To ensure efficient processing of your tax return, please ensure you have the correct documents and information available for your appointment.

Tax return

• Previous year’s tax return (for new clients only)

Income

• PAYG summaries from employers, Centrelink and/or superannuation funds
• Lump sum payments (e.g. Employment Termination Payment)
• Trust distribution statements
• Managed fund annual tax statements and capital gains tax statements
• Partnership distribution statements
• Dividend statements
• Bank statements detailing interest earned
• Income from sale of shares and related information (e.g. sale and purchase date and price)
• Foreign sourced income (e.g. interest, dividends or rental income)
• Employee Share Scheme Statements

Work-related deductions

• Details of depreciable assets bought during the year (e.g. laptops, iPads and computers)
• Professional journals/magazines
• Professional memberships/subscriptions
• Receipts for continuing professional development courses and seminars
• Receipts for self-education expenses
• Receipts or evidence of work-related deductions such as protective clothing, uniform expenses and travel
• Vehicle logbook for motor vehicle expenses (if using the logbook method)
• Work related mobile phone & internet expenses

Other deductions

• Receipts for donations of $2 and over to registered charities (e.g. bushfire/flood tin collection)
• Expenditure incurred in managing tax affairs (e.g. last year’s tax agent fees)
• Expenditure incurred in earning investment income
• Income protection insurance premiums

 Capital gains

• Sale documents
• Purchase documents
• Associated expenses (e.g. lawyers’ fees & agency fees)
• Settlement sheets

Rental properties

• Annual statement from property agent (if engaging the services of an agent)
• Date of when property was purchased
• Details of depreciable assets bought or disposed during the year
• Expenses incurred (which are not detailed on the property agent annual statement), such as water charges, land tax and insurance premiums
• If property is held by more than one individual, details of owners and their legal ownership percentage
• If property was disposed of during the income year, information relating to dates and costs associated with the acquisition and disposal of the property (e.g. real estate commissions, legal costs, settlement sheets)
• Loan statements for property showing interest paid for the income year
• Period that property was rented out during the income year
• Records detailing rental income (if not engaging the services of an agent)