The following checklist is offered for your convenience in collecting the documents required for a speedy preparation of your work. Please bring the items that apply to you.
Tax Preparation for:
- PAYG Summaries available online
- Pension/Benefit statements available online
- Bank statements – interest details available online
- E. T. P Statements available online
- Super Contributions & Policy No.
- Spouse/Partner Income
- Motor Vehicle Logbook/Details
- Dividend details
- Receipts for allowable deductions
For Rental Property:
- Rental Income Details
- Expense Details
- Sale of property {also need purchase details} (for Capital gains tax calculation)
For Businesses:
- Business Income & Expenses
- Bank Statements
- Cheque Books & Deposit Books
For Audits:
- Bank Statements
- Receipts
- Expenses
- Cashbooks
- Cheque Books & Deposit Books
- Auditors Statement from previous year (If you are a new client)
