03 9792 2772 info@infinitygrp.com.au 1/20 Langhorne Street, Dandenong VIC 3175

TAX TIPS – DOCUMENT CHECKLIST FOR 2015 INDIVIDUAL TAX RETURNS

It’s almost the time of the year where you get a reward from the tax office for all your hard work! At Infinity Accounting & Financial Services, we want you to get your hands on those rewards as soon as possible. For us to help you do this and for you to avoid the rush of tax season we have put together a list of things for you to bring when you come see us.


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 above information, we can set you up on our system and be ready to go when you come in to see us with the following documents:


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)
  • Uniforms and work related clothing expenses ( including laundry expenses )
  • Business travel expenses
  • Income protection premiums
  • Payments to approved charities
  • Any other work related expenses (mobile, internet, home office, unions fees etc.)

Please bring along any expenses that you think could be a deduction and we will advise you whether that is claimable or not. You do not need to bring along receipts for expenses, as long as you have them for your reference and you can tell us how much the expense is. Please also bring in your last year’s return if you have it available.

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