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Home arrow News arrow Categories arrow Content arrow 2008 Tax Return Checklist - Individuals
2008 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 2008 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
  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)

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.