A copy of your last income tax return and financial statements; as it is the quickest way to get an overview of your tax affairs and it also contains schedules with information that relates to future income periods, eg depreciation schedules.
Only documents that relate to the current tax year are required. Accountants charge on a time basis and will review all documentation provided, possibly unnecessarily increasing the time charged to your bill. If you are unsure if a document is relevant, always ask.
- PAYG summaries
- Bank interest received
- Dividend statements
- Trust distribution Tax Summaries
- Work related Expenses receipts
- Health & Medical details
- Copy of your last tax return
- Rental properties
- Agents statement
- Rate Notices
- Bank statements for mortgage
- Insurance Paid
- Receipts for Repairs & replacement
- PAYG payment summaries (Group Certificates)
- All business bank statements including loan & credit card statements
- Monthly petty cash reconciliations
- Business cheque and deposit books
- Copies of all Business Activity Statements
- Odometer readings for all motor vehicles on 30 June & log books
