Canning vale , WA, 6155
abhay@azaccountants.com.au
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
