What to Bring for Your Individual Tax Return
To make the most of your appointment, we advise that you bring the all of the following documents that are relevant to you:
- Identification documents such as license or passport
- A copy of your last tax return
- Payment summaries of employment government or super payments
- Private health insurance tax statement
- Bank interest and dividend amounts
- Your bank details for your refund
- Your spouse’s income details
- Any expenses related to your work and work-related travel details
- Rental property details
- Capital gains acquisition and disposal details
- Business income and expenses
- Managed investment tax statements
- Foreign income details
¹ Servicing all suburbs of Central Coast including Gosford, North Gosford, Wyoming, West Gosford, East Gosford, Point Clare, Tascott, Erina, Narara, Koolewong, Green Point, Kincumber, Woy Woy, Kariong, Lisarow, Niagara Park, Ourimbah, Somersby, Terrigal, Avoca Beach, Holgate, Erina Heights, North Avoca, Macmasters Beach.