This article is supplementary to the Tax Return checklist article

1. Please provide us with a FULL DETAILED copy of your last year's tax return

Not applicable if you have done your last year's tax return with our office.

2. Please provide us any of the following documents: 

• interest income from your bank account
• shares, dividend statements - see here if you need to download your statements that are managed by your banks
• private health insurance tax statement, 
• cryptocurrency
  • disclose to us what platform(s) you use (e.g. coinspot, finance, swyftx) and we will give you further instructions on what to provide
• SUMMARISED AND ORGANISED receipts for work related deductions, travel log book, etc.
  • if you hand in physical receipts, please label them with ref# accordingly
• and any other related tax documents or receipts relating to your income tax return.

Tax return checklist example

Unsure how to fill in the checklist?worried you use the wrong label?

You can dump any of the deductions you are unsure of in label D15 at the bottom of the checklist

Otherwise, there is an additional sheet in the bottom of the excel labelled ADD NEW SHEET. 

There you can just list your deductions with details and we will assign it to the correct label for you. 

Physical receipts neatly organised

Computer/Cloud file receipts neatly organised

We prefer that you 

• use dropbox (let us know so we can create a folder for you), 
• upload receipts to the TT folder we made for you,
• label your receipts accordingly