Personal Details

1	Tax file number
2	ID – passport, drivers license, etc
3	Bank details – BSB, account number
4	Previous year’s income tax return if new clients
5	Spouse taxable income if not our client

Income/Earnings Documents

6	Payment summaries (Group certificates)
7	Bank interest
8	Centrelink Statements
9	Superannuation lump sum statements
10	Superannuation income stream statements
11	Dividends statements
12	Share transaction statements
13	Partnership & trust distributions
14	Managed fund statements
15	Capital gains details – investment property sales, etc
16	Foreign sourced income and pensions
17	Sole trader (ABN) income

Working Expenses

18	Motor vehicle expenses
19	Travel expenses
20	Uniforms and protective clothing
21	Self-education expenses
22	Other work expenses – Please check our general deduction finder in our tax return form.
23	Asset purchase details – Computer, tools, equipment, etc
24	Investment related expenses
25	Donations to charity organisation
26	Accounting or tax agents fee
27	Income protection insurance
28	Superannuation contribution if self-employed
29	Sole trader (ABN) expenses

Offsets

30	Dependants details – name, DOB, legal responsibilities
31	Zone if staying in a remote area for work or recreation – Please check our zone list in our tax return form.
32	Superannuation contributions for spouse
33	Private health insurance statement
34	Medical expenses

Investment Property

35	Details of when property was rented, including any rental or agents statements
36	Date when property was purchased
37	Rent received
38	Advertising fees
39	Bank fees
40	Body corporate fees
41	Borrowing expenses
42	Capital costs
43	Cleaning expenses
44	Council rates
45	Gardening or lawn mowing fees
46	General maintenance and repair
47	Insurance premiums
48	Interest on loans
49	Land tax details
50	Legal fees
51	Pest control fees
52	Property investment seminars
53	Real estate agent fees and commission
54	Rental activity related travel expenses
55	Utility charges
56	Water charges

For Temporary Visa Holders

(Working Holiday Visa, 457 Visa, Student Visa)

57	Passport if not Australian citizen or permanent visa holder
58	Copy of all of visa covered during this financial year