Income

1.    PAYG payment summaries for salary and wages

2.    Lump sum and termination payments

3.    Employer Allowances (i.e., motor vehicle)

4.    Government pensions and allowances

5.    Interest (Bank and cash management accounts)

6.    Dividends

7.    Rental Income

8.    Trust distributions

9.    Partnership distributions

10.    Managed fund investment income (dividends and capital)

11.    Income from foreign sources

12.    Details of capital gains events, i.e., assets that were sold during the year and were used for income earning purposes - Capital Gains Tax (CGT)

Deductions

1.    Allowance deductions

2.    Bank changes on investment accounts only

3.    Reference books / Journals

4.    Car travel (Log book or Km estimate with justification)

5.    Conference / Education (Registration, travel, taxi, accommodation, other)

6.    Depreciation of assets, i.e., computer equipment, library, furniture, tools

7.    Donations and gifts

8.    Educational expenses (i.e., Fees, travel, exams, union, borrowing costs, childcare)

9.    Financial planning / advising fees (in certain circumstances)

10.    Home office (Internet, phone, cooling / heating, electricity, cleaning)

11.    Interest and dividend deductions on investment borrowings

12.    Income protection insurance

13.    Journals, publications and magazines

14.    Laundry and dry cleaning for work related clothing

15.    Library

16.    Parking Fees

17.    Professional associations

18.    Professional insurance

19.    Rental deductions

a.         Repairs and maintenance

b.         Interest charges

c.         Bank fees

d.         Body corporate / owners corporation

e.         Insurance

f.         Land tax

g.         Travelling for property inspections

h.         Council Rates

i.         Water Rates

20.    Safety Equipment

21.    Stationery, printing and postage

22.    Subscriptions / associations

23.    Superannuation contributions

24.    Sun protection items

25.    Taxation advice

26.    Tolls (roads and bridges)

27.    Mobile phone (Costs, connection and calls)

28.    Uniform Expenses

29.    Union dues / RMO fees

Other

1.    HECS / HELP / SFSS Statement

2.    Health insurance details

3.    Adequate insurance cover

4.    Review of your superannuation balance(s)

5.    Wills

6.    Power of Attorney

7.    Binding Death Benefit Nominations

8.    Tax Offsets

a.         Beneficiary

b.         Lump sum

c.         Pensioner offset

d.         Foreign income tax offset

e.         Low income offset

9.      Medicare levy

10.    Medicare levy surcharge