Individual / Sole Trader

To prepare your taxation return we need (where applicable) the following information. Should you record you information in spread sheets or accounting software simply email the information to us.

  • All PAYG payment summaries (from all employers)
  • Employment Termination Payments (ETP)
  • Bank Interest earned to 30 June
  • All Shares information for Dividends and shares bought or sold
  • Receipts for all work related expenses including car and travel, mobile phone etc
  • Self Education expenses – work related
  • Any donations
  • Medical expenses – out of pocket
  • Private health fund Annual statement
  • Rental property Annual agents statements and mortgage details, interest, all repairs, maintenance and rates etc
  • Previous  years tax return ( NEW CLIENTS ONLY)