Individual Tax Returns for 2018

What should I bring to get my tax return lodged?

Clients often ask us this question so to help we have made a list of possible items

Full Name and Date of Birth
Your Tax File Number (and ABN if applicable)
Your Contact Details such as address, phone number and email address
Your Bank Account Details as the ATO will not issue refund cheques
If you have a spouse - their name and tax file number
Are you an Australian Resident
A copy of last year's tax return (if applicable)
PAYG summary and main occupation
Centrelink Income
Interest income and share statements
Private Health Insurance annual Statement
Medicare Number
Rental Property details
Receipts for any work related deductions - uniform, donations, tools of trade, union fees etc.
Work related Self-education expenses
Details of Motor Vehicle if used for work - make, mode, engine size or log book
Tax Agents fees from last year

To help you get the maximum refund from the ATO, we have also created the Six steps flyer.pdf (best read over a hot coffee and a chocolate, or glass of wine if you prefer!)