United Tax & Accounting

Tax Info

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.

CLAIMING DEDUCTIONS
          •  Use of car - log or diary notes and kilometres traveled
          •  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.

More information for Individuals: Individual Tax Return Checklist 2010 Tax Year.pdf
Individual Tax Return Checklist 2011 Tax Year.pdf

More information for Businesses: Business Checklist 2010 Tax Year.pdf
Business Checklist 2011 Tax Year.pdf

  For employers:
  Quick links to the pay as you go (PAYG) withholding tax tables for payments   made from 1 July 2011.
            •  Weekly Tax Table
            •  Fortnightly Tax Table
            •  Monthly Tax Table
            •  Quarterly Tax Table
            •  Tax Table for Daily and Casual Workers

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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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