what to bring for your tax return
Note: The ATO no longer issues refunds by cheque so you must provide your banking details to receive your refund.
Basic info:
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Tax File Number
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Bank details (BSB and account number)
Details of Income
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Income Tax Statement (Allen & Co can access the ATO Portal)
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Lump sum and termination payment summaries
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Government/Centrelink payment statements
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Interest income
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Dividend statements
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Other income from:
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Business
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Foreign income and summaries
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Capital gains
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Employee share schemes
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Shares (click here)
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Rental properties (click here)
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Details of Expenses:
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Work expenses:
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Vehicle and logbook
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Travel Diary
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Uniform and Protective Clothing
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Professional development
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Home office Diary
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Telephone, computer and internet Diary
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Other work related expenses
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Donations (click here)
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Private health insurance statement