So that we have the relevant information handy for the appointment with us, we recommend you have the below mentioned documents/information available just so that we do not miss out on any information that would assist us in preparing your tax return.

INCOME

• Your Photo ID
• Bank details for refund
• Payment Summaries (PAYG, Termination)
• Bank statements in PDF and CSV for business income (if applicable)
• Spouse details & Spouse’s taxable income
• Annual bank statement showing interest earned
• Dividend statements
• Annual share trading reports in PDF and CSV
• Annual statements from managed investment funds
• Details of foreign income earned (If applicable)
• Documentary evidence for any other income received.
• Private health insurance statement (if applicable)

DEDUCTIONS

• Details of Income Protection Insurance, Sickness and Accident Insurance
• Evidence of donations to charities
• Accountant Fees Invoice for previous year’s tax return
• Log book and expense receipts for vehicle used for work purposes
• Receipts for work-related travel expenses
• Receipts for tools, equipment and uniform
• Work related education expenses
• Receipt/invoice/documentary evidence for any other related deduction not already cover.

If you still have any further queries, please do not hesitate to contact us on 0452214559 or email us on info@ps-accountants.com.au.