Turning up to a tax appointment without the right documents is one of the most common reasons a return takes longer than it needs to. However, most of what’s required fits into a handful of categories, so a little preparation beforehand makes the whole process faster and often results in a more accurate return.
Identification. Your tax file number (TFN) and photo ID, particularly if this is your first appointment with a new agent.
Income statements. Your income statement or payment summary from each employer, along with details of any other income such as bank interest, dividends, or government payments.
Bank details. Your BSB and account number for any refund to be paid into.
Private health insurance details. Your annual statement, if you hold private health cover.
Previous year’s tax return. Particularly useful if you’re seeing a new agent for the first time, since it gives them context on your usual claims and circumstances.
Work-related expenses. Receipts for tools, equipment, uniforms, and any protective clothing required for your job.
Vehicle and travel records. A logbook or diary of work-related travel, along with fuel and maintenance receipts if relevant.
Home office costs. Records of hours worked from home, along with internet, phone, and electricity bills if you’re claiming a portion of these.
Self-education expenses. Receipts for courses, textbooks, or professional development directly related to your current role.
Donation receipts. Records of any donations made to registered charities over the year.
Income protection insurance. Your policy statement, if held outside of superannuation.
Rental property records. Rental income statements, along with expenses like agent fees, repairs, insurance, and loan interest.
Investment statements. Records for shares, managed funds, or cryptocurrency, including any sales made during the year.
Capital gains information. Purchase and sale details for any assets sold, including the dates and amounts involved.
Getting married, having a child, changing jobs, buying a property, or receiving a redundancy payment can all affect your return. Consequently, it’s worth mentioning any major life changes at the start of your appointment, even if you’re not sure they’re relevant — your tax agent can tell you what actually matters.
If you’re unsure whether something counts as a deduction or needs to be declared, bring it along anyway and ask. Therefore, it’s always better to bring too much than to leave something out and have it missed entirely.
EBATS makes tax time simple, with clear guidance on exactly what you need and a proper review of your full financial picture — not just data entry.
📍 Suite 2.2/47 Queen St, Campbelltown NSW 2560, Australia 📞 0404 471 816 🌐 www.ebats.com.au 📧 [email protected]
Ethical Accounting & Taxation Services | Campbelltown NSW | Trusted Tax, Accounting & Business Support Since 2011