We've launched a direct file upload system using Dropbox for an efficient and convenient way of processing individual returns.
While we strongly encourage clients to utilise this service, we understand that some clients prefer to meet with us in order to prepare their income tax returns.
Please find below more details about the documents required for each tax service and decide what is best suited to you.

What documents should you upload / bring along?

Click here to download the PDF

Individual Tax Returns

(Including Trust, Companies, Partnership & Sole Traders)

Income

PAYG Payment summaries (formerly known as Group Certificates)

Employment Termination Payment Summaries

Pensions & Superannuation Payment summaries

Interest earned

Dividend statements

Private Health statement

Rental income & expense details

Capital Gain/Loss details e.g. Share & property sales/purchases

Managed Fund Tax Statements

Trust Distribution statements

Partnership income & expense details

Business income & expense details

Foreign income

Any Other income

Deductions

Work related travel expenses / Accomodation / Meals

Motor Vehicle expenses and log book details or work kms travelled

Dry-cleaning or laundry costs associated with protective clothing/uniforms

Replacement of protective clothing/uniforms

Self-Education costs (not HECS or HELP fees)

Union fees

Other work related expenses including home office, computers, mobiles etc. Also include % of work use.

Donations

Investment expenses including borrowing costs, interest on loans, investment advice fees

Accounting fees & travel expenses associated with preparation of your tax return

Rebates & Other Items

Medicare Levy exemption details

Income Protection insurance

Number of dependents and their dates of birth

Spouse's Taxable Income

Business Tax Returns

Including Trust, Companies, Partnership & Sole Traders

Manual Records

Bank & Credit Card Statements for the full year

Cheque Books for full year

Dividend Statements

Managed Fund Statements

Details of Cash income and expenses

Debtors & Creditors

Stock on hand at 30 June

Petty Cash Details

Computerised Records

Back-up of software data file

Bank Reconciliation with bank statement for 30 June

Trial Balance for the year

Stock on hand at 30 June

Any cash transactions not entered into software

Copies of BAS/ IAS statements for financial year

Upload Documents

If your tax return is relatively simple then this option is the best value and most efficient.
All you need to do is follow the link below to our file upload system.

Upload Files

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Taxation Services (Income Tax Returns)