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2008 Tax Return Checklist - Individuals |
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The following list is not exhaustive, but it should give you some indication of what documentation we'll require to prepare your 2008 Return:
- PAYG Payment Summaries / Group Certificates / ETP's
- Interest and dividend details
- Social Security pensions and allowance documents / statements
- Personal Services Income
- Income from partnerships / trusts
- Sole Parent / Spouse / Low Income / Aged person rebate
- Family Assistance details / child support
- Private Health Insurance statement
- Net Medical receipts exceeding $1,500 for the whole family
- Work / employment related expenses
- Foreign income / foreign pension details
- Superannuation if self employed
- Prior year tax losses
- Previous years accounting / lodgement fee
- Donations to registered charities
- Sickness and accident premiums
- Investment Property income and expense schedule
- Interest / fees on borrowing for investment property
- Sale / disposal of income producing assets details (CGT)
For further details of what information you need to bring along, kindly email or phone one of our friendly staff. We look forward to assisting you soon. |