Information DFKBKM require to complete your individual income tax return

Income

• PAYG Summaries for the relevant financial year
• Details of any interest earned for the financial year
• Details of any government allowance received e.g. youth allowance and other Centrelink benefits
• Details of any dividends received
• Any partnership and trust distribution e.g. income from managed funds and family trusts
• If the client is a sole trader details of business income and expenses
• Details of any capital gains e,g, sale of shares or real estate
• If the client owns a rental property details of rent received and expenses relating to the property

Expenses

• Details of any work related expenses such as:
  • Tools
  • Union fees
  • Electronics
  • Telephone and internet
• Motor vehicle expenses (please note that only the logbook and cents per km methods are available for the 2017 FY
• Any work related travel expenses e.g. parking, tolls or interstate trips
• Donations made
• Work related uniform

Other

• Private health insurance statements