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Your 2018 tax return checklist

To maximise your deductions and ensure that your tax return is complete, please review the following items and advise us of any that apply to you.

  • PAYG payment summary (employment)
  • Allowances / tips / director’s fees
  • Employer lump sum payment
  • Centrelink / pension income
  • Annuities / superannuation lump sum payments
  • Interest amounts and TFN credits
  • Dividend statements
  • Employee share schemes
  • Partnership and trust distributions
  • Business income
  • Capital gains / losses – property / shares
  • Foreign income
  • Rental property income
  • Royalties
  • Taxable scholarships
  • Jury service payments

Contact us today for expert assistance to prepare your tax return and maximise your tax refund.

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