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

1. Complete the file attached (if possible, if not, please bring the records with you):

There are 2 files attached:

  • INDIVIDUAL TAX RETURN: listing all information we require.
    Note: 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.

2. Please provide a us with your last year tax return (if you have not been to our office before)

3. Other documents: copy of PAYG, 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.