Information Required to Complete Individual Tax Returns
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.
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.
IncomePayment 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 |
DeductionsDo 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 |
OtherAny 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 |