While not essential you should endeavour to bring the following information to an appointment…
Personal
- Last year’s tax return
- Tax file number
- If you have previously lodged with a tax agent the postal address of that agent
- If you have a partner who is not our client their date of birth, income and tax file number
- Private Health Insurance Annual Statement
- All supporting documentation such as receipts if you are claiming work related deductions that total over $300
Employment Income
- Payment Summary (formerly called Group certificate)
Other Income
- Eligible Termination Benefits
- Superannuation
Bank Interest
- Any income outside of employment income such as Bank Interest
Shares
- Dividend Statements
- Buy and sell prices of any shares sold during the year including dates thereof
Managed Funds
- Annual Income Tax Statement
- Bank statement detailing any interest earned
Rental Property
- Property Manager’s Annual Statement
- Expenses not included in Property Manager Annual Statement
- Depreciation schedule
- Capital purchases greater than $300
Work Related Deductions
- Evidence for all Work Related Deductions
