What do I need to prepare for my tax return?

Income
  • Group Certificates/PAYG Payment Summaries
  • Bank Interest Details
  • Government Payment Summaries (Pension, Austudy Allowance, Newstart Allowance etc.)
  • Payment Summaries from Centrelink
  • Superannuation Lump Sum/Income Stream Statement
  • Dividend Received Statements
  • Partnership & Trust Distribution Statement
  • Managed Fund Statements
  • Capital Gains Details – Investment Property or Shares Sold (Purchase Price & Sale Price)
  • Foreign Sourced Income and Pensions
Deductable Expenses
  • Motor Vehicle Expenses/km travelled
  • Travel Expenses
  • Compulsory Uniform, Protective Clothing, Occupation Specific Clothing, Dry Cleaning
  • Self-Education Expenses
  • Other Work Related Expenses
  • Asset Purchase Details – Computer, Tools, Equipment, etc
  • Investment Related Expenses
  • Donations to Charity Organisations
  • Cost of Tax Affairs (Accountants Fee, etc.)
  • Income Protection Insurance Premiums
  • Superannuation Contribution If Self Employed
Sole Trader/ABN Holders
  • Business Income & Expenses
Investment Property
  • Investment Property Statements (Provided by your property agent)
Other
  • Medical Expenses
  • Private Health Insurance Statement