Send your Documents - AZ Accountants

Name *

First

Last

Phone *

Email *

Preferred Contact Method *

Phone
Email

Upload your files *

Click or drag a file to this area to upload.

Layout

List of documents required for appointment

INCOME
• Your ID and Tax File Number (for new clients)
• Bank details for refund
• Payment Summaries (PAYG, Termination)
• Details of spouse taxable income
• Annual bank statement showing interest earned
• Annual statement for investment properties
• Dividend statements
• Annual share trading reports in PDF and CSV
• Annual statements from managed investment funds
• Details of foreign income earned
• Annual private health insurance statement
• Last year tax return

DEDUCTIONS
• Details of Income Protection Insurance, Sickness and Accident Insurance
• Expense statements/receipts for investment property, depreciation report, mortgage bank statement
• Evidence of donations to charities
• Annual statement from Investment, Trust or Managed Fund
• Accountant Fees Invoice for previous year’s tax return
• Log book and expense receipts for vehicle used for work purposes
• Receipts for work-related travel expenses
• Receipts for tools, equipment and uniform
• Education related expenses

Comment or Message (optional)

Checkboxes *

Disclaimer *

Uploaded files may be stored on our servers or the servers of third-party service providers we use. These files may be used for the specific purpose for which they are uploaded (e.g., processing an application, completing a service).