Melbourne's Accounting, Taxation and Financial Planning Experts

All Clients:

• Tax file number(s)

Individual clients:

• PAYG summary/group certificate
• Private health details
• Total of all deductions (we will run through this in great detail during our appointment, should we require additional information, we will create a to-do list and you may either email through or re-visit for a subsequent appointment)

With Rental property:

• Rental property agents summary
• Interest expense for the year
• Depreciation schedule(s)
• Any expenses not on agents summary (ie council rates, repairs, landlord insurance etc)
• Lenders mortgage insurance and amount under-taken

Capital gains:

• Purchase price and date of shares / asset
• Sale price and date of shares / asset
• Expenses incurred in purchasing asset / shares (ie brokerage fees)
• Any holding expenses incurred which have not already been deducted for tax
• Depreciated expenses which have been deducted for taxation prior

Business clients:

• ABN/ACN’s (if applicable)
• Copy of book keeping records for the year
• Login to any book keeping software (ie xero)(if applicable)
• Total income (if not on records)
• Total expenses (if not on records)
• Purchase price and date of any assets purchased for depreciation purposes
• Total interest paid on assets for the financial year
• Any personal expenses not on book keeping records (ie home gas, elec, rent etc)