Taxation Services

Individual Tax Return

At Confide Accounting & Taxation Services, we look for ways to minimise your tax liability and maximise your deductions and will need certain information to help you with your tax return. Below is the list of documents we need from you. 

Any questions? Not a problem. Feel free to call or email us, and then we will tell you precisely what you’ll need to provide us.

Income Statement
  • PAYG Payment Summaries
  • Payment Summaries from Centrelink, for example, Youth Allowance, Newstart, Disability Pension etc.
  • Eligible termination payments
  • Interest & tax summary for your bank accounts
  • Share dividend distribution statements
  • Annual tax statements from trusts managed investments, property, and cash management trusts
  • Income and expenses from investment properties
  • Business income
  • Foreign income
Deductions & Expense
  • work-related expenses (with receipts). 
  • Motor Vehicle Logbook- if you use your motor vehicle for business purposes
  • Receipts of charitable donations
  • Interest and fees on investment loans
  • Donations to charities (unless you get a ticket to win something in return, those ones don't count)
  • Fee charged for previous year's tax return
  • Income protection insurance statement
  • Private health insurance statement 
  • Acknowledgement from superfund for the personal super contributions if you have made an extra super contribution during the year 
  • Amount of HELP debt or Financial Supplement loans outstanding
  • Accommodation and meals cost you've incurred from working away from home
  • Home office running expenses
  • Work-related education expenses
  • Rental property expenses – rates, body corporate, agent fees, interest on your loan, repair and maintenance, water rates, depreciation schedule
  • Investment expenses
  • Records of sales and purchases of shares, businesses, or property
Other information
  • Your spouse's information, including their date of birth and taxable income, to check if you may be eligible for tax benefits.
  • Government debts
  • Last year's tax return.