Please use this checklist and bring any relevant information with you.

Personal Details:

 Personal details: TFN (Tax File Number), ABN, DOB and address etc.

 Bank account details if you have tax refund



 PAYG Payment Summary

 Government payment statements, if received

 Cash income summary if there is any (Company name ABN)

 Interest income from banks

 Income from investments (Rental property, Dividend statements for dividends received or reinvested and etc.)

 All other income (i.e. Capital gains)



 Work related general expenses

 Work related car expenses

 Work related uniform and other clothing expenses

 Tax agent fee invoice

 Self-education and professional development

 Union, registrations, tools, subscriptions, memberships

 Donation made (receipts, or bank transfers and etc)

 All other expenses you think might be relevant


Offsets and Refunds:

 Health insurance and rebate entitlement statement

 Spouse details including taxable and exempt income