Materials for appointments

Find out what you will need to bring to an appointment

You can send these items to us in person or by post, email, or by uploading your files to our server.

For Tax Returns and Business Activity Statements – please provide the following documents for the relevant Financials years or Quarters

• All Clients – Please provide:
• information about your income (including interest, dividends etc) for the relevant financial year(s), you must bring your group certificate(s)
• information about your expenses during the year, bank statements, HECS debt information if applicable, private health insurance details, and any other financial information that you think is relevant. Do not bring a box of receipts, as it is unlikey that we will have time to go through them. Instead, prepare a summary of the receipts (if applicable) and bring them with you to the appointment
• If you have investment properties – a full list of required documents can be found here
• If you sold any assets (such as shares or other securities, real estate, a business etc) – a full list of required documents can be found here
• New Clients – Extra information needed:
• a copy of your previous year tax return
• your (or the relevant entity’s) Tax File Number
• Businesses (Sole Traders, Partnerships, Trusts, Companies and Superfunds) – Extra information needed:
  • A copy of your PAYG Payment Summary Statement issued to the ATO and a copy of all the PAYG Summaries that were issued to your employees (we can also prepare these for you if you need us to)
  • If you are using a book keeping system please provide data from it that will enable us to determine your income and expenses for the relevant period(s). For example, if using MYOB or Quicken you can email us your software file or you can upload it to our website
  • All bank statements for all your accounts for the entire relevant period
  • All loan contracts for all your loans (such as mortgages, car loans etc) for the entire relevant period
  • If you paid any superannuation during the period(s) provide details showing each payment, each payment’s date and the full name of employee that the payment was made for

Investment Properties

• All Clients – Please provide:
• The rental agent’s Yearly Statement showing total income and expenses for the year. If you didn’t use a Real Estate Rental Agent to manage your property, please provide:
• Total income
• A list of repairs undertaken
• A list of renovations undertaken – please provide the description, date, and cost of each renovation
• Total mortgage interest
• Total Council rates
• Total Insurance
• Total Strata (also known as Body Corporate) fees
• Any repairs undertaken
• Any items purchased for the property (ie new air con, oven etc) – for each item provide purchase date and price
• Total Water charges
• New Clients – Extra information needed:
• Date of purchase of the property
• Purchase price
• Original Loan amount
• Loan contract including a schedule of fees
• Construction date if known
• A list of renovations including prices and dates, that you have undertaken since purchasing the property
• Your last lodged tax return that includes the investment property
• Sale of Investments
  • If you sold real estate:
  • Property purchase date
  • Purchase price
  • Solicitor’s distribution Statement for the purchase
  • Mortgage taken
  • Mortgage insurance amount (if any)
  • Cost of Pest and building inspections
  • Stamp Duty paid
  • Legal fees on purchase
  • Dates that the property was rented out for, if any
  • For each year: Council rates, home insurance, water rates, land tax (if any), strata fees (if any)
  • Property sale date
  • Property sale price
  • Real estate agent’s commission
  • Legal fees on sale
  • Solicitor’s distribution Statement for the sale
  • Discharge of mortgage fee, if you paid it
  • Advertising fees (if any, unless it was part of the agent’s commission)
  • Furniture hire (if any, unless it was part of the agent’s commission)
  • Professional photography (if any, unless it was part of the agent’s commission)
  • Other investments – Information needed:
  • Date of purchase of the investment
  • Purchase price
  • Interest paid on loans relating to the investment unless that interest was already claimed in your previous tax returns
  • Date of sale of the investment
  • Sale price
  • Any other expenses relating to the investment which haven’t been claimed on your previous tax returns