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Tax time checklist


Lodging your tax return is easier when you have everything ready that you will need. Be prepared this tax time and use our checklist to make sure you have everything you need.

The Basics:

You will need your:

Investments

Rental

If you own a rental property you will need details of:

  • rental income earned

  • interest charged on money you borrowed for the rental property

  • other expenses relating to the property, including any expenditure on capital works.

#checklist #TaxFileNumber #Bankdetails #financialinstitutions #paymentsummaries #employers #incomeandexpenses #shares #units

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