Where applicable supply Wizard Accounting with these items to complete your tax return.

• Main income
• Bank interest
• Shares dividends
• Other investment income
• Foreign income
• Deductions
• Private health insurance
• Family tax benefit
• Medical expenses 

• PAYG Payment Summaries from your Employer
• Statement of Earnings
• Statement(s) of Termination Payment (ETP’s).
• Centrelink information

All Interest Income

• Term Deposits
• Award Saver / Bonus Saver Accounts
• Cash Management Accounts
• Passbook Accounts
• General Bank Account

Please provide details of banking institutions, account number and interest received and/or send your bank statements to us.

• Dividend Statements (including Dividends Reinvested)
• Buy & Sell contracts for shares purchased and sold during the year (When shares are sold, we require both Buy & Sell contracts).

• Managed Funds - Annual Statements
• Rental Income and Expenditure – Agent statements and receipts for all out of pocket expenses (we have included additional information to assist you in regard to rental property deductions).
• Loan Statements
• Sale of Property – statement of adjustments on purchase and sale and all related documents as to the property.

• Income earned while you were overseas ($AUS)

The Australian Taxation Office now have very sophisticated data matching systems and check you have declared all your income from dividends, buying and selling of property, employer PAYG Payment Summaries, Centrelink income, interest income and foreign income.

If you’re not sure SEND IT TO US ANYWAY.

Work related expenses;

• Motor Vehicle Expenses – see leaflet enclosed
• Sundry Stationery Expenses
• Self Education Expenses – school fees paid, text books and travel (n.b. self   education must be related to your work to be deductible)
• Subscriptions/Memberships to work related organisations i.e. Union Fees
• Uniform &/or Sun Protection
• Laundry – advise number of washes per week
• Parking Fees at Seminars, CityLink Tolls etc
• Equipment & Tools (if under $300, 100% deductible, if over please provide receipt)
• Any Other Expenses incurred which directly relate to your employment

Other;

• Donations
• Expenses relevant to your Investment Income – bank fees, financial advisor fees
• Income Protection Insurance

Your insurer will issue you with an annual statement – please send it to us.

Details of Dependents

• Name(s)
• Date(s) of Birth

If you have spent more than $1,500 in medical expenses during the year (after Medicare and Health Insurance refunds) you are eligible to claim a tax offset of 20% of the excess. If this applies to you, please advise details of your medical expense.  Medicare, Private Health Insurers and Chemists can print off annual statements upon request.

If you’re not sure of the deductibility or if we need it - send it to us anyway!
The more information we have the better.