2023 Itr Jesusgabrielsepulvedalozano

INDIVIDUAL TAX RETURN (DRAFT) JESUS GABRIEL SEPULVEDA LOZANO
2023 TAX RETURN SUBSTANTIATION DECLARATION
Tax returns are assessed on a Self-Assessment basis. This means that the ATO may not check whether the information you have
submitted is correct. We will make every endeavour to ensure that your return is prepared accurately and correctly, however we
rely on you to ensure that all relevant information is disclosed to us.
I, JESUS SEPULVEDA LOZANO, confirm that:

I have reviewed every page of the accompanying copy of the income tax return to which the attached Electronic Lodgment
Declaration refers and confirm that all items are correct and that there are no omissions or misstatements.
Income:
If I am an Australian tax resident, you have advised me that I must declare income from all sources, in and out of Australia,
including net capital gains received, for the year of income in my tax return.
Expenses:
You have advised me that to claim a work-related or other expense deduction I must demonstrate that I have incurred the
expense for income producing purposes.In addition, you have advised me of the substantiation legislation that I must satisfy in
relation to all deductible expenses, including car, travel, business, education and work-related expenses. You have informed me
that I must OBTAIN ORIGINAL RECEIPTS and keep them for a minimum of five years from the date my return is lodged.
The receipts must contain the following details:

name of supplier and amount of expense;
nature of goods/services and date of the expenses (details I am able to personally record where not adequately noted by
supplier);
date of the document.
Apportionment:
Where items are used for both business/work-related and private purposes e.g. car, telephone, computer etc. I advise I have
kept appropriate apportionment records to verify my business usage claim and that my employer will verify that it was
necessary to incur such expenditure in earning my income. Further, I have instructed you to prepare the return based on my
specific instructions on the understanding I will be able to produce such information to the satisfaction of the ATO in an audit
situation.
Audits:
I further confirm that:
I am aware that the procedures to follow if a document is lost or destroyed is to obtain a copy from the supplier;
I may be required to substantiate or verify any income or expense item declared or claimed in my tax return in the event of
an ATO audit;
I declare that:
I have read and understood the tax return that has been prepared for me;
I have disclosed and you have returned all my assessable income for the current income tax year;
I have all receipts or documentation necessary to substantiate my work-related and other claims, and I will make them
available if required by the Tax Office;
All income declared, claims for deductions and tax offsets/rebates included in my return are based upon my specific
instructions;
You have explained what written income and expense evidence will typically be required during an audit and that
penalties, interest and possible legal action may be applied if incorrect income or claims are identified by an audit;
I further understand that if the return is not lodged by the due date specified, penalties may apply.
Terms and Conditions:

I acknowledge that an invoice will be issued for your services and I agree to pay this invoice in full.
I acknowledge that further action may be taken to secure payment of overdue/outstanding accounts.
Signature Date
Individual Tax Return 2023 THIS FORM CANNOT BE LODGED AS A PAPER REPRESENTATION OF THE FORM Page 1 of 12
Individual Tax Return 2023

1 Jul 2022—30 Jun 2023 TFN Recorded
PART A ELECTRONIC LODGMENT DECLARATION (FORM I)
This declaration is to be completed where a taxpayer elects to use the Electronic Lodgment Service. It is the responsibility of
the taxpayer to retain this declaration for a period of five years after the declaration is made, penalties may apply for
failure to do so.
Privacy
The ATO is authorised by the Taxation Administration Act 1953 to request your tax file number (TFN). We will use your TFN to
identify you in our records. It is not an offence not to provide your TFN. However, you cannot lodge your income tax form
electronically if you do not quote your TFN.
Taxation law authorises the ATO to collect information and to disclose it to other government agencies. For information about
your privacy go to ato.gov.au/privacy
Electronic Funds Transfer — Direct Debit

Where you have requested an EFT direct debit some of your details will be provided to your financial institution and the Tax
Office's sponsor bank to facilitate the payment of your taxation liability from your nominated account.
Tax File Number Name Year

TFN Recorded JESUS GABRIEL SEPULVEDA LOZANO 2023
Declaration — I declare that:

the information provided to my registered tax agent for the preparation of this tax return, including any applicable
schedules is true and correct, and
the agent is authorised to lodge this tax return.
Important
The tax law imposes heavy penalties for giving false or misleading information.
Signature Date
PART D TAX AGENTS CERTIFICATE (SHARED FACILITIES USERS ONLY)
Client Ref Agent Ref No. Contact Name Contact No.

25735152 T N D Tax Consultants Pty Ltd 0290837810
Declaration — I declare that:

I have prepared this tax return in accordance with the information supplied by the taxpayer
I have received a declaration made by the taxpayer that the information provided to me for the preparation of this
document is true and correct, and
I am authorised by the taxpayer to lodge this tax return and any applicable schedules that are attached.
Agent's Signature Date

PART B ELECTRONIC FUNDS TRANSFER CONSENT
This declaration is to be completed when an electronic funds transfer (EFT) of a refund is requested and the tax return is
being lodged through the electronic lodgment service (ELS).
This declaration must be signed by the taxpayer prior to the EFT details being transmitted to the Tax Office. If you elect for an
EFT, all details below must be completed.
Important
Care should be taken when completing EFT details as the payment of any refund, including any family tax benefit, will be made
to the account specified.
Agent Ref No. BSB Number Account Number Account Name

25735152 062016 11939026 JESUS GABRIEL SEPULVEDA LOZANO
Authorisation
I authorise the refund to be deposited directly to the account specified.
Signature Date

Total income $29,407.00
Less total deductions and applied losses (L1) $524.00
Taxable income $28,883.00
Tax on taxable income $2,029.77
Less non-refundable tax offsets used $702.37
Assessed tax payable $1,327.40
Plus Other Liabilities
Total other liabilities $0.00
Assessed tax payable (includes other liabilities) $1,327.40
Less PAYG credits and other entitlements
Tax withheld $4,717.00
Total PAYG credits and other entitlements $4,717.00
Amount refundable $3,389.60
Disclaimer
This estimate is only a guide and should not be taken as taxation, financial or investment advice. Our calculation is based on the information you have
supplied and current legislation, proposals and information provided by the Australian Tax Office.
There are numerous factors that may affect the accuracy of this assessment including but not limited to:
changes in tax legislation and Australian Tax Office practices and rulings;
any prior year tax assessments that may be applicable; and
adjustments relating to other Government Departments eg the Department of Human Services.
Do not rely on this estimate to make any decisions until you have received a notice of assessment from the ATO and/or obtained professional
advice.

YOUR NAME
Title Given Name Family Name Other Name

MR JESUS SEPULVEDA LOZANO GABRIEL
Suffix Date of Birth

09/11/1989
Are you an Australian Resident? Australian residency start date Australian residency end date
Yes
Has part of your name changed since completing your last tax return?
No
YOUR POSTAL ADDRESS YOUR HOME ADDRESS
Building 1 77-105 Victoria Rd Building 1 77-105 Victoria Rd

DRUMMOYNE DRUMMOYNE
State Postcode State Postcode

NSW 2047 NSW 2047
Country — if not Australia Country — if not Australia
Has your postal address changed since completing your last tax return?
Yes
YOUR CONTACT DETAILS
Mobile number Day time contact number Email address

02 90837810
YOUR BANKING INFORMATION (EFT DETAILS)
Deduct fee from refund

No
BSB Number Account Number Account Name Financial Institution Name

062016 11939026 JESUS GABRIEL SEPULVEDA
LOZANO
CONTACT NAME
Full Name
T N D Tax Consultants Pty Ltd
TAX AGENT CONTACT DETAILS
Tax Contact Agent Ref Number Contact Number

T N D Tax Consultants Pty Ltd 25735152 0290837810
Income
1 SALARY OR WAGES
Your main salary and wage occupation Barista
Occupation Code 431112
Payer's ABN Name Tax withheld Income
MARCIO BARON COFFEE PTY

61 612 851 779 $3,970.00 C $23,714.00
LIMITED
24 120 191 200 WRAPIDO TOO PTY LTD $747.00 D $5,482.00
WORKSHEET
ABN Tax Withheld Gross Type

61612851779 $3,970.00 $23,714.00 S
24120191200 $747.00 $5,482.00 S
TOTAL TAX WITHHELD $4,717.00
TOTAL SUPPLEMENT INCOME $211.00
TOTAL INCOME $29,407.00
Deductions
D2 WORK-RELATED TRAVEL EXPENSES B $249.00
Other expenses $249.00
WORKSHEET
Description Amount
Public Transport $249.00
Total $249.00
D3 WORK-RELATED CLOTHING, LAUNDRY AND DRY CLEANING EXPENSES C $200.00
WORKSHEET
Description Code Amount

Compulsory work
Uniform $150.00
uniform
Compulsory work
Laundry $50.00
uniform
Total $200.00
D5 OTHER WORK-RELATED EXPENSES E $75.00
Other expenses $75.00
WORKSHEET
Description Expense Percentage Claim Amount

Mobile Phone $504.00 15% $75.60
Total $504.00 $75.60
TOTAL SUPPLEMENT DEDUCTIONS Items D11 to D15
TOTAL DEDUCTIONS $524.00
SUBTOTAL TOTAL INCOME less TOTAL DEDUCTIONS $28,883.00
Taxable income $28,883.00
Income tests
IT1 TOTAL REPORTABLE FRINGE BENEFITS
Employers exempt from FBT under section 57A of the FBTAA 1986 N $0.00
Employers not exempt from FBT under section 57A of the FBTAA 1986 W $0.00
IT2 REPORTABLE EMPLOYER SUPERANNUATION T $0.00
IT3 TAX-FREE GOVERNMENT PENSIONS U $0.00
IT4 TARGET FOREIGN INCOME V $0.00
IT5 NET FINANCIAL INVESTMENT LOSS X $0.00
IT6 NET RENTAL PROPERTY LOSS Y $0.00
IT7 CHILD SUPPORT YOU PAID Z $0.00
IT8 NUMBER OF DEPENDENT CHILDREN D 0
Medicare levy related items

M1 MEDICARE LEVY REDUCTION OR EXEMPTION M2 MEDICARE LEVY SURCHARGE
Reduction based on family income For the whole period 1 July 2022 to 30 June 2023,
were you and all your dependents including your
Number of dependent children and students Y E No
spouse—if you had any—covered by private
Exemption categories patient HOSPITAL cover?
Full 2.0% levy exemption – number of days V 365 CNumber of days NOT liable for surcharge A 365
Half 2.0% levy exemption – number of days W
15 NET INCOME OR LOSS FROM BUSINESS
Primary production – transferred from Y item P8 B
Non-primary production – transferred from Z item P8 C $211.00
Are you a small business entity? Yes
Net small business income A $211.00
Tax withheld – voluntary agreement D
Tax withheld where Australian business number not quoted W
Tax withheld – foreign resident withholding (excluding capital gains) E
Tax withheld – labour hire or other specified payments F
18 CAPITAL GAINS
Did you have a capital gains tax event during the year? G No
Losses carried forward
Net capital losses from collectables $0.00
Other net capital losses $0.00
19 FOREIGN ENTITIES
Did you have either a direct or indirect interest in a controlled foreign company CFC? I No
Have you ever, either directly or indirectly, caused the transfer of property—including money—or
W No
services to a non-resident trust estate?
20 FOREIGN SOURCE INCOME AND FOREIGN ASSETS OR PROPERTY
During the year did you own, or have an interest in, assets located outside
P No
Australia which had a total value of AUD$50,000 or more?
TOTAL SUPPLEMENT INCOME Items 13 to 24 $211.00
Deductions
TOTAL SUPPLEMENT DEDUCTIONS Items D11 to D15
Tax offsets
TOTAL SUPPLEMENT TAX OFFSETS Items T3, T4, T6, T7, T8 and T9
Business and professional items section

P1 PERSONAL SERVICES INCOME (PSI)
Did you receive any personal services income? No
Part A
Did you satisfy the results test? P Yes
P2 DESCRIPTION OF MAIN BUSINESS OR PROFESSIONAL ACTIVITY
Delivery service - road Industry code A 46100
P3 NUMBER OF BUSINESS ACTIVITIES B 1
P5 BUSINESS NAME OF MAIN BUSINESS AND AUSTRALIAN BUSINESS NUMBER (ABN)
Jesus Gabriel Sepulveda Lozano ABN: 69498291685
P6 BUSINESS ADDRESS OF MAIN BUSINESS
190A Victoria road
Suburb or Town: drummoyne State or Territory: NSW Postcode: 2047
P8 BUSINESS INCOME AND EXPENSES
Income PP NPP Totals
Other business income $917.00 $917.00
Total other business income I J $917.00 $917.00
Total business income $917.00 $917.00
Expenses PP NPP Totals
All other expenses $706.00 P $706.00
WORKSHEET
Description PP Amount NPP Amount

Lease motorcycle $0.00 $556.00
Mobile data $0.00 $150.00
Total $0.00 $706.00
Total expenses S T $706.00 $706.00
Net income or loss from business this year B C $211.00 $211.00
Net income or loss from business Y Z $211.00 $211.00
Payment summary worksheet

PAYMENT SUMMARY WORKSHEET - AUSTRALIAN
MARCIO BARON
Payer's name
COFFEE PTY LIMITED
Single Touch Payroll finalised No
ABN 61612851779
Tax Withheld Gross Type
Salary and wages Item 1 $3,970.00 $23,714.00 S
PAYMENT SUMMARY WORKSHEET - AUSTRALIAN
Payer's name WRAPIDO TOO PTY LTD
Single Touch Payroll finalised Yes
ABN 24120191200
Tax Withheld Gross Type
Salary and wages Item 1 $747.00 $5,482.00 S
Worksheets
15 NET SMALL BUSINESS INCOME DETAILS
Net income/loss from business - primary production (Item 15B)
Net income/loss from business - non primary production (Item 15C) $211.00
Withdrawals from farm management deposits (Items 17N, 17R)
Adjustment to the withdrawals from farm management deposits (Items 17N, 17R)
Foreign source business income (Items 19, 20)
Business interest income (Item 10)
Business dividend income (Item 11)
Other business income
Business losses which are not allowable deductions
Sub-total $211.00
Less deductible deposits to farm management deposits (Item 17D)
Less adjustment to the deductible deposits to farm management deposits (Item 17D)
Less other business deductions
Total $211.00
D2 WORK-RELATED TRAVEL EXPENSES
Description Amount
Public Transport $249.00
Total $249.00
D3 WORK-RELATED CLOTHING, LAUNDRY AND DRY CLEANING EXPENSES
Description Code Amount

Uniform Compulsory work uniform $150.00
Laundry Compulsory work uniform $50.00
Total $200.00
D5 OTHER WORK-RELATED EXPENSES
Description Expense Percentage Claim Amount

Mobile Phone $504.00 15% $75.60
Total $504.00 $75.60
P8 ALL OTHER EXPENSES
Description PP Amount NPP Amount

Lease motorcycle $0.00 $556.00
Mobile data $0.00 $150.00
Total $0.00 $706.00

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INDIVIDUAL TAX RETURN (DRAFT) JESUS GABRIEL SEPULVEDA LOZANO

2023 TAX RETURN SUBSTANTIATION DECLARATION

I, JESUS SEPULVEDA LOZANO, conﬁrm that:

The receipts must contain the following details:

Terms and Conditions:

Individual Tax Return 2023

PART A ELECTRONIC LODGMENT DECLARATION (FORM I)

Electronic Funds Transfer — Direct Debit

Tax File Number Name Year

Declaration — I declare that:

PART D TAX AGENTS CERTIFICATE (SHARED FACILITIES USERS ONLY)

Client Ref Agent Ref No. Contact Name Contact No.

Declaration — I declare that:

Agent's Signature Date

Individual Tax Return 2023

PART B ELECTRONIC FUNDS TRANSFER CONSENT

Agent Ref No. BSB Number Account Number Account Name

Individual Tax Return 2023

Total income $29,407.00

Less total deductions and applied losses (L1) $524.00

Taxable income $28,883.00

Tax on taxable income $2,029.77

Less non-refundable tax oﬀsets used $702.37

Assessed tax payable $1,327.40

Plus Other Liabilities

Total other liabilities $0.00

Assessed tax payable (includes other liabilities) $1,327.40

Less PAYG credits and other entitlements

Tax withheld $4,717.00

Total PAYG credits and other entitlements $4,717.00

Amount refundable $3,389.60

Individual Tax Return 2023

Title Given Name Family Name Other Name

Suﬃx Date of Birth

YOUR POSTAL ADDRESS YOUR HOME ADDRESS

Building 1 77-105 Victoria Rd Building 1 77-105 Victoria Rd

State Postcode State Postcode

Country — if not Australia Country — if not Australia

YOUR CONTACT DETAILS

Mobile number Day time contact number Email address

YOUR BANKING INFORMATION (EFT DETAILS)

Deduct fee from refund

BSB Number Account Number Account Name Financial Institution Name

TAX AGENT CONTACT DETAILS

Tax Contact Agent Ref Number Contact Number

Your main salary and wage occupation Barista

Occupation Code 431112

Payer's ABN Name Tax withheld Income

MARCIO BARON COFFEE PTY

24 120 191 200 WRAPIDO TOO PTY LTD $747.00 D $5,482.00

ABN Tax Withheld Gross Type

24120191200 $747.00 $5,482.00 S

TOTAL TAX WITHHELD $4,717.00

TOTAL SUPPLEMENT INCOME $211.00

TOTAL INCOME $29,407.00

Other expenses $249.00

D3 WORK-RELATED CLOTHING, LAUNDRY AND DRY CLEANING EXPENSES C $200.00

Description Code Amount

Other expenses $75.00

Description Expense Percentage Claim Amount