A little preparation makes tax time faster, cheaper and less stressful. Use this checklist to gather everything before your appointment, whether you meet us in person or online.
Personal details
- Your tax file number and date of birth
- Bank account details for your refund
- Your spouse’s details and income (if applicable)
- Private health insurance details
- Last year’s notice of assessment (if you’re a new client)
Income
- Income statements from all employers
- Bank interest and dividend statements
- Rental property income and expense summaries
- Sole trader or business income records
- Capital gains from selling shares, crypto or property
- Any government payments received
Deductions
- Receipts for work-related expenses such as tools, uniforms and training
- Car logbook or a record of work kilometres
- Working-from-home hours and expenses
- Donation receipts
- Income protection insurance premiums
- Last year’s tax agent fees
Tips for a smoother appointment
- Keep receipts in one folder or app throughout the year
- Note any big changes, such as a new job, property or business
- Bring questions — it’s your chance to plan ahead
Individual tax returns at UV TAX start from $120 + GST, with a free fixed quote before we begin.
Need help? Talk to UV TAX
UV TAX is a registered tax agent with offices in Truganina and Point Cook, helping clients across Australia. Call 0466 268 405 for a free consultation and a free fixed quote.
Related: Individual Tax Returns · Book a Consultation · Pricing
This article is general information only and does not take your personal circumstances into account. Please contact us for advice about your situation.