We can pre-fill most information via the ATO with information from your employers, banks, government agencies, health funds and third parties.
However, we will need the following additional information to complete your Tax return:
Work-related expenses
- Vehicle use
- Phone and internet
- Courses or training that you paid for
- Uniforms or protective work clothing
- Working from home hours during COVID lockdown
General expenses
- Cost of managing your tax affairs
- Gifts and donations
Other
- Any shares bought or sold through the year
- Rental property income and expenses (if applicable)
- Business Income and expenses (if applicable)
Documents and information can be sent via portal, post or email. Or…if preferred, please contact us on 9240 6800 to make an appointment.