INCOME:

• Salary & Wages - PAYG payment summaries from all employers.
• Centrelink Pensions / Allowances PAYG Payment Summaries
• Lump Sum Payments / Eligible Termination Payments (ETPs)
• Share Dividends (statements required for Imputation Credits)
• Purchase and sale details for Capital Gains Tax Information (sale of shares, rental property, managed funds etc)
• Rental Income
• Distribution from trusts or managed funds.
• Interest Income (the ATO has TFN data matching, please try to include all interest earned)
• Comsuper or other pension PAYG payments summaries.

EXPENSES:

• Work-related self-education expenses
• Work related travel expenses - eg: Accommodation, airfares, taxis etc.
• Work related uniform expenses - specific work uniforms or protective clothing. Please exclude business suits.
• Donation to charities.
• Tax agent fees from previous years.
• Work related motor vehicle expenses - log book and all expenses incurred or - estimated kilometers traveled and vehicle engine size.
• Miscellaneous work related expenses:
  • - Tools and Equipment.
  • - Home office expenses.
  • - Union Fees
  • - Computer purchases
  • - Subscriptions & Journals
  • - Internet connection costs
  • - Mobile phone / Home phone
• - Depreciation (on items like laptop computers, mobile phones, PDA's, desktop PCs)
• Rental Property Expenses

TAX OFFESTS & REBATES:

• Family Tax Benefit - details of spouse and dependants.
• Medical Expenses - receipts required if more than $1500 out of pocket
• Private Health Insurance - statement required.