Personal Tax Return

We can download most of your income and health fund details from the tax office computer however to ensure we do not miss anything be prepared by having a list of income and expenses as well as if possible   having the documentation on hand.

What we need from you:

Income Statements

  • PAYG Payment Summaries (previously Group Certificates) You should be provided a copy from your employer.
  • Payment Summaries from Centrelink for example, Newstart, Youth Allowance, Disability Pension
  • Eligible termination payments
  • Interest earned from bank accounts
  • Share dividend statements
  • Annual tax statements from trusts, managed investments, property and cash management trusts
  • Income and expenses from investment properties

Deductions & Expenses

  • A list of work-related expenses that you have receipts for. (we will make additional cla).
  • Klms travelled for work or logbook/diary entries
  • Interest and fees on investment loans
  • Donations to charities (unless you get a ticket to win something in return, those ones don’t count)
  • School building levies and library funds
  • Fee charged for previous year’s tax return
  • For Rental Properties: Rates, Taxes, Insurance, Interest on loans, Real Estate Agents Statement, Repairs
  • Income protection or Sickness and accident insurance
  • Private health insurance
  • Any extra superannuation contributions
  • Amount of HELP debt or Financial Supplement loans outstanding
  • Out of pocket medical expenses for disability aids only in excess of $2,265

Other Details

  • Bring the details of your spouse, including their date of birth and taxable income to check if you may be eligible for tax benefits.