What to bring to your appointment

It’s always best to come to your appointment prepared. Below is a quick reference guide for the majority of information that is required to lodge an Individual Tax Return. Some information is send directly to the ATO and we can access the information via the ATO portal.

Income

• Income Statement - ATO portal • Bank statements detailing interest earned - ATO portal • Dividend and dividend reinvestment statements - ATO portal • Managed fund annual statements - ATO portal • Term deposit statements - ATO portal • Buy and sell contracts for  shares and other assets for the current year

Work related expenses

• Details of depreciable assets purchased (e.g. laptop) • Receipts for professional journals, magazines, memberships, subscriptions • Continuing professional development receipts • Home office expenses e.g. telephone, mobile, electricity etc. • Vehicle log book for business motor vehicle expenses and receipts • Uniform receipts

Other expenses

• Receipts for donations to registered charities • Expenditure for managing tax affairs • Income protection insurance premium statements • Private health insurance premium statements - ATO portal • School building and library fund levies

Rental properties

• Annual statement from property agent • Date when property was purchased • Details of depreciable assets bought or sold during year • Other expenses not on agent statement e.g. water, land tax, insurance etc. • Loan statement for property mortgaged • Period property was rented out during year • Details of any rental income received not on agent statement

Other information

• Spouse date of birth • Spouse taxable income • Details of any superannuation contributions for spouse • Details of any superannuation contributions personally made