Your Tax Returns 2019

Preparing Your Tax Returns

Below are links to the worksheets and checklists to assist you in compiling the information and paperwork we require from you to complete your Tax Returns and Financial Reports for the 2019 tax year.

Please click on the links below for the items relevant to you.

The documents have been supplied in Word format so that you can complete and save them to your computer, print, fill out by hand and send them to us via post at GPO Box 740, Brisbane QLD 4000. Alternatively, if you prefer, fill in the documents electronically and send them back to us via the VFX Secure File Transfer Service which we use to ensure the security of your documents and safety of your privacy. For details on our privacy policy please visit here.

Instructions on how to use VFX

  1. To access the Bentleys Secure File Transfer Service whenever you want or need to, click on the LOGIN button in the top right hand corner of www.bentleys.com.au, or click here.
  2. For first time users, click on REGISTER to set up your free login. Register by filling out your name and email and selecting a password.
    An email confirmation will be sent to the e-mail address that was registered with subject: “Activate Account” and heading in the email body: “LiquidFiles Account Activation”. Click on the link within the confirmation e-mail to login.
  3. Once you have logged in, a message screen will appear.
  • In the To: field add the e-mail address of the person you wish to send the file to.
  • You can also add cc and bcc recipients.
  • Add a relevant Subject and Message.
  • Click on ‘+Add Files:’ to select the file/s you wish to send.

    Note: This transfer medium has a maximum file size of 10GB. If files are greater than 10GB, you can send them in separate emails.

4. From the ‘Access Restriction’ drop-down field, select “Only Specified Recipients and Local Users can access” and hit SEND.

Your file will be uploaded and an e-mail is sent to the recipient notifying them that a file is waiting for them in the Secure File Transfer Service.

Download and complete the below forms for the year ended 30 June 2019 if you:

Have Employment Income And Deductions:

  • Includes any incurred expenses in relation to the investments you hold
Download Form

Received Income From Investments Including Bank Deposits, Shares and Trust Holdings

Download Form

Purchased Or Sold Any Investments During The Year

Download Form

Have Rental Income From Investment Properties

Download Form

Have A Spouse Who Is Preparing Their Own Return

Download Form

Are Entitled To Claim Deductions For Any Of The Following:

  • Made a Personal Deductible Superannuation Contribution
  • Donations
  • Any other deductions, such as Personal Accident Insurance, Audit Insurance, Tax Agents Fees

 

Download Form

Have Private Medical Cover:

  • You will need to provide us with your annual statement from your insurance provider.

Operated A Business:

  • Use this checklist as a guide for the information we will require from you
  • Where appropriate we will send Depreciation and Livestock Schedules to you by separate email
Download Form

 

If you have any questions please contact your

Bentleys Advisor