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What to Bring to Your Tax Appointment

Monday, July 08, 2013

Hi all and welcome to the first tax related post for the new financial year.

This time of year we have a lot of people asking us what to bring along to appointments for their tax returns (or email through depending on preference).

Please find below a list of information that we believe should cover most bases when trying to get your documents together.
Please remember though, when in doubt just include it.

Also in this listing are links to our individual schedules and rental property worksheets.

To efficiently provide you with the best service it is beneficial for you to bring the following to your appointment:
o Bank account details (for payment of refunds)

o Previous year’s tax return (if a new WFS client)

o Previous years invoices relating to cost of managing tax affairs (if a new WFS Client)

o Details of interest received.

o Details of dividends received

o All Payment Summaries/Group certificates for the year

o Receipts for (or preferably a summary of) all work related expenses (i.e. union fees)

o Any work related car expenses

o Any work related travel

o Any work related uniform or clothing expenses

o Any work related self-education expenses

o Summary of donations

o    Sale price and Cost base of assets (if disposed of in 2013)

o    Spouse income (if not a WFS client)

o    Summary of child support paid

o Private health fund statement

o Details of medical expenses, if net out of pocket costs exceed $2,120.00
If you intend to claim  please bring:

                o Private health  insurance  summary (of claims, not certificate of cover)

                o Summary of other out of pocket medical expense or receipts for any other medical expenses (not claimed through medicare or private health insurance)

o Any other items that you feel are relevant.


For rental properties:
o Please click here to download our rental property worksheet (1 sheet per property, per year)
              The worksheet is optional, but does entitle you to a 15% discount  if completed correctly.

o Details of all rent received – (rental property management annual summary preferred)

o Details of all expenses including interest

o  Property address and date first earned rental income (if first year with rental property)

o Depreciation report (or list of all capital  expenses)

o Any other items that you feel are relevant.


If you wish to email through your information, please use our individual schedule. You can download it here.

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