Documents

When completing a tax return you will need the following documents:

• Employment statement: Details about employment, name of employer and statutory acceptance made by employee (You’ll need this from all employers if you have more than one employer)
• PAY AS GO SUMMARY (PAYG SUMMARY) details about incomes received during the income year
• If you have interest income, provide bank statements and other available documents
• If you have dividend incomes, provide dividend statement
• Superannuation payment summary statements (if required)
• Employment Termination payments statements (if any)

If you want to claim tax deductions you will need these documents:

• Diary maintained regarding work related travel expenditure
• If you have any gift or donations made during income year provide available documents
• If you are eligible for Medicare levy exemption provide exemption certificate
• If you have a private health insurance policy, provide policy details and coverage details to claim Medicare levy surcharge exemption.
• Take a look at our tax return calculator to get an estimate on your next tax return. Or talk to one of our consultants today.