Digitised Forms:Important Information, Responsibilities and Legal Disclaimers

We aim to make the tax return process as simple, secure, and stress-free as possible. To ensure clarity and transparency, this article outlines your responsibilities when submitting tax information through our digitised forms, our role in assisting with your return, and key legal and record keeping requirements under Australian tax law.

🧾 Your Role: Supplying Accurate and Complete Information

When completing your online tax return form, the information you provide is critical. It forms the basis for the preparation of your income tax return.

You are responsible for ensuring all the information you enter is accurate, complete, and truthful.

We rely entirely on your disclosure. We do not independently verify the data unless explicitly instructed to do so.

If there is an omission or error in the information you provide, you may be liable for any resulting ATO penalties or reassessments.

Tip: Double-check figures, spellings, and uploads. Errors in bank details, or expense amounts are common but avoidable.

📚 What Can You Claim? General Guidance Only

The form you complete may reference examples of deductible expenses (e.g. work-related travel, home office use, professional subscriptions). These examples are for general guidance only and may not apply to your specific circumstances.

Tax deductibility depends on individual factors such as employment type, income structure, business use percentage, and substantiation.

For a deeper understanding, we recommend reviewing the ATO’s deduction guides or contacting us for tailored advice.

If you're unsure about any claim, speak to one of our registered tax agents before submitting your form.

🗂️ Record keeping Obligations: What the ATO Requires

Under Australian tax law, you are required to keep written evidence for all claims you make, including:

Receipts, invoices, and payment records

Work-related travel logs (e.g. kilometres driven)

Calculations and notes explaining how you arrived at the claimed amount

These documents must be retained for at least five (5) years from the date you lodge your return.

If your return is reviewed or audited by the ATO, these records may be requested.

🌐 Submitting the Form: Legal and Data Security Notice

When you submit the digital tax form:

• You acknowledge that the information provided is true and correct to the best of your knowledge.

• You agree that Lynden Group is not liable for any errors, omissions, or losses arising from inaccurate or incomplete information you provide.

We commit to maintaining strict data security practices and handling your personal information in line with the Privacy Act 1988 (Cth) and ATO guidelines.

Please be aware that while we implement robust security measures, no digital system can guarantee 100% protection, and you share responsibility for securely uploading your data.

🌍 Submitting Documents in Other Languages

If you are submitting documents that are not in English, please include:

An English translation; or

A note with key information in English (e.g. transaction amounts, dates, vendor names)

This helps ensure we can process your return without delays or misinterpretation.

📌 Final Reminder

By submitting your tax form:

• You agree to the above terms;

• You accept responsibility for your tax claims and documentation;

• You confirm that you understand the scope of our service is based solely on the information you provide.

We are always here to help — but ultimately, your tax return is only as accurate as the information provided.

📞 Need Help or Have Questions?

If you're unsure about any part of the process, contact our support team or your tax advisor before submitting. We’re here to assist with clarity, accuracy, and peace of mind.