Perth: 45 Guthrie Street, Osborne Park, WA 6017, Kalgoorlie: 185 Egan Street, Kalgoorlie, WA 6430
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 and logbook

    • Travel Diary

    • Uniform and Protective Clothing

    • Professional development

    • Home office Diary

    • Telephone, computer and internet Diary

    • Other work related expenses

  • Donations (click here)

  • Private health insurance statement