In order for us to begin preparing your tax returns, please kindly provide us the following information:

  1. Complete the file attached below 
    Click the links below, or select the attachments shown at the end of the article. There are two attachments are:
  2. Please provide us with a copy of your last year's tax return Not applicable if you have done your last year's tax return with our office.

  3. Other documents: 
    • Copy of PAYG payment summary / group certificate from your employer 
      OR Income statement from mygov
      OR your YTD payslip at 30 June

    • shares, dividend statements, 

    • private health insurance tax statement, 

    • SUMMARISED AND ORGANISED receipts for work related deductions, travel log book, etc.

    • and any other related tax documents or receipts relating to your income tax return.



TT office reference