It’s Tax Time!

Call us to make an appointment with our Registered Tax Agent to lodge your tax return.

A checklist of what you will need to provide:

  • A payment summary from each employer or payer you received income from during the financial year, including Centrelink,
  • Receipts for any work related expenses if you are claiming any deductions,
  • Bank account details,
  • Statements from financial institutions such as banks and building societies to work out how much interest you have received,
  • Dividend statements from companies that have paid you dividends,
  • A statement of earnings if you have units in a unit trust or a managed investment fund,
  • The buy and sell advices from your investment advisor or stockbroker if you bought or sold any shares.

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