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  • Individual tax return

    Posted by Fletcher on August 7, 2024 at 8:37 am

    Hi Team.

    Doing my first tax return, when I send the form off to the ATO do I also need to send an affidavit/ declaration to go with it? I innerstand a few of you do it anyway, but does it need to be done?

    When doing amendments to old tax returns, will I also need to send affidavit/declaration/ cover letter along with it?

    Cheers,

    Fletch

    morag-janet-of-the-hill-family replied 7 months, 3 weeks ago 8 Members · 27 Replies
  • 27 Replies
  • Buz

    Member
    August 7, 2024 at 8:50 am

    Yes, always send an affidavit declaring the points you want to make.

    • Fletcher

      Member
      August 7, 2024 at 9:20 am

      Even with the standard tax return? And what would that affidavit look like? I have bought the tax module but I am yet to go through all the docs that came with it

      • morag-janet-of-the-hill-family

        Member
        August 7, 2024 at 11:22 am

        There is an Affidavit of Expenses included in the module.

        • petra

          Member
          August 7, 2024 at 11:33 pm

          here i ask again.which tax module purchase you guys talking about?is it mod 2-legally and legitimely minimise tax? that one is part of free knowledge resources with membership.

        • Fletcher

          Member
          September 22, 2024 at 11:06 am

          The document titled “5 Affidavit of Expenses” is worded for an “Amended Tax Return”. I’m having trouble nailing down which is for a “Tax Return for Individuals”. Can you please point out the correct example? Alternatively, if you have the capacity can you please privately message me?

      • petra

        Member
        August 7, 2024 at 11:37 pm

        Hi. me again. im still confused. Which tax module did you guys purchased? module 2 -legally and legitimately minimise tax? that one is free with membership. what am i missing

  • Dave777

    Member
    August 7, 2024 at 5:35 pm

    It is worth purchasing the module. I sent mine off to The ATO this week. Get the affidavit certified by a JP. They didn’t question it or even look at what the document was all about. I expect an audit so there is documents to send off to rebut their claims

    • Fletcher

      Member
      September 19, 2024 at 4:59 pm

      What documents have you got ready to send off to rebut the ATO?

      • Dave777

        Member
        September 19, 2024 at 5:08 pm

        That is in the module that you buy

  • William

    Member
    September 20, 2024 at 2:24 pm

    Does the module have a clearer example of a pre filled return so it’s done correctly?

    • morag-janet-of-the-hill-family

      Member
      September 20, 2024 at 3:19 pm

      It does have a completed return under the Affidavit of expenses, just scroll down when you open the affidavit. It also has an amended return document and an example of a tax return for self employment.