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Documents Required to Lodge Tax Returns

Please provide as much information from the following list as possible.


  • PAYG Payment Summaries (Previously known as group certificates)
  • Bank Interests
  • List of work related expenses: work related travel, Work uniform, Laundry & Protective clothing, Mobile phone & Charges, Union Fees, Gifts & Donations
  • Previous year's accounting/lodgement fee
  • Statement of Private Health Insurance if applicable
  • Spouse Details; Full name, date of birth and estimated taxable income if applicable
  • Any business income and expenses (if you are conducting a business)
  • Out of pocket medical receipts over $2,299
  • Superannuation paid if self employed
  • Prior year tax losses
  • If you had a rental property, it is important to bring your investment loan statement and rental summary statement from your agent and all other expenses
  • Statement of Income Protection Insurance if applicable
  • Social security, pensions, allowance documents/statements
  • Sole parent/spouse/house keeper/low income/aged persons rebate
  • Family assistance statement
  • If you were conducting a business, ensure you bring your bank statement and cheque book if applicable.
  • Other investment income and expenses
  • Interest/fees on borrowing for investment purposes
  • If you had a shares portfolio, ensue you have these with you

documents


Checklist

 

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