What to Bring

Click links below to download a pre-made email worksheet to fill in and send back to my  This email address is being protected from spambots. You need JavaScript enabled to view it. .

(fill in the Word doc then email as an attachment)  


*TAXEMAIL (for individuals)

*TAXEBIZ (for tradesmen and small business)

 and the tax return is half done! 

 

Alternatively, bring the following when you come in:

A copy of last years tax return if you have it, along with:

1. Group Certificate from employer

2. Details of Interest earned

3. Dividends Received

4. Other Income

 

Deductions

1. A list of your claims (I do not need to see your receipts unless your claims are for large expenses for work related expenses)

2. List of Donations to charity

3. Other Claims

 

John will advise you on the hidden tax offsets to which you may be entitled!