Documents we might need for preparing your tax returns

  •  Payment Summaries from Centrelink, for example, Newstart, Youth Allowance, Disability Pension

  •  Eligible termination payments

  •   earned from bank accounts

  •   Share dividend statements

  •  Annual tax statements of managed investment trusts, rental properties and cash management trusts

  •  Income and expenses from investment properties

  •  Business income

  •  Foreign income

Documents we might need for tax deductions

  •  A list of work-related expenses (with receipts). This includes your motor vehicle logbook

  •  Receipts of charity donations

  •  Cost of managing tax affairs of the previous year

  •  Income protection insurance

  •  Sickness and accident insurance

  •  Private health insurance

  •  Extra superannuation contributions

  •  HELP debt or Financial Supplement loans

  •  Home office running expenses

  •  Work-related education expenses

  •  Rental property expenses (council rates, body corporate, agent fees, interest on loans, repair and maintenance, property insurance, water rates, depreciation report etc.)

  •  Cost of investment

  •  Records of sales and purchases of shares, businesses or properties

COMPANY TAX RETURN ONLINE

$1500/ From

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  • Financial Accounts
  • Income Tax Return
  • Corporate Secretarial Service
  • Meeting with a business advisor
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