Annual Tax Return Checklist
Individual
Are you confused as to what paperwork you need to gather for the completion of your Annual Tax Return. Here is a guide to help you.
1. General Information
- Interest income from banks and building societies
- Donation to charities
- Health insurance rebate entitlement
- Commonwealth assistance notices
2. Shares, Investments and Rental Properties
- Dividend statements for dividends received
- The purchase and sales contract notes of shares
- Tax Statements of Managed Funds
- The solicitor’s correspondence for the purchase and sale of real estate
- Rental property statements and details of other expenditure incurred
3. Expense Details
- Work related expenses
- Self-education expenses
- Travel Expenses
- Medical Expenses ( if related to disability aids, attendant care or aged care)
Print PDF version of Tax Tips
Click HERE
Contact Us
