23 March 2017 — articles

bongiorno & partners income tax check list

Written by bongiorno group


What you need for your next appointment

To help us prepare your tax return and ensure you get the very best results, please gather all of the informatic documents listed below. Please then send a copy of each item to your tax specialist, prior to your next meeting. We look forward to seeing you soon.


  • PAYG payment summary
  • ETP payment summary
  • Allowances (youth/ newstart/ benefits)
  • Interest (bank and cash management accounts)
  • Managed investment distributions
  • Share dividends
  • Family trust distributions
  • Private pratice fees
  • Foreign source income and foreign assets or property (include details of foreign tax paid)
  • Other income (royalties, scholarships, grants, directors fees)

investment property

  • Address purchase date, dates rented
  • Rental statement
  • Interest expense
  • Expense (maintenance, depreciation report, council rates, water)

capital gains:

  • HECS/HELP accumulated debt
  • Private health insurance (statement detailing how many days you were covered)
  • Salary packaging

As this general advice has been prepared without taking account of your objectives, financial situation or needs, you should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product Disclosure Statement before deciding to acquire the product.


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