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.  
    If you are unable to complete the attachment, please bring the following records with you.

    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, 
    • 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.