Can I use Retirees TaxPack?
This information may not apply to the current year. Check the content carefully to ensure it is applicable to your circumstances.
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You are eligible to use Retirees TaxPack to fill in your tax return if:
- you were an Australian resident for tax purposes from 1 July 2006 to 30 June 2007, and
- you had no dependants other than a spouse during the period 1 July 2006 to 30 June 2007, and
- all of your tax affairs are covered by the questions in Retirees TaxPack as listed below
- 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
- 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
- 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 cannot use Retirees TaxPack; you will need to get TaxPack.
FTB can be claimed with the short tax return too - but only lodged using paper and not by phone.
Last modified: 06 Nov 2014QC 19419