Past Client Tax Return Checklist

 

If you’re a past client of Bristax, we’ll need the following information:

  • Annual income statement from employer(s). We can usually access this from the ATO from the 2nd week of July onwards.
  • 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 dependent children
  • Annual private health insurance tax statement.
  • A summary of investment property income and expenses. Ask us for our investment property checklist.
  • A list of any known tax-deductible expenses. For example:
    • Clothing (logoed or protective)
    • Tools/equipment
    • Average monthly phone and internet bill plus your estimated work use % (vs private) of each
    • Study/training/courses/memberships/Union fees
    • 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)
    • Average weekly hours spent working from home
    • Donations made to registered charities

NOTE:

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

  • Annual private health insurance tax statement
  • Bank interest income earned
  • Dividend income

Managed Fund/Trust annual tax statements are sometimes unavailable until August/September. If you own units in a Managed Fund/Trust, please wait until you receive the annual tax statement before contacting us for your tax return.