FJD Accounting

WHAT YOU WILL NEED

PAYG Payment Summaries (previously Group Certificates) You should be provided a copy from your employer
Payment Summaries from Centrelink for example, Newstart, Youth Allowance, Disability Pension
Eligible termination payments
Interest earned from bank accounts
Share dividend statements
Annual tax statements from trusts managed investments, property and cash management trusts
Income and expenses from investment properties
Business income
Foreign income

A list of work-related expenses (with receipts). This includes your motor vehicle log
Receipts of charitable donations
Interest and fees on investment loans
Donations to charities (unless you get a ticket to win something in return, those ones don’t count)
School building levies and library funds
Fee charged for previous year’s tax return
Income protection insurance
Sickness and accident insurance
Private health insurance
Any extra superannuation contributions
Amount of HELP debt or Financial Supplement loans outstanding
Accommodation and meals costs you’ve incurred from working away from home
Home office running expenses
Work-related education expenses
Rental property expenses – rates, body corporate, agent fees, interest on your loan, repair and maintenance, water rates, depreciation schedule
Investment expenses
Records of sales and purchases of shares, businesses or property

Bring the details of your spouse, including their date of birth and taxable income to check if you may be eligible for tax benefits.
Government debts
Last Year’s tax return.

In order to prepare your personal tax return, we first require some information from you.

Download, complete and email through our simple to use DOC form available on the personal tax and sole trader pages of our site.

Not a fan of filling out forms? There is absolutely no need to repeat the information that you know we will already have on file.

TEL: 03 6231 9334 EMAIL : terry@fjdaccounting.com.au ADDRESS: 86 Newdegate St, West Hobart TAS 7000