Now – what to bring

SO YOU’VE made you appointment with your tax agent, now to work out what to bring to your appointment.
It’s always a good idea to phone ahead to find out what’s needed, but here is a list of documents more tax agents will need you to bring with you to make sure your tax is lodged quickly.
– Don’t forget your most recent tax return and notice of assessment. This would have been sent to you by the ATO.
– Payment summary from your employer/s and information on any allowances you are awarded.
– Check your bank to see what interest you have earnt this past financial year. If you don’t have a savings account it’s not likely to be much, but be sure to check in advance.
– If you use your own car for business travel, bring along your kilometre booklet as well as any receipts or documents from travelling expenses such as road tolls, car parking and accommodation.
– Receipts for the purchase of protective clothing or uniforms, plus sun protection expenses.
– Any receipts for home office running expenses and telephone expenses.
– Union membership receipts and receipts for subscriptions to trade magazines.
– Don’t forget your bank account details as well as your private health cover statement and receipts for any medical expenses over $2000.