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Documents Required to Lodge Tax Returns

Tax Requirements

We have attached a checklist for your taxation requirements to enable us to lodge your tax return efficiently.  Print the  INDIVIDUAL  TAX  RETURN  CHECKLIST  to ensure you have all the necessary documents required to bring to your appointment.

Here is a summary of the documents you may need to bring with you if they are applicable:


  • PAYG Payment Summaries for salaries and wages, government pensions and allowances
  • Details of any assets sold
  • Lump sum and termination payments
  • Other pensions and/or annuities
  • Distribution from trusts or partnerships
  • Dividends received
  • Interest received
  • Rental property income
  • Foreign income

Possible Deductions

  • Accident Insurance premiums
  • Annuity Purchase details
  • Bank fees on deposits of income
  • Donations over $2 each
  • Investment expenses
  • Protective clothing or work uniform
  • Laundry/maintenance of protective clothing and work uniforms
  • Reference materials and journals
  • Tools of trade
  • Subscriptions to professional associations
  • Motor vehicle expenses – work related
  • Telephone expenses – work related
  • Union fees
  • Superannuation contributions
  • Tax agent fees

Other Information

  • Bank account details for electronic refund
  • Private Health Insurance statement
  • Superannuation Contributions on behalf of your spouse
  • Details of your spouse’s income
  • Any changes in your dependents
  • Work in remote locations

We specialise in the needs of our local small businesses and individuals in the Rockingham, Kwinana. Port Kennedy and Baldivis area covering all areas of taxation, business development and auditing.

4 Paxton Way
Port Kennedy
WA 6172

Phone: 08 9524 6666
Fax: 08 9524 6066

PO Box 8118
Warnbro WA 6169

Click Here to Contact Us

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For an obligation free consultation to see how we can help you
contact us on 9524 6666

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