What Do I Bring to My Accountant at Tax Time

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The Following checklist details some of the documents and information that we will ask you about when preparing your Income Tax Return. Please check the list and bring any relevant information with you.

Income

  • Payment Summaries
  • Lump Sum and Termination Payment Summaries
  • Government payment statements ( if received)
  • Interest Income from banks and building societies
  • Dividend statements for dividends received or re-invested
  • Annual Tax Statements from Managed Funds
  • Other Income
  • Rental Properties
  • Business
  • Foreign Income
  • Sale of Assets (shares investment properties)
  • Employee Share Schemes

Deductions

  • Work related expenses
  • Work related use of your motor vehicle (logbooks or details of kilometres travelled)
  • Other work related travel (fares & accommodation)
  • Seminars and conferences
  • Compulsory, Corporate, Occupation Specific or Protective uniforms/ work-wear
  • Self-education and professional development
  • Union dues, tools, subscriptions, memberships, stationary etc.
  • Home office hours (if working at home)
  • Telephone, computer, internet (diary evidence of usage)
  • Other receipts
  • Donations
  • Income Protection Insurance

Other Items

  • Private Health Insurance Statement
  • Statements for PAYG instalment tax you paid
  • Your partner’s details including taxable income and tax free income

Bank Details

The Australian Taxation Office no longer issue refunds by cheque, so we will need your bank details, including the BSB and account number.