Tax Return Checklist

To assist us in processing your tax return quickly, it’d be handy to have all your information upfront. When you come to see us at tax-time, please bring the following items to assist us.

Income Earned

Allowances/Benefits/Earnings
Bonuses – Life Insurance
Capital Gains – Shares, Real Estate
Consultancy/Contract Income
Foreign Source Income
Interest – Banks, Building Societies, Credit Unions
Lump Sum Payments – Eligible Termination Payments
Partnership/Trust Distributions
Rental Income
Salaries/Wages
Social Security – Allowances, Pensions/Annuities, Unemployment Benefits
Superannuation Statements
Tax File Numbers (incl. Spouse)

Employment Income Deductions

Motor – Fuel/Oil, Repairs, Interest, Log, Odometer Reading
Tools of Trade – Depreciation, Insurance, Repairs, Replacements
Travel – Air, Bus, Taxi Fares, Accommodation, Meals, Parking
Uniforms/Protective Clothing – Purchase, laundry, Dry Cleaning
Union Fees

Other Deductions/Info

Tax Agent Fees
Donations/Gifts – Prescribed Charities
Self Education – Course Fees, Books, Photocopying, Seminar/Conference, Stationery, Travel, etc.
Insurance Premiums – Business Insurance, Income Protection, Trauma
Credit Cards/Bank/Loan Statements
Previous Year’s Accountant Fees
Last Years Tax Return (if not with us)
Prior Year Tax Losses

Offsets

Dependant Details – Name, DOB, Legal Responsibilities
Government & Childcare Statements e.g. FTB, CCR & CCB
Spouse Contributions to Superannuation
Superannuation Pension Rebates
Private Health Insurance Statement

Investment Property

Property Details – when purchased/rented, rental/agent statements
Land Tax Details
Interest on Loan
Capital Costs
Bank Fees
Agent Fees (including Advertising)
Body Corporate Fees
Cleaning, Gardening and Maintenance expenses
Utility – Water/Council Rates
Insurance Premiums

Investment Related Deductions

Interest/fees on borrowing for investment purposes
Asset Purchase/Sale Agreements