Accounting & Taxation

  • Accounting
  • Taxation
  • Business Advisory
  • Corporate Secretarial Services
  • Accounting System Establishment
  • Other Services

find out more  

Financial Planning

  • Wealth Creation
  • Retirement Planning
  • Superannuation
  • Tax Effective Investments
  • Mortgage Elimination

find out more

Lending

  • Home Loans
  • Investment Loans
  • Commercial Loans
  • Leasing

find out more

Home arrow News arrow Categories arrow Content arrow 2009 Tax Return Checklist - Individuals
2009 Tax Return Checklist - Individuals

The following list is not exhaustive, but it should give you some indication of what documentation we'll require to prepare your 2009 Return:

  1. PAYG Payment Summaries / Group Certificates / ETP's
  2. Interest and dividend details
  3. Social Security pensions and allowance documents / statements
  4. Personal Services Income
  5. Income from partnerships / trusts / other investments
  6. Sole Parent / Spouse / Low Income / Aged person rebate
  7. Family Assistance details / child support
  8. Private Health Insurance statement
  9. Net Medical receipts exceeding $1,500 for the whole family
  10. Work / employment related expenses
  11. Foreign income / foreign pension details
  12. Superannuation if self employed
  13. Prior year tax losses
  14. Previous years accounting / lodgement fee
  15. Donations to registered charities
  16. Sickness and accident premiums
  17. Investment Property income and expense schedule
  18. Interest / fees on borrowing for investment property
  19. Sale / disposal of income producing assets details (CGT)
  20. Education Tax Offset expenses for each school age child
  21. 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.