PAYG Payment Summaries from employers, Centrelink and superannuation funds.
Any bank interest earned during the tax year.
Any dividends received whether paid in cash or reinvested in more shares.
Annual tax statement from any managed fund investments.
Details of rental income and expenses, including agent statement, interest paid, rates paid and trips to inspect (in kilometers).
Details of any distributions received from a family trust or partnership.
Any foreign income such as rent, interest or pensions.
Any insurance payment so we can check if the payment is considered taxable income.
Expenses
Details of your car expenses relating to work – number of kilometres travelled or logbook. If using logbook you need your odometer reading at 30 June.
Work related travel expenses including parking, tolls, airfares, accommodation, meals, taxis or public transport.
Uniform or protective clothing purchases and number of times laundered.
Self education expenses for work related TAFE or University studies.
Seminars and conference expenses.
Home office expenses – number of hours in home office, work percentage of mobile phone, internet, computer etc.
Union and professional association membership fees.
Interest expense on money borrowed for investment or to purchase work equipment.
Donations to deductible gift recipients.
Income protection insurance.
Other Items
Details of any assets sold during the year – we will need your original purchase documents, sale documents and details of any additional expenses relating to the asset that were not able to be claimed while you owned it.
Your health fund statement showing number of days of appropriate cover and amount of government rebate received.
Bank details for your refund to go into (if you are getting one).
If not coming in with your spouse, you will need their taxable income, reportable fringe benefits, net investment loss and any pension income they received (including exempt pensions).
Superannuation contributions on behalf of a spouse.
Number of days you lived in a remote area and details of that area.
Any cryptocurrency transactions that occurred during the year so we can check if CGT applies.
New Clients:
Copy of your driver’s license or other identification document.
