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Posted on: June 16 2018

Whether you prepare your tax-return online yourself, or use the services of a qualified tax-agent, you can make the process of lodging your tax return a lot quicker and easier if you have all the receipts, tax invoices and documents organised.

Here is a handy list to help you be more organised!

General

  • Previous Year’s Tax Return / Notice of Assessment
  • Previous Year’s Accountant’s Fees
  • Spouse + Children Details including DOB
  • Private Health Insurance
  • Medical receipts
  • Details of purchase or sale of property, shares, business or other investments (Capital Gains Tax Statements)
  • Receipts for donations made to DGR listed charities
  • Income Protection premiums
  • Personal pre-tax and post-tax contributions to superannuation
  • Self-employed superannuation contribution details.

Income-Related

  • Group Certificate from Employment / PAYG summaries
  • Interest earned on bank, savings and term deposit accounts
  • Rental Income received
  • Superannuation income stream / pension statements
  • Social security / Centrelink pension or allowance, family tax benefit payment summaries
  • Trust / Partnership distribution statements
  • Tax statements from share and managed fund investments
  • Lump sum payment summaries (i.e. Eligible Termination Payment statements)
  • Business or other income earned.

Expenses

  • Work related expenses (i.e. uniform, tools, travel, meals, self-education costs, union + professional membership)
  • Motor vehicle expenses (i.e. petrol and maintenance costs, log book or estimation of kilometres)
  • Rental property expenses (i.e. interest expense, property agent fees, body corporate, rates, insurance, cleaning, maintenance + repairs)
  • Investment expenses (i.e. financial advice fees, investment borrowing fees, bank fees).

There may be other items as well depending on your circumstances.

SERVICING ALL YOUR TAXATION AND FINANCIAL NEEDS

STEPHENS PLATTFUSS & CO

Certified Practising Accountants with a
client focus and a strong expertise in tax,
business services and advisory

Here at Stephens Plattfuss & Co. we have a strong focus on transparency and integrity. We believe it is these core values that assist us in supporting our client’s goals in the best possible way

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