TAX RETURN CHECKLIST
Follow the checklist of documents below and provide them to us 3 days before your appointment.
Click here to send us documents
INCOME
- Payment Summaries and Income Statements
- Lump Sum and Termination Payment Summaries
- Government payment statements, if received
- Interest income from banks and building societies
- Dividend statements for dividends received or reinvested
- Annual Tax Statements from Managed Funds
- Foreign Income
- Employee share schemes
DEDUCTIONS
- Motor vehicle
- Travel (fares and accommodation)
- Uniforms/work-wear
- Self-education and professional development
- Union, registrations, tools, subscriptions, memberships
- Working from home hours
- Telephone, computer, internet
- Any other costs incurred earning income
- Donations to charities or building funds
- Income protection insurance
RENTAL PROPERTY
- Annual Rental Property Summary
- Rental Property related expenses – Council rates, water rates, landlord insurance etc
- Depreciation schedule
- Receipts for any repairs and maintenance
- Detail of any capital improvements to the property
- Mortgage statements or interest expense for the financial year
SHARE/CRYPTO
- Buy/Sell Confirmations
- Portfolio Report
- Crypto trading tax report
BUSINESS INCOME
- Summary of Income and Expenses
- Bank Statements
- Invoices/Receipts
TAX DEDUCTABLE DEBT
- Loan Statements for the financial year
- Interest expense summary for debts
OFFSETS AND REFUNDS
- Health insurance and rebate entitlement statement
- IAS statements or details of PAYG instalments paid
- Spouse details including taxable and exempt income