Information Required to Complete Individual Tax Returns

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Basic information

We aim to complete your tax return as efficiently as possible, this may mean there is no need to meet face to face. By emailing your Full Name, Date of Birth and Tax File Number and Address we are able to access your tax office records and it is likely your Payment Summary and any Interest and Dividends earnt have already been sent to the ATO meaning you rummage through your records looking for this information. We are then happy to request any additional information required, by email and finally we can email your completed return to you. Just sign and scan back to us for lodging. 
Of course we are happy to meet with you and prepare your return on the spot or for you to leave your information go for a coffee and sign your tax return when you finish your coffee.

Income

Payment Summaries
Interest from Bank Accounts
Shares
Managed Funds
Overseas Income
Business Income 
Partnerships
Some Government Pensions/Benefits
Any other income received ? check to see if assessable for tax

Deductions

Do you use any of these for work
- Computer
- Telephone
-  Internet
- Car (visit clients, carry equipment, pick up mail etc)
Do you buy
- Stationery for work
- Equipment for work
Clothing
- Do you have a uniform
- Do you need to buy the uniform
- Safety shoes, sunglasses, sunscreen

Other

Any Donations for the year 
Private health fund details are required (Annual Statement from fund)
Did you claim medical expenses last year? May be able to claim this year
Prior year tax return fee
Income Protection costs
Bank account details for refund to be direct deposited by ATO