Please provide as much information from the following list as possible.
- PAYG Payment Summaries (Previously known as group certificates)
- Bank Interests
- List of work related expenses: Work related travel, Work uniform, Laundry & Protective clothing, Mobile phone & Charges, Union Fees, Gifts & Donations
- Previous year's accounting/lodgement fee
- Statement of Private Health Insurance if applicable
- Spouse Details; Full name, date of birth and estimated taxable income if applicable
- Any business income and expenses (if you are conducting a business)
- Superannuation paid if self employed
- Prior year tax losses
- If you had a rental property, it is important to bring your investment loan statement and rental summary statement from your agent and all other expenses
- Statement of Income Protection Insurance if applicable
- Pensions, allowance documents/statements
- Sole parent/spouse/house keeper/low income/aged persons rebate
- Family assistance statement
- If you were conducting a business, ensure you bring your bank statement and cheque book if applicable.
- Other investment income and expenses
- Interest/fees on borrowing for investment purposes
- If you had a portfolio of shares, ensue you have these with you