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TaxPack 2009 |
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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 with the tax return for individuals
- TaxPack supplement with the tax return for individuals (supplementary section).
To find out your options on completing and lodging your tax return read How do I lodge my tax return?
For information about whether you need to lodge a tax return, read:
TaxPack 2009 and TaxPack 2009 supplement are available:
- at most newsagents from 1 July to 31 October 2009
- at our shopfronts, or
- by downloading below or ordering online.
e-tax 2009 CD project
For Tax Time 2009, deliveries of TaxPack and TaxPack supplement packages to Northern Territory, South Australia, Queensland and Tasmania will be replaced with an e-tax 2009 CD mail pack. The CD will contain the e-tax 2009 software which can be easily installed onto a personal computer to prepare your tax return and then lodge online.
E-tax from the Tax Office is the free tax return preparation software that ensures most refunds are issued in 14 days. By using encryption technology, e-tax ensures your details are secure during transmission over the internet. e-tax asks you simple questions to help you work through the answers to complete your tax return, and has calculators to help you get it right.
E-tax gives you access to your individual information using the pre-filling service. You can download details of your income including salary and wages, government payments, interest and dividends and have e-tax pre-fill that information straight into your return. Pre-filling Information will be progressively available from July with most information available by mid August. You can also register for the alerts service in e-tax and we will let you know when more of your information becomes available.
For more information or assistance with e-tax or the pre-filing service, go to E-tax essentials
Download TaxPack and forms
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TaxPack 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 in Portable Document Format (PDF), refer to the list of download files.
e-tax 2009 CD project
For Tax Time 2009, deliveries of TaxPack and TaxPack supplement packages to Northern Territory, South Australia, Queensland and Tasmania will be replaced with an e-tax 2009 CD mail pack. The CD will contain the e-tax 2009 software which can be easily installed onto a personal computer to prepare your tax return and then lodge online.
E-tax from the Tax Office is the free tax return preparation software that ensures most refunds are issued in 14 days. By using encryption technology, e-tax ensures your details are secure during transmission over the internet. E-tax asks you simple questions to help you work through the answers to complete your tax return, and has calculators to help you get it right.
E-tax gives you access to your individual information using the pre-filling service. You can download details of your income including salary and wages, government payments, interest and dividends and have e-tax pre-fill that information straight into your return. Pre-filling Information will be progressively available from July with most information available by mid August. You can also register for the alerts service in e-tax and we will let you know when more of your information becomes available.
For more information or assistance with e-tax or the pre-filing service, go to E-tax essentials.
Do I need the TaxPack supplement?
The majority of taxpayers can lodge their returns using TaxPack alone. You will also require the TaxPack 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
- foreign source income and foreign assets or property
- rent
- a bonus from a life insurance company or friendly society
- a forestry managed investment scheme
- certain other income, such as scholarships, royalties and benefits from an employee share scheme
- deductions for
- investment in the Australian film industry
- undeducted purchase price of a foreign pension or annuity
- personal superannuation contributions
- project pool
- forestry managed investment scheme
- 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 the threshold amount
- parent, spouse’s parent or invalid relative
- entrepreneurs
- other tax offsets including interest from the land transport facilities tax offset scheme or infrastructure borrowings scheme.
Note
If you are using TaxPack supplement, you must also use TaxPack to complete all of your tax return.
Other options for doing your tax return
For information on lodging your tax return see How do I lodge my tax return?
Lodging your return
Once you have prepared your tax return, there are several different ways you can send it to us. These are listed in How do I lodge my tax return?
Download TaxPack and forms
Downloading the entire TaxPack as a single PDF can be difficult on many computers. This publication has been split into a series of PDFs matching the various sections in TaxPack.
Introductory information (8 pages) [546KB]
Income (18 pages) [162KB]
Deductions and losses (31 pages) [247KB]
Tax offsets, private health insurance and Medicare levy (including information on dependants and separate net income and the baby bonus – (40 pages) [278KB]
Additional information (28 pages) [826KB]
Downloading the entire TaxPack supplement as a single PDF can be difficult on many computers. This publication has been split into a series of PDFs matching the various sections in the TaxPack supplement.
Introductory information (3 pages) [72KB]
Income (34 pages) [348KB]
Deductions, tax offsets, adjustments and credits (43 pages) [970KB]
Short tax return instructions (59 pages) [1.66MB]
Short tax return eligibility criteria (4 pages) [172kB]
Tax return forms and schedules
Tax return forms
- Non-lodgment advice – Use this form to notify the Tax Office that you are not required to lodge a return this year.
- Tax return for individuals
- Tax return for individuals (supplementary section)
- Short tax return for individuals
Other schedules
- Business and professional items instructions (NAT 2543). This will help you to complete the Tax return for individuals (supplementary section).
- Capital allowances schedule instructions (NAT 4089). If you have claimed a deduction for decline in value, you may need to complete a capital allowances schedule for 2007.
- Employment termination payment schedule (NAT 71744). This will help you complete the Tax return for individuals. You will need to complete this schedule if you received more than one employment termination payment during the year.
- Individual PAYG payment summary schedule (NAT 3647).
You will need to complete this schedule with the Business and professional items schedule for individuals if you received any of the following:
- Payment summary - voluntary agreement
- Payment summary - withholding where ABN not quoted
- Payment summary - labour hire and other specified payments
- Payment summary - foreign resident withholding.
- Baby bonus instructions and claim (NAT 6580). If you or your spouse had a baby or gained legal responsibility for a child aged under five years of age – for example, through adoption – on or after 1 July 2001 and before 1 July 2004, you may be entitled to claim the baby bonus.
- Statutory declaration (NAT 4135). Complete this declaration if any of your payment summaries:
- are lost
- have been destroyed, or
- have not been received from your payer (a person who withholds tax from your payments, including an employer).
- Superannuation lump sum schedule (NAT 71743). This will help you complete the Tax return for individuals. You will need to complete this schedule if you received more than one superannuation lump sum during the year.
Referred publications and rulings
Not everything can be covered in TaxPack. Sometimes, you will be referred to other publications that will help you to understand your tax obligations and complete your tax return. Some publications are essential to complete some items.
All the publications and rulings referred to in TaxPack are listed in TaxPack and e-tax publications and rulings.
Tax rates and calculations
If you wish to calculate the amount of your refund or debt, you can use the following tools:
This tool will help you to calculate the tax you owe on your taxable income. It will not calculate any:
- Medicare levy
- Medicare levy surcharge
- Higher education contribution scheme (HECS), or
- Student financial supplement scheme (SFSS) liabilities you may have.
The calculator caters for income years ended 30 June 2005, 30 June 2006 and 30 June 2007.
You can use this calculator for an estimate of your tax refund or debt for income years ended 30 June 2005, 30 June 2006 and 30 June 2007.
It will estimate your tax payable and will also calculate
- Medicare levy
- Medicare levy surcharge
- Higher Education Contribution Scheme (HECS) debt
- Student Financial Supplement Scheme (SFSS) debt, and
- any tax offsets that may apply.
It will take these, along with other tax credits, into account in estimating your tax refund or debt.
Contact us
You can phone the Tax Office
You can phone the Tax Office if you need assistance with a question in TaxPack, including the supplement, or another matter concerning your tax affairs. If you decide to phone us, please have your TaxPack or supplement handy. See the Tax Office contacts list for telephone contact numbers.
You can ask for a taxation ruling
If you have a complex enquiry about your tax affairs, you may want to ask for a private ruling.
To do this, complete an application for a private ruling for individuals (NAT 13742).
A private ruling relates only to your particular situation. Your tax return should reflect what the private ruling says. You may need to change your tax return if you lodge it before you receive your private ruling.
The Tax Office publishes all private rulings on its internet site. What we publish will not contain anything which could identify you. For more information, see How to apply for a private ruling.
You can ask for a review of your private ruling if you disagree with it even if you have not yet received your assessment. You can find out more about objection procedures from the Tax Office branch that made your ruling.
Oral rulings
The Tax Office provides oral rulings on non-complex individual non-business enquiries.
You can apply for an oral ruling by phone. To do so you will need to confirm your identity. Your tax file number and most recent notice of assessment will usually be sufficient proof of identity.
We will confirm your eligibility for an oral ruling by asking you a series of questions to confirm that your enquiry is eligible to be ruled on.
To get further information on oral rulings, or to apply for a ruling, phone us on 13 28 61.
Last Modified: Thursday, 2 July 2009
Relying on our information - our commitment to you
We are committed to providing you with advice and guidance you can rely on, so we make every effort to ensure that what we give you is correct.
If you follow our advice or guidance and it turns out to be incorrect, or it is misleading and you make a mistake as a result, we will take that into account when determining what action, if any, we should take.
Some of the advice and guidance on this website applies to a specific financial year. This is clearly marked. Make sure you have the information for the right year before making decisions based on that information.
If you feel that our advice and guidance does not fully cover your circumstances, or you are unsure how it applies to you, contact us or seek professional advice.
Copyright
© Commonwealth of Australia
This work is copyright. You may download, display, print and reproduce this material in unaltered form only (retaining this notice) for your personal, non-commercial use or use within your organisation. Apart from any use as permitted under the Copyright Act 1968, all other rights are reserved.
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