APPOINTMENT REQUIREMENTS

Avoid the run around. Below is a quick checklist of items to help make sure
you have all relevant information to lodge your return.

Individual:

• Payment Summary
• Bank Interest Earned
• Private Health Summary
• Share/Dividend statements
• Spouses Taxable Income
• Bank BSB/Account Number (For Tax Refund)
• Other Income – Manage Funds / Centrelink / Government Payments / Capital Gains / Foreign/Other
• Any Work Related Deductions

Rental Property:

• Income
• Interest Repaid on Mortgage
• Insurance
• Property Agent Summary
• Council Rates
• Water Rates
• Body Corporate
• Repairs and Maintenance
• Bank Fees
• Depreciation Report (If Applicable)