What should you bring to your next tax appointment?
Income related:
- group certificates
- shares statements
- dividend statements
- bank interest income
- government pensions or allowances
- distributions from partnerships or trusts
- personal super contributions
Work related expenses:
- use of own vehicle for work
- business travel (parking, tolls, accommodation)
- purchase of protective clothing or uniforms
- sun protection expenses
- self education (current job)
- home office running expenses
- telephone expenses
- depreciation of tools, business equipment, % of home computer
- tools of your trade
- subscriptions to trade magazines
- union membership
Rental properties (if applicable):
- rental summary from agent - or if not using an agent, your record of rent received
- interest paid
- repairs and maintenance (itemised list with receipts)
Additional information:
- contact details, if changed from previous year
- bank account details for your refund (BSB, account number and account name)
- private health cover statement
- spouse details - date of birth, taxable income, fringe benefits, reportable super contributions
- donations made
- purchase records of shares
- any other information that you may consider relevant
Some of our clients:
COCO Accounting & Financial
You will find us: 7/18 Allowrie Street, Jamberoo, NSW 2533
Post at: PO Box 20, Jamberoo, NSW 2533
Call us: (02) 4297 7098
Drop us a line (or two) at: team@cocoaf.com.au
