WHAT TO BRING TO YOUR TAX CONSULTATION
* PAYG payment summaries from employers (past & present), Centrelink, Comsuper, Annuities etc
* Statement of Termination Payments (ETPs)
* Details of bank interest earned, dividends received, payment from unit
trusts and partnerships
* Spouse income (if applicable)
* Full details of any deductions you wish to claim (see below)
* Any other income details - rents, business, sale of assets such as
shares
etc.
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CLAIMING DEDUCTIONS
* Use of car - log or diary notes and kilometres travelled
* Protective clothing
purchases including protective footwear
* Dry cleaning (including uniforms)
* Union fees, registrations, subscriptions, donations
* Computer expenses, books, stationery, materials
* Seminar expenses, self-education expenses
To help verify your deductions, please keep the above records and/or receipts during the tax year and bring them along to your tax consultation. |
OTHER INFORMATION
* If you are a business, please ask for further information. We can
assist you with record keeping for your business.
* If you have an investment property, we can assist you with record
keeping regarding your investment.
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| This is by no means an exhaustive list, so feel free to contact us and discuss your needs with one of our staff. Our staff will be only too happy to help you. |
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