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