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2009 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 2009 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 / other investments
- 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)
- Education Tax Offset expenses for each school age child
- HECS/HELP debt
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. |