top of page

Tax Checklist

What you need to apply with us, and documents you may need for your return:

Income

piggy-bank-line-icon-vector.jpg

  • Payment Summaries and Income Statements (please note we can usually access details of your income via the ATO so paper records may not be required

  • Details of any government payments - centrelink, parental leave, etc

  • Interest income from banks or building societies

  • Dividend statements from shares held or sold

  • Tax statements from managed funds

Other Income

  • Rental Properties (including holiday rentals eg Airbnb)

  • ABN income from small business/sole trader activities

  • Foreign income

  • Capital gains

  • Employee share schemes

Deductions (work related expenses)

A general guide to claiming expenses is that they must be related to your role, or required for you to earn an income. We can advise you what you can claim when preparing your return.

  • Motor Vehicle or other travel (for work related travel during business hours, please not the ATO do not allow claims for travel to and from your usual place of work)

  • Uniforms or workwear (displaying business logos or PPE)

  • Union registrations, subscriptions or memberships

  • Self education or professional development including courses or seminars related to your role

  • Tools and Equipment - laptops/stationery/tools etc required for your role

  • Working from home costs including mobile phone, internet etc

  • Donations to charities

  • Income protection insurance

Offsets and income threshold tests

  • Health Insurance and rebate entitlement statement

  • IAS Statement or details of PAYG installments PaidSelf education or professional development including courses or seminars related to your role

  • HELP/HECS loans

  • Spouse details including taxable Income 

bottom of page