What To Bring

Below is a list of items you should bring to your tax appointment. Remember everyone has very different circumstances so the items may vary.

Individuals
Rental Properties
Individuals
  • Your bank account details – account name, BSB, account number
  • Group Certificates / PAYG Summaries
  • ETP’s
  • Bank Account Interest Earned
  • Cash Management Account / Managed Funds
  • Details of Windfalls, Inheritance
  • Details of Trust Income
  • Details of Dividend Income
  • Health Fund Taxation Certificate
  • Receipts for Income-Producing Assets
  • Motor vehicle details used for work related income i.e. make, model, engine capacity
  • Log book, Accomodation and Travel
  • Details of Donations, Union Fees, Tools and Self Educational Deductions
  • Receipts for any work related expenses
  • Income Protection and Insurance Premiums
  • If you purchase or sell any assets i.e. Shares/Property/Tools, bring with you Contracts, Invoices, Legal Fees, Bank Loan Information, Bank Costs
  • New clients need to bring a copy of their previous years Income Tax Return
Rental Properties
  • Income & Expenses (Don’t forget your insurance premiums)
  • Tax summary from your real estate agent
  • Details of receipts for assets purchased
  • Details of private use of rental property
  • Loan Statements (Interest paid for the financial year)
  • Repairs & Maintenance Information
  • Property Depreciation Report
  • If new property is purchased/sold provide the following:
    • Purchase/sale contracts
    • Settlement Statements
    • Commissions & fees
    • Loan Details
    • Rates notice
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