If you’ve booked your individual tax return appointment, your next step is to complete this checklist. Come to your appointment organised and it’ll be a seamless process – with that return finding it’s way into your bank account ASAP!
INCOME
Please provide evidence that is relevant for you:
- Salary or Wages (PAYG Payment Summary / Group Certificate)
- Allowances, Tips, Earnings, Directors Fees
- Employer Lump Sum Payments, Employment Termination Payments (ETP)
- Government. Allowances including Youth Allowances, Newstart and Austudy
- Australian Government Pensions and/or Superannuation Income Streams
- Australian Superannuation Lump Sum Payments Gross Interest for each account
- Dividends received on Shares and Managed Fund Statements
- Employee Share Scheme
- Distributions from Trusts and/or Partnerships
- Capital Gains (include the sales proceeds and all the costs related to acquiring the asset)
- Foreign Source Income
- Rental Property Income (please provide your annual summary from the real estate agent if available)
- Any other income
DEDUCTIONS
Please provide evidence that is relevant for you:
- Work Related Car Expenses (Cents per km up to 5000 business km’s or Log book method)
- Work Related Travel Expenses
- Work Related Uniform Expenses (including protective clothing)Work related Self-Education Expenses (travel to course, course fees, books & stationery)
- Work related Expenses (telephone, union fees, tools and equipment, computer, subscriptions, printing & stationery, internet cost, sun protection and any other work related deductions incurred)
- Costs incurred if you received income from interest and/or dividends eg, interest paid
- Donations (where receipts were given for donations over $2)
- Last Year Tax Agent Fee Income Protection
OTHER INFORMATION
For Individual Tax Return, please provide evidence that is relevant for you:
- Private Health Insurance Statement
- Spouses Income
- Any other documentation that you believe is relevant for your tax (bring it along and we will tell you whether it should be reported or claimed)
- BSB and Account Number (to have refunds paid directly into your bank account)
- A copy of previous year tax return (for new clients only)
- If you want a mortgage health check/review please bring your most recent home loan statement
- If you want a health check on your superannuation and personal insurances please bring your most recent superannuation statement
- For a tailored rental property checklist please email [email protected] or speak to your accountant
