Sharon’s Accounting Service

Income Ledger

Date

Type

Payer

Gross ($)

Tax withheld ($)

Franked amount ($)

Franking credit ($)

ABN (optional)

Date	Type	Payer	Gross ($)	Withheld ($)	Franked ($)	Franking Cr ($)	ABN
Totals:			$0.00	$0.00	$0.00	$0.00

Expense Ledger

Date

Type

Supplier

Amount ($, incl GST)

GST included?

Date	Type	Supplier	Amount ($)	GST Incl

For tax, deductions are net of GST where GST = Yes. Capital items are excluded from deductions in this worksheet.

GST (BAS) Summary

G1 Total Sales (incl GST) — Business income only	$0.00
G10 Capital Purchases (≥ $1,000)	$0.00
G11 Non-Capital Purchases (< $1,000)	$0.00
1A GST on Sales (Payable)	$0.00
1B GST on Purchases (Credits)	$0.00
Net GST payable (1A − 1B)	$0.00

Only Business (sole trader) income contributes to G1. Credits only where GST included = Yes.

BAS Summary

Period & Entity

Period

ABN

Business name

GST Summary (from ledger)

G1 Total sales (incl GST)	$0.00
G10 Capital purchases (incl GST)	$0.00
G11 Non-capital purchases (incl GST)	$0.00
1A GST on sales (payable)	$0.00
1B GST on purchases (credits)	$0.00
Net GST for this BAS (1A − 1B)	$0.00

Declaration (for client signature)

I declare that the information provided for the above Business Activity Statement is true and correct, and that I am authorised to make this declaration.

Signed by

Date

Tax Summary (Indicative — ATO brackets)

Medicare Levy

Period label

Total Income	$0.00
Less: Deductible Expenses	−$0.00
Taxable Income	$0.00
Less: Franking credits (tax offset)	−$0.00
Estimated Income Tax	$0.00
Medicare Levy	$0.00
Less: PAYG Withheld	−$0.00
Net Balance (Payable + / Refund −)	$0.00

Individual Tax Return (ITR) — 2025–26 (Indicative)

General

Year

Residency for tax

HELP / HECS debt

Income (Assessable)

Salary/Wages ($)

PAYG tax withheld ($)

PAYG instalments paid ($)

Business (sole trader) gross ($)

Interest ($)

Dividends — Franked amount ($)

Dividends — Franking credits ($)

Capital gains — Net assessable ($)

Other income ($)

Foreign income (taxable, in AUD) ($)

Foreign tax paid ($)

Deductions

Work-related ($)

Car (cents/km) — amount ($)

Home office ($)

Gifts/Donations ($)

Tax agent fees ($)

Other deductions ($)

HELP / MLS Adjustments (repayment income)

Net investment losses ($)

Reportable fringe benefits amount ($)

Reportable employer super contributions ($)

Exempt foreign employment income ($)

CGT Helper (optional)

Capital proceeds ($)

Cost base ($)

Current year capital losses ($)

Held > 12 months?

Medicare Levy Surcharge (MLS) settings

Family status for MLS

Number of dependent children (for MLS)

Private hospital cover for full year?

SAPTO status

ITR Summary

Total assessable income	$0.00
Less: Deductions	−$0.00
Taxable income	$0.00
HELP / MLS repayment income	$0.00
Income tax (ATO brackets)	$0.00
Medicare levy (if applicable)	$0.00
Medicare levy surcharge (if applicable)	$0.00
HELP / HECS repayment	$0.00
Less: Offsets — Franking credits	−$0.00
Less: Foreign income tax offset (simplified)	−$0.00
Less: Low income tax offset (LITO)	−$0.00
Less: Seniors and pensioners offset (SAPTO)	−$0.00
Less: PAYG withheld	−$0.00
Less: PAYG instalments	−$0.00
Net balance (Payable + / Refund −)	$0.00