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