Items to bring to interview
Please use the following as a general guide only.
Not all items will apply to your circumstances.
- Photo ID is required by all new clients.
- Previous Year's ATO Notice of Assessment.
Income Earned Statements
- Employee PAYG Payment Summaries
-
Centrelink PAYG Payment Summaries.
e.g. Allowances- Newstart, Youth, Sickness, Parenting, Austudy & Pensions - Other Allowances and Tips
- Share Dividend Statements
- Bank Interest Statements
- Capital Gains Tax documentation
- Eligible Termination Payment (ETP)
- Other Australian or Foreign Pension
- Trust Distribution Statements (Aust. or Foreign)
- Managed Fund Investment Income Statements
- Tax Statement from Fund Managers / Brokers
- Income Stream Statements
-
Original Share purchase / sale documents
(if purchased / sold this year) - Life Insurance Policy Bonus Statements
Investment Property - if applicable
-
Purchase / Sale Contracts & documentation
(If purchased / sold this year) - Rental Statements from Agent or Rent Receipts
- Capital Costs / Settlement Letters from Solicitor
- Interest on Loans
- Advertising / Agent Fees
- Body Corporate Fees / Borrowing Expenses
- Cleaning Expenses
- Council Rates notices
- Depreciation Schedules / Qty. Surveyor Reports
- Gardening / Lawn Mowing Expenses
- General Repairs & Maintenance
- Insurance receipts
- Land Tax (if applicable)
- Pest Control receipts
- Non Capital Legal Expenses
- Travel Expense Documentation
- Telephone / Printing & Stationery Expenses
- Water Charges / Sundry Expenses
Employment Income Deductions
-
Receipts for work related deductions
e.g: Car / Travel / Uniforms / Protective Clothing - Sun Protection Items / Home Office / Tools
- Capital Purchase items etc.
- Memberships / Subscriptions / Union Fees
-
Receipts for work related Self Education
e.g: books / course fees / computer / travel
Investment Related Deductions
- Interest / Fees on borrowings for Investment related purposes - provide Statements
- Asset Purchase contracts / agreements
- Contract Notes for Buy/Sell Share Transactions
Other Deductions
- Deductible Amount for Pensions / Annuities
- Financing / leasing statements
- Details of Income Protection Insurance
- Tax and ongoing financial planning advice
- Receipts for Charitable Donations / Gifts
Offsets / Rebates
- Superannuation contribution for Spouse Rebate
- Private Health Insurance Statement
- Medical Offset / Rebate - receipts for out of pocket expenses over $1500
- Franking (imputation) Credit info
- Superannuation Pension Offset
Other Information
- Last Year's Tax Return
- Prior Year Tax Losses
- Previous Year's Accountant Fees