End of Year Information Checklist

Having your paperwork organised always makes life much easier. Preparing your end of year documents and information prior to coming to see us will save you time and money. This is a general list of what to have ready when we next meet with you.

·      Spouse Income if they do their own return

·      Work-related car expenses details including logbook

·      Work from home diary

·      Details of any income derived from the sharing economy (e.g., Uber driving, rent from AirBNB, jobs completed through Airtasker etc.,)

·      Payments for income protection or sickness and accident insurance

·      Rental property statements from real estate agent and details of other expenditure incurred

·      Any expenses related to your work you have not claimed from your employer

·      Details of any transactions involving cryptocurrency (e.g., Bitcoin)

·      Notice of intent to claim or vary personal super contribution

·      For share sales or purchases, the purchase and sale contract notes and settlement sheets

·      For real estate sales or purchases, the solicitor’s correspondence for the purchase and sale

·      Travel expenses

·      Donations to charity

·      Interest income from banks and building societies

·      Dividend statements for dividends received

·      Tax statements of managed investment funds

·      Self-education expenses

·      Child support paid