What do I bring to an Appointment?
- Income Payment Summaries
- Lump Sum and Termination Payment Summaries
- Government Payment statements
- Interest Income from banks and building societies
- Dividend statements for dividends received or reinvested
- Annual Tax Statements from Managed Fund Rental properties
- Business/ Foreign Income
- Capital gains
- Employee share schemes
Deductions / Work related expenses
- Motor vehicle Travel (fares and accommodation)
- Uniforms/work-wear
- Self-education and professional development
- Union
- Registrations
- Tools
- Subscriptions/Memberships
- Seminar Expenses
- Telephone/Computer/Internet Diary
- Donations to Charity
- Income Protection insurance
- Health insurance and rebate entitlement statement
- Spouse details including taxable and exempt income
