Prefilled

The following are usually prefilled by the ATO, so no need to provide them, but feel free to send if you have them:

• Income statements.
• PAYG payment summaries (formerly group certificates).
• Payment summaries from Centrelink (e.g., Newstart, youth allowance, disability pension).
• Eligible termination payments.
• Bank account interest statements.
• Share dividend statements.

Documents to bring

Please bring the following documents as they may not be prefilled:

• Annual tax statements from trusts, managed investments, property, and cash management trusts.
• Income and expenses from investment properties.
• Business income.

Work-related expenses

The following are usually prefilled by the ATO, so no need to provide them, but feel free to send if you have them:

• Motor vehicle logbook and related expenses.
• Union fees and subscriptions to trade, business, or professional associations.
• Professional seminars, courses, conferences, and workshops.
• Reference books, technical journals, and trade magazines.
• Safety items such as hard hats, safety glasses, and sunscreens.
• Tools and equipment.
• Home office running expenses.
• Work-related education expenses.

Receipts of charitable donations

• Donations to charities (excluding those where you receive a ticket to win something in return).

Investment-related expenses

• Interest and fees on investment loans.
• Records of sales and purchases of shares, businesses, or property.

Other financial records

• Fee charged for the previous year’s tax return.
• Income protection insurance.
• Sickness and accident insurance.
• Private health insurance.
• Any extra superannuation contributions.
• Accommodation and meals costs you’ve incurred from working away from home.

Rental property expenses

• Rates, body corporate fees, agent fees, interest on your loan, repair and maintenance, water rates, depreciation schedule.

Other expenses

• Gifts and donations that are a business expense.
• Amounts paid to professionals for managing the tax affairs of the business.

Record keeping

Ensure you have written evidence for all claims, especially if your total claim for work-related expenses exceeds $300.

By bringing these documents and records, you can ensure a smooth and efficient tax preparation process.

• Bring the details of your spouse, including their date of birth and taxable income to check if you may be eligible for tax benefits. 
• Last year’s tax return (If possible).