Personal details

• Photo ID (if you are a new customer)
• Tax File Number
• Date of birth
• BSB and Account Number (so we know where to transfer your tax refund)
• Phone number
• Email address
• Residential & postal address (if different)

Income information

• Copies of any income payment summaries/group certificates
• Lump Sum and Termination Payment Summaries
• Government Payment Statements
• Amount of interest earned from banks and/or building societies

Work related deductions or expenses to be claimed

• Motor vehicle expenses
  • Average weekly KM's traveled in your personal vehicle where significant work duties were undertaken (excludes travel to and from work) OR;
  • A copy of your log book if one was maintained
• Protective boots or protective uniform
• Self-education expenses
  • Costs for any university courses undertaken during the financial year, where there is a direct connection between education and current work activities - study must maintain, lead to or improve a skill or specified knowledge within the field you are working in
  • Paid for training that lasted for a few days or a couple of weeks and was not reimbursed by the employer
• Mobile phone expenses
  • How much was paid each month for mobile phone and internet and what percentage of the phone and internet use was work related?
• Union fees
• Stationary
• Outdoor work expenses
  • e.g. sunscreen, sunglasses or hats
• Travel expenses
  • Interstate or overseas travel to attend seminars, conferences and meetings and paid for meals, accommodation and airfares
  • A travel diary must have been maintained from day 1 and the expenses must not have been reimbursed by the employer
• Tools and equipment expenses
  • This will need to be depreciated if it cost more than $300.00
• Home office expenses
  • Expenses for a home office that was maintained as a separate room to study and conduct research for work
  • What were the average hours spent in the office per week?
  • What is the size of your home in square metres?
  • What is the size of the office space in square metres?
• Details of any assets such as tablets, phones or computers purchased and used for work purposes
  • What percentage of the use of that asset would be work related?
• Any gifts or donations made in particular income year to the ATO registered organisations such as Red Cross, Salvos, Paralympics, etc.
• Prior year accounting fees

If you are looking for further information regarding what expenses you may be able to claim under your occupation, or information regarding what type of information you are required to keep, please visit our Tax Toolkit.

Additional information required

• Annual Private Health insurance statement
• Main residence where you spent more than 183 days during the year
• Travel to remote places such as; Jabiru, Tennant Creek, Katherine etc. and length of stay for personal and work purposes
• Any dependent children living with you - if they were not with you for the full year provide a provide number of days they were with you
• Spouse details - full name, date of birth and taxable income in each year

Do you own an investment (rental) property?

• Date property was first rented
• No of weeks property was rented
• Property address & ownership
• Property agent summary- if managed by a property agent
• Quantity surveyor/depreciation report
• Expenses to be claimed:
  • Insurance cost
  • Body corporate
  • Water & sewerage charges
  • Repairs & maintenance
  • Capital improvements or renovations to premise - type of improvement, date occurred and cost involved
  • Replacement of any fixture or fitting – details of item replaced, date of purchase and amount
  • Gardening/pest control
  • Smoke alarms & batteries
  • Annual home loan interest charges
  • Council rates
  • Land tax (if applicable)
  • Legal cost (if applicable)
  • Postage & stationery costs

Have you sold an investment (rental) property?

• Date that the property was purchased along with the amount paid for it
• Date that the property was sold along with amount received for it
• Dates that the property was rented out between and the dates it was used as a main residence before it was rented out as investment property
• Expenses related to the purchase and sale of the property - e.g Stamp duty paid at the time of purchase, brokerage fees, agent fees, advertising , conveyancing fees, etc.

Have you bought or sold (traded) shares?

• Information regarding the sale and purchase of the shares, such as:
  • Number of shares purchased or sold
  • Purchase prices
  • Sale prices
  • Please fill out our spreadsheet with as much detail as possible
• Expenses related to purchase and sale of shares e.g. brokerage fees, commissions, etc.

Have you bought or sold (traded) cyrptocurrency?

• You will need to provide a 'Complete Tax Return' of these cryptocurrencies. The ATO recommends using an Australian Tax compliant app, and we recommend Koinly to provide this report.
  • Sign up to Koinly, connect your exchanges and wallets and generate the report
  • This is a paid report, and Koinly offers the lowest price we have found. If you would like to use another platform, ensure they are able to provide the correct information
  • Access and start your Koinly report here
• The Tax Agent requires this report prior to the appointment to complete the tax return

Do you own a small business or complete any work on your ABN?

• Details of any income earned and copies of any invoices paid to you
• Details of any expenses made that directly relate to work that was completed on your ABN
• Full copies of bank statements for accounts that were used to receive income/pay expenses for work that was completed on your ABN
• Access to any accounting software that you have been using to track your income and expenses

Do you think you may be eligible for a Medicare Levy Exemption?

• Passport
• Visa documents for any Australian visa's that you have been accepted for or have applied for
• Please be aware that it can take up to 8 weeks for any Medicare Levy Entitlement Application to be processed by the MES Unit.