Individuals

TAX TIME – What paperwork should you give your accountant?

INCOME

  • Employer
  • Payment Summary (Group Certificate) from employer(s)
  • ETP payment certificate
  • Government
  • Centrelink, Austudy and government and other pension document
  • Family Tax Assistance Statements of Benefits
  • HECS details (if any)
  • Superannuation fund
  • Pension or lump sum withdrawal document
  • Cash and Share Investments
  • Bank statements & saving books with interest entered as at 30th June
  • Distribution, interest & dividend slip
  • Details of purchases and sales of investments
  • Rental property
  • Details of all rents received
  • Family
  • Details of spouse’s income

EXPENSES

  • Work
  • Receipts for all work-related expenses and deductions
  • Motor vehicle log books for deductible work travel
  • Business
  • Details of all income and expenses, bank statements, cheque butts, deposit books and details of all assets used in the business and their costs, etc.
  • Rental Properties
  • Agent’s statements and details of all expenses, interest, council and water rates, levies, repair and maintenance, travel, etc.
  • Companies
  • Last year’s financial statements, general ledger print out, trial balance, bank statements, cheque butts, deposit books and details of all assets used in the business and their costs, etc.
  • BAS and IAS returns lodged
  • Personal
  • Receipts for donations and work-related self – education expenses
  • Private Health Insurance certificate/premium notice
  • Unreimbursed medical expenses over $2,162, details of all medical expenses
  • Self education expenses

OTHER

  • Last year’s tax return & assessment notice
  • Anything else you think relevant

We will take copies and return all documents to you.

Print out a copy of the list from the “What to Bring PDF

If in doubt, give the office a ring on (03) 9585 7555 and ask for Noel or Amanda
orcontact us by emailand we’ll be happy to talk you through what’s needed.