Australian Employee Tax Return Planner

1. Tax year & basic information

Tax year

Occupation

Employment type

Number of employers

Use this worksheet for your own records. Do not enter passwords, TFN, bank passwords or other sensitive credentials.

2. Employment income

Salary / wages ($)

PAYG tax withheld ($)

Allowances included in income ($)

Other employment income ($)

Compare these figures with your ATO pre-fill/income statement and final payslip. Do not enter an allowance here as a deduction automatically.

3. Car expenses for work

Normal home-to-usual-workplace travel is generally private. Only enter kilometres that have a genuine work-related basis.

Work-related car km

Cents-per-km rate ($)

I have checked that these kilometres are genuinely work-related and have supporting records.

Calculated amount: $0.00

4. Uniform & laundry

Eligible compulsory/protective clothing ($)

Eligible laundry / dry cleaning ($)

Ordinary clothing is not automatically deductible simply because your employer requires it.

5. Phone & internet

Annual phone cost ($)

Work-use percentage (%)

Annual internet cost ($)

Work-use percentage (%)

Estimated deductible phone + internet: $0.00

6. Union, training & licences

Union / professional fees ($)

Work-related training ($)

Licence / renewal expenses ($)

What licence/training was it?

Licence and training deductions depend on the circumstances. A qualification for a new occupation may be treated differently from maintaining current employment skills.

7. Work travel, meals & overnight duties

Eligible work travel ($)

Eligible work-related meals ($)

Overnight work travel?

Details / evidence

Do not claim ordinary meals just because you are working. Overnight travel and allowances have specific rules.

8. Other work expenses

Work equipment ($)

Other eligible work expenses ($)

Describe other expenses

9. Other tax information

Bank interest ($)

Other income ($)

Private health insurance

Medicare levy / exemption issue

Your ATO pre-fill may already contain some of this information. Check it rather than entering it twice.

10. Final review

Employment + other income$0.00

Potential deductions entered$0.00

Estimated taxable income$0.00

Category	Amount

Before lodging: Verify every deduction against current ATO rules and your records. The figures here are not an ATO assessment and do not calculate your final refund.