What to bring
To make the process easier I have listed below documents and information you will need in order to lodge your tax return for 2009.
- All PAYG Payment Summaries from employment for the financial year ended 2009.
- PAYG Payment Summaries from Centrelink for Newstart allowance, sickness benefits and pensions received during 2009.
- Interest earned on bank accounts for the 2009 financial year.
- All dividend statements paid during the 2009 financial year including dividend reinvestments.
- Employee option or share scheme documentation.
- Financial summaries for the year ended 2009 from managed funds and other financial institutions.
- Total interest charged on margin loans and other investment loan products.
- All Buy and Sell Contract Notes from share trades during the 09 year.
- Private Hospital Cover details.
- All receipts for work related expenses or a spreadsheet regarding these expenses.
- Log book for work related motor vehicle expenses were work travel was greater the 5000 km.
- Total amount of work related km’s traveled were total work traveled was under 5000 km.
- Education expenses in excess of $250 including related travel.
- Charitable donation receipts.
- Medical expenses in excess of $1,500 for whole family, after any reimbursements.
- Education expenses for Primary and Secondary school children, subject to eligibility.
- BSB and Account Number for a quick refund by direct deposit into your bank account.
If you have investment property you will need to bring the following:
- End of financial summaries from real estate
- Total interest charged for the whole financial year
- Council/water rates
- Strata fees
- Repairs & maintenance
- Cleaning/gardening
- Insurance
- Pest control
- Stationary, telephone & postage
- Travel
- Depreciation and capital works schedule
- Copy of previous year’s tax return if available.
- If it is the first time you are lodgings a rental property please bring the mortgage and purchase documents.