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