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Checklists for Tax Returns

Income：

• PAYG statements (group certificate), pensions, employment termination payments, superannuation statement, etc workers comp and sickness & accident claims
• Interest Income paid to you by financial institutions
• Employee Share Scheme Documents
• Dividend statements
• Foreign source of income

Supplementary Income Information：

• Managed investment funds ( Annual taxation statement)
• Rental property investment ( income and expenses)
• Capital gain details ( Buy and Sell Documents for property and shares sold during the Finial Year)
• Business Income and Expenses details if applicable

Deduction：

• Work related laundry and uniform expenses
• Union fees
• Work related expenses car expenses, log book if over 5000 Km
• tools & equipment, professional fees ( membership, journals,etc) , phone,& Internet,etc
• Seminar or Conference fees including travel & accommodation
• Training or refreshment course
• Protective gear, sunglass, sunscreen or sun hat, etc
• Gifts and donations
• Personal super contribution
• Self-education expenses
• Home office expenses
• Cost of managing tax affairs
• Income protection insurance

Investment Properties Checklist：

• Rental Property Statement if managed by real estate agent

• Advertising fees
• Agent management fees & commissions
• Body Corporate fees
• Council rates
• Borrowing expenses
• Interest paid on mortgage, bank charges
• Cleaning & gardening expenses
• Depreciation Schedule/Report done by Quantity Surveyor for building & plants depreciation
• Insurance ( landlord and building)
• Land tax paid
• Mortgage insurance
• Legal fees
• Water & electricity expenses
• Repair, maintenance or impoverishment, renovation expenses

Business Expenses that you can Claim

• Business travel expenses

• Motor vehicle expenses

• Salary, wages and super expenses

• Repairs, maintenance and replacement expenses

• Home office expenses for a home-based business
• Operating expenses (rent, advertising, stationary, phone,electricity, etc )
• Capital assets and expenses

From $99 for Basic Tax Return

We Offer Fee from refund Services

Tax Return Checklist