[ Download a prinatble PDF version of this list here ]

When you come in to see us at A Grade Tax, please bring the following items to assist us in completing your tax return:

Employment Deductions

• Schedule of work related expenses i.e. tools,  phone, uniform, income protection insurance
• Receipts or evidence of car / travel / protective clothing / protective eyewear
• Union fees

Investment related deductions

• Interest / fees on borrowing for investment purposes (bring statements)
• Asset purchase / Asset sale agreements

Other deductions

• Tax Agent Fees
• Superannuation if self employed
• Receipts for donations to charity
• Receipts for self education expenses eg books, computer costs, travel, course fees, stationery

Investment property

• Water charges
• Bank fees
• Details of when property was rented, including any rental or Agents statements
• Date when property was purchased
• Cost&date of any improvements
• Interest on loans
• Advertising fees
• Agent fees
• Body corporate fees
• Borrowing expenses
• Repair & maintenance expenses
• Council rates
• Gardening & mowing fees
• Insurance premiums paid
• Land tax details
• Travel costs & details

Offsets

• Spouse contributions to super
• Private health insurance statement
• Medical receipts if out of pocket expenses exceed $1,500
• Zone – if living in remote area
• Education costs for Primary & high school students – see separate worksheet

Other useful information

• Loan statements
• BSB & bank account details

Income earned statements

• PAYG Payment Summaries (Group Certificates)
• Centrelink statements
• Bank statements showing interest
• Tax statements from Fund Managers
• Share dividend statements
• Contract notes for share buy & sell transactions
• Trust distribution statements
• Details of any assets sold
• Lump sum payments – Eligible Termination Payment Statements
• Rental income
• Partnership distributions
• Foreign source income

New clients

• Last years income tax return
• Previous years accountants fees
• Prior year tax losses