Feel Prepared – Know what to bring to your Tax Appointment Dandenong
Whether you need to lodge this year’s tax or complete an old tax return, our expert Tax Accountants Dandenong can help you. Working with Individuals and Businesses in the local and surrounding areas, we can assist you in legally maximising your tax refund and keeping your reports in order. So you know what to expect for your next Tax Appointment Dandenong, we have compiled a list of things we need from you to complete your annual tax return.
Things we prefer to have prior to a meeting:
- Your full name
- Your date of birth
- Your tax file number (this can be found on your group certificate or previous years ATO Notice of Assessment)
Once we have received the information above, we can set you up on our system and be ready to go when you come in to see us.
Things we need during the meeting:
Income/revenue documents –
- Group certificate/s (given to you by your employer)
- Details of termination payments or any other lump sum payments received (given to you by your employer)
- Details of any interest earned from banks or other financial institutions (this information can be found on summary on online banking or on the bank/financial institution statement)
- Details of dividends received
- Details of any income you have received through your ABN
- Any other income (Capital gains, foreign income etc.)
Details of the following expenses –
- Motor vehicle expenses (log book or any diary notes)
- Other travel expenses i.e. parking, tolls etc.
- Uniforms and work related clothing expenses (including laundry expenses)
- Income protection premiums
- Payments to approved charities
- Prior year tax preparation bill
- Any other work related expenses (mobile, internet, homeoffice, unions fees etc.)
*Please note lists above are not exhaustive.
The allowable deductions will vary from job to job. We therefore recommend you bring along any expenses that you think could be a deduction and we will advise you whether it is claimable or not.
Learn more about our Dandenong office, including our Tax, Accounting, Business and Financial Services.
For more information or to book an appointment, please contact us below or call one of our friendly staff on (03) 9792 2772
