our task ? Complete a tax return for Van Howey using the 2024 Tax Return Workbook. ? You are only required to complete up to the tax on taxable income calculation using the information provided in this workbook. CLIENT CONTACT FORM First Name Van Surname Howey Title Mr Gender Male Date and Place of Birth 24 August 1977, Wagga Wagga NSW Tax File Number 999 999 984 Home Address 484 Texan Way, Sydney NSW 2000 Postal Address 484 Texan Way, Sydney NSW 2000 Telephone Number 0411 552 667 Email Address h..y@bz.com.au Bank Account Details BSB 063 188 Account Number 786 546 Account Name Van Howey Occupation Real Estate Agent Spouse Name Barbara-Jean Howey Gender Female Spouse Date of Birth 10 December 1978 Spouse Taxable Income $41,000 Children / Dependants 0 Client Reference Number [your ID] VAN Additional Information ? Van took 6 weeks' annual leave during the year. He did not undertake any work related tasks during this time. ? As part of Van's employment contract, he has the option of working from home up to 2 days per week. He must work in the office at least 3 days per week. ? When Van works overtime, he purchases Subway,

22:29 Wed 9 Apr Tax Return Activity 03 - Van Howey (Part 1) \") isbn | e Complete a tax return for Van Howey using the 2024 Tax Return Workbook. You are only required to complete up to the tax on taxable income calculation using the information provided in this workbook. CLIENT CONTACT FORM First Narne Van Surname Howey Title Mr Gender Male Date and Place of Birth 24 August 1977, Wagga Wagga NSW Tax File Number 999 999 984 Home Address 484 Texan Way, Sydney NSW 2000 Postal Address Telephone Number Email Address 484 Texan Way, Sydney NSW 2000 0411 552 667 howey@bz.com.au Bank Account Details BSB 063 188 Account Number 786 546 Account Name Van Howey Occupation Real Estate Agent Spouse Name Barbara-Jean Howey Gender Female Spouse Date of Birth 10 December 1978 Spouse Taxable Income $41,000 Children / Dependants 0 Client Reference Number [your ID] VAN Additional Information e Van took 6 weeks' annual leave during the year. He did not undertake any work related tasks during this time. e As part of Van's employment contract, he has the aption of working from home up to 2 days per week. He must work in the office at least 3 days per week. e When Van works overtime, he purchases Subway, Pizza, or Panda Express (sampling of receipts provided). Van would only consume these meals whilst he was working overtime. Vanis required to wear a compulsory uniform when at work which includes shirt, jacket, and pants, all with the company's logo permanently attached. Shoes and socks do not form part of the compulsory uniform. His job requires him to attend rural properties on occasion. e Van spends many hours each day outside as he travels to various properties. The sunscreen is used only while at work and remains in his work vehicle. 22:29 Wed 9 Apr 88% C H&R Tax Return Activity 03 - Van Howey (Part 1) BLOCK Australian Government Australian Taxation Office Income statements Tex Realty Pty Ltd (Financial year 2023-24) Status Tax ready Employee number 002191 Branch 001 Employer ABN/Branch 89 064 268 800 / 001 BMS ID 701A544F-1404-47EA-8FCC-AA79999847C Period 01/07/2023 - 30/06/2024 Reported Date 01/07/2024 Income Salary and wages Gross amount $210,430.00 Overtime $10,986.10 Leave payment type Other paid leave Paid leave amount $24,280.11 Salary sacrifice type Superannuateon Salary sacrifice amount -$0.00 Total gross amount $245,696.21 Tax withheld or foreign tax paid Salary and wages PAYGW amount $86,143.12 Lump sum amounts Lump sum payment A $0.00 Lump sum payment B $0.00 Lump sum payment D $0.00 Lump sum payment E $0.00 Lump sum payment W $0.00 Allowances Salary and wages Other $500.00 Other allowance description Uniform Mobile phone allowance $420.00 Overtime meal ($21 .10) $970.60 Total $1,890.60 N22:29 Wed 9 Apr 88% C H&R BLOCK Tax Return Activity 03 - Van Howey (Part 1) Home office diary Total hours summary and copy of diary (each work from home entry contains the start time, end time, and any breaks the taxpayer took throughout the workday) TEX REALTY PTY LTD TEX REALTY PTY LTD 2024 WEH Work Fro tome OB Work from Office L Leave S Sick Leave P Public Holiday July 40.0 Sat sun Mon Tue Wed Thu Fri Sat Sun Mon Tu Fri sat Sun Mon Tue Wed The Fil sat Sun Mon Tue Wed Thu Fri sat sun Man 64.0 July 2023 1 2 3 4 5 6 7 August art Time 8.30AM 14 15 16 17 18 19 20 21 2 24 25 26 27 28 29 30 31 WE OB OB OB WEN September 72.0 Tue wed Thu Fri sat sun Man End Time 5.30PM Mon Tue wed Thu Fri sun Mon Tue wed Thu sun Mon Tue Wea Thu August 2023 1 2 3 4 5 6 7 LUNCH 12. 15PM - 1.15PM 14 15 16 17 18 19 20 21 22 23 24 25 24 27 28 29 30 31 October 72.0 WEH O8 08 OB WITH WEW OB 08 08 I sat sun Mon Tue Wed Thu Fri sat Sun Mon Tue Wed Thu Fri sat sun Mon Tue Wed The Fil sat Sun Mon Tue Wed Thu Fri sat November 64.0 september 2023 WVFH 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 WEW OB 08 08 WEW December 32.0 un Mon Tue Wed Thu Fri sat sun Mon Tue wed Thu Fri sat sun Mon T sat sun Man Tue October 2023 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 2 23 24 25 26 27 28 29 30 31 January 56.0 Wed Thu Fri Sat Sun Mon Tue Wed The Fri sat sun Mon Tue Wad The Fri sat Sun Mon Tue Wed Thu Fri Sat Sun Mon Tue Wed Thu February 56.0 November 2023 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 16 19 20 21 2 23 24 25 26 27 28 29 30 B OB OB OB WEW WE OB OB OB WEW March 72.0 F sat sun Mon Tus Wed Thu Fri sat sun Mon Tus Wed Thu Fri sat Sun Mon Tue Wed The Fil sat Sun Mon Tus Wed The Fil sat Sun December 2023 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 24 27 28 29 30 31 April 64.0 Mon Tue Wed The Fil sat Sun Mon Tue Wed The Fil Sat Sun Mon Tue Wed Thu Fri sat Sun Mon Tue Wed The Fil Sat Sun Mon Tus Wed May 64.0 January 2024 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 2 23 24 25 26 27 28 29 30 31 P L L OB WEM June 64.0 the Fil sat sun Mon The Wed Thu Fri sat sun Mon Tue Wed The Fil sat sun Mon Tue Wed Thu Fil sat Sun Mon Tue wed Thu Febraury 2024 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 Total hours 720.0 Fil sat sun Mon Tue Wed Thu Fri sat sun Mon Tue Wed Thu Fri sat sun Mon Tue Wed The Fri sat sun Mon Tue Wed The Fil sat sun March 2024 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 5 OB OB OB WEW WE OB OB OB WEW Mon Tus Wed The Fil sat sun Mon Tue Wed The Fil sat Sun Mon Tue Wed The Fil sat Sun Mon Tue Wed The Fil sat Sun Mon Tue April 2024 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 2 23 24 25 26 27 28 29 30 WE OB OB WEM B OB OB OB WEW Wed Thu Fri sat Sun Mon Tue wed The Sat sun Mon Tue Wed The Fil sat Sun Mon Tue Wed The Fil sat Sun Mon Tue Wed Thu Fr May 2024 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 sat sun Mon Tue Wed The Fil sat Sun Mon Tue Wed The Fil sat sun Mon Tue Wed The Fil sat sun Mon Tue Wed Thu Fil sat Sun June 2024 1 2 3 4 5 6 7 8 9 9 10 11 12 13 14 15 16 17 18 19 20 21 2 23 24 25 26 27 28 29 30 Telephone & Internet TAX INVOICE FOR MR VAN HOWEY 484 TEXAN WAY Mobile 0411 552 667 $70.00 Mobile 0423 547 222 $96.00 SYDNEY NSW 2000 Internet Essential NBN $100.00 Telephone: October Bill Internet hours : October Calls Van Total 297 Total 146 work 202 Work 72 minutes Barbara- Jean Total 376 Total 86 Work 312 Work 11 W22:29 Wed 9 Apr 88% C H&R Tax Return Activity 03 - Van Howey (Part 1) BLOCK Electricity Get In Touch Simply enery Self serve myaccount.simplyenergy.com.au Help centre simplyenergy.com.au/help-centre Contact Us simplyenergy.com.au/contact-us To report faults or emergencies, call your local distributor POWERCOR (24 hrs) 13 24 12 Electricity Bills Attached July $484 MyAccount Pay Now September $596 November $ 210 Customer Number 123456 January $170 March $ 247 Account Summary may $184 Total amount of your last bill $678.92 Payment received - Thank You $508.09 Balance brought forward $170.83 New charges (see over for details) Your Electricity Account Energy Charges $571.07 Supply Service Char $113.16 Tax Invoice Discounts & Concessions (see over for details) $171.33 Cr Simply Energy (ABN 67 269 241 237) is a partnership comprising IPower Pty Ltd (ACN 111 267 Total of this invoice (incl. GST) $512.90 228) and IPower 2 Pty Ltd (ACN 070 374 293) GST on this invoice $46.63 TOTAL AMOUNT PAYABLE $855.06 (if paid after due date) TOTAL AMOUNT PAYABLE $683.73 with discount (if paid by due date) File Note Home office size 3.5m x 4m Electricity 29.61 cents per kWh House size 190m Heating 1150 watts = 1.15 kW The office is only used by the taxpayer for work Monitor 50 watts = 0.05 kW Printer 50 watts = 0.05 kW Laptop 60 watts = 0.06 kW other items TAX INVOICE Overtime meal receipts uniforms - receipts attached Officeworkers Shirt with logo x 3 $175ed ABN 55 333 652 652 Receipt No. 22556984 Subway $ 25.60 Boots - steel capped $ 220 Pizza $21.10 Socks - black $52 Whiteboard markers $28.50 Confectionary - Maltesers - 465g $9.00 Panda Express $26.20 Dress shoes - black $160 Notebooks $8.99 Dry cleaning - shirts $120 Average amount spent : Laundry- TOTAL $46.49 GST included in total $4.23 $24.30 all clothing 2 times per week Date 19/10/2023 85 Ballarat Road, Caroline Springs VIC Diary 05/11/2023 Big W Banana Boat Ultra Light Face Sunscreen SPF 50+ $9.99 02/02/2024 Coles Banana Boat Ultra Light Face Sunscreen SPF 50+ $8.60 422:29 Wed 9 Apr eee 4 = 88% a) Tax Return Activity 03 Van Howey (Part 1) Private & Confidential Mr Van Howey 484 Texan Way SYDNEY NSW 2000 Real Super (ABN 89 064 268 800) (TFN 801 672 056) Membership Number: 5000005 Claiming a Tax Deduction for Personal Superannuation Contributions Dear Mr Howey Thank you for being a valued member of Real Super. We've received your 'notice of intent' to claim (or vary) a tax deduction for the personal super contribution made to Real Super. This contribution, shown below, has been treated on the basis that you will be claiming a tax deduction, tax has been deducted from the contribution allocated to your account. Financial Year Ended 30 June 2024 Amount of contribution nominated as deductible $1,000.00 Please include this letter with your taxation return. Any payments from your account, made before or after your personal super contribution, may reduce the amount you can claim as a tax deduction