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We look forward to helping you with your tax return. Please go through this checklist, prior to your appointment, so we can make sure you’re claiming the maximum refund and keep your tax as quick and easy as possible.
Lump Sum and Termination Payment Summaries
Government payment statements, if received
Interest Income from banks and building societies
Annual Tax Statements from Managed Funds
Employee share schemes
DEDUCTIONS (bring receipts or spreadsheet):
Work related expenses:
Motor vehicle (bring Logbook if applicable)
Travel (fares and accommodation)
Uniforms with logos / protective work-wear
Self-education and professional development
Union, registrations, tools, subscriptions, memberships
Home Office, seminars, conferences
Telephone, computer, internet (bring Usage Log if applicable)
Any other costs incurred earning income.
Donations to charities or building funds
Income protection insurance
OFFSETS AND REFUNDS
Health Insurance and rebate entitlement statement
IAS statements or details of PAYG instalments paid
Spouse details including taxable and exempt income
TAX REFUNDS – Please bring your bank account details
e.g. BSB and Account Number.