Paperwork to bring to your Appointment

Paperwork top briing to your appointment

-          Tax File Number

- Proff of Identity:  Eg. Drivers License 

-          Bank account details for refund to go  into

-       Spouse details:  Name, Date of Birth and Spouses income for the current year

-       Number of children

- Health Insurance information

-       Details of your other income for the year such as:

- Dividends

         -       Capital gains

         -       Bank interest

- Trust Income

- Business Income

-       Details of your work related expenses for the year 

-       Gift and Donation Details

-       Prior year tax return (if a new client)

-       Share income details

-       Capital gains event details

- Rental Property Income

-       Details relating to any business income and expenses for the year

-       Details of new business assets purchased during the year