Individual Tax Returns
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:
Tax File Number
Bank Details (BSB and Account Number)
Details of Income
- Income Tax Statement (Allen & Co can access the ATO Portal)
- Lump sum and termination payment summaries
- Government/Centrelink payment statements
- Interest income
- Dividend statements
- Other income from:
- Business
- Foreign income and summaries
- Capital gains
- Employee share schemes
- Shares (click here)
- Rental properties (click here)
Details of Expenses:
- Work expenses:
- Vehicle logbook
- Travel diary
- Uniform and protective clothing
- Professional development
- Home office diary
- Telephone, computer and internet diary
- Other work related expenses
- Donations (click here)
Call 08 9091 1588 to get your tax return completed promptly and accurately.