Appointments – Documents to Bring?
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- Taxation
- Appointments – Documents to Bring?
Please bring the following information to an appointment:
Personal
- Tax file number
- Date of birth
- Last tax return
- If you have a partner who is not our client their date of birth, income and tax file number
- All supporting documentation such as receipts if you are claiming work related deductions that total over $300
Shares
- Dividend Statements
- End of Year share Statements
Managed Funds
- Annual Financial Report
- Annual Income Tax Statement
- Bank statement detailing any interest earned
Rental Property
- Property Manager’s Annual Statement
- Expense evidence that is not included in Property Manager Annual Statement
- Depreciation schedule
- Settlement statements, contracts and tax invoices If there is any property buying or selling occur
Work Related Deductions
- Evidence for all Work Related Deductions
