Income

• Payment Summaries and Income Statements
• Lump Sum and Termination Payment Summaries
• Government payment statements (if received)
• Interest income from banks and building societies
• Dividend statements for dividends received or reinvested
• Annual Tax Statements from Managed Funds
• Rental properties (including Airbnb, Stayz, etc.)
• Business (including sharing economy income, e.g., Uber, Airtasker)
• Foreign income
• Capital Gains (including cryptocurrency gains)
• Employee share schemes

Deductions (Work-Related Expenses)

• Motor vehicle
• Travel (fares and accommodation)
• Uniforms/workwear
• Union, registrations, tools, subscriptions, memberships
• Self-education
• Professional development, seminars, conferences
• Working from home (including telephone, computer, and internet)
• Any other costs incurred earning income
• Donations to charities or building funds
• Income protection insurance

Offsets and Refunds

• Health insurance and rebate entitlement statement
• IAS statements or details of PAYG instalments paid
• Spouse details including taxable and exempt income

Tax Refunds

Remember to bring your bank account details, including the BSB and account number, your TFN and ID with you to your appointment. You can also take advantage of our Fee from Refund service if you receive a refund.