Having your paperwork organised always makes life much easier.

Individuals

•  Tax File Number (TFN) (first time only)
•  Bank account details (BSB, account name & number) so we can have the Tax Office deposit tax refund directly into your bank
• a copy of your previous year’s tax return and tax agent fee (if not previously with us) (first time only)
• PAYG summaries
• any Centrelink (including Newstart, Austudy, etc.) or HECS/HELP statements
• a list of any work related expenses, eg workboots, union or professional association fees, tools, use of your own vehicle, self-education expenses including seminars and reference books
• any bank, credit union etc statements showing any interest received
• any dividend statements including from any Dividend Reinvestment Plans
• any statements from Managed Funds or other investments
• details of any shares bought or sold during the year
• income and expenses for any investment properties including settlement letters if you bought or sold an investment property during the year
• details of private health insurance (if any) preferably with a tax statement from your insurer
• medical expenses over $1500
• receipts for tax-deductible donations to charities
• details of any voluntary superannuation contributions
• details of your childs elegible education expenses (you may be entitled to the Education Tax rebate)
• anything else that you think might be useful

Businesses

• Accounts data file (MYOB, Quickbooks)
• Debtors & creditors reconciliation
• Stock take if applicable (or if your business is an SBE, use the simplified trading stock rules mentioned above)
• June 30 bank statements on all relevant loan documents
• Documents on new assets bought or sold, including the date you entered the contract and the date the asset was first used or installed ready for use
• Copies of your activity statements for the past year
• Payroll records
• Bank statements on operating accounts
• Cash book (if applicable)
• June 30 statements on any investment or operating accounts