What Do I Need To Bring?

If you’re coming in for an appointment, you’re best off sending me some information beforehand. If you send the following details I can have you all set up in the system before you arrive, which will save us both a bit of time. I can also check your tax office file to see if there’s any outstanding issues, and get a rough idea of what your tax situation has been in the past.

Before Your Tax Return Appointment

If possible, send off the following information before you come in:

  • Full name, as it appears with the ATO
  • Tax File Number
  • Date of Birth
  • Current Residential Address
  • Contact Phone Number

Once you have provided that information, I can get your file made up so that when you come in we’re ready to get down to business.

To Your Tax Return Appointment

As a general rule, if you’re not sure of what to bring, bring everything. It’s easy to sort through what’s relevant at your appointment, but it slows everything down when everything’s not ready to go. As a guide, the following things will need to be included in your tax return, so if any of these apply, please bring what you have.

Taxable Income

  • Payment Summary from Employer
  • Payment Summary from Government Agency (e.g. Centrelink)
  • Details of interest earned on bank accounts
  • Details of any dividends received from shares
  • Details of any distributions made from trusts, including managed funds
  • Details of any income you received conducting business activities under an ABN
  • Details of Capital Gains Made

Tax Deductions

  • Car Expenses
  • Travel Expenses
  • Uniform, Protective Clothing, or Occupation Specific Clothing
  • Self Education Expenses
  • Other Work Related Expenses
  • Gifts and Donations
  • Fees from Previous Tax Agent
If you bring everything described above, we should be able to finalize your tax return at your appointment and lodge it right away. Most tax returns take between 1 – 2 weeks depending on the individual circumstances of the tax return. If you’re a few years overdue, and your filing late tax returns, it can sometimes take a little bit longer. The ATO often refer to a 14 day service standard, but there’s little that can be done if they drop the ball.