Tax Return Checklist  

 "We've simplified the process to make sure you don't overlook any potential deductions this tax season. Just follow our user-friendly tax checklist to prepare for your appointment with us."

Income

• Payment Summaries and Income Statements
•  Lump Sum and Termination Payment Summaries
•   Government payment statements, if received
•  Interest income from banks and building societies.
•  Dividend statements for dividends received or reinvested.
• Annual Tax Statements from Managed Funds

Other income

• Rental properties (including Airbnb, Stays, etc.)
• ABN income
•  Business (including sharing economy income, e.g., Uber, Airtasker)
• Foreign income
•  Capital Gains (including cryptocurrency gains)
• Employee share schemes

Deductions (work related expenses)

•   Motor vehicle
•  Travel (fares and accommodation)
•  Uniforms/workwear
•   Self-education and professional development
•   Union, registrations, tools, subscriptions, memberships
• Home office, seminars, conferences
• Working from home hours
•  Telephone, computer, internet
• Any other costs incurred earning income.
• Donations to charities or building funds.
•  Income protection insurance

Offsets and refunds

•   Health insurance and rebate entitlement statement
•  IAS statements or details of PAYG instalments paid
• Spouse details including taxable and exempt income

Tax refunds

Remember to bring your bank account details, including the BSB and account number with you to your appointment.