Tax Advantage
Personal Tax Documents Checklist   

Do you need to bring any of the following? This isn't exclusive, more might arise in a meeting:

This isn't exclusive, more might arise in a meeting:



• PAYG Payment Summaries from your employer/s
• Passbooks, cash management accounts, and/or bank statements . Did you open or close any accounts? Any joint accounts?
• Dividend statements showing franked & unfranked dividends, and imputation credit .
• Did you buy or sell any shares?
• Details of rental income earned and expenses relating to property. Annual summary from your agent, plus land tax, insurance travel etc that you might have paid.
• Did you buy or sell property? If so copies of settlement statements. How old is the property?
• HECS/HELP Statement from the Australian Taxation Office 
• Spouse separate net income
• Dependants separate net incomes
• Receipts, invoices, diary entries/log book or odometer records for your vehicle. How old is the log book?
• Travel receipts and/or diary
• Receipts or diary records of your laundry/uniform expenses
• Receipts or diary records of your self-education expenses
• Any receipts or notes regarding other work related expenses
• Receipts of donations
• Receipts of expenses of managing last year tax affairs
• Government Allowance Statement or Payment Summary 
• Non-Government Pension statement or payment summary
• Details of foreign income, tax paid and expenses incurred 
• Annual Statement from Health insurer
• Detail of medical expenses/refunds received
• Annual summaries of your distributions from managed investments
• Details of payments to your investment advisor
• ETP Payment Summary
• Details of asset acquired/sold and expenses incurred
• Details of other income received
• Details of any self education expenses 
  
  If you're not sure, bring it & we'll discuss it. If we don't know, we can't include it.