Tax Time Can Be Stressful.

 

Putting together your documents to take to your Tax Appointment may be daunting if you don’t know what to take. 

That’s where we can help.

 

This is our ultimate cheat sheet. 

  1. Payment Summary
  2. Interest Earned
  3. Donations over $2
  4. Log Book and motor vehicle expenses
  5. Uniform receipts – including protective shoes or items.
  6. Share Dividend Statements or other investment statements.
  7. Cost of having your Tax Return prepared last year.
  8. Private Health Insurance Statement
  9. Bank Account details
  10. Rental Property Statements
  11. Foreign Pension Statements
  12. Association or Union costs
  13. Rental Property Expenses
  14. Income Protection Insurance
  15. Previous year Notice of Assessment.

 

It’s important to note here that not all these items will apply to you.

 

Also some things may be accessible by your Tax Agent for example interest may be reported to the ATO.  

 

If you have complex tax affairs you will need more than this. 

 

Want to Book an Appointment? Book Online Now