Team at work concept.

INCOME

PAYG Summary | Group Certificate

  • PAYG Summaries from all employers for financial year

Bank, building, society, investment and term deposit accounts

  • Including bank statements listing received interest

Rental Properties

  • Statements of rental income

Capital Gains

  • A list of assets acquired which were sold in the tax year
  • A list of additions or improvements to assets

Australian Government and other payments

  • Newstart, Youth Allowance, Austudy

Other Income

  • Bank statements, receipts, invoices, cashbook records
  • Employments Termination Payments
  • Allowances
  • Lump sum payments
  • Dividends- Shares
  • Married/ De facto Partners Gross Income

EXPENSES

Motor Vehicles (if used for work)

  • Fuel, oil, registration and repair expenditures plus engine size of vehicles
  • Log books and odometer readings for the financial year

Investment Rental Property

  • Details of all expenditure incurred and details of rent paid by business
  • Date of purchase of rental property as per contract

Additional Superannuation Contributions

  • Name of fund, policy number and contributions paid

Work Related Expenses

  • Work related expenses
  • Education related expenses
  • Uniforms/ protective clothing expenses
  • Travel expenses
  • Donations
  • Cost of managing tax affairs
  • Interest and dividend deductions

Health Insurance

  • Statement of policies and premiums
  • Medicare details

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