FAQ: What should I bring to my Tax Appointment

I get asked all the time “What should I bring to my Tax Appointment?”. With technology advancements at the Australian Taxation Office (ATO) I can almost prepare most returns without any paperwork.  Prefill data can be obtained through my Tax Agent Portal, and can include Payment Summaries, Interest details, shares sold, spouse details, private health insurance information, and deductions claimed last year. However, I do encourage clients to bring some paperwork to assist me.  Here’s my cheat sheet of what to bring:

  • Payment Summaries.
  • Interest earnings from bank accounts.
  • Dividends Received.
  • Private Health Insurance Statement.
  • Spouse Income Details.
  • Log Book and Motor Vehicle expenses.
  • Donations.
  • Uniform Receipts.
  • Association or Union costs.
  • Self Education Costs.
  • Travel Expenses.
  • Income Protection Insurance costs.
  • Shares Sold.
  • Property Sold.
  • Rental Property Income.
  • Rental Property Expenses.
  • Bank Account Details.
  • Tax File Number or Notice of Assessment.

 The rule of thumb for deductions is the more receipts you keep the better. I don’t need to physically see them, but you must have kept them. There is some deductions you can claim without receipts and I will discuss these when preparing your Tax Return. Importantly too, every industry is different which means different deductions may apply, and everybody’s circumstances is different.  Want to book an appointment? Book Online Now