WHAT YOU WILL NEED:
Things will go much
quicker if have these documents (those applicable to
you) available before you start.
1. PAYG Payment
Summaries / Group Certificates
2. Social security pensions, allowance documents /
statements
3. Sole parent / spouse / housekeeper / low income / aged
persons rebate
4. Family assistance statement
5. Private health statement
6. Medical receipts over $1,500
7. Schedule of work related expenses
8. Interest & dividend details
9. Franked credits from dividend statements
10. Superannuation if self employed
11. Prior year tax losses
12. Previous years accounting / lodgement fee
13. Investment property expenses schedule
14. Interest / fees on borrowing for investment purposes
Download this page as a PDF File
our friendly process.pdf
Want to get started?
IMPORTANT
-
Questions marked
with an *
are
required and the form will not lodged if they are not
completed.
ITP:
The Income Tax Professionals
ITP
has more than 250 offices throughout Australia and
services almost 300,000 clients annually.