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)
Employement 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
  • Souse Contributions to Superannuation
  • Superannuation Pension Rebates
  • Private Health Insurance Statement
  • Medical Receipts
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