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WHAT YOU WILL NEED:

WHAT YOU WILL NEED TO HAVE AVAILABLE FOR ONLINE TAX

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Things will go much quicker if have these documents available (those that are applicable to you).
We also suggest that you download this page as a reference before you get started.

our friendly process.pdf

1. PAYG Payment Summaries / Group Certificates
2. Social security pensions, allowance documents / statements
3. Sole parent / spouse / housekeeper / low income / aged persons rebate
4. Family assistance statement
5. Private health statement
6. Medical receipts over $1,500
7. Schedule of work related expenses
8. Interest & dividend details
9. Franked credits from dividend statements
10. Superannuation if self employed
11. Prior year tax losses
12. Previous years accounting / lodgement fee
13. Investment property expenses schedule
14. Interest / fees on borrowing for investment purposes

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ITP: The Income Tax Professionals
ITP has more than 250 offices throughout Australia and services almost 300,000 clients annually.