It’s that time of the year again! When the number one question I get asked is ‘what should I bring to my tax appointment?’. Here’s my handy cheat sheet to make your tax appointment easier.
Your Income Documents;
Payment summaries – These could be from your employer, your super fund, or Centrelink. Bank statements – Or statements to show how much Interest you have earned. Shares, unit trusts or managed funds statements – Showing Dividends and other types of income. Sale documents – if you have sold an investment. Rental Property Statement – Showing all income earned during the year (and any expenses) Foreign Pension Statements
Private health insurance statement. Donation receipts – anything over $2 from a registered charity is deductible. -
Spouse Income Details.
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Log Book and Motor Vehicle expenses.
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Uniform Receipts – including protective shoes or items.
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Association or Union costs – or any industry related costs.
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Any Work related expenses you think you might be able to claim.
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Income Protection Insurance costs – paid by the individual (not super fund).
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Rental Property Expenses including interest accrued on any loans.
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Bank Account Details for any refunds to be deposited.
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Tax File Number or Notice of Assessment.
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