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What do I need to bring in for my tax appointment?
- Bank Account Details (in your name)
- Spouse Details (Name, D.O.B., Income)
- Photographic ID
- If you are a new client, your Tax File Number
Please click here to see a list of common income, deduction and rebate items for Individual Returns |
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I've received a letter from the ATO about overdue tax returns. What should I do?
Contact us! The ATO can fine you and charge you interest for overdue tax returns. |
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I haven't done my tax for a few years, what should I do?
Contact us! We can lodge multiple year returns for our clients. |
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I'm thinking of starting my own business, and want to get some advice regarding different tax structures. What should I do?
Contact us! We can set up an appointment and discuss the different options available. |
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I used to see you in person for my tax, but I have now moved interstate / overseas. Can you still look after me?
Absolutely! We offer online Consultations via Email and Microsoft Teams. |
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Employment Related Deductions / Checklist:
- Blue Cards / Yellow Cards / White Cards, Books and Journals
- Mobile Phone for work
- Uniforms / Protective clothing
- Tools, Equipment, Technology purchased for work
- Meals when travelling overnight for work
- Internet for work
- Training / Fees / CPD / Seminars
- Stationery / COVID RAT Tests purchased to prove you can return to work
- Union Fees / Memberships
- Car Usage Details Kms - Diary / Logbook (going between sites or work locations, not just home to work travel)
- Parking / Overnight Travel for work
- Home office - number of hours worked from home for the whole year / items purchased
- Personal Superannuation contributions claimed as a tax deduction
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Rental Related Deductions / Checklist:
- Urban Utilities expenses
- Insurance expenses
- Council Rates / Body Corporate Fees
- Interest on the Mortgage (need bank statements / EOFY statement)
- Repairs / Maintenance
- Furniture etc purchased for the property
- HLIC Lenders Mortgage Insurance
- Quantity Surveyor's Depreciation Report
- EOFY Statement from Real Estate Agent
- If First Year Rental, also need Settlement Statement and Purchase Contract
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