1300 654 645
information basic standard intermediate advanced

Possible information you may require,
dependent on which category you fall into. Do not be concerned if you do not have all the relevant information on hand, we will call you if need to.

$ 29

Individual tax return, includes up to 2 Group Certificates.

$ 39

Basic Tax Return which includes 2-3 Group Certificates.

$ 59

Standard Tax Return which includes unlimited Group Certificates, spouse & dependents, rental property, shares.

$ 69

If you run a business or are self employed you will fall into this category

General Information
Tax File Number
Which year is the tax return for
Personal details including bank account
Group Certificates - PAYG payment summaries
1-2

2-3

Unlimited

Unlimited
Income
Interest earned on bank accounts
Government pmts: Centrelink, Austudy, Newstart, Parenting etc.
Dividends received
2-3

5+

5+
Managed Fund Annual Tax Statement
Foreign Income
Deductions
Work related expenses eg fuel, materials, clothing, vehicle (excl. set rate motor vehicle claims)
Up to $500

Up to $1000

> $1000

> $5000
Depreciation schedule - any asset over $300 needs to be depreciated
Prior tax agent fees
Rebates/Tax Offsets
Education: Family Tax Benefit A, stationery, books, computer expenses - up to 1
- 2 or more
Other Rebates
Spouse
Dependent children
Private Health Insurance annual tax statement
Rental property receipts & expenses
Foreign Income
Capital Gains/Loss - details of sale of any investments
ABN income
Business Activity Statement
Sale of Shares
Business income & expenses

Basic

$ 29

Individual Tax return, Includes up to 2Group Certificates.

More

Standard

$ 39

Basic Tax Return Which includes 2-3 Group Certificates.

More

Intermediate

$ 59

Standard Tax Return Which includes Unlimited Group Certificates, spouse & dependents, rental Property, shares

More

Advanced from

$ 69

If you run a business or are self employed you will fall into this category

More