In order for us to begin preparing your tax returns, please kindly provide us the following information:
- Complete the file attached below
Click the links below, or select the attachments shown at the end of the article.
If you are unable to complete the attachment, please bring the following records with you.
There are two attachments are:
- INDIVIDUAL TAX RETURN: listing all information we require. Please complete a separate sheet for each additional person.
- RENTAL SCHEDULE (only applicable for those who have rental properties) there is a list of information that you will need to supply to us. Please kindly read through it thoroughly.
- 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.
- Other documents:
- Copy of PAYG payment summary / group certificate,
- shares, dividend statements,
- private health insurance tax statement,
- receipts for work related deductions, travel log book, etc.
- and any other related tax documents or receipts relating to your income tax return.