What you will need for an appointment
You can send us a summary of your income and expenses or if you keep your records in a spreadsheet you can just send that to us. Remember that you must still have copies of original receipts so that you can verify the expense claim if you get audited.
We can obtain some information from the ATO such as wages, Centrelink payments, Private Health statements and some interest and dividend income.
You will need to provide details of the following
Income
- Interest paid to you
- Dividends received
- Details of sale of assets such as shares & property
- Rental income and expenses
- Managed Funds tax statements
- Foreign Income – pensions, overseas interest and investments
- Business Income and expenses
- Cryptocurrency transactions
Expenses
- Motor Vehicle - Logbook showing business use % or diary of kilometers travelled
- Travel & Accommodation not reimbursed
- Uniforms & Protective Clothing
- Self-Education – fees, textbooks, print & stationery
- Seminars, Training & Conferences, reference books
- Home Office
- Telephone & Internet (Monthly cost & Diary of work usage % required)
- Stationery
- Tools & equipment
- Computing expenses if working from home
- Union fees, professional memberships
- Income Protection Insurance
- Superannuation Contributions
- Donations
Other
- Spouse Income
It is important to keep all your work receipts in a safe place.
You can send us a summary of the above or if you keep your records in a spreadsheet you can just send that to us. Remember that you must still have copies of original receipts so that you can verify the expense claim if you get audited.