At Mobile Tax Professionals
we recognise the value of being prepared

The following is a non-exhaustive list of useful items for tax return preparation.

Income

PAYG Summary (Group Certificate)
Business Income
Rental Income (agent’s annual statement)
Superannuation payments
Bank Interest
Dividends
Managed Funds Annual Tax Statements
Capital Gains information (Sale of Shares/ Property)

Deductions

Motor Vehicle
Tolls/ Parking/ Travel expenses
Uniform/ Safety gear
Training/ Self Education
Union fees/ Memberships/ Registrations
Telephone
Computer/ internet
Tools
Stationery
Sun Protection
Donations
Tax Agent Fees
Income Protection Insurance
Rental expenses (interest, rates, repairs, insurance)

Tax Offsets/ Instalment Credits

Spouse personal and income details
PAYG instalments paid

Private Health Insurance statement

Bank details for deposit of refund (the ATO no longer issue cheques)

Documentary Evidence

A key principle behind claiming deductions is the need to obtain written evidence of the expense. Generally this is in the form of a receipt or invoice and needs to include: the name of the supplier; $ amount; details of goods or services and date. Please ask us for assistance with keeping log books and diaries to calculate deductible amounts.