Getting your documents together is the slowest part of most tax returns. The good news: most people only need a handful of them. Here is what to look for, depending on your situation.
If you earn a salary or wage
- Your employee income statement, from myGov (it replaced the old payment summary for most employers)
- Receipts for work-related expenses you want to claim
If you have savings or investments
- Bank statements showing interest earned for the year
- Dividend statements from each company you hold shares in
- Managed fund or trust distribution tax statements
If you own a rental property
- The annual statement from your property manager
- Loan interest statements
- Receipts for repairs and maintenance
Everyone
- Your private health insurance tax statement, if you have cover
- Last year's notice of assessment, if you are new to us
Not sure what applies to you? That is a question for your accountant, and it is exactly what we are here for. Book a call or ask through the portal.
The fastest way to send them
Please do not email your documents. Open your SmartIntake checklist instead: it shows only the items that apply to you, accepts photos of paper documents, and tells you as soon as anything is missing.