Individual Tax Return Instructions 2012

IN-CONFIDENCE – when completed Page 1Tax return for individuals 20121 July 2011 to 30 June 2012Use Individual tax return instructions 2012 to fill in this tax return.n Print clearly using a black pen only.n Use BLOCK LETTERS and print one character per box. S M I T H S TYour tax file number (TFN) See the Privacy note in the Taxpayer’s declaration on page 12 of your tax return.NAT 2541-6.2012Yes NoAre you an Australian resident? Male FemaleYour sexYour postal address Print the address where you want your mail sent.Suburb/town/localityCountry if not AustraliaState/territory PostcodeNo YesHas this address changed sincecompleting your last tax return?Is your home address different fromyour postal address?Suburb/town/localityCountry if not AustraliaState/territory PostcodeNo Yes Print your home address below.Read on.Your date of birth Day Month YearIf you were under 18 years old on 30 June 2012you must complete item A1 on page 7. Provide your date of birth to avoid delays inthe processing of your tax return.Your phone number during business hoursIf we need to ask you about your tax return, it is quicker by phone.Phone number(include area code)n Print X in all appropriate boxes.n Do not use correction fluid or tape.n Complete your details carefully to avoid delaysin processing your tax return.Will you need to lodge an Australiantax return in the future? Yes No FINAL TAX RETURNDon’t knowIndividual informationYour name (Print your full name)Surname or family nameFirst given name Other given namesTitle: Mr Mrs Miss Ms OtherNo Yes Print previous surname below.Has any part of your name changedsince completing your last tax return? Read on.25410612
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IN-CONFIDENCE – when completedPage 2 TAX RETURN FOR INDIVIDUALS 2012Income1 Salary or wages Your main salary andwage occupationPayer’s Australian business number Tax withheld – do not show cents Income – do not show cents.00$ ,TOTAL TAX WITHHELD Add up the $ boxes. ,.00,C.00,$ $.00,D.00,$ $.00,E.00,$ $.00,F.00,$ $.00,G.00,$ $.00,K.00,2 Allowances, earnings, tips, director’s fees etc $ $.00,R.00,3 Employer lump sum payments.00,H.00,Amount A in lump sum payments box5% of amount B in lump sum payments boxTYPE$$$$.00,A.00,5 Australian Government allowances andpayments like Newstart, Youth Allowanceand Austudy payment$ $.00,B.00,6 Australian Government pensions and allowances You must complete item T2 or T3 in Tax offsets. $ $.00,O.00,9 Attributed personal services income $.00,J.00,7 Australian annuities and superannuationincome streams $$Taxed element.00,N $Untaxed element.00,Y $Taxed element.00,Z $Untaxed elementTaxable componentLump sum in arrears – taxable component.00,Q8 Australian superannuation lump sum payments .00,$$Day Month YearPayer’sABNDate ofpayment.00,P $TYPETaxed elementUntaxed elementTaxable component.00,I4 Employment termination payments (ETP).00,$ $Taxable component TYPEDay Month YearPayer’sABNDate ofpaymentElectronic funds transfer (EFT) Provide your financial institution details.Write the BSB number, account number and account name below.BSB number (must be six digits) Account numberAccount name (for example, JQ Citizen. Do not show the account type, such as cheque, savings, mortgage offset)Do not include total income here
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IN-CONFIDENCE – when completed Page 3TAX RETURN FOR INDIVIDUALS 2012I If you completed the Tax return for individuals (supplementarysection) 2012, write here the amount from TOTAL SUPPLEMENT INCOME OR LOSS on page 15..00,LOSS,$.00,LOSS$ ,TOTAL INCOME OR LOSS Add up the income amounts and deduct any loss amount in the $ boxeson pages 2 and 3.Your tax file number (TFN)Attach here all documents that the instructions tell you to attach. Do not send in your tax return until you have attached all requested attachments.Income – continued Income – do not show cents$ ,M .Tax file number amountswithheld from gross interest10 Gross interest Gross interestIf you are a non-resident make sure you haveprinted your country of residence on page 1. $ .00,L ,11 Dividends$ ,V .Unfranked amountTax file number amountswithheld from dividendsFranked amountFranking creditIf you are a non-resident make sure you have printed yourcountry of residence on page 1.$ .00,S ,$ .00,T ,$ .00,U ,12 Employee share schemesDiscount from taxed upfrontschemes – eligible for reduction $ .00,D ,Discount from taxed upfront schemes –not eligible for reduction $ .00,E ,Discount from deferral schemes $ .00,F ,Discount on ESS Interests acquiredpre 1 July 2009 and ‘cessation time’occurred during financial year.00,G $ ,Total assessable discount amount $ .00,B ,Foreign source discounts $ .00,A ,TFN amounts withheld from discounts C $ , .,25410712
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IN-CONFIDENCE – when completedPage 4 TAX RETURN FOR INDIVIDUALS 2012DeductionsD1 Work-related car expenses .00$ ,A TYPECLAIMD2 Work-related travel expenses .00$ ,BD3 Work-related uniform, occupation specificor protective clothing, laundry and drycleaning expenses.00$ ,C TYPECLAIMD4 Work-related self-education expenses .00$ ,D TYPECLAIMD5 Other work-related expenses .00$ ,ED6 Low value pool deduction .00$ ,KD7 Interest deductions .00$ ,ID8 Dividend deductions .00$ ,HD9 Gifts or donations .00$ ,JD10 Cost of managing tax affairs .00$ ,MD If you completed the Tax return for individuals (supplementary section)2012, write here the amount from TOTAL SUPPLEMENT DEDUCTIONS on page 15. .00,$ ,TOTAL DEDUCTIONS Add amounts at items D1 to D .00,$ ,SUBTOTAL TOTAL INCOME OR LOSS less TOTAL DEDUCTIONS .00$ ,LOSS, You must readthe deductionssection in theinstructions if you areclaiming deductionsfor expenses thatrelate to your workas an employee atitems D1–D6.LossesL1 Tax losses of earlier income years.00$ ,F.00$ ,ZPrimary production lossesclaimed this income yearNon-primary production lossesclaimed this income year.00$ ,Q.00$ ,RPrimary production losses carriedforward from earlier income yearsNon-primary production losses carriedforward from earlier income years If you were not required to complete L1,TAXABLE INCOME write the amount from SUBTOTAL above here.OR LOSS If you completed L1, add up the amounts you wrote at F and Z and take the total away from the amount you wrote at SUBTOTAL. Write the answer at $ TAXABLE INCOME OR LOSS..00$ ,LOSS,Make sure that you complete item M2 on page 6.
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