Welcome to the MartinCo individual income tax return checklist

This form will take under 10 minutes to complete. You will need some information handy before starting such as personal tax details and personal tax expenses and deductions. After submitting the checklist, please email or post the supporting documents to our team. 

    Personal Details









    Telephone Contacts





    Electronic Banking Details (for refund if applicable)




    It is our company policy to have all refunds deposited into our trust account before disbursing funds to you, net of fees. If you wish to make other arrangements, please advise our staff prior to lodgement of your return.





    Terms of Engagement


    YesNo

    YesNo

    YesNo

    INCOME – Please provide supporting documents

    If answering “Yes”, please supply the document as listed.


    YesNo


    YesNo


    YesNo


    YesNo


    YesNo


    YesNo


    YesNo


    YesNo


    YesNo


    YesNo


    YesNo


    YesNo

    DEDUCTIONS – Please provide supporting documents

    D1. Work-related car expenses


    YesNo

    Please provide full details including













    D2. Work-related travel expenses


    YesNo







    D3. Work-related uniform and other clothing expenses


    YesNo




    D4. Work-related self-education expenses


    YesNo

    Please provide full details including costs of






    D5. Other work-related expenses


    YesNo

    Please provide full details of all expenses incurred and business use percentage










    Other types of deductions


    YesNo

    Please provide full details of all expenses incurred and business use percentage







    Tax offsets/rebates – Please provide evidence


    YesNo

    Other relevant information


    YesNo

    YesNo


    YesNo

    YesNo

    YesNo

    Declaration

    I declare that the answers provided in this document are true and correct to the best knowledge at the date of submitting.