Thanks for becoming a new client of ours! To help you legally maximise your tax refund, we’ll need the following information:

GENERAL INFORMATION

• Full name
• Email address
• Mobile phone number
• Tax file number
• Date of birth
• Occupation
• Residential and postal address
• Bank BSB & account number for deposit of any tax refund
• If newly arrived or departing Australia – your approximate date of arrival/ estimated date of departure, your country of origin, and whether you are entitled to an Australian Medicare card.
• Legal or defacto spouse name, date of birth, approximate taxable income for the financial year
• Number of any dependent children

INCOME INFORMATION

• Annual payment summary from employer(s)
• 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
• Other income from:

• Rental properties - click here for our investment property checklist.
• Business
• Foreign income
• Capital gains
• Employee share schemes

DEDUCTIONS

• Work related expenses:

• Motor vehicle
• Travel (fares and accommodation)
• Uniforms/work wear (with your employer’s logo or that is protective)
• Self-education and professional development
• Union, journals, tools, equipment, subscriptions and memberships
• Average weekly hours spent working from home
• Home office, seminars, conferences
• Telephone, computer, internet (including approximate purchase date and cost of your current computer and mobile and your estimated work use percentage)
• Any other costs incurred earning income

• Donations to charities or building funds
• Income protection insurance
• Tax agent fees

OTHER INFORMATION

• Your annual private health insurance tax statement
• IAS statements or details of PAYG instalments paid