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TaxPack 2005

 
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Warning: This information may not apply to the current year. Check the content carefully to ensure it is applicable to your circumstances.

What is TaxPack?

TaxPack is a print publication designed to help you to complete your individual income tax return. TaxPack is divided into two parts:

  • TaxPack 2005 with the 2005 tax return for individuals
  • TaxPack 2005 supplement with the 2005 tax return for individuals (supplementary section).

If you are an Australian resident and a retiree, you may be eligible to use Retirees TaxPack 2005.

Your options for completing and lodging your tax return include:

Do I need the TaxPack 2005 supplement?

Can I use the Retirees TaxPack 2005?

TaxPack 2005 information

While TaxPack is designed to help individuals complete their income tax returns, many people also use it as a basic reference to the Australian tax system. The information in TaxPack has been rewritten into a series of web pages and published across this site.

You can search or browse the site to find general information about:

  • income you must declare
  • deductions and tax offsets you are entitled to claim, and
  • tax rates and calculations.

If you would prefer to download TaxPack 2005 in Portable Document Format (PDF), refer to the list of download files.

Do I need the TaxPack 2005 supplement?

The majority of taxpayers can lodge their returns using TaxPack 2005 alone. You will also require the TaxPack 2005 supplement if you have:

  • income or a loss from
    • a partnership or trust
    • personal services income
    • a business
    • a deferred non-commercial business loss
    • a net farm management deposit or withdrawal
    • a capital gain
    • a foreign entity
    • rent
    • a bonus from a life insurance company or friendly society
    • foreign sources, or foreign assets or property
    • certain other income, such as scholarships, royalties and benefits from an employee share scheme
  • deductions for
    • project pool
    • investment in the Australian film industry
    • undeducted purchase price of a foreign pension or annuity
    • non-employer sponsored superannuation contributions
    • certain other deductions, such as election expenses, sickness and accident insurance premiums, and foreign exchange losses
  • tax offsets for
    • superannuation contributions on behalf of your spouse
    • zone or overseas forces
    • net medical expenses over a specified limit
    • parent, spouse's parent or invalid relative
    • landcare and water facility
    • heritage conservation work
    • interest from government securities issued before 1 November 1968
    • interest from the land transport facilities tax offset scheme or infrastructure borrowings scheme
  • credit for early payments or overpayments of tax
  • adjustments for amounts on which
    • family trust distribution tax has been paid
    • ultimate beneficiary non-disclosure tax was payable.

    Note: If you are using TaxPack 2005 supplement, you must also use TaxPack 2005 to complete all of your tax return.

Can I use Retirees TaxPack 2005?

You are eligible to use Retirees TaxPack 2005 to fill in your tax return if:

  • you were an Australian resident for tax purposes from 1 July 2004 to 30 June 2005, and
  • you had no dependants other than a spouse during the period 1 July 2004 to 30 June 2005, and
  • all of your tax affairs are covered by the questions in Retirees TaxPack 2005 as listed below
    • income
      • Commonwealth of Australia government pensions and allowances
      • dividends - not including distributions made by a corporate limited partnership and deemed dividends from a private company
      • foreign source pension or annuity income
      • gross interest
      • other Australian pensions or annuities - including superannuation pensions
      • salary, wages, allowances, earnings etc
      • total reportable fringe benefits amounts
      • capital gains - not including distributions of capital gains by a trust or managed investment fund
    • deductions
      • cost of managing tax affairs
      • deductible amount of undeducted purchase price of an Australian pension or annuity
      • deductible amount of undeducted purchase price of a foreign pension or annuity
      • subscriptions
      • gifts or donations
      • interest and dividend deductions
    • tax offsets
      • senior Australians
      • spouse - married or de facto
      • superannuation annuity and pension
      • private health insurance
      • net medical expenses over a specified limit
    • private health insurance policy details
    • Medicare levy related items

If you plan to claim the family tax benefit (FTB) through the tax system, you will require TaxPack 2005.

Last Modified: Tuesday, 30 June 2009

 
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