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                Hubex is your dedicated online tax return portal designed to enable individuals to prepare their own tax returns, and organise related financial information to connect and share with service professionals or their own advisers for review or required services. Hubex puts all your tax and financial information together in a format that is ready for you to share with advisors for specific tax or financial services.

How does Hubex work?

                Answer questions about your tax affairs manually and or get automatic prefilling direct from ATO to share with your accountants to review and lodge your tax returns.  No longer will you need to see an accountant in office to get your tax return done.  It’s all online and at the time convenient to you.

Who can use Hubex?
                Any taxpayer and or tax agent can use Hubex. The taxpayer can enter all their personal details, income, bills and can partially fill the tax return. They can then connect and share with a tax agent and engage their services for lodging the tax return.

                A taxpayer may be a business entity or an individual. Business entities may track assets and liabilities but only individuals can lodge tax returns from Hubex.

Features of Hubex
  • Tax estimate calculator
  • Digital ID for online services via Australia Post
  • Online payment
Signing up for Hubex
                The registration procedure is quick and easy. There are two ways to sign up for Hubex:
  1. Manually enter your personal information details.
  2. Sign in using your google account.
Registering with Hubex for the first time
Go to the Sign up Now link.

Sign up using either your Google account or your email.

Signing in with Google

               Signing in with your google account is available on the right side of the sign-in screen

  • Sign in using the Sign in with Google button. 
  • The user will be redirected to the Choose an account page.
  • Select the Google account to sign in with.
  • You will be redirected to authenticate the sign in via the YouTube app on your phone.
  • Accept the Hubex Terms of service and privacy policy and then select Create Account.  
  • The user’s account will be created and redirected to the individual dashboard page.
  • Sign in using the Sign in with Google button. 
  • The user will be redirected to the Choose an account page.
  • Select the Google account to sign in with.
  • You will be redirected to authenticate the sign in via the YouTube app on your phone.
  • Accept the Hubex Terms of service and privacy policy and then select Create Account.  
  • The user’s account will be created and redirected to the individual dashboard page.
Signing in with email
  • Enter your name and date of birth.
  • Agree to the Hubex Terms of service and privacy policy and then select Create Account.  
  • The user’s account will be created and redirected to the individual dashboard page.
Linking an existing Hubex account
  1. After the user has signed in with google, an existing Hubex account (eg,  xxx@eimpact.com.au) can be linked to another Hubex account (eg, xxx@govreports.com.au) by selecting the Link account on the right.
  1. The user will be redirected to the Link Account page to enter existing Hubex account details. Select Link Account. 

3. The user will be redirected to the linked account individual dashboard page.

Enabling Two Factor Authentication

               Once the sign up process is complete, the user needs to set up the two factor authentication (2FA)  process by using either a One Time Password (OTP) sent to the registered email address, or by using Google Authentication.

Enabling two factor authentication provides the highest security. We recommend setting up 2FA as soon as you set up your account.
  • To receive the OTP via email, select this option. The OTP code will be emailed shortly to the email address of the registered account holder.
  • Enter the code into the verification screen. 
  • Alternatively, use the Google Authenticator app on your mobile phone. Download the Google Authenticator app if you don’t already use it.
  • 2FA is required for each login to Hubex. However, the user can choose the Remember this device option to authenticate the device for the next 30 days.

Plan Wealth

Topics

Assets and Liabilities

Adding Assets and Liabilities

               You can add your assets and liabilities by using the + Add button under each section.

Alternatively, you can add assets or liabilities by selecting the Add Account button and selecting the required asset or liability option.

           In the Add Account option, select from Account Type drop-down menu, enter the Account name, Bank Institution name, Account name and the Account balance. If it’s a new account, enter the balance as ‘0’. 
           Select the Balance Type. This affects how the amount is displayed in your net worth dashboard.
                         Credit balance = positive cash flow. This shows the value of resources or items that are worth money – shown in green on the dashboard.
                         Debit balance = negative cash flow. This shows the value of resources or items that cost money – shown in red on the dashboard
 

Account Balance

What is the Account Balance?
                The Account Balance is the opening balance of that account at the start of the financial year. Check your bank or financial institution’s issued statements for the balance at 30 June of the relevant financial year.

                If you have money in the bank, this will be a credit balance type.

                If the taxpayer has used other accounting software prior to Hubex, enter the closing balance of the previous software, assuming balances in the software are correct. 
                If the taxpayer has not used any accounting software prior to Hubex, verify current balances from the bank and financial institution statements.
                The information entered in Net Worth will be added as transactions in the My Money module.

                Initially when the user adds his assets and liabilities in the Net Worth module, those entries will be shown as transactions in the My Money page with default Description being Balance Adjustment and default Subcategory allocated to Transfers.

Editing Asset and Liability Accounts

Editing Asset and Liability Accounts

                You can edit asset and liability accounts by selecting the edit button for the required account. Edit Account opens on the right side of the screen. Edit the account type, name, value and balance type as needed then select Save.

Deleting Asset or Liability Accounts

Deleting Asset or Liability Accounts 

                You can delete any account in assets and liabilities by selecting the minus symbol next to the account name. To delete an asset or liability account, the transactions relating to those assets or liability must first be deleted from the My Money module.

What is my Net Worth History?

                Your Net Worth History is a bar chart summary display of your financial history for the period selected. This includes assets, liabilities and net worth for each month. The user can see the changes in the chart to analyse the current financial position. Hover your mouse over each month to display the asset and liability details for that month.

                The Net Worth History chart shows the results according to the period selected.

Adding Bank Accounts

Adding Bank Accounts
                To add bank accounts, select or button. Select the financial institution from the drop down menu.

Enter the account name as it is listed on your bank statement and enter the account balance and balance type.

Adding Cash Assets

Adding Cash Assets

                To add cash accounts, select +Add or Add Account button. Enter balances for cash assets.

Adding Investments

Adding Investments

                To add investments, select +Add or Add Account button. Add investments such as shares, bonds or crypto currency in the investment section. 

Adding Property and Vehicle assets

Adding Property and Vehicle assets

                To add physical assets such as vehicles, equipment or property, select the relevant asset type and +Add or Add Account button. 

Add Property details will appear on the right side of the screen. 

                Fill in the necessary property or vehicle details and save to update Hubex with all vehicle and property values. These values will be included your net worth.

Adding Other Assets

Adding Other Assets

                To add other assets, select +Add or Add Account button. Add details as relevant for other assets held.

Adding Credit Cards

Adding Credit Cards

              To add credit cards, select +Add or Add Account button. Select the financial institution from the drop down menu. Enter the name on the credit card name and enter the balance. If you owe money on your credit card, this will be a debit balance type.

Adding Loans

Adding Loans

            To add loans, select +Add or Add Account button. Enter the name of the loan and the balance owing.

Adding Other Liabilities

Adding Other Liabilities

          To add other liabilities, select +Add or Add Account button. Enter the name of the liability and the balance owing.

What if the Account Name is not Accepted by Hubex?

        Hubex does not allow duplication of account names. Asset and liability accounts must have unique names. You will need to name the accounts separately, for example, ANZ Visa and ANZ Savings.

         Edit the name so it is a unique name and Save again.

Tax Return

Topics

Introduction

This guide will instruct you through the process for preparing the individual tax return, including rolling over from previous financial years, prefilling from the ATO and legislation changes. 

Note: This guide is applicable from the 2021 financial year onwards. 

The individual tax return is divided into two sections: main form and tax estimate. The main form is mandatory to complete and the tax estimate will display your tax payable or refund which is auto calculated from the information entered in the tax return form.

These are the options for completing a tax return.

  1. Purchase digital ID and verify → Find an agent and send engagement request → Link to an agent → Prefill information and create report → Pay and submit.
  2. Purchase digital ID → Select financial year DIY option → Create report  → Pay and submit →  Find an agent and engage.
  3. Select the financial year DIY option → Create report → Pay and submit. (This option submits the ITR form globally for Hubex tax agents to respond to).
  4. Select financial year DIY option → Create report → Find an agent → Pay and submit (This option submits the ITR form to a previously linked tax agent).

The main form contains the following sections:

    • Income
    • Deductions
    • Others
    • Declaration

Income

Income Section 

Work

Please tell us about all the  income you received for the financial year. Most employees now receive an income statement from the employer. This information is submitted directly to the ATO via Single Touch Payroll (STP) at the end of each financial year.

Some workers still receive payment summaries for payments outside of the STP system. 

Income statements can be accessed via your myGov account in the employment section. 

We recommend that you complete the tax file number verification process so that your income can be prefilled from data supplied to the ATO from your employer/s. This will be faster and more accurate than manually entering employer income information.

Did you have Salary and Wages?

Add your salary and wages information for the financial year. This can be found on your PAYG payment summary or myGov income statement from your employer.

If you do not have your PAYG payment summary or myGov income statement or your final payslip, please skip this section and add the details of employers at the bottom of this form. We should be able to get all this information from the ATO on your behalf.

Note: If you skip this section the tax refund estimate will not work on this form, but we will confirm your tax payable or refund prior to lodgment.

Answering this Question

You will need your PAYG payment summary or myGov income statement – gross payments.

Allowances

Types of employment allowances include:

  • Car
  • Tools
  • Clothing or laundry
  • Working conditions such as dirt, height, site or risk
  • Meas, travel or entertainment

If an allowance is shown separately on your income statement, it must be included here.

Answering this Question

You will need your PAYG payment summary or myGov income statement – allowances.

Did you have Employer Lump Sum Payments?

Lump sum payments will be shown on your employer income statement. Lump sums are classified as lump sum A or B and relate to unused annual and long service leave payments.

Answering this Question

You will need your PAYG payment summary or myGov income statement – lump sum payments.

Did you have Employment Termination Payments?

Employment termination payments (ETPs) are payments you received on termination of employment. These payments appear on your income statement listed separately and are taxed differently from other salary and wage payments.

ETPs include:

  1. Death benefits
  2. Payments in lieu of notice
  3. Unused rostered days off
  4. Genuine redundancy (taxable portion)

Answering this Question

You will need your PAYG payment summary or myGov income statement – employment termination payment.

Note: do not show the following payments anywhere on your tax return:

  • Foreign termination payments
  • Directed termination payments
  • ETPs you received as the trustee of a deceased estate

Did you have Australian Superannuation Income Stream?

Australian annuities (also called non-superannuation annuities) are paid to you by Australian life insurance companies and friendly societies.

Australian superannuation income streams (including lump sum in arrears amounts) are paid to you by Australian superannuation funds, retirement savings account (RSA) providers and life insurance companies.

Answering this question

You will need:

  • for annuities
    • your PAYG payment summary – individual non-business which shows the amount of your annuity and its undeducted purchase price (UPP)
  • for superannuation income streams
    • your PAYG payment summary – superannuation income stream.

Special Note

If you received a ‘taxable Australian superannuation lump sum payment’, do not show it here; show it at Australian superannuation lump sum payments.

Did you have Australian Superannuation Lump Sum Payments?

Australian superannuation lump sum payments or superannuation death benefit payments you received, including those paid by:

  • superannuation funds
  • approved deposit funds
  • retirement savings account providers
  • life insurance companies.

It also relates to:

  • amounts we paid to you in respect of the superannuation guarantee charge or the superannuation holding accounts special account
  • payments you received from the unclaimed money registers.

Answering this question

You will need your PAYG payment summary – superannuation lump sum. If you have not received it, contact your payer.

Special Note

Do not show on your tax return any:

  • death benefit lump sum payments you received as a dependant of the deceased
  • taxed element of a superannuation lump sum payment you received on or after your 60th birthday, unless it is a death benefit superannuation lump sum payment paid to you as a non-dependant
  • amounts paid to you because you have a terminal medical condition.

Did you have Attributed Personal Services Income?

You must complete this item if you provided personal services and you:

  • received a PAYG payment summary – business and personal services income showing an X against ‘Personal services attributed income’, or
  • had personal services income attributed to you.

Answering this question

You will need:

  • your PAYG payment summary – business and personal services income
  • details of any other personal services income attributed to you.

If you do not have this information, contact the person who paid you.

Special Note

If you received personal services income as a sole trader, do not complete this item. You must complete question 14 (personal services income) in the individual tax return.

Rental Property

Did you earn rental income or was your property available for rent?

Complete this section if you earned income from a rental property, or it was available to rent during the year. Please only enter your share of the income and expenses below. If your ownership is 50%, then please enter 50% of the total income and expenses related to this property.

Special Note

Do not include rental income from properties located outside Australia.

Did you have Business Income during the financial year?

Attachments

Attach a copy of business income statement if applicable.

Did you trade shares during the financial year?

Please upload your share trading schemes here. 

Note: These are usually accessed through your trading platform, for example, CommSec, and can be found under the statement section, usually labelled financial year summary.

Employee Share Scheme

This question is about discounts on ‘employee share scheme interests’ (ESS interests) that you received under an employee share scheme. ESS interests are:

  • shares
  • stapled securities (provided at least one of the stapled interests is a share in a company)
  • rights to acquire shares and stapled securities.

The ‘discount’ is the difference between the market value of the ESS interests and the amount you paid to acquire them.

The ESS interests can:

  • be from an Australian company or a foreign company
  • relate to your employment inside or outside Australia.

Did any of the following apply to you?

  • You received a discount on ESS interests acquired under a ‘taxed-upfront scheme’.
  • A ‘deferred taxing point’ occurred in respect of ESS interests you acquired at a discount under a ‘tax-deferred scheme’.

Answering this question

You will need your employee share scheme statement from each employer with whom you participated in an employee share scheme. If you do not have all your employee share scheme statements, contact your employer.

Australian Government Allowances

Newstart allowance | Youth allowance | Parenting Payment (Partnered) | Mature age allowance | Partner allowance | Sickness allowance | Special benefit | Widow allowance | Austudy payment

Check the PAYG summaries or letters you received from Services Australia or the government department that sent you money.

Australian Government Pensions

This can include Parenting Payment (Single), Aged Pension, Disability Support Pension, Career Payments and any other government pension you received.

Check the income summary or letters you received from Centrelink or the government department that sent you money.

If you received more than one, add additional pensions below.

Interest

Add up the interest you received from all bank accounts. Gross interest includes:

  • interest from savings accounts, term deposits and cash management accounts
  • interest we paid or credited to you
  • interest from children’s accounts you opened or operated with funds that you used as if they were yours
  • tax file number (TFN) amounts, that is, amounts withheld by financial institutions because you did not provide your TFN or Australian business number (ABN) to them.

Answering this question

You will need:

  • your statements, passbooks and other documentation from your financial institutions and other sources that show the financial year’s interest income (TFN amounts are shown on your statement or document as ‘Commonwealth tax’ or ‘TFN withholding tax’)
  • any notice of assessment or amended assessment you received from us during 2020–2021 that shows interest on early payments or interest on overpayments.

Special Note

  • Interest credited to a first home saver account is not assessable income. Do not include it anywhere on your tax return.
  • If you had a joint account, show only your share of the interest.
  • Find this on your bank statements or online banking. 

Dividends

Dividends and distributions include:

  • dividends applied under a dividend reinvestment plan
  • dividends that were dealt with on your behalf
  • bonus shares that qualify as dividends
  • distributions by a corporate limited partnership
  • dividends paid by a corporate unit trust, public trading trust or listed investment company

Answering this question

You will need your statements from each Australian company that paid you dividends or made distributions to you between 1 July and 30 June inclusive.

Special Note

  • If you had any shares in joint names, show only your proportion of the dividends.
  • Do not include dividends or a distribution on which family trust distribution tax has been paid.

Other Income

If you received any other income during the financial year that is not covered in previous sections in your tax return you should enter it in this Other Income section.

Types of other income may include (but are not limited to)

  • Lump Sum E showing on your PAYG payment summary or myGov income statement.
  • Royalties.
  • Foreign exchange gains.
  • Income from activities as a special professional. (E.g. Author of a literary, dramatic, musical or artistic work, inventor, performing artist, production associate or active sportsperson.)
  • Taxable scholarships, bursaries, grants or other educational awards.
  • Benefits or prizes from investment-related lotteries and some game-show winnings.

 

Deductions

Deductions

D1 – Work Related Car Expenses

Work-related car expenses are expenses you incurred as an employee for a car you:

  • owned
  • leased, or
  • hired under a hire-purchase agreement

What can you claim?

You can claim car expenses you incurred for work-related purposes in each financial year. You can also claim the cost of using your car to travel directly between two separate places of employment, for example, when you have a second job.

You cannot claim for the normal trip between home and work, unless:

  • you use your car to carry bulky tools or equipment (such as an extension ladder or cello) which you use for work and cannot leave at work
  • your home is a base for employment (you start work at home and travelled to a workplace to continue work for the same employer), or
  • you have shifting places of employment (you regularly work at more than one place each day).

You must claim at this item any work-related car expenses incurred in earning income shown on a PAYG payment summary – foreign employment.

Parking and Tolls

You can only claim parking that is specifically work related. This does not include travel to and from work to home unless carrying heavy tools. You must have receipts/ invoices as proof or a proper vehicle log.

Do you have work Related Travel Expenses?

This question is about travel expenses you incur that are directly related to your work as an employee. They include:

  • public transport, including air travel and taxi fares
  • bridge and road tolls, parking fees and short-term car hire
  • meal, accommodation and incidental expenses you incur while away overnight for work
  • expenses for motorcycles and vehicles with a carrying capacity of one tonne or more, or nine or more passengers, such as utility trucks and panel vans
  • actual expenses (such as any petrol, oil and repair costs) you incur to travel in a car that is owned or leased by someone else.

Special Note

If your employer provided a car for you or your relatives’ exclusive use and you were entitled to use it for non-work purposes, you cannot claim a deduction for running costs (petrol, repairs). However, you can claim expenses such as parking and bridge and road tolls for work-related use.

Reasonable allowance amounts

If your travel allowance was not shown on your PAYG payment summary or myGov income statement and was equal to or less than the reasonable allowance amount for your circumstances, you do not have to include the allowance at item 2 provided that you have fully spent it on deductible work-related travel expenses and you do not claim a deduction for these expenses.

Answering this question

You must have written evidence for the whole of your claim. If you wish to claim meal, accommodation and incidental expenses you incurred while away overnight for work, use the table on page 75 to determine what evidence you need.

You must claim at this item any work-related travel expenses incurred in earning income shown on a PAYG payment summary – foreign employment.

Do you have Work Related Uniform, Occupation Specific or Protective Clothing?

You can claim expenses you incurred as an employee for work-related:

  • protective clothing
  • uniforms
  • occupation-specific clothing, and
  • laundering and dry-cleaning of clothing listed above

You can claim the cost of a work uniform that is distinctive (such as one that has your employer’s logo permanently attached to it) and it must be either:

  • a non-compulsory uniform that your employer has registered with AusIndustry (check with your employer if you are not sure), or
  • a compulsory uniform that can be a set of clothing or a single item that identifies you as an employee of an organisation. There must be a strictly enforced policy making it compulsory to wear that clothing at work. Items may include shoes, stockings, socks and jumpers where they are an essential part of a distinctive compulsory uniform and the colour, style and type are specified in your employer’s policy.

You can also claim the cost of:

  • occupation-specific clothing which allows people to easily recognise that occupation (such as the checked pants a chef wears when working) and which are not for everyday use
  • protective clothing and footwear to protect you from the risk of illness or injury, or to prevent damage to your ordinary clothes, caused by your work or work environment. Items may include fire-resistant clothing, sun protection clothing, safety-coloured vests, non-slip nurse’s shoes, steel-capped boots, gloves, overalls, aprons, and heavy duty shirts and trousers (but not jeans). You can claim the cost of protective equipment, such as hard hats and safety glasses at item D5.

You can also claim the cost of renting, repairing and cleaning any of the above work-related clothing.

Answering this question

You will need:

  • receipts, invoices or other written evidence, and
  • diary records of your laundry costs if
  • the amount of your laundry expenses claim is greater than $150, and
  • your total claim for work-related expenses exceeds $300.

You must claim at this item any work-related clothing, laundry and dry-cleaning expenses incurred in earning income shown on a PAYG payment summary – foreign employment.

If you did washing, drying or ironing yourself, you can use a reasonable basis to calculate the amount, such as $1 per load for work-related clothing, or 50 cents per load if other laundry items were included.

Special Note

You cannot claim the cost of purchasing or cleaning plain uniforms or clothes, such as black trousers, white shirts, suits and stockings, even if your employer requires you to wear them.

D- 4 Work related self-education expenses

This question is about self-education expenses that are related to your work as an employee and which you incur when you attend a course to get a formal qualification from a school, college, university or other place of education.

To claim a deduction here, you must have met one of the following conditions when you incurred the expense:

  • the course maintained or improved a skill or specific knowledge required for your work activities at that time
  • you could show that the course was leading to, or was likely to lead to, increased income from your work activities at that time
  • other circumstances existed which established a direct connection between the course and your work activities at that time

Examples of expenses you can claim are textbooks, stationery, student union fees, student services and amenities fees, the decline in value of your computer, and certain course fees.

You must claim at this item any self-education expenses incurred in earning income shown on a PAYG payment summary – foreign employment.

Legislation has been introduced into Parliament to prevent deductions being claimed against government assistance payments, like Youth Allowance, Austudy and ABSTUDY, from 1 July 2021. This includes deductions for self-education expenses. At the time of printing the changes had not become law. For more information on the progress of the legislation, go to https://www.ato.gov.au/Individuals/Tax-return/2021/Tax-return/Deduction-questions-D1-D10/D4-Work-related-self-education-expenses-2021/ then ‘How to claim’ and read ‘Claims for 2021 and later years’.

Special Note

You cannot claim a deduction for self-education expenses for a course that:

  • relates only in a general way to your current employment or profession, or
  • will enable you to get new employment

D5 – Other Work Related Expenses

Other work-related expenses are expenses you incurred as an employee and have not already claimed anywhere else on your tax return. These include:

  • union fees and subscriptions to trade, business or professional associations
  • certain overtime meal expenses
  • professional seminars, courses, conferences and workshops
  • reference books, technical journals and trade magazines
  • safety items such as hard hats, safety glasses and sunscreens
  • the work-related proportion of some computer, phone and home office expenses
  • tools and equipment and professional libraries (you may be able to claim an immediate deduction for the full cost of depreciating assets costing $300 or less; for more information see the Guide to depreciating assets 2021.)

You can claim overtime meal expenses only if they were paid under an industrial law, award or agreement and you have included the amount of the overtime meals allowance as income at item 2. If your claim is more than $28.80 per meal, you must have written evidence, such as receipts or diary entries, which show the cost of the meals.

Answering this question

You may need:

  • receipts, invoices or written evidence
  • statements from your bank, building society or credit union
  • your PAYG payment summary – individual non-business or myGov income statement.

If your total claim for all work-related expenses exceeds $300, you must have written evidence.

You must claim at this item any other work-related expenses incurred in earning income shown on a PAYG payment summary – foreign employment, provided you have not already claimed the expense anywhere else on your tax return.

Special Note

You cannot claim a deduction for certain items provided to you by your employer, or if your employer paid or reimbursed you for some or all of the cost of those items, and the item was exempt from fringe benefits tax.

D6- Low Value Pool Deduction

This question is about claiming a deduction for the decline in value of low-cost and low-value assets that you:

  • used in the course of producing income you show on your tax return, and
  • allocated to what is called a low-value pool.

Low-cost assets are depreciating assets that cost less than $1,000. Low-value assets are depreciating assets that are not low-cost assets but which, on 1 July 2021, had been written off to less than $1,000 under the diminishing value method.

Assets you can allocate to a low-value pool include assets you use:

  • in your work as an employee, or
  • to gain rental income If you claim the deduction at this item, do not claim it at items D1 to D5 and 21.

Special Note

If your low-value pool contains only assets used in business, do not show your deduction at this question. Show it at item P8 on the Business and professional items schedule for individuals 2021.

D7 – Interest Deductions

Expenses include:

  • bank or other financial institution account-keeping fees for accounts held for investment purposes
  • fees for investment advice relating to changes in the mix of your investments
  • interest you paid on money you borrowed to purchase income-producing investments

Answering this question

You will need your bank or financial institution statements or passbooks.

Special Note

If you had a joint account or if you shared an interest-earning investment, show only your share of the joint expenses.

D8 – Dividend Deductions

Expenses include:

  • fees for investment advice relating to changes in the mix of your investments
  • interest paid on money borrowed to purchase shares or similar investments
  • costs relating to managing your investments, such as travel and buying specialist investment journals or subscriptions.

You must also complete this item if your dividends included an amount for capital gain from a listed investment company (LIC).

Answering this question

You will need the dividend statements that you used at item 11 that show the dividends received from a LIC.

If you were an Australian resident for tax purposes when a LIC paid you a dividend and the dividend included a LIC capital gain amount, you can claim a deduction of 50% of the LIC capital gain amount. The LIC capital gain amount appears separately on your dividend statement.

Special Note

If you had joint share investments or similar shared investments, show only your share of joint expenses. If you borrowed money to purchase assets for your private use and income-producing investments, you can claim only the portion of the interest expenses relating to the income-producing investments

D9- Gifts or Donations

Did you make a gift or donation of $2 or more to an approved organisation?

Your receipt should show whether your donation is tax-deductible.

To check whether an organisation is an approved organisation, contact them or go to abn.business.gov.au

Special Note

Generally, you cannot claim a deduction for a gift or donation if you received something in return (for example, raffle tickets or dinner).

D10 – Cost of Managing tax affairs

The cost of managing your tax affairs includes

  • preparing and lodging your tax return and activity statements
  • fees paid to a recognised tax adviser for preparing and lodging your tax return
  • travel to obtain tax advice from a recognised tax adviser
  • buying tax reference material
  • dealing with us about your tax affairs
  • appeals made to the Administrative Appeals Tribunal or courts in relation to your tax affairs
  • an interest charge we imposed on you

You can also claim any costs you incurred in complying with your legal obligations relating to another person’s tax affairs.

Special Note

You cannot claim:

  • the cost of tax advice given by a person who is not a recognised tax adviser
  • a deduction for tax shortfall and other penalties for failing to meet your obligations.

D11 Deductible amount of undeducted purchase price of a foreign pension or annuity

To claim this deduction you must show income from a foreign pension or annuity.

The UPP is the amount you contributed towards your pension or annuity. Only some foreign pensions and annuities have a UPP.

D12 Personal superannuation contributions

You may claim a deduction for personal contributions you made to your complying superannuation fund or RSA if:

  • you gave them a valid notice to tell them how much you intend to claim as a deduction
  • your fund or RSA acknowledged your notice
  • either of the following applied to you
  • you were fully self‑employed and not working under a contract principally for your labour
  • the salary, wages and other remuneration, which you received in return for your personal labour or skills, make up less than 10% of the sum of the following:
    • your reportable employer superannuation contributions (shown at item IT2)
    • your total reportable fringe benefits amounts (shown at item IT1)
    • your assessable income

Special Note

Generally, you cannot claim a deduction for personal superannuation contributions if:

  • you made the contributions after you turned 75 years old
  • you were under 18 years old on 30 June 2021 and you were not carrying on a business and did not receive remuneration for your personal labour or skills, or
  • you were under 55 years old and the contribution was attributable to a capital gain to which the small business retirement exemption applied.

D13 Deduction for project pool

You may be able to claim a deduction for capital expenditure allocated to a project pool for a project you:

  • operated in 2020–2021 for a taxable purpose
  • carried on, or proposed to carry on, for a taxable purpose which was abandoned, sold or otherwise disposed of in 2020–2021, before or after it started to operate

Examples of this capital expenditure include:

  • site preparation for depreciating assets (other than in draining swamp or low‑lying land or for clearing land for horticultural plants)
  • feasibility studies or environmental assessments for the project

D14- Do you have Forestry MIS?

You can claim a deduction at this item only if the forestry manager has advised you that the FMIS satisfies the 70% direct forestry expenditure rule.

D15- Other Deductions

Expenses you may be entitled to claim

You may claim at this item:

  • election expenses
  • premiums you paid for insurance against the loss of your income
  • foreign exchange losses
  • debt deductions incurred in earning assessable income that have not been claimed elsewhere
  • debt deductions incurred in earning certain foreign non‑assessable non‑exempt income
  • amounts you can deduct over five years under section 40‑880 for certain business‑related capital expenditure not claimed before you stopped carrying on a business
  • a deduction for the net personal services income loss of a personal services entity that related to your personal services income
  • certain capital expenditure not claimed before ceasing a primary production business where a deduction can be claimed in a subsequent year or years
  • losses incurred on the disposal or redemption of a traditional security; see Sale or disposal of company bonds and convertible notes in You and your shares 2021 (NAT 2632) at ato.gov.au/instructions2021
  • interest incurred on money borrowed to invest under the infrastructure borrowings scheme if you intend to claim a tax offset at item T14
  • small business pool deductions for depreciating assets that you cannot claim at item P8 on the Business and professional items schedule for individuals 2021 (NAT 2816) because you did not carry on a business in 2020–2021; see Concessions for small business entities (NAT 71874) at ato.gov.au/instructions2021
  • self‑education expenses incurred in satisfying the study requirements of a bonded scholarship.

Debt deductions

Claim at this item ‘debt deductions’ you incurred in earning:

  • assessable income you have not claimed elsewhere on your tax return, or
  • certain types of foreign non‑assessable non‑exempt income that were payments out of attributed controlled foreign company income and attributed foreign investment fund income.

Others

Losses and Offsets

Losses

You will need

  • your PAYG payment summary or myGov income statement – individual non-business,
  • PAYG payment summary – foreign employment or
  • a comparable statement from your payer that shows an amount at ‘Lump sum A’ or ‘Lump sum B’.

Lump sum payments from your employer for:

  • unused annual leave or
  • unused long service leave

Seniors and Pensioners Tax offset

Senior Australians and Pensioners tax offset (SAPTO), is designed to provide a tax break for low-income, elderly Australians.

In order to qualify for the tax offset you must pass three tests related to: age; income; and eligibility for Australian Government pensions.

A taxpayer is eligible if they have attained “pension age” at 30 June.

Eligibility for an Australian Government age pension from Centrelink requires an age of 65 years or older on 30 June, or subject to Veterans Affairs requirements, aged 60.

If you are single your rebate income must be less than $50,119. If you are married your combined rebate income must be less than $83,580. If you and your spouse had to live apart due to illness or because one of you was in a nursing home your combined rebate income must be less than $95,198.

Tax Offset

Tax offsets (sometimes referred to as rebates) directly reduce the amount of tax payable on your taxable income. In general, offsets can reduce your tax payable to zero, but on their own they can’t get you a refund.

Other Items

HELP

Higher Education Loan Program or HELP is a loan program to help eligible students enrolled in Commonwealth supported places to pay their student contribution amounts. The HELP will be calculated automatically based on the compulsory repayment HECS-HELP threshold. 

M1 Medicare levy reduction or exemption

Medicare is the scheme which gives Australian residents access to health care.

To help fund the scheme, resident taxpayers are subject to a Medicare levy (normally 2% of taxable income).

The amount you have to pay will be calculated automatically.

M2 Medicare levy surcharge (MLS)

An appropriate level of private patient hospital cover is cover provided by a registered health insurer for hospital treatment in Australia which has an excess of:

  • $500 or less (for a policy covering only one person), or
  • $1,000 or less (for all other policies).Excess is the amount you pay before your health insurer pays for any claim you make. General cover (formerly called ancillary cover) or ‘extras’ is not private patient hospital cover because it only covers items such as optical, dental, physiotherapy or chiropractic treatment.

Private health insurance policy details

The definition of a dependent child is affected by the rules of your health fund. If you are under 25 years old and do not have your own policy, you may be covered as a dependent child on your family policy. If you are unsure about whether this applies to you, check your family private health insurance policy details or contact your insurer.

Under 18

If you were aged under 18 years old on 30 June of the financial year, you must complete this item or you may be taxed at a higher rate than necessary.

  • You were working full time or had worked full time for three months or more in the previous financial year (ignoring full-time work that was followed by full-time study), and intending to work full time for most or all of the current financial year and not study full time in the current financial year.
  • You were entitled to a disability support pension or someone was entitled to a career allowance to care for you.
  • You were permanently blind.
  • You were disabled and were likely to suffer from that disability permanently or for an extended period.
  • You were entitled to a double orphan pension, and you received little or no financial support from your relatives.
  • You were unable to work full time because of a permanent mental or physical disability, and you received little or no financial support from your relatives.
  • You were the main beneficiary of a special disability trust.

Income Test Reductions 

The income tests are used  to work out whether tax offsets and other items in your tax return apply to you.

Spouse Details

Your spouse includes another person (of same or opposite sex) who you were in a relationship with, that was registered under a prescribed state or territory law although not legally married to you, and lived with you on a genuine domestic basis in a relationship as a couple.

You must complete this item if you had a spouse during the financial year.

Tax Estimate

There are two print options for your tax return – Estimate print and IITR print. 

The estimation print PDF will display the tax estimate page of the ITR form.

Grow Money

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Adding New Transactions

You can add transactions in two ways:

  1. Use the +Add button to add transactions manually.
  2. Import transactions from bank statements using the Import button.
Selecting the +Add button opens the Add Transaction details at the right of the screen. Add details of the transaction and save.
Subcategory is a required field. Hubex provides a default list of subcategories and you can add your own subcategories.

Each transaction added manually should relate to an asset or liability account that already exists in Hubex. Spend money transactions require a Paid Through account. This is the account that you paid for the transaction from.

Receive money transactions require a Received Through account. This is the account that money was paid into.

Using Subcategories

A subcategory within a transaction is used to classify the transaction. Hubex has default categories and subcategories which you can use to label the transactions.

The subcategory can also be edited by clicking on the subcategory in the transaction list and selecting the category and then the subcategory.

Edit the default subcategory and description and other details if required, then Save.

Searching and Editing Subcategories

To see the complete list of available categories and subcategories in Hubex, select any subcategory from the My Transactions list.

This will open the Category and Subcategory lists. To see the subcategories related to a particular category, select the category, for example, Financial & Insurance, and the related subcategories are displayed to the right.

To add a subcategory, select +Add Subcategory then save.

You can edit subcategories that you have created, but you can’t change the existing Hubex default categories or subcategories.

Transaction Dates

You cannot enter future-dated transactions as the software doesn’t allow it. You can add current and past transactions.

My Money Income, Expenses and Net Amount Widgets

The widgets at the top of the Grow Money screen display your total income, total expenses and the Net Amount (income less expenses).

Searching Transactions Using Filters

Filters are used to narrow down search parameters within transactions. The transactions can be filtered based on their date, amount, transaction type, description, account, tag, category and subcategory.

To search transactions, enable the search filters at the top left of the screenIcon

This will display the available filters to allow for detailed searching within transactions.

If filters are used, the widgets will show the value for the filtered result. To see the complete list of transactions after using a filter search, you will need to select Clear All.

Downloading Transactions

By selecting the Download button, all transactions will be downloaded as a zip file which can be extracted as a csv file.

To download selected transactions, use the filters to define your search, then select Download to save only the filtered results.

Importing Bank Statements

To import transactions, select the Import button and follow the steps in the import process.

  1. First you will need to download a CSV file of the transactions you wish to import from your online banking.
  2. Choose from existing bank accounts or credit cards already added, or add a new bank or credit card account.
    3. Image Image
  3. Download the three sample CSV files. In order to import the CSV file successfully, you must compare your downloaded bank CSV file with the sample files and choose the sample file format that matches your bank’s format. You can make adjustments in your CSV file if needed.
    4. Image
  4. Upload the CSV file. Click on the file upload section, browse and select the file or drag and drop.
  5. Select the Amount Column Type that matches your file
  6. After the file has been uploaded, click on the Next button to proceed.

Mapping Fields in the CSV File

The fields in your CSV file must match the fields in Hubex. Check the suggested field matching, or select the correct field in the drop down menu. Check the date format and other fields and select Next .

Once the mapping fields have been set, select Next to proceed.

Categorising Transactions Using Rules

By default, all transactions are listed as Uncategorised. Categorisation can be set up within rules or added manually to individual transactions.

Rules can be set up to make importing transactions quicker by automating the classification of subcategories according to chosen values. Using rules is especially useful if you have a large number of transactions to import.

Select +Add to create a transaction rule.

Using transaction rules, you can automate the categorisation of the transactions. Transaction rules in the banking module helps you identify and search bank transactions based on your criteria.

A rule cannot be added to a transaction which does not have a description. Rules are added as either income or expense rules and allow Hubex to automatically apply a subcategory according to the Description and Value chosen.

The Description drop down menu allows you to choose several options according to the most appropriate criteria for your rule.

Enter the relevant information in the Value field to allow the rule to find all transactions that meet the set criteria. To make the rule more constrained, choose the Description drop-down Equals To.

Once the rules have been set for the transactions, review the transactions before proceeding.

You can also manually select subcategories at this point if you want to allocate a transaction to a subcategory without creating a rule, by selecting + Add Category. Select from the Hubex list or add your own subcategory.

Select Next to proceed. Check the transactions listed in the Preview screen.

If any transaction shows an error, select the Previous button to make amendments to individual transactions.

Alternatively, if you need to make corrections to the CSV file to be imported, select Back to Transaction at the top left of the screen to start the import process again.

Make amendments in the CSV import file as required, and repeat the Import process.

Once the CSV file is ready for importing, select the Import button and the file will be imported into the transaction list.

You will now see the imported transactions have been added to the My Transactions list and the totals included in the My Money widgets.

Adding Tags

Tags can be added to each transaction by editing the transaction and entering the tag name. Tags cannot be duplicated. The transactions with a tag name show a tag symbol on the left.

Adding Tax Deductible Classification to a Transaction

You can add to a transaction that it is tax deductible. Once the transaction has been created, select the +Add button from the tax column.

Select the Tax Group, adding in the percentage of tax deduction applicable for that particular transaction; the tax deductible amount will then be calculated and displayed.

A red tax button indicates that you have tax deductions associated with that transaction.

If you wish to remove the tax deductible amount from a particular transaction, select the red Tax button from the transaction list, select Non-Deductible and Save.

You can also link your property account to your tax deductions if the deduction is related to rental income and expenses.

DIY Divination

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Tracking Goals Progress

A progress bar is attached to each goal, so you can see the progress of attaining the goal. This allows you to make adjustments if needed to achieve the financial goal at the target date.

As you contribute amounts to your goals, the percentage will increase accordingly.

Deleting Goals

You can delete goals by selecting the delete button on the right side of your goal. Note that the amount entered in My Goals will not alter the amounts in the My Money module.

Adding Contributions to Goals

After adding a goal, you can add contributions to your goal by opening the goal and selecting the Add Contribution button.

As you add contributions, the amount dedicated to the goal will be reflected in its progress bar.

Searching Goals using Filters

Filters are used to narrow down search parameters within goals. The goals can be filtered based on their target date, goal name, target amount and priority level.

To search goals, enable the search filters at the top left of the screenIcon

To see the complete list of goals after using a filter search, you will need to select Clear All.

Viewing My Goal History and My Goal Contributions

My Goal History is the complete log of all contributions added to your goal, showing when the goal was created, and the dates of other activity and amounts contributed.

My Goal Contributions shows a list of contribution dates and amounts but no other activity.

Calculators

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Savings Calculator

Using the Savings Calculator

                  The Savings Calculator provides an estimate of how much you can save or spend in a given period.

Choose either to save or spend a specific amount of money or as much as possible. The calculator fields will change according to your choice.

Enter the amount, period and starting balance if any, and the calculator will display how much you need to save to reach the goal.

Actual figures may vary slightly based on factors such as the number of calendar days in each month, or change of interest rate during the chosen time period.

Results of the Savings Calculator are not saved within Hubex, so you will need to record the results separately if you want a record of the calculations.

Simple Tax Calculator

Using the Simple Tax Calculator
                The Simple Tax Calculator provides an estimate of the tax payable on your taxable income for a given financial year. The income tax rates depend on the income year selected, residency status and amount earned. Non-residents are taxed at a higher rate, and are not eligible for the tax-free threshold (currently $18,200 per financial year).
                The calculator also shows the expected amount of superannuation based on the current statutory rate.
                 Enter the amount of earnings per pay cycle (hourly, daily, weekly, fortnightly, monthly or annually). The calculator provides an estimate of tax and superannuation based on your earnings.

                 If you select Hourly, extra fields will be available to add the amount of hours worked per week and the number of weeks per year. Enter the hourly rate of pay in the Income field.

Income Tax Estimator

Using the Income Tax Estimator 
                    This calculator is more detailed, allowing you to work out the tax payable, including deductions, levies and offsets.

                     Use these results as an estimate and for guidance purposes only. The exact amount of tax payable or refundable will be calculated when the tax return is lodged by the tax agent.

                     Depending on the answers chosen, new windows and fields will open for further details; for example, you can add details of tax offsets and other claimable amounts. 

Consumed Services

Topics

Details of the Tax Agent Linked to My Service Request

Checking the Details of the Tax Agent Linked to My Service Request

                             You can view details of the agent who is currently processing your service request through the View button in Consumed Services. Find details about your service request in History.

Returns Details provides information about the business processing your return, the type of service and amount. The details screen also shows the status of the job. 

My Linked Agents

The agents with whom the individual user has completed engagements are termed linked agents. 

Once you have entered the basic details of your tax return, the next step is to find an agent to review and lodge your tax return. Once the engagement request has been accepted by both parties, the agent details will be populated in the My Linked Agents section.

Connecting to Another Agent

If you wish to connect to another agent, you can cancel an engagement from My Linked Agents.

To cancel an engagement,select the View button which will open the linked agent details. Next select the Cancel Engagement Request button.

Settings

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Profile Settings

Profile Settings

Add or change personal details and contact details then Update to save.

Account Settings

Account Settings

Change your username and password and link with your google account if desired.

Security Settings

Security Settings

Verify your mobile number, purchase a digital ID check if desired and enable google authentication. 

Digital ID checks cost $5.00 each. To purchase a digital ID, select Purchase Digital ID, check the prefilled details and enter credit card details for payment. Tick the box I read and accept Payment Terms of Service and then Proceed.

A verified digital ID is required before being able to connect with a tax agent.

My Purchases Settings

My Purchases Settings

The My Purchases page links to the invoices of the digital IDs that the user has purchased.  View or download any invoice if needed. Use the date filter to narrow the search for invoices based on specific dates.

Attachments and Integrations

Attachments and Integrations

You can connect your Hubex account to your Google drive, OneDrive or Dropbox account to efficiently manage documents and files related to financial records and tax returns. 

Once integrations have been enabled, you will be able to upload files in the Tax Return section from your linked account. You can upload your documents directly into the tax return. The linked agent can then view all files and documents as needed to complete the tax return.

Become a Provider

Adding your Tax Services Business as a Provider

If you are registered with the Tax Practitioners Board as a tax agent, you can add your service to Hubex. You will be able to provide tax return services to individuals who use Hubex to manage their financial records.

To lodge tax returns, you must also have a subscription to GovReports as a registered tax practitioner. 

Initiate the process by selecting the Become a Provider button at the top right of any screen.

Complete the business details.

Providing your Australian Business Number (ABN) is mandatory; however, entering your tax file number is optional.

As you enter your ABN, the business name will automatically prefill. Add business type from the drop-down menu and save. Your business will be added to the My Business page.

Topics

Benefits of Becoming a Provider

As a business provider, you will be able to provide individual tax return services through Hubex, potentially reaching a greater customer base.

Currently Hubex allows tax agents to lodge ITR forms through the GovReports portal. In future, mortgage brokers will be able to provide their financial expertise for managing property loans.

Being a Hubex provider allows you to earn income quickly and easily through our integrated platform. Get connected with taxpayers, request and view related documents before completing the tax return and lodging via your GovReports account.

What Services can My Business Offer?

Currently you may only provide individual tax return services within Hubex.

Once you receive service requests from individual taxpayers, you can accept or reject the requests after assessing the tax return requested.

  1. Check the tax returns received from the individual taxpayers.
  2. Accept or reject the request.
  3. Enable GovReports integration.
  4. Send the tax return form to GovReports.
  5. Log into your GovReports account and edit the returns from My Lodgments > Saved Reports. The reports will be saved with a status of “Esave”.
  6. Edit the form if required and lodge as usual. The status for the corresponding returns will be changed to completed in Hubex.

Provider Dashboard

Returns Overview: A summary of your jobs pending, overdue and completed.

Returns to complete: Details of returns that are yet to be completed.

Recent Requests: Requests received from individual taxpayers.

Earnings: The chart displays the earnings from providing Hubex services over the period selected.

Toggle: Switch between individual tax payer (your individual financial records) and business provider account with the toggle at the top right.

My Services

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What are My Services?

A business can add services by selecting + New Service button. This redirects to the Create Service page.

Provide the details of your business service including the type of services provided and select Next.

Business: Select the business that is offering the service.

Service Type:  Select the kind of service that your business provides.

Enter the Service Details. These are fields the user will be able to view in the Agent Details.

Service Title: Enter a title for your service.

Service Description: Enter details about your business and the services you provide to promote your business.

Keywords: Enter keyword tags to make your business easily searchable. Type a keyword of your choice and Enter to save the keyword. Repeat and enter all relevant search terms for your service.

Select Next to review the business information. Add the business logo and other images if desired, for example, a headshot of the tax agent providing the services. Enter the TPB registered tax agent number.

Select Next to proceed to Pricing.

Select Next to proceed to Availability Message. This allows you to set your business availability and customise a message which will be sent to individuals once they have requested your service.

Select Finish to save the service. Once saved, the service listing can be viewed in the My Services overview and is listed as Unpublished.

Publishing My Services

Once you have created your service, the listing must be completed before publishing to Hubex. Once published, your business and services are available for users of Hubex to connect with you and request services.

Once services for your business have been added, the business portfolio is 70% complete.

The next step is to connect the Stripe payment platform. Select the Connect button at the top right.

Hubex partners with Stripe for secure online payment processing. If you don’t already have a Stripe account you’ll need to set one up to start accepting payments from Hubex.

If you already have a Stripe account you’ll be prompted to log into your Stripe account before continuing with the setup process.

  • Enter your contact details.
  • Enter business details.
  • Enter details of the authorised representative of your business.
  • Select a bank account for the business payouts.
  • Review the details and complete any missing information or fix any errors. Edit or Update the information and submit.

The listing portfolio has been completed and is now published . Notify the Australian Taxation Office of the software ID. Follow the links on screen to generate the ID and connect either via Access Manager or by phone.

A business provider can add multiple businesses by selecting the + Add Business button. Each business will be displayed in the My Business section of the My Services screen.

Editing Services

Edit information about your business service by going to the three vertical dots and selecting Edit Listing or Remove Payment Method .

Alternatively, from the My Services overview screen, select the listing you wish to view, then go to Edit then Edit Listing . This will return you to the first step of creating a service. 

I can’t test this workflow properly as I have not connected a Stripe account

This is not good workflow from the Listing Portfolio screen shown above. A person has to select Edit Listing, then Edit, then Edit Listing again. Three repetitive steps to edit the listing.

Proceed with editing the listing, for example, add more tags or more details in your service description. Proceed through the steps,

Editing the Payment Method

To edit the payment, for example if an incorrect Stripe account has been connected, select Remove Payment Method. Confirm you wish to delete the payment method.

Your listing will return to 70% complete, and you will need to Edit Listing to connect a new Stripe account. And then republish the listing.

Notifying the ATO

This is required so that agents can add clients to their ATO Online Services for Agents client listing. If you have migrated from another software, you will need to notify the ATO of the software change.

Follow the steps to notify the ATO of the software ID either by phoning the ATO or updating your linked software via ATO Access Manager.

Service Requests

Topics

What are Default Services?

When an individual sends a request to a business provider through the Find an Agent option, the request will be seen by the business user in the Default Services screen. This listing captures requests that have not yet been accepted as an engagement.

The business user can view the request and attached information by selecting the View button.

In the Service Details, the business user can check the individual’s name, address, deadline, and description. Select View Return to open the tax return details.

After reviewing the contents, the business user can either Accept or Reject the request from the individual.

Default Services Listing

A customer request is added to an agent’s default services listing in one of two ways.

  1. Find an Agent
  • The individual sends an engagement request to the tax agent.
  • Once the business provider (tax agent) accepts the request, the agent’s business profile will be shown in the Linked Agents section of the individual’s account.
  • Once the individual completes the tax return details, pays and submits, the return will be sent to the Default Services section of the business provider’s Service Request
  • After the service request is accepted, it will also be shown in the My Jobs > in Progress
    2.   Create Report
  • Alternatively, the individual user can first create the tax return using the DIY option and then send the service request through the Find an Agent
  • The request will be populated in the Default Services section of the registered agent.
  • The request will be converted into a job and be populated in the My Jobs > Not Started
  • Once both parties have accepted the request, the service will be populated in the My Jobs > In Progress

Global Services

What are Global Services?

An individual user can directly pay and submit for services, without being connected to an agent. The request is submitted to Hubex agents who can then communicate with the individual client. The individual can accept or reject engagement requests from tax agents.

  • Once the request is made available globally, it can be accepted by any agent.
  • Once an agent has accepted the request, they must send an engagement request to the individual.
  • If both the parties agree, a job will be created for the business provider in My Jobs >Not Started.
  • Once the job is created, the agent will be able to request more information about the tax return from the individual if required by using the Request More Details button in the My jobs > View > Service Details.

Business providers can also send messages to individuals by using the message section within the service details.

My Jobs

Topics

Creating Jobs

Creating Jobs

Jobs are created after the business provider accepts the service request from the individual taxpayer.

There are three stages for jobs: Not Started, In progress and Completed.

The service requests received directly from clients will automatically be populated in the Not Started section.

The service requests that have been accepted by the agent will be shown in the In Progress section.

The service requests that have been lodged by the agent with the ATO will be shown in the Completed section.

Getting More Information From My Client About the Tax Return

You can get more information through the Request More details option in the My Jobs > In Progress section.

  • A query entered in this section will be sent as an email to the individual user.
  • Any information sent back to the business by the individual will be received in the service provider’s mail.

Jobs - Not Started

The service requests received directly from clients will automatically be populated in the Not Started section.

The agent can view the tax return details.

Jobs - In Progress

The service requests that have been accepted by the agent and are under review will be shown in the In Progress section.

The agent can choose from the following options:

  1. Send the finalised tax return to GovReports for lodgement.
  2. Mark the job as completed.
  3. Request more details from the individual.

Jobs - Completed

The service requests that have been lodged by the agent to the ATO will be shown in the Completed section.

Once the job is completed, Hubex will automatically contact the individual taxpayer notifying them of the changed status of the service as Finalise: Lodged .

Earnings

Fees received for jobs provided through Hubex will be populated in the Earnings section.

My Earnings shows all completed jobs, associated payments and the date of payment.

Pending Payments shows jobs that have been completed but not yet paid for.

Once the tax agent has lodged the tax return, the job will be moved to the completed section of My Jobs and the earnings will be populated in the Pending Payment section.

After payment has been processed via Stripe, the earnings will be moved to the Earnings section and will no longer show in Pending Payments.

The agent can download the payment receipt if required from the related job within the Earnings section.

These details can also be exported by selecting the Export button on the right side of the screen.

You can also use filters to narrow your search.

Ratings & Reviews

Individuals can give ratings to the agent who provided services, which will be reflected in the Ratings & Reviews section of the business user’s account.

This section displays the ratings and comments given by individual taxpayers. The agent with the most ratings will be shown at the top of the ratings list.

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