Handy Tax Checklist

It's tax time so in order to get ready for lodging your return we have a handy guide to assist you with getting your documents ready. Many of your financial and services providers will send you end of year statements so simply file them all as they come in. For accounts you can easily access summaries online for end of financial year fees and interest charges, for both interest paid and interest earned.


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

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