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