Tax Checklist
Over 20 Years' Experience Working With Restaurants. Our Experts Can Help You To Minimise Income Tax & GST Payments
- 1300 75 77 75
- info@taxbook.com.au
- IB, 2 Portrush Road, Payneham, SA 5070
Tax Checklist
- Payment Summaries from employers
- Lump Sum and Termination Payment Summaries
- Government payment statements including Centrelink payments
- Interest income from banks and building societies
- Dividend statements for dividends received or reinvested
- Annual Tax Statements from Managed Funds
- Motor vehicle Travel (fares and accommodation)
- Uniforms/work-wear Self-education and professional development Union, registrations, tools, subscriptions, memberships
- Home office, seminars, conferences
Telephone, computer, internet - Any other costs incurred earning income
- Donations to charities or building funds
- Income protection insurance
- Rental properties income and expenses
- Business income and expense
- Foreign income
- Capital gains
- Employee share schemes
- Remember to bring your bank account details, including the BSB and account number with you to your appointment.
- You can also take advantage of our Fee from Refund service, if you receive a refund.
- Health insurance and rebate entitlement statement
- IAS statements or details of PAYG instalments paid
- Spouse details including taxable and exempt income