Taxation returns

Tax Returns

June 20, 2025/inNews

To assist us in preparing your tax return, please bring the following information to your appointment –

Income/Receipts

  • income statements for salary and wages
  • lump sum and termination payments
  • government pensions and allowances
  • other pensions and/or annuities
  • allowances (e.g., entertainment, car, tools)
  • interest, rent and dividends
  • distributions from partnerships or trusts
  • details of any assets sold that were either used for income earning purposes or which may be caught by capital gains tax (CGT)

Expenses/Deductions

  • award transport allowance claims
  • overtime meal allowances
  • private health insurance statement
  • car parking/bridge/ road tolls (business travel)
  • conventions, conferences and seminars
  • depreciation of library, tools, business equipment (incl. portion of home computer)
  • gifts or donations
  • sun protection items/uniform/dry cleaning
  • protective equipment
  • tax agent fees
  • telephone expenses (business)
  • motor vehicle expenses (business/work related)
  • personal superannuation contributions

Home office running expenses

  • cleaning
  • cooling and heating
  • depreciation of office furniture
  • lighting
  • telephone and internet

Interest and dividend deductions

  • account keeping fees
  • ongoing management fees
  • interest on borrowings to acquire shares
  • advice relating to changing investments (but not setting them up)
  • interest on loans to purchase equipment or
  • income-earning investments

Rental property expenses – including

  • advertising expenses
  • council/water rates/Emergency Services Levy
  • insurance
  • interest
  • land tax
  • legal expenses/management fees
  • genuine repairs and maintenance
  • settlement Statements from Conveyancer for property sales or purchases

Please record your bank account details and bring them with you to your tax appointment. This will enable your tax refund to be returned to you as quickly as possible.