Information needed (new client)

If you are a new client of BrisTax, we’ll need the following information:

  • Email address
  • Mobile phone number
  • Tax file number
  • Annual payment summary from employer(s)
  • Date of birth
  • Occupation
  • Residential and postal address
  • Bank BSB & account number for deposit of any tax refund

Where applicable, we’ll also need the following:

  • Bank interest income or other investment income over $50
  • If newly arrived or departing Australia – your approximate date of arrival/ estimated date of departure, your country of origin, and whether you are entitled to an Australian Medicare card.
  • Legal or defacto spouse name, date of birth, approximate taxable income for the financial year, number of dependant children
  • Your annual private health insurance tax statement
  • A summary of investment property income and expenses. Click here for our investment property checklist.
  • A list of any known tax deductible expenses. For example:

Clothing that has an employer’s logo or is protective 

Tools/equipment

Average monthly phone and internet bill plus your estimated work use % (vs private) of each

Training/courses/memberships

Approximate purchase date and cost of your current computer and your estimated work use %

Approximate work kilometres travelled during the year (from workplace to workplace, not from home to work unless you are carrying bulky equipment)

Average weekly hours spent working from home

Donations made to registered charities

Tax agent fees

 

NOTE:

From August onwards we can usually access the following information directly from the ATO, so you don’t normally need to supply it:

  • Annual payment summary from employer(s)
  • Total bank interest income earned
  • Dividend & other investment income
  • Annual private health insurance tax statement.