Checklist

At The Tax Shop we endeavour to have your return completed during your interview and lodged in a timely manner.

To avoid you having to go home and source documents that you didn't know you needed, we have provided a checklist that helps you gather all the info necessary.

• Original PAYG Summary(s) from employers.
• Centrelink Summary(s) statements for the full year.
• Details and receipts for work and other deductions.
• Interest income, dividend statements and managed investment statements.
• Private health Insurance statement.
• Details of any investments/rental properties etc., including address of property, when purchased, how many weeks rented or leased, expenses incurred etc.
• Details of capital gains/losses. (eg. Sale of shares or an investment property.)
• Spouse’s income details.
• Your tax file number and current bank account details to enable us to electronically deposit your refund into your account – Account name, six-digit BSB and account number (as per your bank statement.)