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


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