TAX CHECKLIST

INCOME

  • 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

DEDUCTIONS (Work related expenses)

  • 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

OTHER INCOME

  • Rental properties income and expenses
  • Business income and expense
  • Foreign income
  • Capital gains
  • Employee share schemes

TAX REFUNDS

  • 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.

OFFSETS AND REFUNDS

    <liHealth insurance and rebate entitlement statement
  • IAS statements or details of PAYG instalments paid
  • Spouse details including taxable and exempt income