Income/Earning Documents
- PAYG Payment Summaries or Group Certificates
- Bank Interest Details
- Government Payment Summaries (Pension, Austudy Allowance, Newstart Allowance etc.)
- Payment Summaries from Centrelink
- Superannuation Lump Sum/Income Stream Statement
- Dividend Received Statements
- Share Statements
- Partnership & Trust Distribution Statement
- Managed Fund Statements
- Capital Gains Details – Investment Property or Shares Sold (Purchase Price & Sale Price)
- Foreign Sourced Income and Pensions
- Sole Trader (ABN) Income & Expenses Details
- Investment Property Income (provided by your property agent)
Deductible Expenses (Tax receipts, tax invoices etc)
- Motor Vehicle Expenses/km travelled
- Travel Expenses
- Compulsory Uniform, Protective Clothing, Occupation Specific Clothing, Dry Cleaning
- Self-Education Expenses
- Other Work Related Expenses
- Asset Purchase Details – Computer, Tools, Equipment, etc
- Investment Related Expenses
- Donations to Charity Organisations
- Cost of Tax Affairs (Accountants Fee, etc.)
- Income Protection Insurance Premiums
- Superannuation Contribution If Self Employed
Other Documents
- Medical Statement
- Private Health Fund Statement