Income Tax Return - Individual
- PAYG Payment Summary
- Interest income from banks and Other institutes & Societies
- Dividend statements for dividends received
- Tax statements of managed investment funds
- Rental property statements from real estate agent and details of other expenditure incurred
- For share sales or purchases, the purchase and sale contract notes
- Any expenses related to your work you have not claimed from your employer
- Travel expenses
- Donations to charities
- Payments for income protection
- Private Health insurance statements
INVESTMENT PROPERTY
- Annual Rental Statement from Real Estate
- Council Rates
- Strata Rates/Body Corporate Fee
- Water Rates
- Loan Statements for Interest & Bank Charges
- Property Insurance Details
- Details of Borrowing Expenses/LMI/Loan establishment Fee
- Invoices for any repairs & Maintenance
- Quantitiy Survey Report / Depreciation Schedule
- Land Tax Statement
- Othr Expenses
Business Tax Return (Individual/Company/Trust/Partnership)
- Accounts data file
- Debtors & creditors reconciliation
- Stock take if applicable
- 30 June bank statements on all relevant loan documents
- Documents on new assets bought or sold, including the date you entered the contract and the date the asset was first used or installed ready for use
- Payroll reconciliation
- Superannuation reconciliation
- Bank statements on operating accounts
- Cash book (if applicable) / ledger
- 30 June statements on any investment or operating accounts
1800 011 971 