work purposes?

V4: According to your logbook, what date was it completed?(Required)

Each logbook you keep is valid for 5 years, but you may start a new logbook at any time.

V4: Provide your vehicle's expenses for the year. Provide actual costs, not estimates.

Fuel and oil

Registration costs

Insurance premium

Repairs and maintenance

Interest on loan

Other

Your Personal Salary & Wages

Outside of your ABN income, were you paid salary or wages during the year?(Required)

Yes

How many employers did you have during the year?(Required)

What was your main wages occupation title during the year?(Required)

Did you serve in the Australian Defence Force during the year?(Required)

Yes

Bank Interest Income

Did you earn any bank interest income?(Required)

Yes

Which banks did you earn interest with?(Required)

Do you know how much bank interest you earned during the year?(Required)

Yes

Unsure

Are you happy for us to use the ATO’s records to work out how much interest you earned this year?(Required)

Note: Most banks report interest to the ATO soon after the end of the financial year, but some can take up to 3 months.

Yes

Unsure

How much bank interest did you earn?(Required)

Shares Income

Did you own any shares (includes Employee Share Schemes)?(Required)

Yes

Did you earn any share dividend income during the year?(Required)

Yes

Please list the companies from which you received these dividends.(Required)

In Australia, the most common companies that pay dividends include: CBA, Westpac, NAB, ANZ, BHP, Rio Tinto, Telstra, Woolworths, Wesfarmers, and CSL.

Did you sell any shares during the year?(Required)

Yes

We’ll need details of your share sales to calculate your capital gain or loss. Please upload any of the following that you have:

📄 Contract notes for each share sale and purchase (PDF or image) 📊 Portfolio report or transaction history from your broker (e.g. CommSec, SelfWealth) 🧾 Summary of capital gains/losses (if available from your trading platform) 📅 Records of any reinvested dividends (DRPs)

Drop files here or

Max. file size: 2 GB.

Managed Funds Income

Did you earn any managed funds income?(Required)

Yes

Are you happy for us to use the ATO’s records to retrieve your managed funds information this year?(Required)

Note: Most managed funds report to the ATO by September, but some can take up to 6 months.

Yes

Share with us your managed fund information

Upload your statement of distribution, annual tax statement, transaction statements, cost base information, and any other pertinent documentation.

Drop files here or

Max. file size: 2 GB.

Cryptocurrency Activity

Did you buy, sell or trade any cryptocurrency during the year?(Required)

Yes

Confirm your cryptocurrency activity for the year:(Required)

Purchased

Traded and/or transferred

Sold

Upload your cryptocurrency annual statement or report that summarises your transaction history for the year.

We need a record of all crypto purchases, sales and interest earned. Ideally you should download a crypto tax report from your provider: (Eg. Koinly or Crypto Tax Calculator). This report shows your profit/loss and capital gains for the financial year.

Max. file size: 2 GB.

Foreign Income

Did you earn any foreign source income during the year?(Required)

It’s important to report all foreign income, even if tax has already been paid on it in the country where it was earned, as Australia has mechanisms to avoid double taxation, such as foreign income tax offsets.

Yes

What type(s) of foreign income did you receive?(Required)

Employment income – Salary, wages etc.

Business income – Profits from overseas business activities

Investment income – Interest, dividends, and rental income from foreign investments and properties

Pensions and annuities – Overseas pensions and annuities

Capital gains – Gains from the sale of foreign assets

Trust distributions – Income from foreign trusts

Partnership income – Share of income from foreign partnerships

Royalties – Income from intellectual property or natural resources overseas

Rental Income

Did you have an investment property or rent out part of your home during the year?(Required)

Yes

Your Circumstances

Were you an Australian resident for tax purposes for the entire year?(Required)

Yes

Did you live in a remote area during the year?(Required)

If you lived in remote or isolated areas of Australia you may be eligible for the zone tax offset, which provides a tax reduction based on your location and the duration of your stay in that area.

Yes

Remote location details:(Required)

Suburb and state

Number of days in remote location

Spouse

Did you have a spouse during the year? (Married or defacto)(Required)

Yes

Did you have a spouse for the full year?(Required)

Yes

Spouse's name(Required)

Spouse's DOB(Required)

Your spouse's taxable income:(Required)

An estimate is acceptable.

Dependents

Did you have any dependent children living with you?(Required)

Children up to 21 years of age + full-time students under 25

Yes

How many dependent children?(Required)

Did you pay any child support?(Required)

Yes

Total child support paid during the year:

An estimate is acceptable.

Private Health Insurance

Did you have private health insurance?(Required)

Yes

Health insurance provider:(Required)

What type of coverage did you have?(Required)

Extras only

Hospital cover

Did you hold coverage for the whole financial year?(Required)

Yes

Government Loans

Do you have an outstanding HELP, SFSS, TSL or VET debt?(Required)

Yes

Which government loans do you currently have?(Required)

HELP – Higher Education Loan Program

SFSS – Student Financial Supplement Scheme

TSL – Trade Support Loan

VET – VET Student Loan

Expenses While Working Salary & Wages:

Car Expenses

*** Car expenses while doing your employee duties.

Did you use your vehicle for work-related travel during the year?(Required)

This excludes your transits to and from work.

Yes

Provide reasons for your travel for work.(Required)

Travel between job sites or locations during the day

Carrying bulky tools or equipment for work

Attending meetings, conferences, or training away from your usual workplace

Travelling to pick up supplies or deliver goods for work

Visiting clients or customers

Other work-related travel

Your vehicle:(Required)

Make and model

Rego number

Purchase price

Purchase date

What method will you be claiming for your vehicle?(Required)

Cents per kilometre

Logbook

Total work kilometres travelled for the year (max 5,000kms):(Required)

According to your logbook, what date was it completed?(Required)

Each logbook you keep is valid for 5 years, but you may start a new logbook at any time.

According to your logbook, what percentage of your vehicle's usage was for work purposes?(Required)

Provide your vehicle's expenses for the year. Provide actual costs, not estimates.(Required)

Fuel and oil

Registration costs

Insurance premium

Repairs and maintenance

Interest on loan

Other

Travel Expenses

*** Travel expenses while doing your employee duties.

Did you have any work-related travel expenses?(Required)

Examples include public transport, air travel, taxi fares, ride-share fees, road tolls, parking fees, short-term car hire, meals, incidental expenses, accommodation.

Yes

Travel expenses:

Expense type

Expenses total

Uniform, Clothing, Laundry & PPE Expenses

*** Expenses while doing your employee duties.

Did you incur any work-related uniform, clothing, laundry, personal protective equipment expenses?(Required)

This is a uniform, either compulsory or non-compulsory that is unique and distinctive to the organisation for whom you work. You can claim the costs of washing, drying, and ironing eligible work clothes, or having them dry-cleaned. You must have written evidence, such as diary entries and receipts, for your laundry expenses if the amount of your claim is greater than $150.

Yes

Uniform, clothing, laundry, protective equipment expenses:

Expense type

Expense total

Self-Education Expenses

*** Expenses while doing your employee duties.

Did you have any self-education expenses relating to your job?(Required)

Examples include seminars, conferences, courses, or workshops. To claim these, the activity must be directly related to your current job. It should help you improve your skills or knowledge for your work and either increase your income or be likely to help you earn more in your current role.

Yes

Self-education expenses:

Expense type

Expenses total

Home Office Expenses

*** Home office expenses while doing your employee duties.

Did you use your home office for work purposes?(Required)

Yes

Based on the information you provide, we’ll calculate which method gives you the largest deduction and apply it to your tax return.

Total number of hours you worked from home during the year?(Required)

Did you keep a record of all the hours you worked from home?(Required)

You must have kept records of either: your actual hours spent working at home for the year, or a diary for a representative four-week period to show your usual pattern of working at home.

Yes

Total home energy expenses (electricity and gas) paid for the year?(Required)

Energy expenses for heating or cooling and lighting. We require the total amount you paid for electricity and gas for the year.

What percentage of your home's energy expenses would you estimate to have been work-related?(Required)

Did you use your home internet for work-related purposes?(Required)

Yes

What was your average monthly home internet cost?(Required)

What percentage of your home internet use would you estimate to have been work-related?(Required)

Did you use your mobile phone for work-related purposes?(Required)

Yes

What was your average monthly mobile phone bill?(Required)

What percentage of your mobile phone usage would you estimate to have been work-related?(Required)

Did you buy any cleaning products used specifically for your dedicated home office space?(Required)

Yes

How much did you spend on cleaning products for your home office?(Required)

Did you purchase any computer equipment or office furniture?(Required)

Yes

Details(Required)

Description

Date of purchase

Cost

Work-related %

Did you repair any computer equipment or office furniture?(Required)

Yes

Details(Required)

Description

Date of purchase

Cost

Work-related %

Other Work-Related Expenses

*** Expenses while doing your employee duties.

Did you use your mobile phone for work-related purposes?(Required)

Yes

What was your average monthly mobile phone bill?(Required)

What percentage of your mobile phone usage would you estimate to have been work-related?(Required)

Did you buy any tools, equipment or supplies:(Required)

Examples include: Hand tools or equipment used for work, repairs to work-related tools or equipment, safety gear, and stationery and office supplies used for work.

Yes

Details(Required)

Description

Date of purchase

Cost

Work-related %

Did you buy any technology and subscriptions?(Required)

Examples include: Devices, apps or software needed for your job, antivirus or cybersecurity software, and cloud storage services for work files.

Yes

Details(Required)

Description

Date of purchase

Cost

Work-related %

Did you buy any other common items?(Required)

Examples include: Briefcase or work bag, sun protection (sunscreen, sunglasses, hats for outdoor workers), first aid items kept for work purposes, and lockers or storage rentals used to store work gear.

Yes

Details(Required)

Description

Date of purchase

Cost

Work-related %

If the cost of any item is over $300, we’ll depreciate it over its effective life and claim a portion each year, rather than the full amount upfront.

Donations

Did you make any donations of $2 or more?(Required)

Donations made to a GoFundMe personal campaigns are generally considered to be personal gifts and are not guaranteed to be tax-deductible. Only donations made to a GoFundMe certified charity campaigns are guaranteed to be tax-deductible.

Yes

Details(Required)

Recipient

Total

Accounting Fees

Did you pay any tax agent/accounting fees during the year?(Required)

Yes

Total amount paid:(Required)

We already have your General Tax fees on record. Did you pay any accounting or tax agent fees to another firm during the year?(Required)

Yes

Total amount paid elsewhere:(Required)

Insurance

Did you pay any income protection insurance during the year?*(Required)

Note: If it’s paid through your super, you can’t claim it in your tax return

Yes

Total amount paid:(Required)

Please upload a copy of your annual income protection insurance statement so we can confirm the deductible amount.

File

Max. file size: 2 GB.

Did you pay for insurance to cover your work tools or equipment?(Required)

This type of insurance is claimable if the tools or equipment are used to earn your income.

Yes

Total amount paid:(Required)

Superannuation

Did you make any personal, after-tax, contributions to your superannuation fund?(Required)

Note: Does not include salary sacrifice.

Yes

Amount you contributed to super:(Required)

Have you submitted a Notice of Intent to Claim a tax Deduction form to your super fund?*(Required)

Yes

Not yet

Please upload a copy of your acknowledgement letter from your superfund so we can confirm the deductible amount.

File

Max. file size: 2 GB.

Did you make any contribution on behalf of your spouse?(Required)

Yes

Not yet

Amount you contributed to their super:(Required)

Questions or Comments:

Please list any other information you’re unsure of, or that you’d like us to be aware of.

Do you have any notes or comments for your accountant?

Supporting Documents

Upload your supporting documents — receipts, invoices, logbooks, spreadsheets, diaries… anything that helps! And hey, if you want to throw in a pic of your dog, we won’t complain. We love furry coworkers! 🐶📎

Max. file size: 2 GB.

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Small Business Tax Return

Ready, Set, Go

Fill In The Form

We’ll Prepare Your Return

Review, Sign and Lodge

2024 Small Business Tax Return Form

Identity Check

Business Details

Recordkeeping

Tax Registrations

Business Banking

Business Activity

Assets

Motor Vehicles

Your Personal Salary & Wages

Bank Interest Income

Shares Income

Managed Funds Income

Cryptocurrency Activity

Foreign Income

Rental Income

Your Circumstances

Spouse

Dependents

Private Health Insurance

Government Loans

Expenses While Working Salary & Wages:

Car Expenses

Travel Expenses

Uniform, Clothing, Laundry & PPE Expenses

Self-Education Expenses

Home Office Expenses

Other Work-Related Expenses

Donations

Accounting Fees

Insurance

Superannuation

Questions or Comments:

Supporting Documents

Brisbane Office

Moreton Bay Office

Services

Tools & Resources

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