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ARTICLE 13:

Your Handy Tax Checklist

We’ve made it easy to make sure you don’t miss out on any deductions this tax time.
Just use our handy tax checklist to prepare for your appointment with us.



INCOME DEDUCTIONS (Work related expenses)

 

Payment Summaries and Income Statements Lump Sum and Termination Payment Summaries

Government payment statements, if received

Interest income from banks and building societies

 

Dividend statements for dividends received or reinvested

 

Annual Tax Statements from Managed Funds

Motor vehicle

 

Travel (fares and accommodation) Uniforms/work-wear

Self-education and professional development

 

Union, registrations, tools, subscriptions, memberships

 

Home office, seminars, conferences

 

 

OTHER INCOME

Telephone, computer, internet

 

Rental properties Business

Foreign income Capital gains

Employee share schemes

Any other costs incurred earning income (Donations to charities or building funds Income protection insurance)



OFFSETS AND REFUNDS

 

Health insurance and rebate entitlement statement

IAS statements or details of PAYG instalments paid

Spouse details including taxable and exempt income

 

 

 

 

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