Information needed (past client)
If you are an existing or past client of Bristax, we’ll need the following information:
- Annual payment summary from employer(s)
- Any change to your residential/postal address, mobile phone number, email address or bank account details since your last tax return
Where applicable, we’ll also need the following:
- Bank interest income or other investment income over $50
- If recently arrived in Australia – are you entitled to an Australian Medicare card?
- Legal or defacto spouse taxable income for the financial year and 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:
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- Clothing or footwear with an employer’s logo or that is protective
- Tools/equipment
- Average monthly phone and internet bill plus your estimated work use % (vs private) of each
- Study/training/courses/memberships
- Approximate purchase date and cost of your current computer/tablet/mobile phone handset 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)
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Average weekly hours spent working from home
- Donations made to registered charities
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.