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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 2002 with the 2002 tax return for individuals
    • TaxPack 2002 supplement with the 2002 tax return for individuals (supplementary section)

    If you are an Australian resident and a retiree, you may be eligible to use TaxPack 2002 for retirees.

    Do I need the TaxPack 2002 supplement?

    Can I use TaxPack 2002 for retirees?

    Do I need the TaxPack 2002 supplement?

    Attention

    Warning:

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

    End of attention

    The majority of taxpayers can lodge their returns using TaxPack 2002 alone. You will also require the TaxPack 2002supplement 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  
      • 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 $1,250
      • 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.

    Note that if you are using TaxPack 2002 supplement, you must also use TaxPack 2002 to complete all of your tax return.

    Can I use TaxPack 2002 for retirees?

    You are eligible to use TaxPack 2002 for retirees to fill in your tax return if:

    • you were an Australian resident for tax purposes from 1 July 2001 to 30 June 2002 and
    • you had no dependants other than a spouse during the period 1 July 2001 to 30 June 2002 and
    • all of your tax affairs are covered by the questions in TaxPack 2002 for retirees 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
         
      • 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
        • Financial Institutions Duty and subscriptions
        • gifts or donations
        • interest and dividend deductions
         
      • tax offsets  
        • low income aged person
        • spouse-married or de facto
        • superannuation annuity and pension
        • private health insurance
        • net medical expenses over $1250
         
      • private health insurance policy details
      • Medicare levy related items
       

    If you plan to claim the family tax benefit (FTB) through the tax system you should use TaxPack 2002.

    Last modified: 07 Nov 2014QC 27393