Tips on preparing for your tax return

To be prepared for your tax return we ask you to have the following readily available

  • PAYG Payment summaries (Group Certificates)
  • Any interest that you have earned on bank accounts
  • Any dividend notices for shares that you hold
  • Bank account details for the account that you would like the ATO to deposit your refund into
  • If you have rental property you should have the income and expenses details ready including interest on the mortgage
  • Details of any deductions that you have
  • Income protection insurance details if applicable
  • Any donations to charities that you have paid for
  • If you have private health insurance please ensure that you have the statement from your health insurer
  • Receipts for purchases you are wanting to claim
  • Spouses details including income