
INCOME DOCUMENTS
Group certificate / Payment Summaries from employers
Lump sum / Termination Payment Summaries
Government payment statements
Interest income statements for savings accounts etc.
Dividend statements
Annual statements for managed funds income
Rental property statements
Business income reports
Foreign Income
Capital Gains records (Contracts of sale for goods sold)
EXPENSE DOCUMENTS
Work Expenses and receipts
Depreciation reports on properties
Donations to charities receipts
Income protection statements
Receipts for works, repairs, or purchases for rental properties
Interest and fees charges on any investment or business loans
Health Insurance statement
OTHER
Tax File Number
Identification & Medicare Number
BSB and Account number for your refund