Tax Returns – IBEX TAX Accountants – Tax Returns | Tax Planning and Tax Advise

Request for Rideshare / Taxi BAS

Tax Returns

First Name

Last Name

Have you lodged the Bas with us before?

Yes

Date of Birth

ABN

Your Uber / Rideshare Income

BAS Period - Which quarter's BAS are you lodging?

Who do you drive for this quarter? (Tick all that apply)

Uber

Ola

DiDi

Shebah

Taxi

Other

Numeric Field

Please share your April, May & June income summaries to info@ibextax.com.au

Did you earn any other business, contracting or sole-trader income on your ABN this quarter, or any other rideshare income that you not shared with us?

Yes

Your Rideshare Expenses

Do you have a 12-week Logbook?

Yes

For your BAS, if you haven't kept a logbook, the ATO allows you to estimate your percentage of business use so that we know how much of your car running costs to claim. You can make this estimate using any reasonable method, such as by referencing kilometre records from Uber, odometer readings or service records.

Note that the rules are different for your end of year tax. If you want to claim your car expenses on your end of year tax return you MUST keep a logbook. Otherwise you'll be restricted to the cents per kilometre method which gives you a maximum deduction of $3,600. See our blog post on Keeping A Logbook For Uber for more information.

What Is Your Estimated ‘Business Use Percentage'? (%)

Rules for Entering your Expenses

Enter your totals inclusive of GST.
Enter 100% of your expenses, (i.e. rideshare portion + private portion). Don't adjust for private percentage, we will do that for you.
Round all figures to the nearest dollar, don't enter cents.
Only include expenses you actually paid for during this quarter, you cannot include expenses you paid on previous quarters. For example if you pay your insurance annually enter the whole amount in the quarter you pay it, and zero in the other three quarters. If you paid for an expense earlier in the year you cannot claim it now.
If you registered for GST part way through this quarter, only include expenses that you paid for after your GST Registration date.
If you're not sure about anything, make a note in the comments box below and we'll check it out for you.

Fuel (Enter ALL your Fuel for the quarter, i.e. Business + Private fuel)

Insurance & CTP / Greenslip (Only enter premiums you actually paid for during this quarter. Do not enter amounts paid earlier in the year.)

Registration (If your registration includes CTP, enter the CTP part in the Insurance box above. Only include amounts paid in this quarter.)

Repairs & Maintenance (E.g. servicing, parts, tyres (new or second hand) etc)

Cleaning (See FAQ's at the top of the page for notes about claiming carwashes with no receipts.)

Accessories & Other (E.g. floor mats, car seat covers, dash cams etc)

Hire, Rental & Lease Fees

Remember, a loan is different from a lease.

A loan is where you are the legal owner of the car, and you borrowed money to pay for it. Loan repayments do not have GST so are not included in your BAS, so don't include them here. We will claim the interest on your loan on your end of year tax return as long as you have kept a 12-week logbook.

A lease is where a lease company is the legal owner of the car, and you pay them a lease fee to use it. Lease payments do have GST so you can include them here, but do not include salary-packed lease payments. Remember you must have a 12-week logbook if you wish to claim your lease payments on your end of year tax return.

If you are unsure please make a note in the comments section and email your loan/lease documents to info@ibextax.com.au after submitting your BAS so that we can check for you.

Did you purchase a new vehicle this quarter?

Yes

Did you sell a vehicle this quarter?

Yes

Other Expenses

Remember, don't enter cents, just round your figures up or down to the nearest dollar.

You don't need to enter your Uber fees and other amounts from your rideshare summaries, we will add those for you automatically.

Accountancy (Only include fees paid during last quarter. Don't include the fees for this Express BAS you're doing now.)

Computer Expenses

Courses & Training

Equipment (Vacuum cleaners, child seats, first aid kits etc)

Home Internet Expense (Don't include mobile internet, only home internet. Enter the three-month total, not the monthly amount.)

What percentage of your internet use is for Uber? Just an estimate is fine, most drivers claim 5%-10% (%)

Licenses, Medicals & Driving Permits that have GST in the price (Some licences, permits and government fees have GST and some don't)

Licenses, Medicals & Driving Permits that do not have GST

Mobile Phone Bills (Enter the total of all of your phone bills for the quarter (i.e. three month total))

Mobile Phone Purchase & Accessories

What percentage of your phone use is for Uber?

Music Subscription Fees

Parking

Rider Supplies – Water

Rider Supplies - Mints & Other

Sanitation, Hygiene & Masks

Stationery & Office Expenses

Sunglasses

Tolls

You have two choices for how to enter tolls:

Option 1) Claim the amount on your rideshare summaries: Your rideshare monthly summaries include all your tolls while carrying passengers, but they do not include any tolls that you paid for when travelling in between trips or on your way to pick up a passenger. If you did not have any of these 'in between' tolls (or only a few that aren't worth adding up), leave this question blank and we will automatically claim the amount of Tolls that your rideshare companies have listed on your monthly summaries. This is the easiest option.

Option 2) Enter your total manually: If you want to also claim for tolls while in between trips, please enter here your total tolls on trips + tolls between trips, but excluding private trips. The easiest way is to look at your bank statements and add up the amount you paid for the quarter, and then multiply this by the percentage that you estimate your tolls are for rideshare.

Any further expenses to claim, additional information you'd like to provide, or other comments?

Declaration

I declare that all of the information I have provided is correct and complete, and I have records for expenses where required.

Identification

I confirm that I am the above-named individual, or I am authorised to submit this form on the above-named individual's behalf.

Authorisation

I request and authorise IBex Tax to act as my Tax Agent and lodge the above figures electronically to the ATO on my behalf.

We Provide the Best Tax Services

We are known to have a team of experts who are dedicated and friendly in their approach. We make sure to offer solutions that you can cherish and value. We charge very affordable prices that people can afford. We give you highest value at the least costs.