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 including logbooks for motor vehicles and recording of working from home hours
- Self-Education expenses – work related
- Any donations
- Private health fund Annual statement
- Rental property- Annual agents’ statements and mortgage interest details, interest, all repairs, maintenance and rates etc
- Previous year’s tax return (NEW CLIENTS ONLY)