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Goldberg & Associates Tax Consultants Pty Ltd
Personal / Individual Return Quick Checklist:
 PERSONAL DETAILS (you must bring these in!) |
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Bank Account Details (in your name) |
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PAYG Summaries from your employers and Centrelink (if applicable) |
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Private Health Insurance Annual Statements |
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Spouse Details (Name, D.O.B., Income) |
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Photographic ID
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| INCOME (from Australia and Overseas) |
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PAYG summaries from work, Centrelink, super, ETPs, Employee Share Schemes |
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Interest from Banks, Investments, Dividends, DRPs, Managed Fund Statements |
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Rental Property Income, sale of properties, shares, investments, businesses in Australia or overseas |
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Income from your ABN (if applicable), foreign rent, working or business income
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| EXPENSES |
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Motor Vehicle (diary, log book etc), Uniforms (Compulsory, Protective etc), Tools, Stationery, Union Fees, Memberships, Self Education (courses, seminars), Subscriptions, Travel, Home Office, Mobile Phone, Internet, Books and Journals |
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ABN / Business expenses |
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Income Protection Insurance, Tax Agent Fees, Donations |
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Rental Property Expenses inc interest, rates, repairs, agent fees, improvements, Quantity Surveyors Report, purchase and sale info if purchased / sold etc
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| REBATES |
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Medical Expenses, Private Health Insurance Rebate, Zone / Remote Area Details |
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IF IN DOUBT JUST BRING THE INFO TO THE INTERVIEW! |
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