Tax Accountants Sydney & Financial Planners Sydney | Callaughan Partners

Below is a short list that will help you prepare what you need to bring with you to get your tax return prepared.

PAYG Payment Summaries
Details of any Allowances Received
Newstart / Youth Allowance Statements
Interest Income Details
Dividend Statements
Managed Funds Annual Statements
Rental Property Annual Summaries
Rental property deductions
Details of any Work Deductions you think are relevant
Private Health Insurance Annual Tax Statement
HECS / HELP Statement from the ATO
Copy of your Last Tax Return lodged (if available)
Tax File Number
Full Name
Current Address
Date of Birth
Job Description

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