Tax Must Bring List

• PAYG Payment Summaries including, pensions or annuities, Eligible Termination Payments, Centrelink i.e. Newstart, youth allowance, pensions etc.
• Foreign Pensions
•  Interest earned on savings accounts or debentures
  Dividend statements (share investments)
•  Tax Statements from Trusts or Managed Investments
•  Income and Expenses from Investment Properties (including depreciation schedules)
•  Buy and sell contracts for shares disposed in the current financial year (for capital gains calculations
•  A list of work related expenses including Income Protection
•  Motor vehicle log book and expenses (including fuel, repairs, registration, insurance & interest expense)
•  Interest and bank fees and charges on investment loans
•  Donations to registered charitable organisations, school building and library funds (please note where you receive a ticket to win something it is not considered a donation)
•  Fee charged for previous year’s tax return
•  Private Health Insurance Tax Statement
•  Spouse name, date of birth and taxable income
•  Business Income and Expenses (including superannuation contributions)
• ATO correspondence