Tax Return Appointment

Are you ready for your Tax Return Appointment?

Shellharbour Accounting and Business Advisers take our relationship with our clients very seriously.  We want to ensure that you have a very positive experience and that all expectations are met or possibly exceeded.

So that we can make the most of your tax appointment, you will need to bring in a few documents and receipts with you:

Income Statements

  • PAYG Payment Summaries (previously Group Certificates) You should be provided a copy from your employer.  (If you don’t have a copy, we can look that up for you.)
  • Payment Summaries from Centrelink for example, Newstart, Youth Allowance, Disability Pension. (If you don’t have a copy, we can look that up for you.)
  • Eligible termination payments
  • Interest earned from bank accounts
  • Share dividend statements
  • Annual tax statements from trusts, managed investments, property and cash management trusts
  • Income and expenses from investment properties

Deductions & Expenses

  • A list of work-related expenses (with receipts). This includes your most recent motor vehicle log book.
  • Receipts of charitable donations
  • Interest and fees on investment loans
  • Donations to charities (unless you get a ticket to win something in return, those ones don’t count)
  • School building levies and library funds
  • Fee charged for previous year’s tax return
  • Income protection insurance
  • Sickness and accident insurance
  • Private health insurance
  • Any extra superannuation contributions
  • Amount of HELP debt or Financial Supplement loans outstanding
  • Out of pocket medical expenses for disability aids only in excess of $2,265

Other details

  • Bring the details of your spouse, including their date of birth and taxable income to check if you may be eligible for tax benefits.

Whatever your business goals are, we can help you get there.