Last year’s tax return & assessment notice Group certificate from employers, Centrelink, Austudy, pension, ETP payment certificate Superannuation withdrawal documents Family Tax Assistance Statements of Benefits Bank statements & saving books with interests entered as at 30th June Distribution, interest & dividend slips (if any) PPS Statements (if any) & ETP payment statements HECS details (if any) Austudy loans (if any) Receipts for all work related expenses & deductions Motor vehicle log books (ATO approved Version only) for deductible work travel Receipts for donations and self - education (work related) Details of spouse’s income if claiming a sole parent rebate Details of child’s income if claiming a sole parent rebate Private Health Insurance certificate Medical expenses over $1500, details of all medical expenses For Rental Properties: Agent’s statements and details of all expenses, interest, council & water rate, levies, repair and      maintenance, travel, etc For Business: Details of all income & expenses, bank statements, cheque butts, deposit books and details of all assets      used in the business and their costs, etc For Companies: Last year’s accounts and tax returns, bank statements, cheque butts, deposit books and details of all      assets used in the business and their costs, etc BAS and IAS returns lodged Dividend statements for company shares Name:......................................... Signature:..................................................

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