This blog post contains a checklist for tax clients booked in to get their tax prepared by a CPA. If you don't have all of the documents, don't worry, we will be able to gather your relevant information from the ATO's database.
GENERAL
·
Last Year’s Income Tax
Return
·
Private Health
Insurance Details
·
Spouse Income
·
Children’s details
including D.O.B and Centrelink benefits
·
Records of sales and
purchases of any shares, business or property
·
Out of pocket medical expenses
if over $2,120
·
HELP & SFSS
Balances
INCOME
·
PAYG Summaries
·
Pensions or Government
payments/Allowances
·
Bank Interest
·
Dividend Statements
·
Rental Property Income
·
Business Income
·
Any other Income
EXPENSES
·
Work-related expenses
o Uniform
o Mobile phone
o Union fees
o Memberships
o Stationary
o Seminars
o Tools
o Laptop
o Internet
o Home-office
·
Rental Property Expenses
o
Rates
o
Body corp fees
o
Agent fees
o
Loan interest
o
Repairs & maintenance
o
Travel
o
Water Rates
o
Depreciation schedule
o
Gardening & lawn mowing
·
Donations
·
Costs
of managing last Tax Return
·
Travel
& Motor Vehicle Expenses
·
Work-related
Education Expenses
·
Investment
Expenses
o
Bank
fees, financial advisors fees, investment borrowings etc
MAKE SURE YOU TAKE YOUR BANK ACCOUNT DETAILS FOR YOUR TAX REFUND TO BE PAID INTO.
Please collect your receipts, tax invoices and documents for the above items and take them to your tax appointment.
Contact us today to book a tax appointment with a CPA.
Flinders Accounting
& Business Services
08 7001
1627
541 South
Road Ashford
I am really glad that I have found this post and I thank you for letting us know about this information….This is a big help for sure!!Thanks!
ReplyDeleteInternational Tax Planning